Customer Sales History by Item - Fields

 

Customer Sales History by Item

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Report Setting

Enter a report setting, or click the Lookup button to list all report settings. The Standard report setting provides a set of default options, sort criteria, and selection criteria for each report.

 

Description

This field displays the description for the selected report setting. Enter a description that describes the output of the report. The description can be up to 60 characters.

 

Type

This field displays the type of access assigned to the report setting. A Public report setting allows access to all users. This includes the ability to access, modify, save, print, and delete the report setting; however, the Standard report setting cannot be deleted. This field can only be viewed.

 

Default Report

Select this check box to set the current report setting as the default report setting. The default report setting is the first report setting displayed when the report is accessed. Clear this check box if you do not want this report setting to be the default.

When a default report setting is not selected, the Report Setting field displays the Standard report setting.

 

Print Report Settings

Select this check box to print the options, sort criteria, and selection criteria for the selected report setting. This information prints on a separate cover page when the report is printed. Clear this check box if you do not want to print the report settings.

 

Three Hole Punch

Select this check box to print the report with a larger margin. This allows enough space for you to three-hole punch the report. Clear this check box if you do not want a larger margin for this purpose.

 

Number of Copies

Select the number of copies to print.

 

Collated

Select this check box to print each copy of the report or form in proper binding order when printing multiple copies. Clear this check box if you do not want to collate the report or form. This check box is available only if the value selected in the Number of Copies field is greater than 1.

 

Sort Report By

Select an option for sorting the report.

 

Reporting Basis

Select the format to use for printing the report.

  • Select Posting Date to print the report based on the posting dates in sales history data for the fiscal year selected. If Fiscal Periods is selected in the Base Inventory Periods On field in Inventory Management Options, this field displays Posting Date by default.

  • Select Invoice Date to print the report based on the invoice dates in sales history for the calendar year selected. If Calendar Months is selected in the Base Inventory Periods On field, this field displays Invoice Date by default.

Note The selection in this field may affect the data in the report if the invoice date for an invoice occurs in a different period or month than the posting date. For more information, see Update FAQs.

Expand/Collapse item Example - Printing by posting date or invoice date when these dates occur in different periods/months

If an invoice is posted on 5/31/2003 but the invoice date is 6/1/2003, the selection in this field will have the following results:

 

If....

Then....

you select Posting Date

this invoice will be displayed in Period 5.

you select Invoice Date

this invoice will be displayed in June 2003.

 

Fiscal Year / Calendar Year

Enter the year to print the report for. If Posting Date is selected in the Reporting Basis field, this field displays all fiscal years defined in the General Ledger module. If Invoice Date is selected in the Reporting Basis field, this field displays calendar years.

 

Include Prior Year Information

Select this check box to print prior year information for all data types selected in the Data to Print area. Clear this check box if you do not want to print this information for the prior year.

 

Data to Print

Select one or more check boxes corresponding to the sales information to print. Clear any check boxes corresponding to sales information to exclude from the report.

 

Item Types to Print

Select one or more check boxes corresponding to the item types to print, or select the All Types check box to print all item types. Clear any check boxes corresponding to item types to exclude from the report. For more information about non-inventory item types, see Miscellaneous Item Maintenance.

 

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function

AllSelects all information for the Select Field.
Begins withSelects only the information for the Select Field that begins with the value entered in the Value field.
Ends withSelects only the information for the Select Field that ends with the value entered in the Value field.
ContainsSelects only the information for the Select Field that contains the value entered in the Value field.
Less thanSelects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater thanSelects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.


Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

 

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

 

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand

Value

AllSelects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Less thanOnly single values are allowed.
Greater thanOnly single values are allowed.
RangeBoth Value fields are used to define a range. Only single values are allowed at each Value field.
Equal toMultiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

 

NOTE Special items are not listed in the lookup window for item codes. To select a special item code, enter an asterisk (*) in the Value field.

 

Printer/Output

Select a printer or output method. The following output methods are available:

  • Select Deferred to save the report or listing to your hard drive for printing at a future time using Deferred Printing.

  • Select Export to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

  • Select Data Only Export to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

    Note This option is available only if the report or listing contains header information.

  • Select Office Merge to export data to a Microsoft Word or Excel template. For more information, see Office Template Manager.

  • Select Paperless Office to e-mail, fax, or print the report as a PDF document. When you select this option and click Print, the Paperless Office Selection window appears and allows you to define recipient and message options.

 

Keep Window Open After Print

Select this check box to keep this window open after you print. Clear this check box if you want this window to close automatically after you print.

Note The selection for this check box is set by user and workstation.

 

Keep Window Open After Preview

Select this check box to keep this window open after you preview the report or form. Clear this check box if you want this window to automatically close after you preview the report or form.

Note The selection for this check box is set by user and workstation.