Cash/On Account Sales Analysis Report

This report prints a breakdown of the sale and rental revenue that is Cash or On Account and the totals.
The selection filters include Date, Division, Class, Group, or Customer ranges.
Details for items in a Group can also be printed.
The prompt are:

FROM CLASS

Leave this field blank to include all classes or type in the beginning Product Class for the reporting range, or select it from the Product Class Search window.

TO CLASS

Leave this field blank to include all classes or type in the ending Product Class for the reporting range, or select it from the window.

FROM GROUP

Leave this field blank to include all product groups or type in the beginning Group for the reporting range, or select it from the Group Search window.

TO GROUP

Leave this field blank to include all groups or type in the ending Group for the reporting range, or select it from the window.

FROM CUSTOMER#

Leave this field blank to include all customers or type in the beginning customer number for the reporting range, or select it from the Accounting Customer Search window.

TO CUSTOMER#

Leave this field blank to include all customers or type in the ending customer number for the reporting range, or select it from the window.

FROM DATE

Accept the first day of the current month for the starting date for the report, or enter a preferred starting date.

TO DATE

Accept the last day of the current month for the ending date for the report, or enter a preferred ending date.

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.

PRINT GROUP DETAIL

Check this box to list the individual products within the selected range by group.
Uncheck this box to print only Product Class totals and to skip printing the product details.

CUSTOMER TYPE

Select one of the following customer types:

• Click Cash to only list product totals bought or rented by customers flagged as Cash in Customer Information.
• Click Account to only list product totals bought or rented by customers flagged as On Account in Customer Information.
• Click Both to include both Cash customers and On Account customers.

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?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

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