To view business sales detail inquiry information:Use the Business Sales Detail Inquiry screen to view the invoices that are posted to the sales account on which the cursor is positioned on the Business Sales Detail screen for the time period and branch indicated on the Business Summary screen.
To view business sales detail inquiry information:From the G/L menu, select Business Summary to display the Business Summary screen.
In the Br/Tr/All field, enter the branch or branches for which you want to run the summary.
In the As of field, the system populates this field with 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.
Use the Sales Detail hot key to display the Business Sales Detail screen.
On the selection screen that displays, select one of the following to determine the length of time for which you want to view detail information:
Current date
Month-to-Date
Year-to-Date
Use the Detail Inquiry hot key to display the Business Sales Detail Inquiry screen.
The system populates the screen with the following information:
|
Field |
Description |
|
Sales Account |
The sales account indicated by the cursor on the Business Sales Detail Screen. To change the account, press Esc to return to the Business Sales Detail Information screen, then move the cursor to another account. |
|
Br/Tr |
The selected branch on the Business Summary screen. To change the branch, press Esc to return to the Business Sales Detail Information screen, then move the cursor to another account. |
|
Invoice # |
The invoices posted to the displayed sales account for the period and branch indicated on the Business Summary screen. |
|
Customer |
The customer associated with the invoice. |
|
Sales Amt |
The sales amount of the invoice. |
|
COGS Amt |
The cost of goods sold associated with the invoice. |
|
GP % |
The gross profit percentage associated with the invoice. |
Use the View hot key to display the sales order on which the cursor is positioned in view-only mode.
Use the Edit hot key To display the sales order on which the cursor is positioned in edit mode.
Use the Sort hot key to change the sort order of the invoices listed on the screen. Select from one of the following sorting methods.
Default
Sales Dollars - Ascending
Sales Dollars - Descending
Gross Profit % - Ascending
Gross Profit % - Descending
Press Esc to exit the screen.
See Also: