Business Source Report

This report provides a summary of documents in a selected date range by Business Source.
Documents from current, batch and history are included.

The Business Source feature can be activated in the Additional Pop-Up Windows, in the Divisional Contract Parameters to prompt the operator to enter a Business Source as setup in Business Source Codes, when each document is created.

The prompts are:

BUSINESS SOURCE, "ALL", OR "SEL"

• Type ALL to include all business sources in the report.
• To run the report for a single Business Source, enter a specific code or select one code from the Business Source Search window.
• Type SEL to open the Select Source Codes window listing the existing source codes, and delete any codes that should not be included in the report.
  All codes remaining in the selection window will be included.

FROM DATE

Accept the current month start or enter the starting date for the report date range.

TO DATE

Accept the current month end date or enter the ending date for the report date range.

USE SOURCE DOCUMENT DATE FOR CONTRACTS AND INVOICES

Check this box to use the source document date (i.e. from the source contract, estimate, order, or reservation, etc.) for the reporting date filter.
If the source document has been deleted, the actual document date is used.

Uncheck this box to use the actual document date for the reporting date filter.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.