Running the Sell Price/Cost Overrides Report

Run the Sell Price/Cost Overrides Report to list selected orders that had a selling price or cost manually overridden. Manual overrides are a prime source of invoicing errors. Take control over profit margins by using this report to view the order writer and gross profit on each order with manual overrides.

The report lists each of the following:

• Order number, and customer or vendor name.

• Order's gross profit percentage.

• Product type, quantity, description, and price line.

• Regular price, net price, net difference, regular cost, and net cost. (A regular price or regular cost reflects the system price or cost, and is only listed if overridden.)

• Product's gross profit (after the override).

Note: After you run the report once, the system saves the selections you made and associates them with your user ID. When you run this report again, the system displays the selections you made the last time. A "Save" message at the top of the screen indicates that your previous selections are being used. If there is no default or saved setting, the field is blank. For more information, see How the System Saves Settings on Reports.

To run the Sell Price/Cost Overrides Report:

1. From the Orders > Reports menu, select Sell Price/Cost Overrides.

2. In the Start Date and End Date fields, press F10 and specify the desired calendar date range.

3. If desired, enter a date in the Purge Through field. This permanently removes the prerequisite price override records from on or before that date.

The purge date only affects sales order override logs if all the generations of the sales order are invoiced or cancelled. Logs for older bids are saved in case they are turned into orders at a later date.

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

5. In the Override Type field, press F10 and specify whether to report on:

• Price Increases

• Price Decreases

• Cost Increases

• Cost Decreases

• All

6. In the Sort by field, press F10 and specify whether to sort the report by order writer or by price line.

7. In the Override/Ship Date field, press F10 and specify whether to include the orders by:

• Override Date

• Ship Date

8. If desired, use the Min GP% and Max GP% fields to specify which invoices to select:

• Specify a Min GP% setting, which selects invoices at or below this percentage (after override).

• Specify a Max GP% setting, which selects invoices at or above this percentage (after override).

Invoices outside of this acceptable range will appear on the report.

9. In the Comm Cost Overrides (Inc/Exc) field, press F10 and specify whether you want to Include or Exclude commission cost overrides on the report.

10. In the COGS Overrides (Inc/Exc) field, press F10 and specify whether you want to Include or Exclude COGS overrides on the report.

11. In the Price Overrides (Inc/Exc) field, press F10 and specify whether you want to Include or Exclude price overrides on the report.

12. In the Stock/Nonstock/Both field, press F10 and specify which price or cost override products to report on. Specify either Stock products, Nonstock products, or Both types of products.

13. In the Open/Closed/Both field, press F10 and specify which overridden orders to include:

• Open includes orders without printed ship tickets.

• Closed includes invoiced orders with printed ship tickets.

• Both includes both open and closed orders.

14. In the Include Cancelled Orders (Y/N) field, specify whether to include orders that have already been cancelled. The default Y includes these orders in the report.

15. If you want to specify a stock type, such as Stock or Defective, press F10 and select a stock type in the Qty Type field.

To enter multiple stock types, place your cursor in the Qty Type field, and then use the Multi hot key. Type a new quantity type on each line, and then press Esc to save your settings.

16. Set options, if needed, and generate the report. If prompted for a display cost, select Generic Cost, Cost of Goods Sold, or None.

More Options for Selecting Report Criteria

To enter additional selection criteria for this report, use the Incl/Excl hot key and then select any of the following:

See Also:

Sales Reporting Overview