Using Items by Customer Weekly Report

1. At the Week Date field, enter the date for the report. The system will convert the date entered to the beginning and ending dates for the week based on the Company Weeks Ends setting in Ledger Options. Command options will appear:

• Continue – Select Continue to confirm the week selected and proceed to the next field.
• Exit – Select Exit to leave this option.

2. 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 ID 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.

3. 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 field. You may also enter "//////" to run the report for all customers.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

4. At the Use Item Aliases (Y/N) field, enter Y (Y=yes) to use the customer's item aliases name for the items shipped and invoiced or N (N=no) to print using the item name.

5. The following message will display: "Customers totals only? No/Yes."

• Select yes to generate the report without the item detail and will only contain the total pounds invoiced for the customer.
• Select no to include the item detail and the total for the customer on the report.

6. 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 information.

Security Required : Sales - Sales Reports