Use the Current Period Item/Invoice Analysis program to print invoice by item information for the current period.
Report information includes the following: item number, description, invoice number, customer number and name and for each item, invoice date, warehouse, sales, cost, gross margin ($), gross margin (%) and/or cost.
In the three formats, item and report totals and the total number of items listed are printed. If the print order selected is vendor, the report prints item class total within vendor and vendor totals. If the print order selected is item class, the report prints vendor totals within item class and item class totals.
1. Order
Select the order in which you want the report to print: Item, Alpha, Vendor or Item Class.
2. Beginning Order Choice
Depending on the order you selected set the beginning of the range that you want to appear on the report. Press F1 to default to FIRST. Press F2 to search existing item, vendor or item class codes
3. Ending Order Choice
Depending on the order you selected set the end of the range that you want to appear on the report. Press F1 to default to LAST. Press F2 to search existing item, vendor or item class codes.
4. Warehouse
Enter up to twenty 2-character warehouse codes side by side to print on the report. The program defaults to the warehouse assigned to the terminal on which you are working.
5. Item Type
Select whether you want S-Stocked, N-Nonstocked or U-Uninventoried items to print on the report. The program defaults to all three.
6. Item Description
Select whether you want to print item description 1, 2, B-both or N-neither. Item descriptions are entered in the Item F/M. The program defaults to Description 1.
7. Figures
Enter the figures you want to see on the report. The program will not allow you to deselect S-sales or U-units; these figures are required. The other options are C-cost, G-gross margin $ or P-GM%. Press F1 to default to ALL.
8. Cutoff
This field allows you to cut off customers that show figures either A-Above or B-Below a certain amount (the amount is indicated in the next field). The program defaults to N-No Cutoff.
9. Amount
Enter the cutoff amount for which customers will not print (+/-99999999). The program defaults to 0. If you selected N-No Cutoff in the previous field, this field is disabled.
10. Descending Order
Indicate whether or not you want to print figures in descending order — from highest to lowest. The program defaults to Not selected.
11. New Page
If you choose to print the report in Item or Alpha order, this field is skipped. Otherwise, indicate whether you want each vendor or class to print on a new page. The program defaults to Not selected.
12. Totals Only
If you choose to print the report in Item or Alpha order, this field is skipped. Otherwise, indicate whether you want to print totals only on the report. The program defaults to N. Note: If you select Totals Only and have Descending Order selected as well, the program automatically deselects Descending Orders since it becomes unnecessary.
13. Print Period
Enter the period to use for printing the report.
Viewing reports on screen (using the viewer)