Report Completed Sales Dollars
Access
This routine produces a series of reports showing
sales-related transactions (excluding service orders) by location, for
a user-defined as-of date. You can run the report for detail, summary,
or both. An option to include a GL recap is also available. Once the report
criteria have been selected, click Run
to produce the report.
The detail report prints a recap section that displays the totals (without
the breakdown) by individual transaction. The summary report displays
totals by primary salesperson and location.
If you select Summary at the Detail, Summary, or Both field, the program
restricts your output options to Printer or Screen.
This report only shows information for open sales period(s). Once a sales
period has been closed (for example, the end
of the month report has been run), records from the closed sales period(s)
are not included in this report.
The output of this report may be affected by Regional
Processing restrictions. That is, you can inquire only about customers
and locations to which you have access.
Date CodeClick
on the Arrow button to view a list of date
codes, then select the code that best indicates the time period on
which to base your report.
Start DateIf you
select CUS at the Date Code field, you activate this field. Use
this field to specify the start date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
End DateIf you
select CUS at the Date Code field, you activate this field. Use
this field to specify the end date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
Detail, Summary, or Both
Print GL RecapCheck
the box if you want to generate a recap report of the general ledger posts,
showing the GL account number, description, and debit and credit amounts.
Totals for the company and grand totals are also included.
Send Output
toThe output destination of
the report displays. To change the output destination, click on
the Actions button and select Output
Settings.
Export PathIf you
select either the Personal
Report Viewer (PRV), Excel Export,
or ASCII Export, this field displays the pre-set computer drive and folder
location to which the system exports the report data. You cannot edit
the export path using this process.
