Running the Sell Price/Cost Overrides Report

The Sell Price/Cost Overrides Report lists selected orders that had a selling price or cost manually overridden. The report includes several aspects of the order, such as, order numbers, customer and vendor names, gross profit percentages, and product types and quantities.

Manual overrides are a prime source of invoicing errors. Pricing managers or branch managers can take control over profit margins by using this report to view the order writer and gross profit on each order with manual overrides.

Note: If you run this report frequently, you can save your selections and associate those settings with your user ID. Use the File > Save Settings option to use this feature. When you run the report again, the system displays the selections you made the last time. If there is no default or saved setting, the field is blank. For more information, see How the System Saves Settings on Reports.

For a description of what the report lists by default, see What the Report Shows.

To run the Sell Price/Cost Overrides Report:

1. From the Orders > Reports menu, select Sell Price/Cost Overrides to display the Sell Price/Cost Overrides Report window.

2. In the Select Start Date and Select End Date fields, indicate the selected calendar date range.

This field directly corresponds with your selection in the Override/Ship Date field below.

3. In the Branch/Territory/All field, enter the branches or territories for which you want to generate a report. Enter ALL to generate reports for all branches and territories.

4. Complete the remaining fields to limit the report, as needed, for your report:

   Field	Description
   Purge Through	If you want to permanently remove the prerequisite price override records from on or before a specific date, enter a date. The purge date only affects sales order override logs if all the generations of the sales order are invoiced or cancelled. Logs for older bids are saved in case they are turned into orders at a later date. Note: The amount of information to be saved depends on what you want to do with it. If you are interested in analyzing trends, you might want to save six months to a year worth of override data. Letting the file get too large, however, will affect system performance.
   Override Type	Specify whether to report on Price Increases, Price Decreases, Cost Increases, Cost Decreases, or All.
   Include Cancelled Orders	Specify whether to include orders that have already been cancelled. The default Yes includes these orders in the report.
   Bids, Credits, and Directs	Select whether you want to include, exclude, or run the report for only those order types. Note: If you run the report for direct orders only, the Quantity Types field is deactivated.
   Quantity Types	If you want to specify a stock type, such as Stock or Defective, select a stock type. To enter multiple stock types, click the Multiple button and enter the stock types to include. Note: If you the Directs field to Include, the system does not apply any value in the Quantity Types field.
   Minimum GP% and Maximum GP%	If you want to limit invoices by gross profit percentages, use the  to specify which invoices to select. Invoices outside of this acceptable range appear on the report. Specify a Minimum GP% setting, which selects invoices at or below this percentage (after override). Specify a Maximum GP% setting, which selects invoices at or above this percentage (after override).
   Order Status	Specify whether to include overridden orders that are Open, Closed, or Both order statuses.
   Include Overrides	Specify which type of overridden products to report on: All includes all products with overrides. Cost Only includes only products with cost overrides. Sell Only includes only products with selling price overrides.
   Physical Overrides	Indicate if you want to include physically typed overrides on an order. This override pertains to a user deleting a sell price or cost override physically by keyboard and typing a new value in the field. To include any other system-directed overrides, use the Include Overrides option instead.
   Sort By	Specify whether to sort the report by Writer or Price Line by Product.
   Override/Ship Date	Specify which kind of date to include the orders by: Override Date or Ship Date. The date range depends on your entries in the Select Start Date and Select End Date fields.
   Include Items	Specify which price or cost override products to report on. Indicate either Stock products, NonStock products, or Both types of products.

    

5. Use the Selection > Selection Criteria option to add any additional selection criteria you want to use for the report, such as the current Bill-To customer or a currency indicator.

6. Use the Column button to manage which columns to display on your report. You can limit the display to only those columns you review most.

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

What the Report Shows

The following lists the default columns and information about how the system gets that information or what displays in that column.

See Also:

Sales Reporting Overview