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Customer
Last Sale - Select a customer, to display of last sale
date, quantity, last sale price, salesperson, invoice
number and landed cost for item. |
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Customer
Lookup - By name, customer number, contact, phone, zip,
salesperson, order number, invoice number, territory. |
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Aging
and Sales information by Customer - Overview customer
information with last invoice, last payment, MTD Sales,
YTD Sales and an aging 30, 60, 90, 120. |
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Open
Invoices - Summary information on a customers' invoices
including invoice number, date invoiced, due date, Terms,
Invoice amount, amount applied by payment, discount, invoice
balance, total account balance,. |
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Invoice
History - Summary Invoice history information with invoice
number, invoice type, order date, order taker, PO number,
territory, pricing code, tax code, order number, ship
via and sales amount. |
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Invoice
History Line Items - Detail invoice history information
including warehouse, item number, item description, order
qty, backorder qty, ship qty, price, extension and total
order dollars. |
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Ship
To Addresses - Ship to number, ship-to name, contact name,
address line, city, state, zip, phone, salesperson, territory
and tax code number. |
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Customer
Comments - Lines of comments entered for this customer
in Accounts Receivable or Sales. Other information displayed
is salesperson, customer type, territory, contact, phone
number and fax number. |
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Open
Invoices - By vendor, invoice number, invoice date, due
date, invoice type, terms and balance. |
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Purchase
Addresses - Address name, contact name, street address,
city, state, zip, phone and fax number. |
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Sales
History - By item. Present by month - period, units, sales
and total. Also presents unit of measure, product type,
last fiscal units and sales, present fiscal units and
sales. |
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Transaction
History - Presents item number, description, warehouse,
beginning transaction date, ending transaction date, transaction
date, transaction type, quantity, cost and extension.
If P.O. presents vendor number, vendor name, purchase
order number and line. If sale presents customer number,
customer name, invoice number and line and warehouse. |
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Executive
Summary - Summary of activity of A/R, A/P, Orders, Purchases,
Sales, Profit and Inventory for future, three current
months, prior and total. Select detail and inquiry presents
a daily calendar of transactions for the categories presented
above. Reselect by month and year. |
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Sales
History Inquiry - By customer, item, invoice date, customer
PO or description. Presents invoice number, invoice date,
item number, description, qty, price and cost. |
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