Sales Margin Report

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

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==Default Menu Location==

Reports >> Sales Force >> Sales Margin Report

[imageauto||{UP(SALESMARGIN)}Sales Margin Report.png]

==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'''

* company

'''Date Range'''

* gd_passdate

'''Customer'''

* 'Customer : ' + alltrim(gc_cust)

'''Item Number'''

* 'Item: ' + alltrim(gc_item)

'''Warehouse'''

* 'Whse: ' + alltrim(gc_plant)

==Standard Report Fields(Line Items Detail)==

'''Order Number'''

* sono

'''Customer Name'''

* CUSTOMER

'''Customer No.'''

* custno

'''Invoice No.'''

* invno

'''Invoice Date'''

* invdate

'''Sales Price'''

* extstot

'''Standard Cost'''

* gc_costlabel

'''Profit'''

* profit

===Group Footer===

'''Total for customer'''

* 'Total For customer - '+alltrim(CUSTOMER)

'''Sales Price'''

* cextstot

'''Standard Sales'''

* cstcost

'''Profit'''

* profit

==Summary==

* textstot
* tstdcost
* tprofit

==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.

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Sales Margin Report