IdealWare Online Users Manual

AR5-19 A/R LISTINGS, REPORTS AND FORMS
25676 Salesman Master Detail

 

PURPOSE

 

The salesman master detail report prints a list of each salesperson's invoices that have been generated in the current period sorted by customer. The report includes profit information. Depending on your system configuration, the salesman code assigned to an invoice is based either on the customer's responsible salesperson or the salesperson who wrote up the sale. See your Ideal consultant for more information in this regard.

 

The program prints a separate report for each salesperson. Two different format options are available, summary and detail. The detail format lists each invoice, while summary lists totals by customer only. The report should be printed at period end because the sales information is cleared out of the system during the A/R month end purge.

 

Salesman Master Detail Report is accessed from:

  • A/R Report and Month End menus

 

PROCEDURE

 

When you select Salesman Master Detail Report from the A/R Report or Month End menu the following prompts display.

 

** SUMMARY OR DETAIL FORMAT ? (S/D):

 

"S" to print customer totals only.

 

The summary report does not print individual invoice details.

 

 

"D" to print individual invoice details.

 

** HOW MANY COPIES ?

 

Enter the number of copies to print.

 

[Enter] to print 1.

 

** PRESS 'CR' TO CONTINUE:

 

[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 Detail Report printout follows.

  



                                                     IDEALWARE
07/26/95  01:41:08                                                                                     PAGE: 1
                                       SALESMAN DETAIL REPORT - JOHN BARKER
-------------------------------------------------------------------------------------------------------------------
                                       ***** WITHOUT CARTAGE ******           ***** WITH CARTAGE & GST ****
CUSTOMER                      INVOICE  SUB-TOTAL      PROFIT   GP%            SUB-TOTAL      PROFIT   GP%
-------------------------------------------------------------------------------------------------------------------

ABACON   ABACAB CONSTRUCTION  01A100521   571.80      280.47  49.1               611.83      320.50  52.4 HIGH
                              01A100523   196.68      109.70  55.8 HIGH          210.45      123.47  58.7 HIGH
                              01A515551   225.00      225.00 100.0 VERY HIGH     240.75      240.75 100.0 VERY HIGH
                              01A525155   155.25      155.25 100.0 VERY HIGH     166.12      166.12 100.0 VERY HIGH                                        
                                      ----------  ----------                 ----------  ----------
                                        1,148.73      770.42  67.1 HIGH        1,229.15      850.84  69.2 HIGH

BAZGOR   GORDON BAZZLE        01A100522   723.70      178.09  24.6               774.36      228.75  29.5
                              01A100524 1,920.01      207.73  10.8 LOW         2,054.41      342.13  16.7
                                      ----------  ----------                 ----------  ----------
                                        2,643.71      385.82  14.6 LOW         2,828.77      570.88  20.2
                                      ----------  ----------                 ----------  ----------
    SALESMAN TOTAL:  INVOICES: 6        3,792.44    1,156.24  30.5             4,057.92    1,421.72  35.0
                                      ==========  ==========                 ==========  ==========

...


                                                     IDEALWARE
07/26/95  01:41:08                                                                                     PAGE: 1
                                       SALESMAN DETAIL REPORT - GRAND TOTALS
-------------------------------------------------------------------------------------------------------------------
                                       ***** WITHOUT CARTAGE ******           ***** WITH CARTAGE & GST ****
CUSTOMER                      INVOICE  SUB-TOTAL      PROFIT   GP%            SUB-TOTAL      PROFIT   GP%
-------------------------------------------------------------------------------------------------------------------

    GRAND TOTAL:  INVOICES: 10         11,520.46   7,064.26  61.3 HIGH        12,326.91    7,870.71  63.9 HIGH
                                      ==========  ==========                 ==========  ==========



FIELDS:


GP%       gross profit percentage
CARTAGE   delivery or cartage amount