Sales Margin Report

Modified on Thu, 29 Nov 2018 13:47 by J Denniston — Categorized as: Reporting and Report Sets, Sales Force


Default Menu Location

Reports >> Sales Force >> Sales Margin Report

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General Description

Sales Margin Report screen allows users to generate detail sales report either by period or by date range. When generating a report, users can either generate a report for a specific customer by entering a customer code or leaving a blank in the "Customer Number" field to generate a general report for all the customers.

Fields/Filters

By Period or By Date Range: Options to choose a report type

Month: Month for the report (Require only if the "By Period" is selected)

Year: Year for the report (Require only if the "By Period" is selected)

Beginning Date: Beginning date for the report (Require only if the "By Date Range" is selected)

Ending Date: Ending date for the report (Require only if the "By Date Range" is selected)

Customer Number: Customer code

Item Number: Item code

Sort By: Options for report generation

Exclude Outbound Freight: Excludes items with the FREIGHTOUT item attribute.

Exclude Inbound Freight: Excludes items with the FREIGHTIN item attribute.

Standard Report Fields(Headers)

Company


Date Range


Customer


Item Number


Warehouse


Standard Report Fields(Line Items Detail)

Order Number


Customer Name


Customer No.


Invoice No.


Invoice Date


Sales Price


Standard Cost


Profit


Group Footer

Total for customer


Sales Price


Standard Sales


Profit


Summary


FAQ

Q: Why is an AR invoice not displaying on this report?

A: This report only includes AR invoices where the underlying sales order is closed.