Printing Sales Reports

Printing the Monthly Customer Invoice Report (Standard)

Note: This report shows only invoices with a pay code of 2 (charge) or 5 (credit return).

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) screen, select the [I] Monthly Customer Invoice Report code.

4. Type S in the Sort field to begin each sort on a new page. This report sorts by customer name, department, and invoice number. You cannot change these sorts or select additional sorts.

5. Now, set limits for this report, as needed. Press Enter and go to Step 6 to include all of the applicable information for this report.

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

6. 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.

7. 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.

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

9. Press Tab in the Totals Only field.

10. 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.

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

12. The report prints.

See also:

Printing the Monthly Customer Invoice Recap Report

Sales Journal Month-End Procedures

In the (L0) Screen