Viewing Business Sales Detail Information

Use the Business Sales Detail screen to view an account-by-account breakdown of sales, cost of goods sold (COGS), and gross profit percentage for all sales and COGS accounts.

To view business sales detail information:

  1. From the G/L menu, select Business Summary to display the Business Summary screen.

  2. In the Br/Tr/All field, enter the branch or branches for which you want to run the summary.

  3. In the As of field, the system populates the current date. If you want a different date, enter it in MM/DD/YYYY format. The summary recalculates the information on the screen as of the new date.

  4. Use the Sales Detail hot key to display the Business Sales Detail screen.

Note: If the Show All GL Type Detail In The GL Acct Business Summary control maintenance record is set to Yes, the Business Sales Detail screen shows detail for all orders for each main G/L account. If the control maintenance record is set to No, use the remaining steps in this procedure to display the business detail information.

  1. On the selection screen that displays, select one of the following to determine the length of time on which you want to view detail information:

Note: The system uses the information you define in the Month Ends screen for the BSUM year to determine the month-to-date and year-to-date days. If you have not defined dates for the BSUM year, the system uses the default calendar dates defined in the Month Ends screen. For more information about defining BSUM and default dates, see Defining End-of-Month Dates.

The inquiry displays the following information:

Column

Description

Sales Account

The autoposting items listed on the Automatic Posting screen that are related to sales.

Sales Amt

The total sales amount for the associated sales account for the time, period, and branch defined on the Business Summary screen.

COGS Amt

The COGS for all products included in the sales amount posted to the indicated sales account.

GP%

The calculated gross profit percentage for the sales posted to the indicated sales account.

  1. Use the Detail Inquiry hot key to display additional information about the origination of numbers on the Business Summary screen. The Business Summary Detail Inquiry screen shows the invoices posted to the selected sales account. For more information about the detail inquiry, see Viewing Business Sales Detail Inquiry Information.

  2. Use the Show Zero Amounts hot key to display zero amounts, or use the Hide Zero Amounts hot key to hide zero amounts.

Note: Use the Hide Zero Amount Accounts in Business Summary Sales Detail Screen control maintenance record to define the default parameters for this hot key.

  1. Press Esc to return to the Business Summary screen.

See Also:

Viewing Business Sales Detail Inquiry Information