Sales Report Concepts

The Bell Format Usage Report provides a detailed sales history for each part of a customer's organization. Customers with regions and districts that require usage reports present a special situation for the dealer. This report accommodates these customers by using up to 12 characters from the Name field as the customer's district or department number. The remaining characters in the Name field identify the region or sub-department. The report sorts by customer, and information for each customer begins on a new page. The report lists each district and each region within the district. Purchased items list by region.

 

The Bell Format Usage Report is generated from the file JOUR-UC. Information in the specified sales journal is used to create the file JOUR-UC the first time you print the report. Each time you print it, the monthly information from the selected sales journal is updated, and the current month’s usage information is added to the year-to-date totals.

 

The report contains the following information for every item purchased during the specified month:

The report also indicates if the item was purchased on a contract. It breaks the monthly subtotal into contract and non-contract amounts.

 

Note: You can print this report in both the standard and the custom format. To print the standard format, access the text-based (UR) Sales Reports screen. Access the (U) Sales Selectors screen to print the custom format.

 

See also:

Printing the Bell Format Usage Report (Standard)

Printing the Bell Format Usage Report (Custom)