Using Customer Margin Report

1. At the Broker (Y/N) field, enter Y and the system will generate a report sorted by broker. Enter N and the system will generate a report that will not include any information about brokers.

2. At the Start and End date, enter the beginning and ending invoice dates that should be included on the report. You can enter the same date in both fields to reference one day or enter a range of dates to reference multiple days. You may also press Enter through both fields to accept the current system default date (today's date).

3. At the Customer MaskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB., type in the customer code you want, or use a mask for a wild card search. You may also type the starting letter of the customer and press Enter and a list of customers in the system will appear to choose from.

4. At the Item MaskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. field, a Select An Item First Digit window appears. Select the appropriate item first digit item that you want, or enter the default "/’ which applies to any first digit item. Continue in this manner for all digits and management groupings that you want.

5. At the Item Type field, select the item class you wish to report on: Product, Other, or ALL.

6. At the Cost field, specify whether you want the report based on Actual Cost or Standard Cost.

7. At the Summary/Detail field, enter S to have the system print a summarized format report for the customers and items selected. Enter D to have the system print a detailed format report showing each item sold to the customer.

8. If you selected Broker = Y, you will now be asked whether to include null broker (non-broker sales), Yes or No.

Note: If the system cannot locate any invoiced orders during the dates specified, the message line displays "No Records Found !!! Press Space Bar.”

Use the Available Actions link below for more information.

Security Required : System - Profit Margin