Printing Sales Reports

Printing Tax Reports (Standard)

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 [D] Monthly Sales Tax Report action code.

4. If you entered T or Z in the Commissions/Taxes On Paid Invoices field in the (L0) Global Master Parameters screen, the Tax On Paid Invoices prompt displays. Type N to calculate taxes on all invoices and go to Step #6, or type Y to calculate taxes on paid invoices only.

Note: For taxes to calculate correctly, you must set the Calculate Tax by Line field in the (L0) screen to N.

5. At the Is This the Final Run prompt, type Y if this is the final run. The commission and/or tax paid on paid invoices is marked and purged from the JOUR-P file. These figures are not included on future reports. Type N if this is not the final run of this report.

6. Press Enter in the Sort field to print the Monthly Sales Tax report. Tab to the second field and type ? to print the Combined Districts Report.

Note: The Combined Districts report only prints if you enter ? in the second Sort 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. Type N in the Totals Only field to print the entire report, or type Y to print totals only.

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. Renamed journal names can be found in the (LGA) Sales Journals Parameters screen.

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

See also:

About the Monthly Sales Tax Report

Sales Journal Month-End Procedures

Printing the Monthly Sales Tax Report (Custom)