SALESMAN REPORT

PURPOSE:

Create a variety of customized reports for analysis of sales activity for one or all salespersons. The information in this report is generated from from results of input entered in other accounting menus.

REQUIREMENTS:

Reports will not print unless the following files exist:

  • A valid Company Setup Information File
  • Valid GL Chart Of Accounts File
  • Valid Transaction Type File
  • Detail Journal Entries for the period in question.

Any information you have entered must have already been posted using Evaluate/Maintain Detail Journal menu, before this program will access the information. You will be prompted if not all Detail Journal records have been properly "linked and posted" before hand.

This menu option is only a report, no processing is done at this time. This option can be run as many times as is required.

SALESMAN ANALYSIS REPORT SCREEN

Follow the steps below to produce a detail journal report.

1) Customize the report by filling in the following prompts:

2) Once all options have been selected, click on the RUN REPORT button. A Print Preview screen for said report will appear. You can choose to either print the report or close the Window and select another report.

Report Selection Prompts:

Reporting Options:

Year: Enter a valid Data Year. Program defaults to the current data year. Determine data files to be accessed.

Custom Report: Any information entered into this field will be printed at the top of the report.

Show: Determines how much detail is printed on the report. Option Detail prints ONE line of detail for every data record with the appropriate Sales Account, option Summary prints ONE line of detail per GL Sales Account and option FINAL CHART prints the same information as in the Summary report but in a chart form.

Reporting Limits:

Period (Range): Limits the amounts being printed to a specific Accounting period or periods.

GL Account (Range): Limits the amounts being printed to a specific Account Number or Numbers.

Transaction Date (Range): Limits the amounts being printed to a specific transaction date or date range (month-day format).

COA #/Name: Limits the amounts being printed to a specific COA.

Group/Sub-group: Limits the amounts being printed to a specific COA group and/or Sub-group.

Transaction Type: Limits the amounts being printed to a specific Transaction Type.

Classification: Limits the amounts being printed to a specific M/S field indicator.

Status: Limits the amounts being printed to a specific record Status (i.e. A for active or R for reconciled).

Salesperson: Limits the amounts being printed to a specific salesperson number (which is stored in the CHQ # field of each journal record). The program scans the Employee Master file when verifying Salesperson Numbers.