Printing Standard Sales Reports
Printing the Budgeted Usage Report
You can maintain up to 24 months of sales history and budget figures for your customers. If you have customers that need to track not only their purchases, but see how well they are staying within their budgets, the Budgeted Usage Report is the answer. This report not only lists the customer's monthly expenditures, but compares them against their budgeted amounts.
You can print this report if:
The customer's status code is within one or both of the ranges specified in the (LA) Customer and A/R Parameters screen's
Monthly Usage From and To fields
Quarterly Usage From and To fields
You have budget amounts in the Customer History Monthly Budgets tab. (For more information about setting budgets, see Customer History.)
You build the file JOUR-U first.
Both current and year-to-date budget information print. You should specify the monthly budgeted amount for each department if you have several accounts for one customer.
In the (UR) screen, select the [J] Quarterly Customer Usage Report code.
In the MTD Totals field, type X.
In the Separate Depts field, type Y.
At the Enter Month To Use For Budget prompt, enter the number of the month, as listed in the Customer History Monthly Budgets tab, to use to calculate the budgeted usage amounts. To accept the default month, press Tab.
In the Sort fields, press Tab. These fields do not apply. The report sorts by customer name, customer department, and item number.
Use the Cust From and To fields to limit the report by customer number. Enter the range of customer numbers to include.
To limit by the range entered in the Quarterly Usage From and To fields in the (LA) screen, press Enter.
In the Location field, press Tab to use location 1, or enter another G/L location. Space through the field to include all G/L locations.
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.
In the File field, enter the sales journal from which to gather the information for this report.
To use the default sales journal, JOUR-U, press Tab.
To print this report using 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. To accept the default volume serial, press Tab. The default volume serial comes from the Sales Jour field in the Volume Serials Record of the (LØ) Global Master Parameters screen.
The report prints.
See also: