Menu Path: Customer Service Inquiries Sales Product Sales Inquiry
View sales for a specific product based on an invoice date range.
Use Product Sales Inquiry to display sales for a specific product based on an invoice date range. You can display sales by invoice or a summary of sales for individual customers. You can filter the inquiry by product or product category.
Button |
Description |
Exit |
Click this button to close the Product Sales Inquiry window. |
Show Data |
Click this button to display sales 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. You must select an invoice on the Results tab before you click this button. |
Button |
Description |
Modify My Additional Filters |
Click this button to display Screen Additional Filters Maintenance, which allows you to set up additional filters for the Product Sales Inquiry window. |
Field or Button |
Description |
Select this check box to display sales for all products. This check box is selected by default. |
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Enter a product code for which to display sales, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box. |
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Enter a product name for which to display sales, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box. |
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Select this check box to display sales for all product categories. This check box is selected by default. |
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Enter a product category for which to display sales, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Select this check box to display sales for all product subcategories. This check box is selected by default and only enabled if you enter a product category in the Category Code field for which subcategories exist. |
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Enter a product subcategory code for which to display sales, or click the Lookup button to select a product subcategory code. This field is only enabled if you clear the All Subcategories check box. |
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Enter a product subcategory name for which to display sales, or click the Lookup button to select a product subcategory name. This field is only enabled if you clear the All Subcategories check box. |
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Select whether to display sales for a range of dates or periods. The Date radio button is selected by default. |
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Enter a date for which to display sales, or click the drop-down arrow to select a date. If you want to display sales for a range of dates, enter the first date in the range. |
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Enter the last date in a range of dates for which you want to display sales, or click the drop-down arrow to select a date. If you want to display sales for a single date, you can leave this field blank. |
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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 sales. This field is only available if the Period radio button is selected. |
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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 sales. This field is only available if the Period radio button is selected. |
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Select this check box if you want to compare data for two ranges of dates. |
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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. |
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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. |
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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 sales. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box. |
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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 sales. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box. |
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Select whether to display sales information for customers or billing customers. |
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Select this check box to display sales information for all customers or billing customers. This check box is selected by default. |
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Enter a customer code for which to display sales, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers or All Billing Customers check box. |
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Enter a customer name for which to display sales, 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. |
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Select this check box to display sales information for all shipping locations. This check box is selected by default. |
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Enter a shipping location prefix or name for which to display sales, 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. |
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Select this check box to display sales information for all sales locations. This check box is selected by default. |
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Enter a sales location prefix or name for which to display sales, 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. |
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Select this check box to display sales information for all sales teams. This check box is selected by default. |
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Enter a sales team ID for which to display sales, 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. |
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Select this check box to display sales information for all sales representatives. This check box is selected by default. |
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Enter a sales representative ID for which to display sales, 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. |
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Select a method for displaying sales information on the Results tab. Select Invoice to display invoices on the Results tab, or select Customer to display sales for customers on the Results tab. If you select Customer, you can double-click a customer on the Results tab to display invoices for that customer in a second Product Sales Inquiry window. |
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Select a cost type option. You can select the sales cost, accounting cost, or commission cost. For more information, see Product Location Maintenance. |
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Select whether to display invoices that were posted to the general ledger, only unposted invoices, or both posted and unposted invoices. |
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Click the Lookup button to select the currency for the Results tab. The currency defaults to the default general ledger currency. |
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Select this check box to include costs associated with returns that are not re-salable (and not put back into inventory). |
Note Additional filters may appear in the My Additional Filters section if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
This tab may include additional customer filters if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
This tab may include additional product filters if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
Field or Button |
Description |
This grid displays sales information for the criteria specified on the Select tab. Each row displays information for an invoice or a customer based on whether you selected the Invoice or Customer radio button on the Select tab. Double-click an invoice to display Invoice Inquiry, which allows you to view detail information for the invoice. If you selected the Customer radio button on the Select tab, double-click a customer in the grid to display invoices for that customer in a second copy of the Product Sales Inquiry window. |
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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 or Customers grid. |
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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 or Customers grid. |
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This field displays the range 1 margin percentage, calculated as the range 1 total margin divided by the range 1 total sales. |
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This field displays the range 1 total net units sold, calculated as the sum of the units sold values in the R1 Net Units column in the Invoices or Customers grid. |
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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 or Customers grid. |
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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 or Customers grid. |
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This field displays the range 2 margin percentage, calculated as the range 2 total margin divided by the range 2 total sales. |
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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 or Customers grid. |