Running the Detailed Invoice GP% Report

Run the Detailed Invoice GP% Report to see detailed replicas of invoices with exceptional gross profit percentages. Invoices with percentages above or below your company averages may contain errors. Preview these invoices before printing and sending them.

You can select the invoices using a variety of criteria, including date range and branch. You can also sort the invoices in numerous ways, including time, customer, and salesperson.

You can exclude miscellaneous charge items. These items, which do not have a posted cost, can inflate the gross profit. You can also exclude consignment transfers, which always have 100 percent profit margins. The report shows all amounts in your company's base currency, regardless of the currency used on the sales orders.

Control print status settings. Unlike the Detailed Invoice Preview Report, which only selects invoices with a Print (P) status, this report lets you include other statuses and change them. This report is also generally shorter and quicker to review.

To report on invoices with unusual gross profits:

1. From the Orders > Reports menu, select Detailed Invoice GP%.

2. In the Start Date and End Date fields, press F10 and specify the desired calendar date range. You can also specify dates using variable dating.

3. If desired, enter a batch identifier in the Batch ID field. This lets you report on the group of invoices entered as a batch.

4. In the Br/Tr/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.

5. In the Select by field, press F10 and specify whether to select the invoices by:

• Shipping Branch

• Pricing Branch

6. Use the Min GP% and Max GP% fields to determine which invoices to select. Depending on the prerequisite settings, you may be able to edit:

• The Min GP% setting, which selects invoices below this percentage.

• The Max GP% setting, which selects invoices above this percentage.

7. In the Sort by field, press F10 and specify how to sort the report. For example, you can sort by invoice number, the order writer, etc.

8. In the Display Costs field, specify whether to include Generic Cost, Cost of Goods Sold, Both, or neither (None).

9. In the Display Ordered By field, enter Y if you want the report to show which customer employees placed the orders. The default is N.

10. In the Include Misc Charges (Y/N) field, specify one of the following:

• Y includes invoices with miscellaneous charge items.

• N excludes these invoices. This is the default.

11. To select those invoices with a particular print status, press F10 and specify a status in the Select Print Status field. You can also enter multiple statuses, separated by commas.

12. Use the Auto Set Print Status (Y/N) field to determine whether the report also changes the print status of the invoices:

• If you enter Y, invoices selected by this report have their print status changed to Hold (H), while those not selected have their status changed to Batch Print (B).

• If you use the default N, all print status settings remain unchanged.

13. In the Ignore Invoice Print Copies (Y/N) field, specify whether to ignore invoice copies when the status is overridden.

14. Use the Consignment Transfers (Inc/Exc/Only) field to determine whether the report includes customer consignments. Press F10 and specify:

• Include consignment transfer invoices in the report.

• Exclude consignment transfer invoices from the report.

• Only, which limits the report to consignment transfer invoices.

15. In the Transfers (Inc/Exc/Only) field, specify whether the report should include transfers, exclude transfers, or include only transfers.

16. Set options, if needed, and generate the report.

Note: If you have COGS.VIEW or COST.VIEW authorization, before printing you are prompted to specify which cost shows on the report. Specify Generic Cost (the cost you want others to think you pay), Cost of Goods Sold, or None.

Reviewing the Report

Some pricing on the report may be denoted with symbols. The table below explains what each symbol indicates. No flag means that standard pricing was used.

See Also:

Sales Reporting Overview