Running the Product Sales History Report

The Product Sales History report lets you measure how much you sold of an individual item. The report shows the following information for the product you are inquiring about:

• Product description

• Unit of measure (default)

• On-hand amount

• Amount committed

• Amount available

• Amount on purchase order

• Amount on transfer order

• Projected inventory level

• Amount in demand

• Total sales for the past 12 months

• Detail sales starting with the month indicated in the As of Date field.

Note: All columns on this report respect the variable column formatting available from the main report screen. Use the Column hot key to modify the column width.

To run the Product Sales History report:

1. From the Purch > Reports, select Product Sales History, to display the Product Sales History criteria screen.

2. In the Br/Tr/All field, enter the branch or territory for which you want to run the report. Type ALL to include all branches and territories.

3. In the As of Date field, enter the ending date of the period to include on the report. The date must be equal to or earlier than the current date. Enter a calendar date or a variable date.

4. In the Break on Line (Y/N/P) field, indicate how to separate prices lines or buy lines on the report to make it more readable. Press F10 and select from the following:

5. Yes – Inserts a blank line between price lines or buy lines on the report.

6. No – Prints with no spacing between the price lines or buy lines on the report.

7. Page – Prints the data for each price line or buy line on a separate page.

5. In the Double Space field, indicate whether to insert a blank line between every product in every price line includes in the report.

6. In the Sum Branch Quantities field, indicate whether to print combined totals, if the report included more than one branch, for each product in every included price line. Press F10 and select one of the following:

7. Yes – Prints only combined totals for each product in every included price line.

8. No – Prints detailed branch totals without a combined total for each product in every included price line.

7. In the Future Ledger (Inc/Exc) field, indicate whether to show the sales commitments on the report.

Note: If you select Include, there is no display limit and the system shows all future orders.

8. In the Items w/ Sales Only (Inc/Exc) field, indicate whether to show only items with sales on the report.

9. In the Line Type (Buy/Price) field, select which kind of report you want to run. Press F10 and select one of the following:

10. Buy – Sets the variable field name and hot key to Buy Line. Use the Buy Line hot key to select more than one line, group, or product for the report.

11. Prc – Sets the variable field name and hot key to Price Line. Use the Price Line hot key to select more than one line, group, or product for the report.

Note: Selection in this field determines the purpose of the next field. For example, if you select Buy Line in the Line Type field, the next field displays as the Buy Line field and the Buy Line hot key activates.

10. In the Buy Line or Prc Line field determined by the Line Type field, press F10 and select from a list of valid buy lines or price lines for which to run the report.

Use the Buy Line or Price Line hot key to select more than one line. *Multi* displays in the field. If left blank, the report includes all buy lines and price lines.

11. In the Product Status field, identify product statuses to include in the report. Use the Sel Items hot key to select more than one status. Press F10 and select one of the following:

Note: Product status is assigned in Product File Maintenance. See Product Status Codes for full descriptions.

11. In the Kits (Include/Exclude) field, indicate whether to show kits on the report. The kit components are always listed at the top of the report.

12. In the Sort By Order Point field, indicate if you want to sort product sales history by order point.

13. In the Directs (Include/Exclude) field, indicate if you want to have direct orders listed on the report.

14. Use the Column hot key to display the Column Setup screen. Select or rearrange the columns you want to display, such as Order Point or Month. In addition, you can modify the column width as needed.

15. Set options, if needed, and generate the report.

16. Press Esc to return to the main menu.

See Also:

Purchasing Reports Overview