Ideal Online Documentation

25675 A/R LISTINGS, REPORTS AND FORMS
AR5-18 Salesman Master Customer Listing

 

PURPOSE

 

The salesman master customer listing prints a list of each salesperson's customers (as defined in customer master maintenance) and also shows month to date and/or year to date profit information. The listing prints separate reports for each salesperson.

 

If you are printing this listing for the month to date statistics, it should be printed at period end because the month to date information is cleared out during the A/R month end purge. If you are printing this report for the year to date statistics, it should be printed at the year end because the year to date information is cleared out during the A/R month end purge (when the year end option is specified).

 

Salesman Master Customer Listing is accessed from:

  • A/R Main menu

 

PROCEDURE

 

When you select Salesman Master Customer Listing from the A/R Main menu the following prompts display.

 

** SALESMAN CODE (CR FOR ALL):

 

Enter the desired salesman code.

 

If a salesman code is specified, only that salesperson and his/her customers will be printed.

 

 

[Enter] for all salesmen.

 

** STORE CODE (CR FOR ALL):

 

Enter the desired store code.

 

If a store code is specified, only customers that reference that store code will be printed.

 

 

[Enter] for all stores.

 

** PERIOD - MTD, YTD (M/Y):

 

"M" to print only month to date statistics.

 

"Y" to print only year to date statistics.

 

[Enter] to print both month and year to date statistics.


** NUMBER OF COPIES (CR FOR ONE):

 

Enter the number of report copies required.

 

[Enter] for 1.

 

** CR TO CONTINUE; F4 TO END

 

[Enter] to continue to print selection menu.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Salesman Master Customer Listing printout follows.

  



                                        IDEALWARE
07/26/95  01:12:52                                                         PAGE: 1

                  CUSTOMERS BY SALESMAN LISTING FOR JOHN BARKER (BARJO)
------------------------------------------------------------------------------------------
                                                        MTD      MTD       YTD      YTD
                                                       SALES     GP %     SALES    GP %
------------------------------------------------------------------------------------------

AAAWOO         AAA WOOLDORF COMPANY                      3,665   50.3      5,991      48.8
BALKIT         BALDWIN KITCHENER LTD.                        0    0.0         27      35.7
DIVCON         DIVINE CONSTRUCTION LTD.                      0    0.0     50,520      25.4
MAGCED         MAGNIFICENT CEDAR INC.                        0    0.0      1,599     169.1-

4 CUSTOMERS FOR JOHN BARKER (BARJO)                      3,665   50.3     58,137      22.4

...


                                        IDEALWARE
07/26/95  01:12:52                                                         PAGE: 1

                 CUSTOMERS BY SALESMAN LISTING FOR MICHAEL PASIN (PASMI)
------------------------------------------------------------------------------------------
                                                        MTD      MTD       YTD      YTD
                                                       SALES     GP %     SALES    GP %
------------------------------------------------------------------------------------------

BAZGOR         GORDON BAZZLE                             4,722   96.3      5,431      87.7
BOSCON         CONNY BOSLEY                                  0    0.0      6,936      36.4-
GALBRA         BRAD GALVERT                                270    3.9-    11,863      15.5
HOLLEY         HOLLFORD EYEMORE LTD                          0    0.0      8,016      39.5
MCICON         MCINNIS CONSTRUCTION                          0    0.0     38,000      48.4
SAGHAR         HARRY SAGIT                                   0    0.0          0       0.0
WATCON         WATLEY CONNORS                                0    0.0      7,167      25.6
WELBCO         WELBY CONDOR LTD                              0    0.0      9,090      19.5
WOOCON         WOODLAND CONSTRUCTION LTD                     0    0.0        567      33.3

9 CUSTOMERS FOR MICHAEL PASIN (PASMI)                    4,992   90.9     87,070      33.8

...


                                        IDEALWARE
07/26/95  01:12:52                                                         PAGE: 1

                       CUSTOMERS BY SALESMAN LISTING - REPORT TOTAL
------------------------------------------------------------------------------------------
                                                        MTD      MTD       YTD      YTD
                                                       SALES     GP %     SALES    GP %
------------------------------------------------------------------------------------------

19 CUSTOMERS PRINTED FOR ALL SALESMEN
                                   REPORT TOTAL:        11,062          3,357,674


FIELDS:


MTD SALES   month to date sales dollars
MTD GP %    month to date gross profit percentage
YTD SALES   year to date sales dollars
YTD GP %    year to date gross profit percentage