Customer Bookings Report

Modified on Fri, 22 May 2015 15:39 by Greg Andrews — Categorized as: Order Entry, Reporting and Report Sets

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   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