Program Overview
Use the Past Invoice Report to retrieve sales information for as long as invoices are stored. You can sort invoices by Invoice, Document, Customer, Customer Class or Salesperson/Territory and narrow your selection with by a beginning and ending range, and date range. You can select an Item, Vendor, Item Class or any combination of the above to print only the information you desire. You can also include Ship-to-information for past invoices.
Only lines that have non-zero shipped quantities print on the report. Additionally, the "Restrict By" settings only apply to lines with non-zero shipped quantities.
For this report to be useful, your system must store past invoices. Also, if past invoices were not stored previously but are turned on at a certain point in time, this report only displays information back to that point in time.
Printing Ordered By information on past invoices
Based on the value of Print Ordered By prompt on the Invoices tab of Document Print Control F/M (SOF950) and if and the ordered by field is not blank, the past invoice includes "Ordered by xxxxx" in the line region on the first page only.
1. Order
Enter the order to use to print the report. You can select from Invoice, Document, Customer, Customer Class or Salesperson/Territory order. Press enter to default to O-order date.
Note: If you select primary or inside salesperson the system uses the date as the secondary sort order. Also note that dates and times are the system date when the order was created/edited.
2. Beginning
Enter the beginning range value (depending on your selection for prompt # 1).
3. Ending
Enter the ending range value (depending on your selection for prompt # 1).
In the Properties section of the screen, complete the ship-to selection.
4. Ship-to Information
Indicate whether to include ship-to information in the report print.
In the Restricted By section of the screen, select from the following parameters to narrow your report results.
5. Beginning Date
Select the beginning invoice/credit memo date to use for the report.
6. Ending Date
Select the ending invoice/credit memo date to use for the report.
7. Item
Enter the item numbers to use for restricting the past invoices that print on the report.
8. Vendor Class
Enter the vendor classes to use for restricting the past invoices that print on the report.
9. Item Class
Enter the item classes to use for restricting the past invoices that print on the report.
In the Customer Ship-To section of the screen, select from the following parameters to narrow your report results. This section is enabled only if you select to run this report in Customer order.
10. Temp Ship-Tos
Indicate how to treat temporary ship-to locations on the report. You can select to Include, Exclude or run the report Only temporary ship-to locations.
For including temporary ship-to locations, select the beginning invoice/credit memo date to use for the report.
11. Ship-To Same
Indicate how to treat SAME ship-to locations on the report. You can select to Include, Exclude or run the report Only same ship-to locations.
12. Beginning Permanent Ship-To
Enter the beginning range value for the beginning Ship-To address to print.
13. Ending Permanent Ship-To
Enter the ending range value for the ending Ship-To address to print.
See Also