Use the Business Sales Detail Inquiry window to view the invoices that are posted to a sales account.
To view business sales detail inquiry information:
From the G/L menu, select Business Summary to display the Business Summary window.
In the Branch field, enter the branch or branches for which you want to run the summary.
In the As of Date field, the system enters the current date. If you want a different date, enter it in MM/DD/YYYY format.
Click Update to display the business summary information.
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
From the File menu, select Detail Inquiry to display the Business Sales Detail Inquiry window.
The system populates the window with the following information:
|
Field |
Description |
|
Invoice |
The invoices posted to the displayed sales account for the period and branch indicated in the Business Summary window. |
|
Customer |
The customer associated with the invoice. |
|
Sales Amount |
The sales amount of the invoice. |
|
COGS Amount |
The cost of goods sold associated with the invoice. |
|
GP % |
The gross profit percentage associated with the invoice. |
Exit the window and return to the Business Sales Detail window.
More Options For Inquiring About Business Sales Details
The Business Sales Detail Inquiry window also offers these options:
|
To... |
Select this menu option... |
|
view the sales order on which the cursor is positioned in view-only mode |
File > View |
|
view the sales order on which the cursor is positioned in edit mode |
File > Edit |
See Also: