Running the ABC Customer Sales and Gross Profit Report

Use the ABC Customer Sales and Gross Profit Report to analyze the cost of doing business with your customers. For each branch and customer selected, the report lists the gross profit, activity-based costs, and net profit.

You can select which cost to use and whether to run the detail report by G/L pool or expense category. The report lists the total Sales $, Gross Profit $, and Gross Profit %, followed by the dollar amounts allocated to each expense category or G/L pool. The report adjusts the gross profit amounts by these ABC amounts and then displays the Adj Gross Profit $ and Adj Gross Profit %.

To run the ABC Customer Sales and Gross Profit Report:

From the Events > Activity Based Costing menu, select Reports to display the ABC Customer Sales and GP Report screen.
In the Br/Tr/All field, enter the branch or territory for which to run the report. To run the report for all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view ABC information.
In the End Date field, enter the last date in a range of dates for which to view ABC information.
To run the report for one customer, enter the name in the Customer field.

To include several customers on the report, use the Multi hot key and enter the customer names. You cannot run the report for all customers.

Note: Costs incurred for ship-to activities are rolled up into the bill-to ABC costs.

In the Display field, select the type of detail to display on the report:

Expense Category – Lists the ABC amounts allocated to each ABC expense category.
G/L Pool – Lists the ABC amounts allocated to each G/L pool.

Note: This information only displays on the Detail version of the report.

In the Detail/Summary field, indicate whether to run the report in detail or summary mode:

Detail – For each customer, the report shows the customer’s name, sales in dollars, gross profit in dollars, gross profit in percent, either expense category or G/L pool data (depending on your selection in the Display field), ABC total, adjusted gross profit in dollars, and adjusted gross profit in percent.
Summary – Shows one customer per line. Shows the same data as the detail view, with the exception of the expense category or G/L pool information.

Complete any of the following fields, as needed:

Field	Description
Cost Select	Indicates whether to display cost information using the estimated cost or one of the actual costs. Whether to display cost information using the estimated cost or one of the actual costs.
ABC Code	The activity for which to run the report. To run the report for a designated activity code, enter the code in this field. To run the report for multiple activity codes, use the Multi hot key and enter the codes. To include all activity codes in the report, leave this field blank.
G/L Pool	The G/L pool for which to run the report. To run the report for a designated G/L pool, enter the pool in this field. To run the report for multiple G/L pools, use the Multi hot key and enter the pools. To include all G/L pools in the report, leave this field blank.
Expense Category	The expense category for which to run the report. To run the report for a designated expense category, enter the category in this field. To run the report for multiple expense categories, use the Multi hot key and enter the categories. To include all expense categories in the report, leave this field blank.
Customer Level	The level at which the system prints the report data. Ship-To – Prints the report data for each ship-to customer. Bill-To – Rolls up all ship-to customer data into the bill-to customer's data and then prints the report data for each bill-to customer with subtotals for each ship-to customer. Totals – Rolls up all ship-to and bill-to customer data into the branch and then prints totals for each branch.
Download	Indicates whether to download the report information to an Excel spreadsheet. Type Y to download; otherwise, type N.

Note: This report will also include columns for the price class, customer type (bill-to or ship-to) and sales representative (inside or outside).

Set options, if needed, and generate the report.