Viewing ABC Customer Sales History

Use the Customer Activity Based Sales History Inquiry window 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 window 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 window, 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 Customer Activity Based Sales History Inquiry window.

In the Customer 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 to return it to the field.

In the Branch/Territory/All 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.
Click the Update button to populate the detail area.
Review the customer's sales history totals and gross profit before and after activity-based costs have been included for the current and previous years.
Exit the window.

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

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

To...	Select this menu option...
view a list of ABC log entries for an expense category or G/L pool amount, select an expense category or G/L pool amount and	Edit > Expense Detail The ABC Log Viewing window displays.
break down a selected year's sales by G/L pool, select an amount in the current or previous year column and	Edit > Pool Summary The ABC Expense Category Summary window displays.
change the displayed cost calculation method	Edit > Cost Selection The Branch ABC Cost Selection window displays. Select an option to update the costs in the Customer Activity Based Sales History window. The selected method displays on the status bar.
break down a selected year's sales, costs, and gross profits by month, select an amount in the current or previous year column and	Inquiry > Monthly Sales The Monthly Activity Based Customer Sales History screen displays.
view additional information about the affected sales orders	Inquiry > A/R Inquiry The A/R Inquiry window displays.
view additional information about the customer	Inquiry > Customer Maintenance The Customer Maintenance window displays.
view expense category totals	View > Expense Categories
view G/L pool totals	View > G/L Pools