Use the Customer/Item PTD, YTD Analysis program to print period-to-date and year-to-date customer/item information stored in the SA customer/item file.
Report information includes the following: customer number and name, item and description(s), ship-to number and name, selling unit of measure, last purchase date, number of invoices, and month-to-date and/or year-to-date, sales, cost, gross margin ($), gross margin (%) and/or units. Customer totals are included and if customer class or salesperson/ territory print order is selected, then subtotals are printed. The total number of customers listed is also included.
Click field descriptions for information on each field.
See also
Viewing reports on screen (using the viewer)