Difference between revisions of "Customer Bookings Report"

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'''Report Style:''' Can either be a Summary or Detail report
 
'''Report Style:''' Can either be a Summary or Detail report
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==Standard Report Fields(Page Header)==
 
==Standard Report Fields(Page Header)==
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* ytdsales
 
* ytdsales
 
  
 
===Group Footer 1: Sales Order Type===
 
===Group Footer 1: Sales Order Type===

Revision as of 14:46, 29 April 2024


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.


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