Printing Standard Sales Reports
Printing the Bell Format Usage Report (Standard)
The Bell Format Usage Report gives a detailed sales history on each part of a customer’s organization, such as separate locations or different profit centers. 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.
The report is sorted by the first 15 characters in the Name box, then by the last 15 characters in the Name box. There are no default limits for this 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-UC. Information in the specified sales journal is used to create the file JOUR-UC the first time you print the report. Each time you print it, the monthly information from the selected sales journal is updated, and the current month’s usage information is added to the year-to-date totals.
In the (UR) Sales Reports screen, select the [C] Monthly Invoice Register Report code.
In the Sort 1 field, type C.
In the Cust From and To fields, enter the customer's number. You must enter the same number in both fields.
At the Enter District Sort Length prompt, enter the number of characters in the district number specified in the Name box in the Customer Master tab. You can specify up to 15. You must use the same district sort length each time you run this report for a specific customer.
The report totals according to district and sorts alphanumerically by district for the number of characters you enter. You can enter a number greater than the number used for the district number in the Name box in the Customer Master tab. Extra characters sort as a region of the district.
To total the report according to customer account departments and sort it alphanumerically within those characters, press Tab.
In the Location field, enter the G/L location for which to print the report.
In the Printer field, enter the name of the printer to use.
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.
In the Copies field, enter the number of copies to print.
In the Totals Only field, press Tab. This field does not apply to this report.
In the File field, enter the name of the sales journal from which to gather information for this report. To accept the default sales journal, JOUR-S, press Tab. To use information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure.
In the Volume field, enter the volume serial of the unit where the file is located. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) Global Master Parameters screen. To accept the default volume serial, press Tab.
The selected sales journal updates the monthly information. The current month’s usage information is added to the year-to-date totals. The report prints.
See also: