Past Invoice Report (SOR870)

Using Reports

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.

Limitations/Exclusions

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.

Use the following fields to print the Past Invoice Report:

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 range

Enter the beginning range value (depending on your selection for prompt # 1). Press F2 or the icon to search.

3. Ending range

Enter the ending range value (depending on your selection for prompt # 1). Press F2 or the icon to search.

4. Beginning Date

Select the beginning invoice/credit memo date to use for the report. Press F1 or the icon to default to FIRST.

5. Ending Date

Select the ending invoice/credit memo date to use for the report. Press F1 or the icon to default to LAST.

6. Ship-to Information

Indicate whether to include ship-to information.

In the Restricted By section of the screen, select from the following parameters to marrow your report results.

7. Item

Enter the item numbers to use for restricting the past invoices that print on the report. Press F1 or the icon to default to ALL. Press F2 or the icon to search.

8. Vendor Class

Enter the vendor classes to use for restricting the past invoices that print on the report. Press F1 or the icon to default to ALL. Press F2 or the icon to search.

9. Item Class

Enter the item classes to use for restricting the past invoices that print on the report. Press F1 or the icon to default to ALL. Press F2 or the icon to search.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails