Printing the Monthly Customer Usage Report (Standard)

From the Master Menu, double-click . The Reports Menu opens.
From the Reports Menu, double-click $graphics\STANDARDSALES16.gif$ . The text-based (UR) Sales Reports screen opens.
In the (UR) screen, select the [H] Monthly Customer Usage Report code.
In the Update field:
- Type Y to add monthly usage information to the quarter-to-date and year-to-date totals. This creates updates the JOUR-U file as the report prints.
- Type N to print the report without usage information for the month to the quarter-to-date and year-to-date totals.
- Type Z to add monthly usage information to the quarter-to-date and year-to-date totals without including customer departments. This creates updates the JOUR-U file as the report prints.

Note: You can print monthly reports as often as you life. However, you should only update the JOUR-U once from each month's sales journal after you've performed the period-ending procedures for each month. If you have already entered Z in the Update field when printing this report, do not enter Y when you print it again unless you have deleted your old JOUR-U file and are building a new one.

Use the Clear field to determine whether the year-to-date dollar and quantity information are zeroed out before updating JOUR-U, whether all quarterly usage information is cleared before updating the file from the sales journal, or both. If you enter a response in this field, the specified usage information in the JOUR-U file is cleared for all customers, regardless of how you limit this report.
- Type Y to delete all year-to-date usage information before updating the JOUR-U file.
- Type Q to clear all quarterly usage information before updating the file from the sales journal.
- Type B to clear all quarterly usage information and the year-to-date usage information before updating the file from the sales journal.

Note: ECI recommends you rename or delete the JOUR-U file before you run the first Monthly customer Usage Report for the new year if you do not need to keep a record of all items purchased since JOUR-U was created.

In the Sort 1 field, type # to mark contract items with asterisks. This also marks contract items on the Quarterly Usage Report and in the JOUR-U file.
Now, set limits for this report, as needed. Press Enter and go to Step 8 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.
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.
Enter the name of the printer to use in the Printer field. Type B to update the JOUR-U file without printing the report.

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.

In the Copies field, enter the number of copies to print.
In the Totals Only field, press Tab.
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.
Enter the volume serial of the unit where the file is located in the Volume field. Press Tab to accept the default.
The report prints.

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Printing the Quarterly Customer Usage Report (Standard)