Use this program to create and maintain the SA customer/item file that includes month-to-date and year-to-date customer, item and ship-to information. The information in this file is used to print the following reports: Customer/Item MTD, YTD Analysis and Item/Customer MTD, YTD Analysis.
1. Customer Number
Enter the customer number.
2. Item Number
Enter the item number.
3. Ship-To
Enter the ship-to number. Press F3 to default to same.
In the browser in the lower portion of the screen the system displays any existing sales and cost for previous years and periods.
4. Sales, Cost, Units, Invoices, Register Date
When you add, edit or insert a year and period, enter the sales, costs, units, invoices total and register date. Amounts entered are rounded to the nearest dollar for all previous periods. Enter the sales (+/-9999999.99), cost (+/-9999999.99), and units (+/-9999999) for the current period.
Save your changes.
When you are finished working with sales and costing information for the salesperson/item class, press the Done button.
Press Done again to exit the screen.