Printing Standard Sales Reports
Printing the Monthly Invoice Register (Standard)
The Monthly Invoice Register is a listing of all of the invoices generated for a specified period of time.
In the (UR) Sales Reports screen, select the [C] Monthly Invoice Register code.
Use the Sort 1, 2 and 3 fields to specify the order in which information prints on the report. Press Tab to sort by invoice number. To sort by customer name, then by invoice number within customer name, type C and tab through the Sort 2 and Sort 3 fields.
Type K
to sort by stock class. Stock classes group items. For example, a stock
class might indicate an item is stocked, or that it is bought direct.
Space through the Location field in the print line to use the master stock
class (from the Class box in the Item Master tab).
If you enter a specific location, the specific stock class for each location
(displayed in the Class box in the Item Settings tab) is used. If no stock
class is specified for a location, the master stock class is used.
Type S to sort by salesperson number.
Type $ (dollar sign) to sort by total sales dollars. This sorts in descending order. The item with the highest sales is listed first, and the item with the lowest sales is listed last.
Type # (pound sign) to sort by contract number for items on a contract.
Type Q to sort by the quantity sold of each item. This sorts in descending order. The item with the greatest quantity sold is listed first. The item with the least quantity sold is listed last.
Type D
to sort by item department number. An item’s department number identifies
the general ledger minor account and specifies the taxable status of the
item. Space through the Location field in the print line to use the master
department, displayed in the GL Dept box in the Item Master tab.
If you enter a specific location, the specific department for each location,
displayed in the GL Dept box in the Item Settings tab, is used. If no
department is specified for a location, the master department is used.
Type I to sort by item number.
Type L to sort by G/L location.
Type F to list the number of times an item has been sold. This sorts in descending order. The item sold most often is listed first, and the item sold least is listed last.
In the Report Cost field, press Tab.
In the Cost Type field, press Tab.
Limits define the information
included in a report. You set limits by specifying a range of information
(account numbers, item numbers and customer names, for example). Information
falling within the range is included in the report; information outside
the range is excluded. For example, when generating a salesperson
report, you can limit the report to only salesperson numbers within
a certain range, or even to one specific salesperson number.
You can set several limits for a report. However, a record must meet
all the limits to be included in the report.
To limit the report, tab to the fields to use and enter the beginning
range in the From field. Enter the ending value 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 6.
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 Contract From and To fields to limit by contract number.
Use the Dates From and To fields to limit by invoice date.
Use the District From and To fields to limit by tax district.
Use the Writer From and To fields to limit by order-taker number.
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 accept the default sales journal, JOUR-S, 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.
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