Salesman Summary Report
This is a maintenance utility that can be added to an Additional Options menu as it is not on a
standard menu.
This report lists the purchase totals per customer for the
current month and year to date.
It can be sorted by the Invoice Salesman or Customer Salesman Code.
It creates the totals from each invoice for the customer, by
salesman.
The prompts include:
-
- FROM SALESMAN
- Leave this field blank to include all salesman codes in the
list, or enter a starting salesman for the range, or select one
from the drop-down list as setup in Salesman
Codes.
- TO SALESMAN
- Leave this field blank to include all salesman codes in the
list, or enter an ending salesman for the range, or select one from
the drop-down list.
FROM CUSTOMER NAME
- Leave this field blank to include all customers, or enter the
first few characters of a starting customer name, or select one
from the Accounting Customer Search
window.
- TO CUSTOMER NAME
- Leave this field blank to include all customers, or enter an
ending customer name or select one from the window.
YEAR START DATE
- Accept the default fiscal year start as defined the last time
Summarize G/L For Financial Statements was
run, or enter a preferred year start date.
- YEAR END DATE
- Accept the default year end for the reporting period, or enter
a preferred year end date.
- THIS MONTH DATE
- Accept today's date, or enter the preferred date.
SORT ORDER
- Select one of the following sorting options:
- Select Customer Alpha to sort the customer records
alphabetically by using the Alpha Key defined for each
customer in Customer Information.
- Select Descending $ to sort the customers by dollars,
starting with the highest dollar amount.
- SORT TOTAL TO USE
- This prompt only applies if the Sort Order is based on
the Descending$.
Select one of the following sorting options to determine the
descending dollars:
- Select This Month to sort the customers in descending
amount as of the current month.
- Select Year to Date to sort the customers in descending
amounts as of the total year.
SALESMAN TO USE
- The salesman assigned to the customer in Customer Information can differ from the salesman
on the invoice.
Select one of the following sorting options:
- Select Invoice to include customer dollars according to
the salesman on the invoice.
- Select Customer to include customer dollars according to
the salesman assigned to the customer, regardless of the salesman
on the invoice.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: INSH31