Sales History Report (ARR720) field descriptions

Use these fields to print a sales history report.

1. Specify the order in which you would like the report to appear. The options are Customer, Alpha, Salesperson/Territory and Customer Class (K).

2. Specify the beginning order choice to print. For instance, if you set the report to print in Customer order, select the first customer that should appear. Press F1 to default to FIRST.

3. Specify the ending order choice to print. For instance, if you set the report to print in Customer order, select the last customer that should appear. Press F1 to default to LAST.

4. Specify which branches to include. The entry must be a valid in the system. The program defaults to the branch assigned to the terminal. Press F1 to default to ALL.

5. Specify the time periods to include: Month-to-date, Year-to-date and/or Prior year. Press F1 to default to ALL.

6. Specify the types of figures to include. The options are Sales, Cost, Gross margin and/or gross margin Percent (%). Press F1 to default to ALL.

7. Indicate whether to use a cutoff based on the figures you selected. The default is No cutoff. You can also cutoff customers Above or Below the figures selected. If you indicate a cutoff, you also need to indicate the amount in the next field.

Note that if you do not select a cutoff, the report will include all sales figures for the selection you are printing. For example, if you set the report to print in customer order and select no cutoff, all zero balance customers (i.e., those never sold to) print on the report. The program defaults to unselected and skips to the end of the fields.

8. If you indicated a cutoff, specify the cutoff amount. The basis of the cutoff is the first figure and the type of cutoff you selected (above or below). For example, if the figures chosen were SCP, the cutoff was set to Below and the amount was $500, then customers with sales figures below $500 (for the time period chosen) do not print.