Changing the Body of a Sales Report
JOUR-S Selections Subscreen
You use the JOUR-S Selection and Customer Selection subscreen to sort, limit, and add detail when printing sales reports in the (U) Sales Selectors screen.
Each record is a separate entity. You must complete the sorts in the JOUR-S Selections subscreen before going to the Customer Selection subscreen.
You can use the following fields to specify sorts, set limits or add detail.
Use Pick # to sort, limit or add detail by invoice number.
The Sort field is the sequence number of a ticket. Sequence numbers are used when an order is entered through Point-of-Sale, or if the order includes split or sequenced lines.
Use Group to sort, limit or add detail by bin location.
Item # is the stock number for the item.
Company is the item’s manufacturer code.
Cust # is the customer number, which is the customer account number from which the invoice was created. Customer number information is entered in the Customer Master tab.
Dept is the customer department from the Customer Master tab.
The State field is the state in which the customer is located, as entered in the customer’s billing address in the Customer Shipto/Attention tab.
This Slsm field is the salesperson number. You assign salesperson numbers in the (HY) Salesperson Master screen.
The Ot field is the order-taker number.
The Ov field is the order verifier number.
The Op field is the order packer name or number.
The information in the Route field comes from one of three places. The system first searches for a CROUTE special specifying the carrier route on the pick ticket or invoice. If there is no CROUTE special, the system looks at the Route box in the Customer Buyers/Manifest tab. Finally, if no carrier route is specified there, the system looks at the Route box in the Customer Master tab.
The Order fields are the date that the order was placed.
The Inv fields are the date that the transaction was invoiced.
The Cust P/O # field is the customer purchase order number.
The Invoice# field is the invoice number and extension.
The Pay Code field is the transaction type, such as cash, charge, or COD.
The Disc field is the discount type. The discount type shows how the suggested selling price is determined. Following is a list of discount types:
S Standard discount
P Cost-plus discount
C Contract price
* Sale contract
1-5 Column price
N Net price (no discounts apply).
The % field shows the percentage discounted from or added to cost.
The Hold field is the hold discount type. You can specify hold discounts in the Hold Type box in the Customer Order Entry tab.
The Contract field is the contract type. This field is only valid if the item’s price came from a contract. You create contracts in the (ET) Inventory Contract Price screen. See Contracts.
The Taxable field is the customer’s sales tax status.
The District field is the customer's tax district. For more information, see Tax Districts.
The GL Loc field is the general ledger location. If you do not limit the report by G/L location, the report prints for all locations. However, the G/L location you specify in the print lines overrides the G/L location limits you set here.
The Inv Loc field is the inventory location (warehouse) that filled the order.
The Class field is the stock class.
The Dept field is the item department. You can use item departments to group similar items, to indicate the general ledger minor account that the item is posted to for sales purposes, and to indicate whether the item is taxable.
The Unit field is the item’s selling unit of measure. Selling units appear in the Unit box in the Item Settings tab.
The Assort field is a user-defined code for assortment pricing. With assortment pricing, you can group similar items for quantity price breaks. You can set the assortment pricing option in the Assortment Pricing field of the (LG3) Order Entry Pricing Parameters screen.
A Cost $ is the average or actual cost. The average or actual cost is the cost displayed in the Cost $ box in the Item Master tab, or the cost from a received purchase order.
P Cost $ is the pricing cost. The pricing cost is the cost assigned to the customer at order entry when you sell an item.
Price $ is the actual selling price.
List $ is the list price for an item.
S Qty shows the quantity sold.
Comm is the salesperson commission code.
Asmb is the history on assembly items. This information comes from the first Kit box in the Item Settings tab.
Bom is the way an assembly is priced. This information comes from the second Kit box in the Item Settings tab.
Item # is the entire item key, which includes the item number and the company.
P/O # is the customer’s long purchase order number. This comes from the Purchase Order # box in the Order Entry Global tab, or from the P/O# box in the Customer Buyers/Manifest tab.
The Who Call field is the Whocalled special in Order Entry.
See also: