Running the Lot Order Ledger Report

The Lot Order Ledger report shows a summary of the prices and costs of lot, stock, and direct order generations on a lot item order. The report lists information based on your selection criteria. It also shows whether you included price, cost, and gross profit percentage values.

To run the lot order ledger report:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open a sales order or bid that includes a lot item.
Use the Totals hot key to display order total information.
Use the ViewAll Totals hot key to display the View All Totals screen.
Use the Lot Order Ledger hot key to display the Lot Order Ledger screen.

The system populates the Order # field with the displayed sales order.

To change the way data displays on the report, use the Change Sort hot key and click one of the following:

Date – Sorts by shipment date.
Product – Sorts by product type. For example, if you have several lot items and several stock items on the order, the system groups the lot items together and the stock items together.

Set distribution options, if needed.
Use either the Print hot key or the Hold hot key to display the Lot Order Ledger Print screen.
Complete the following fields:

Show Cost – To print payments made to the vendor on the report, enter Y; otherwise, leave N in the field.
Show Price – To print the customer's payment information on the report, enter Y; otherwise, leave N in the field.
Show GP% – To show the percentage of the price that your company receives as profit from the sale, enter Y; otherwise, leave the N in the field.

Press Enter to generate the report.