Annual Customer Sales

From Adjutant Wiki

Default Menu Location

Reports >> Sales Force >> Annual Customer Sales

Screenshot 2024-10-29 115552.png


General Description

Annual Customer Sales screen generates a sales report for a specific customer or all customers for the year requested.

Fields/Filters

Year: Requested year for the report

Order Type: Type of order requested for the report

Customer ID: Enter specific customer ID or leave blank for all customers

Priority: Priority type for the report

Standard Report Fields(Page Header)

Year

  • 'YEAR - ' + gd_passdate

Order Type

  • gc_ordtype

Order Status

  • gc_orderstat

Customer

  • gc_customer

Standard Report Fields (Line Items)

Cust ID

  • custno

CustName

  • Customer

YTD Sales

  • YTD

December

  • month1

November

  • month2

October

  • month3

September

  • month4

August

  • month5

July

  • month6

June

  • month7

May

  • month8

April

  • month9

March

  • month10

February

  • month11

January

  • month12

Summary

Total

YTD

  • YTD
  • month1
  • month2
  • month3
  • month4
  • month5
  • month6
  • month7
  • month8
  • month9
  • month10
  • month11
  • month12

Additional Report Fields for Customization