Printing the Monthly Customer Usage Report (Custom)
The Monthly Customer Usage Report is a listing of the items that a customer has purchased during a specified month. The report is sorted by customer name, customer department, and item number. Information for each customer begins on a new page.
An item is listed each time it was purchased, even if it's been purchased more than once during the month. Groups of like items are subtotaled.
Note: The item subtotal includes only the quantities for like items, and does not include previously listed items.
If an item has been assigned an alias number, the alias number prints instead of the item number. The report also shows the total number of items ordered and an extended total for all of the items purchased during the month.
When you print the Monthly Customer Usage Report for a customer whose status falls within the range specified in the Monthly Usage From and To fields or the range specified in the Quarterly Usage From and To fields in the (LA) screen, the JOUR-U file is updated with the most recent sales information. If you print the report for a customer whose status does not fall within either of those ranges, the report prints but the JOUR-U file is not updated.
Finally, if you print the report and do not set limits, all customers whose status falls within the range specified in the Monthly From and To fields in the (LA) screen are included. The JOUR-U file is updated with the most recent sales information for all customers with status codes that fall within either the monthly or quarterly range in the (LA) screen.
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.
To print the Monthly Customer Usage Report (Custom):
In the (U) Sales Selectors screen type 12 in the Selector field. Press Enter.
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 Sales Report.
Type P to make changes to the print line. See Changing the Sales Print Line.