Printing Custom Sales Reports

The Bell Format Usage Report gives a detailed sales history for each part of a customer’s organization. In this report, the larger parts of a customer’s organization are called districts, and the parts within each district are called regions.

 

Creating usage reports for customers with districts and regions presents a special situation. These reports require an additional sort. The Bell Format Usage Report creates an additional sort by using up to 15 characters from the Name box in the Customer Master tab as the customer's district or department number, ignoring the Dept box. The remaining characters in the Name box identify the region or sub-department.

 

This report sorts by customer, with each customer beginning on a new page. The report lists each district and each region within the district. Purchased items list by region.

 

Note: There are two versions of this report. The Standard version prints a usage report, as well as an invoice register. See Printing the Bell Format Usage Report (Standard). The Custom version only prints the usage report.

 

To set up the Bell Format, you must create the customer's record in the Customer Master tab. For more information, see Adding a Customer.

 

When creating records for individual districts, enter a number in the Dept box. The department number can be part of the customer's actual department or a number of your choosing. Then, enter the district or true department number in the name field.

 

The Bell Format Usage Report is generated from the file JOUR-U. You must build the JOUR-U file before printing this report. To do this, see Printing the Monthly Customer Usage Report (Custom).

 

Note:  Customers need not be assigned a status within the ranges specified in the Monthly Usage fields or the Quarterly Usage fields in the (LA) Customer and A/R Parameters screen to be included in this report.

 

To clear the Bell Format Usage Report you must delete the JOUR-U file. You must also delete the JOUR-U file before building a new JOUR-U file. See System Utilities.

 

Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.

  1. In the (U) Sales Selectors screen type 7 in the Selector field. Press Enter.

  2. At the Do You Wish To Change All prompt, type E to print the report as is.

    Type A to change the body of the report. See Changing the Body of a Special Sales Report.

    Type P to make changes to the print line. See Changing the Special Sales Print Line.

See also:

Printing the Monthly Invoice Register (Standard)