Item/Customer PTD, YTD Analysis (SAR440)

Using reports

Use the Item/Customer PTD, YTD Analysis program to print month-to-date and year-to-date item/customer information stored in the SA item/customer file.

Report information includes: item number, description, customer number and name, ship-to number and name, selling unit of measure, customer number, name, last purchase date and month-to-date and/or year-to-date number of invoices, sales, cost, gross margin ($), gross margin (%) and/or units.

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 totals 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.

Click field descriptions for information on each field.

See also

Using reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails

Register procedures

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