Viewing ABC Customer Sales History

Use the Activity-Based Customer Sales History screen to view the profit you have made from a customer after activity-based costs have been included. In addition to showing standard sales, cost, and gross profit information for the current and previous year, this screen shows adjusted gross profit information, which includes activity-based costs in the calculations.

The first two lines show the total sales and cost dollars for the selected customer.
The next two lines show the gross profit dollars and gross profit percent.
The remaining lines are activity-based costs, broken down by ABC expense category. However, they can also be broken down by ABC G/L pool.
At the bottom of the screen, the total activity-based costs are displayed, followed by the adjusted gross profit dollars and adjusted gross profit percent.

To view ABC customer sales history:

From the Events > Activity Based Costing menu, select ABC Customer Sales History Inquiry to display the Activity Based Customer Sales History screen.

In the Cust Name field, enter the name of the customer whose sales history you want to view.

If more than one customer matches your entry, a selection list displays. Select the customer name and press Enter to return it to the field.

In the Branch field, enter the number that identifies the branch or territory for which to review sales history. To review sales history for all branches and territories, enter ALL.
From the Branch field, press Enter to populate the detail area.
Review the sales history totals and gross profit before and after the ABC has been included for the current and previous years.
Press Esc to exit the screen.

More Options for Viewing a Customer's Activity-Based Sales History

The Activity Based Customer Sales History screen also offers these options:

To...	Use this hot key...
change the displayed cost (for example, Calculated YTD, or Calculated 12 month)	Cost Select The cost selection used to determine the activity-based costs is indicated in the upper right corner of the screen.
break down a selected year's sales, costs, and gross profits by month, select the current or previous year column and	Monthly Sales The Monthly Activity-Based Customer Sales History screen displays.
view transaction level detail for an expense category or G/L pool amount, select an Expense Category or G/L Pool amount and	Expense Detail The log entries that contributed to that amount display on ABC Log Viewing/Download screen.
break down a selected year's sales by G/L pool, select an amount in the current or previous year column and	Pool Summary The G/L pool information displays on the ABC Expense Category Summary screen.
toggle between expense category totals and G/L pool totals	View
access the A/R Inquiry, A/R Summary, or Customer Maintenance screens for the selected customer	Inq A list of hot keys displays. Use the hot key for the selected application.