Sales Reports Basic Procedures

Changing the Special Sales Print Line

You can specify where and how the report prints in the print line. You specify how many records to print, the location to include on the report, the number of copies to print, and the printer.

Note: When the cursor is in the print line fields, you can press Enter at any point to accept the defaults in the remaining fields.

1. When the cursor moves to the Totals Only field, the Enter Printer/Copies/Records message displays. Type P.

2. Next, use the Totals Only field to determine whether to omit report detail and print only subtotals and totals. Type N to print the report with detail. Type Y to print totals only.

3. The cursor moves to the Loc field. Tab to accept the default location, or enter the G/L location for which to print the report.

   • If the location number is only one character, press Tab.

   • To include all locations, space through the default location.

4. In the Prt field, press Tab to accept the default printer, P1, or enter the logical name of the printer you want to use for the report.

5. In the Copies field, specify whether to print multiple copies of the report, and enter the number of copies to print.

6. In the Recs field, enter the number of records to include on the report. To include all records in the database that match your limits, tab through this field.

7. In the Chain field, type Y to print the subsequent reports in the chain. The chaining feature lets you print two or more reports in sequence. When you print a chained report, you can print all subsequent reports as well. The other reports in the chain print using default sorts and limits on the default printer. If the report is not linked to others, or if you do not need to print other reports in the chain, type N.

Note: If you specify a location for the initial report in the print lines, the subsequent chained reports are also affected.

8. Press Tab and go to Step 9 if you're printing the Bell Format Usage Report. If you're printing the Quarterly Customer Usage Report, use the Clear field to clear the quarter or year-to-date totals from this file so that you can begin accumulating sales figures for the next quarter or year. To clear quarter or year-to-date totals from JOUR-U, you must enter Y in the Build Jour-U field. Otherwise, the JOUR-U does not change, regardless of what you put in the Clear field. Enter one of the following codes in the Clear field:

   • Q: Clear the current quarterly totals.

   • Y: Clear the year-to-date totals.

   • B: Clear both the quarterly and the year-to-date totals.

   • N: Do not clear JOUR-U.

Notes: If you forget to clear quarterly and year-to-date totals from the JOUR-U file, you can clear them by running the report again. To do so, enter Y in the field Build Jour-U, and enter B in the Clear field. To stop the report from printing, type B in the Printer field. To re-run the Monthly Customer Usage Report, for example if the sales information has changed, you must delete the file JOUR-U before executing the report. Once you delete the JOUR-U file, run the report again and enter Y in the Build Jour-U field.

9. In the Journal field, either press Tab to accept the default journal (JOUR-U).

10. In the Vol field, enter the volume serial of the unit where the sales journal to use is located, or press Tab to accept the default. The default is set in the Sales Jour field in the (L0) Global Master Parameters screen.

11. In the Restock field, press Tab.

Return to:

Changing the Body of a Special Sales Report

See also:

Saving Sales Report Changes