Using Customers by Item Report

1. At the Report Date field, enter the appropriate report date or press Enter to accept the current system default date. Regardless of the date entered, all invoices for that month will be included in the totals for that month. You must have accounting periods set up in order to run this report.

The following message will display: "Report will be for period XX. Continue? No/Yes," where period XX is based on the accounting period for the data entered.

• Select no to enter a new date for a different accounting period.
• Select yes if this is the correct accounting period.

2. At the Item Mask field, enter 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. for the report.

3. At the (B)ill To or (S)hip To field, enter B (B=customer bill-to ID) to base the report off the bill-to customer assigned to the customer. This will summarize the sales under bill-to customer ID. Enter S (S=customer ship-to ID) and the customer ship-to ID will be used to generate the report. This will give the detail for all customers regardless of bill-to ID.

4. Enter the customer code or 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. for the report at the Customer Mask field. You may also enter "//////" to run the report for all customers.

5. At the (A)nnual or (V)ariance field, select A (A=annual) to generate a report which will print out 12 months worth of information, with no variance, for the items and customers selected and a grand total for the 12 month period. Select V (V=variance) to get a 13 month report that will show the variance between the same month last year and the current year.

6. Select the display option at the Display field. A Select A Display Option window will display with the following display options:

• Prod Dollars – Total product sales dollars
• Gross Profit – Gross profit dollars
• Gross margin % – The gross profit percentage
• Pounds – Pounds invoiced
• Eaches – "Eaches" invoiced.

Scroll to the appropriate selection and press Enter to confirm your selection.

7. Command options will appear, allowing you to print or choose from a set of other print options.

Use the Available Actions link below for further instructions.

Security Required : Sales - Sales Reports