Viewing Business Sales Detail Information

Use the Business Sales Detail dialog box to view an account-by-account breakdown of sales, cost of goods sold (COGS), and gross profit percentage for all sales

To view business sales detail information:

  1. From the G/L menu, select Business Summary to display the Business Summary window.

  2. In the Branch field, enter the branch or branches for which you want to run the summary.

  3. In the As of Date field, the system populates the current date. If you want a different date, enter it in MM/DD/YYYY format.

  4. Click Update to display the business summary information.

  5. From the File menu, select Sales Detail and select a date range to display the Business Sales Detail window.

If the Show All GL Type Detail In The GL Acct Business Summary control maintenance record is set to Yes, the Business Sales Detail window shows detail for all orders for each main G/L account. If the control maintenance record is set to No, use the remaining steps in this procedure to display the business detail information.

Note: The system uses the information you define for month end for the BSUM year to determine the month-to-date and year-to-date days. If you have not defined dates for the

The inquiry displays the following information:

Column

Description

Sales Account

The autoposting items listed related to sales.

Sales Amount

The total sales amount for the associated sales account for the time, period, and branch defined in the Business Summary window.

COGS Amount

The COGS for all products included in the sales amount posted to the indicated sales account.

GP%

The calculated gross profit percentage for the sales posted to the indicated sales account.

  1. From the File menu, select DetailInquiry to display additional information about the origination of numbers in the Business Summary. The Business Summary Detail Inquiry window shows the invoices posted to the selected sales account. For more information about the detail inquiry, see Viewing Business Sales Detail Inquiry Information.

  1. From the File menu, select Show Zeros to display zero amounts to show the detail about zero amount items.

Note: Use the Hide Zero Amount Accounts in Business Summary Sales Detail Screen control maintenance record to define the default parameters for showing zero amounts in this window.

  1. Exit the window to return to the Business Summary Sales Detail window.

See Also:

Viewing Business Summary Information

Viewing Business Sales Detail Inquiry Information