Printing Sales Reports

Printing the Monthly Invoice Register (Standard)

The Monthly Invoice Register is a listing of all of the invoices generated for a specified period of time.

1. From the Master Menu, double-click . The Reports Menu opens.

2. From the Reports Menu, double-click . The text-based (UR) Sales Reports screen opens.

3. In the (UR) Sales Reports screen, select the [C] Monthly Invoice Register action code.

4. Use the Sort fields to determine the order in which information prints on the report. You can enter up to three sorts.

   • Press Tab to sort by item number.

   • Type K to sort by stock class. Then, space through the Location field in the print line to use the master stock class, or enter a specific location to use the stock class for that location.

   • Type S to sort by salesperson number.

   • Type $ to sort by total sales dollars. Sales dollars are listed in descending order.

   • Type # to sort by contract number for items on a contract.

   • Type Q to sort by the quantity sold of each item. Quantity sold is listed in descending order.

   • Type D to sort by item department number. Then, space through the Location field in the print line to use the master department, or enter a specific location to use the department for that location.

   • Type I to sort by item number.

   • Type L to sort by G/L location.

   • Type F to list the number of times an item has been sold. This is listed in descending order.

5. Press Tab in the Report Cost field.

6. Press Tab in the Cost Type field.

7. Set additional limits for the report. Press Enter to print the report without setting limits and go to Step 8.

   • Use the Slsm From and To fields to limit by salesperson number.

   • Use the Cust From and To fields to limit by customer number.

   • Use the Invoice From and To fields to limit by assigned invoice numbers and their extensions. If you specify invoice numbers with no extensions, all invoices with the specified number print.

   • Use the Contract From and To fields to limit by contract number.

   • Use the Dates From and To fields to limit by invoice date.

   • Use the District From and To fields to limit by tax district.

   • Use the Writer From and To fields to limit by order-taker number.

8. Press Tab in the Location field to use location 1, or enter another G/L location for which to print the report. Space through this field to include all G/L Locations.

9. Enter the name of the printer to use in the Printer field.

Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.

10. Enter the number of copies to print in the Copies field.

11. Press Tab in the Totals Only field.

12. Enter the sales journal from which to gather information for this report in the File field. Press Tab to accept the default sales journal, JOUR-S. To print this report using information from a previous month’s sales journal, enter the name you gave that file during the month-end procedure.

13. Enter the volume serial of the unit where the file is located in the Volume field. Press Tab to accept the default.

14. The report prints.

See also:

About the Monthly Invoice Register Report

Printing the Monthly Invoice Register (Custom)

Sales Journal Month-End Procedures

In the (L0) Screen