Sales By Cost Code Report

Use the Sales by Cost Code Report totals to view open sales and invoiced sales by cost code. You can include or exclude bids and directs. You can also run the report for a single customer, P/O #, or Release #.

Cost codes are user-defined numbers that let you group similar products for pricing and subtotaling. The codes often represent stages of development for master orders.

For example, you create a cost code of 1425.1. The first part of the number, 1425, indicates the job's stage. One stage of a job might be rough-in, another stage build-out, then a stage for finish work. The second part of the number, 1, indicates one or more products. So, 1425.1 might be rough-in electrical products, while 1425.2 might be rough-in plumbing products.

After you assign cost codes to individual products, you can use the cost codes to organize orders or adjust group prices. For example, you can use the Job Bid Subtotal Maintenance screen to group orders by cost codes or to adjust the prices of cost code groups.

To run the Sales by Cost Code Report:

1. From the Reprts > End of Month Reports > Sales Summary & Statistics Reports menu, select Sales By Cost Code to display the Sales By Cost Code Report screen.

2. In the Br/Tr/ALL field, enter the branch or territory to be included in this report. Type All to include all branches and territories.

3. In the Start Date and End Date fields, enter the date range of invoices to be included in the report. The system populates the End Date field with the date entered in the Start Date field. You can change the date. You can enter an actual date or variable date in these fields.

4. In the Customer field, enter the customer name for whom to run the report. Leave the field blank to run the report for all customers.

5. In the P/O # field, enter the purchase order for which to run the report. Leave the field blank to run the report for all purchase orders.

6. In the Release # field, enter the customer release number for which to run the report. Leave the field blank to run the report for all release numbers.

7. In the Summary/Detail field, indicate if you want to run the report in summary or detail mode. The default is Summary.

• Summary – Lists the transactions with grand totals only.

• Detail – Lists the transactions that comprise each subtotal.

8. In the Include Bids field, indicate if you want to include bids in the report. The default value is N.

9. In the Include Directs field, indicate if you want to include directs in the report. The default value is Y.

10. In the Display Orders field, indicate if you want to show only open orders, only invoiced orders, or both.

11. Use the Print, Hold, Opts, or Select hot keys as needed.