Printing Standard Sales Reports
Printing the Monthly Customer Invoice Report (Standard)
The Monthly Customer Invoice Report is an itemized list of each customer’s purchases during a given month. This report is very similar to the Monthly Customer Usage Report. The main difference is that the Monthly Customer Usage Report focuses on individual items, whereas the Monthly Customer Invoice Report focuses on invoices.
Note: This report shows only invoices with a pay code of 2 (charge) or 5 (credit return).
You can also print a Monthly Customer Invoice Recap Report by itself. For more information, see Printing the Monthly Customer Invoice Recap.
In the (UR) screen, select the [I] Monthly Customer Invoice Report code.
This report sorts by customer name, customer department, and invoice number. You cannot select other sorts. To begin each sort on a new page, type S in the Sort field.
Limits define the information included in a report. You set limits by specifying a range of information (invoice numbers and customer names, for example). Information falling within the range is included in the report; information outside the range is excluded.
You can set several limits for a report. However, a record must meet all the limits to be included in the report. There is no default customer status code. You must specify only one or a range in the Cust and Invoice From and To fields.
To limit the report, tab to the fields to use to limit and enter the beginning range in the From field. Enter the ending value of the range in the To field. To limit the report to a single piece of information, enter the same thing in both From and To fields.
To include all of the applicable information, press Enter. Go to Step 4.
Use the Slsm From and To fields to limit by salesperson number.
Use the Cust From and To fields to limit by customer number.
Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.
Use the Dates From and To fields to limit by invoice date.
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.
The default sales journal is PREV-S. This file name reminds you to enter the name of the sales journal from which to print (usually the JOUR-S file).
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: