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Customer Bookings Report

Table of Contents [Hide/Show]    General Information    Fields/Filters Standard Report Fields(Page Header)    Group Header 1:Sales Order Type Standard Report Fields(Line Items)    Group Footer 1: Sales Order Type Standard Report Fields(Summary)

General Information¶

Default Menu Location Reports >> Order Entry >> Customer Bookings Report

Screen Name BOOKINGREPT

Function Customer Bookings Report displays Sales Orders by type, by company, and their spending per year.

Click here for screenshot

Fields/Filters¶

Date Range: Specific time frame for the report

Custno: Customer number or customer code

Order Type: Order type for the report

Sales Person: Sales person for the report

Whse: Warehouse location

Report Style: Can either be a Summary or Detail report

Standard Report Fields(Page Header)¶

Company

• lc_company
  

Date Range

• ' As of ' + dtoc(date())
• '( ' + lc_para + ' )'
  

Group Header 1:Sales Order Type¶

Sales Order Type

• sotype1
  

Standard Report Fields(Line Items)¶

Custno

• alltrim(company) + ' ( ' + alltrim(custno) + ' )'
  

Sales

• extstot
  

% of Type

• per1
  

% of Type

• per2
  

YTD Sales

• ytdsales
  

Group Footer 1: Sales Order Type¶

Sales

• exttot
  

YTD Sales

• ytdsales
  

Standard Report Fields(Summary)¶

Report Total

• exttot
• ytdsales