Sales History List

Document path Reference Contents > Sales Dispatch > Sales History List

This window lists sales history by customer, part G/L account or Sales Order with optional date range.

This window will open when from the Masters -- Customers -- Sales History List and the Process -- Dispatch Review Sales History functions are operated. It will aso open as a result of any drill-down to sales history such as Customer sales value.

The list can be for a Customer, a Part, a Sales Order or a G/L Account code. It can also be for multiple Customers, Parts or G/L Accounts using their respective ScratchPad trasfer functions or bu draging-and-dropping selected lines from the ScratchPad Lists.

In addition to the G/L ScratchPad, you can use the Ledgers -- General Ledger -- Review Account List to similarly drag-and-drop multiple account lines. However, unlike other list populations mechanisms, when you drag from the Current Period tab pane list it sets the From date to the first day of the current G/L period and the To date to the final day of the current G/L period. If dragged from the Future Periods tab pane list it sets the From date to the first day of the current accounting year and the To date to today's date.

Field

Description

Customer code

Customers. Unique customer identification code. {CUSFILE.CUSCODE char 6}

Customer name

Customers. Customer company name. {CUSFILE.CUSCNAM char national 40}

Part number

Parts Master. Part number unique identifier. {PTMFILE.PTMPTNO char 18}

Part description

Parts Master. Part description. {PTMFILE.PTMDESC char national 30}

G/L account code

General Ledger Accounts. Account code. {GLAFILE.GLACODE char 10}

G/L account description

General Ledger Accounts. Description. {GLAFILE.GLADESC char 40}

Date from

Limiting date range. No date means no respective limit.

Date to

Limiting date range. No date means no respective limit.

History list

List of all sales history on file for the customer or part show above. Double-click on a line to view an Invoice.

Total sales value in local currency

The total value (without tax) for the listed sales history in local currency.

Total current cost

The total current cost at the time of dispatch for the listed sales history in local currency.

Net Markup or Margin

% net markup or margin at current cost.

Total standard cost

The total standard cost at the time of dispatch for the listed sales history in local currency.

Net Markup or Margin

% net markup or margin at standard cost.

Button

Action

Print Listing

To print a report of the history listed for the customer.

Compiled in Program Version 3.10. Help data last modified 20 MAY 2008 13:53. Class wSahList last modified 17 OCT 2010 06:05:15.

Document path Reference Contents > Sales Dispatch > Sales History List