Running the Customer Price Comparison Report

Use the Customer Price Comparison Report to list the actual extended sales price for products sold and compare it to an extended price based on a selected global basis field. In addition, the report shows the percentage difference between these two amounts.

It can be run for one product, multiple products, or one or more price lines. You can limit the report to run for non-stocks or include non-stocks in the list of other products.

To run the Customer Price Comparison Report:

From the Reprts > End of Month Reports > Customer Reports menu, select Customer Price Comparison to display the Customer Price Comparison Report screen.
In the Br/Tr/All field, enter the branch or territory for which to compare prices. To compare prices 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 invoices. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view invoices. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

In the Price Line field, do one of the following:

To run the report for a specific price line, enter the price line ID.
To include sales from all price lines, leave this field blank.
To run the report for multiple price lines, use the Prc Line hot key to display the Price Line Selection screen. Enter the code for each price line to include on the report and press Esc. *Multi* displays in the Price Line field.

In the Product field, enter the description for a specific product, if needed.

Note: The system compares sales of this product occurring between the established start and end dates with what you enter in the Comparison Basis field.

In the Comparison Basis field, enter the global basis to use for comparison purposes.

The report shows the product's dollar value in the quantity sold at this comparison basis.

In the Comparison Col Heading field, enter the name to assign to the comparison column on the report.
In the Nonstocks (Inc/Exc/Only) field, indicate whether to include, exclude, or run the report only for non-stock items.
Set options, if needed, and generate the report.