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Sales Margin Report

Table of Contents [Hide/Show] Default Menu Location General Description Fields/Filters Standard Report Fields(Headers) Standard Report Fields(Line Items Detail)    Group Footer Summary FAQ

Default Menu Location¶

Reports >> Sales Force >> Sales Margin Report

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.