Program Description
This program can be found on the Billing Reports Sales Reports menu (BI-4-2-19). It provides month-to-date and year-to-date sales and cost figures for the current year as well as the previous year. Gross profit percent is also included. The Customer (CUSTD) data file is used in this program, which is updated by the Billing, Order Entry, Service and Contract invoicing programs when invoicing transactions are made. The End of Month Field Clearing program (AR-3-6-2) clears the monthly totals. The End of Year Field Clearing program (AR-3-6-9) clears out the year-to-date totals and creates the previous year totals.
The report is sorted by the Sales Rep 1 field found in Customer File Maintenance. There is also the ability to print a detail or summary version:
The detailed report prints all customers assigned to each sales rep. Sales and cost calculations for each customer are provided. A grand total per sales rep and a report total for all sales reps and customers are included.
The summary version does not include customer totals. It provides the total per sales rep and a grand total.
This report assigns all sales and cost for each customer to the sales rep that is defined in the Customer File Maintenance. It does not reflect the sales rep entered on the actual invoice when sales rep numbers are overridden from the Customer File sales rep. The report also provides an analysis of total sales and cost generated to a customer, but reported to the primary sales rep defined in Customer File Maintenance. There is also the ability to enter a specific sales rep, a range of sales reps, or all sales reps. When included with the End of Month Report Chain, the detailed report is generated using all sales reps.
Results
Following is a sample screen display of a detailed report for all sales reps:
Rev 15 Changes
Internal changes were made to the report totals to handle larger numbers.
Also, internal changes were made so that if the report is printed during End Of Month Report Chain to disk only, it will not stop with a file not opened stop.
Rev 14 Changes
N/A
Rev 13 Changes
Internal program changes were made so that when this report runs in the End of Month Report chain to disk only, it will now run properly.