Customer Sales Inquiry

Exit

Click this button to close the Customer Sales Inquiry window.

Show Data

Click this button to display invoice information on the Results tab, based on the criteria selected on the Select tab.

Order Relationship Inquiry

Click this button to display Order Relationship Inquiry, which allows you to view the relationship between orders, pick demands, and invoices. You must select an invoice on the Results tab before you click this button.

Credit Inquiry

Click this button to display Customer Aging and Credit Inquiry, which allows you to view aging and credit information for the customer for a selected invoice, or a selected customer. You must select a customer or invoice before you click this button.

Modify My Additional Filters

Click this button to display Screen Additional Filters Maintenance, which allows you to set up additional filters for the Customer Sales Inquiry window.

Customer/Billing Customer

Select whether to display invoices for customers or billing customers.

All Customers/All Billing Customers

Select this check box to display invoices for all customers or billing customers. This check box is selected by default.

Customer Code/Billing Customer Code

Enter a customer code or billing customer code for which to display invoices, or click the Lookup button to select a customer code or billing customer code. This field is only enabled if you clear the All Customers or All Billing Customers check box.

Name

Enter a customer name for which to display invoices, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers or All Billing Customers check box.

Range

Select whether to display invoices for a range of dates or periods. The Date radio button is selected by default.

From Date (Range 1)

Enter a date for which to display invoices, or click the drop-down arrow to select a date. If you want to display invoices for a range of dates, enter the first date in the range.

To Date (Range 1)

Enter the last date in a range of dates for which you want to display invoices, or click the drop-down arrow to select a date. If you want to display invoices for a single date, you can leave this field blank.

From Period (Range 1)

Click the Lookup buttons to select a period and year, that is, the first period and year in a range of periods and years for which to display invoices. This field is only available if the Period radio button is selected.

To Period (Range 1)

Click the Lookup buttons to select a period and year, that is, the last period and year in a range of periods and years for which to display invoices. This field is only available if the Period radio button is selected.

Range 2

Select this check box if you want to compare data for two ranges of dates.

From Date (Range 2)

Enter the first date in a second range of dates for which you want to display sales, or click the drop-down arrow to select a date. This field is only enabled if the Range 2 check box is selected.

To Date (Range 2)

Enter the last date in a second range of dates for which you want to display sales, or click the drop-down arrow to select a date. This field is only enabled if the Range 2 check box is selected.

From Period (Range 2)

Click the Lookup buttons to select a period and year, that is, the first period and year in a second range of periods and years for which to display invoices. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.

To Period (Range 2)

Click the Lookup buttons to select a period and year, that is, the last period and year in a second range of periods and years for which to display invoices. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.

All Shipping Locations

Select this check box to display invoice information for all shipping locations. This check box is selected by default.

Location (Shipping)

Enter a shipping location prefix or name for which to display invoices, or click the Lookup buttons to select a shipping location prefix or name. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location.

All Sales Locations

Select this check box to display invoice information for all sales locations. This check box is selected by default.

 Location (Sales)

Enter a sales location prefix or name for which to display invoices, or click the Lookup buttons to select a sales location prefix or name. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location.

All Sales Teams

Select this check box to display invoice information for all sales teams. This check box is selected by default.

Sales Team ID

Enter a sales team ID for which to display invoices, or click the Lookup button to select a sales team ID.

Note The Lookup window that appears when you click the Lookup button only displays sales teams marked as active in Sales Team Maintenance.

This field is only enabled if you clear the All Sales Teams check box.

All Sales Representatives

Select this check box to display invoice information for all sales representatives. This check box is selected by default.

Sales Representative

Enter a sales representative ID for which to display invoices, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representatives check box.

Cost Type

Select a cost type option. You can select the sales cost, accounting cost, or commission cost. For more information, see Product Location Maintenance.

Status

Select whether to display invoices that were posted to the general ledger, only unposted invoices, or both posted and unposted invoices.

Currency

Click the Lookup button to select the currency for the Results tab. The currency defaults to the default general ledger currency.

Include Cost of Products Returned and Not Restocked

Select this check box to include costs associated with returns that are not re-salable (and not put back into inventory).

Sales Representative Type

Select the sales representative type for which to display invoices. Select one of the following:

• First Representative - Display invoices for which the sales representative is the first sales representative.

• Second Representative - Display invoices for which the sales representative is the second sales representative.

• Both - Display invoices for which the sales representative is the first or second sales representative.

Both is selected by default.

Invoices

This grid displays invoice information for the criteria specified on the Select tab. Double-click an invoice to display Invoice Inquiry, which allows you to view detail information for the invoice.

R1 Total Sales

This field displays the range 1 total sales, calculated as the sum of the total sales values in the R1 Total Sales column in the Invoices grid.

R1 Margin

This field displays the range 1 total gross margin, calculated as the sum of the margin values in the R1 Margin column in the Invoices grid.

R1 Margin %

This field displays the range 1 margin percentage, calculated as the range 1 total margin divided by the range 1 total sales.

R1 Total Net Units

This field displays the range 1 total net units sold, calculated as the sum of the units sold values in the R2 Net Units column in the Invoices grid.

R2 Total Sales

This field displays the range 2 total sales, calculated as the sum of the total sales values in the R2 Total Sales column in the Invoices grid.

R2 Margin

This field displays the range 2 total gross margin, calculated as the sum of the margin values in the R2 Margin column in the Invoices grid.

R2 Margin %

This field displays the range 2 margin percentage, calculated as the range 2 total margin divided by the range 2 total sales.

R2 Total Net Units

This field displays the range 2 total net units sold, calculated as the sum of the units sold values in the R2 Net Units column in the Invoices grid.