About the Monthly Customer Usage Report
The Monthly Customer Usage Report lists items a customer has purchased during a specified month. To be included in this report, the customer's status code must fall within the range entered in the Monthly Usage From and To fields in the (LA) Customer and A/R Parameters screen. This report is sorted by customer name, department, and item number. Information for each customer begins on a new page. Any items that was purchased multiple times during the specified month is listed once for each time it was purchased. An item subtotal appears for each group of like items.
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.
This report includes the following information:
Item Number (If an item has been assigned an alias number, the alias number prints instead of the item number. For details, see Item Aliases.)
Item Description
Manufacturer's Prefix
Invoice Number
Invoice Date
Customer Purchase Order Number
Unit Selling Price
Quantity Sold
Extended Selling Price
Total Number of Each Item Numbered
Extended Total for all Items Purchased During the Month (Does Not Include Tax)
Note: Items priced with contract pricing are marked with an asterisk (*) on the report if the report is sorted by contract.
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. The item subtotal includes only the quantities for like items, and does not include previously listed items.
When you print the Monthly Customer Usage Report for a customer whose status falls within the range specified in the (LA) screen, the JOUR-U file is automatically updated with the customer's most recent sales information. If you print the report for a customer whose status does not fall within the range in the (LA) screen, the report prints, but the JOUR-U file does not update. If you print this report without setting limits, all customers whose statuses fall within the range specified in the (LA) screen are included. The JOUR-U file updates with the most recent sales information for all customers with status codes that fall within the monthly or quarterly range in the (LA) screen.
See also: