4Reports and Inquiry
Option 11Customer History
Use this function to print monthly sales history information by customer. This information will be printed by calendar or fiscal period, depending on your answer to the “Keep History by Calendar?” field in the Parameters file. The following processing steps accomplish this job.
- Step 1In preparation for performing a sort/selection process on the Customer History by Month information, this step provides you with a default sequencing of data records by Receivable Account, Customer Alpha, customer Number, Year, and Month, with the option to change modifiable parameters at run time. Selection of data records is provided by Receivable Account, Customer, and Year, with the option to enter user-specified comparisons at run time.
- Step 2This is the standard disposition used for all reports not printed on special forms.
- Step 3According to previously specified criteria, this step actually performs the desired selection and/or sorting process.
- Step 4In order to print the Customer History report, this step formats the Customer History by Month information. The following data items are shown: Month, Sales Margin, Cost, and Gross Margin Percent. As appropriate, group headings appear whenever a change occurs in Receivable Account or Customer. If requested, totals appear whenever a change occurs in Customer or Receivable Account. When totals are specified, the following items are accumulated: Sales, Margin, Cost, and Gross Margin Percent. Grand totals print at the end, showing Sales, Margin, cost, and Gross Margin Percent.
A sample output is shown below.
Expert Computing, Inc.
11/08/94 15:17 LGG Page: 1
Customer History
Month Sales Margin Cost GM %
=================================================================================================================================
Account 1030001001WH Accts Receiv, Sales/Wholesale
Customer 00000040 Burlington Enterprises
Year 90
Jun 4678.11 1145.16 3532.95 24.48
Jul 8088.08 1265.98 6822.10 15.65
Aug 5814.50 722.71 5091.79 12.43
Sep 1758.26 1268.06 490.20 72.12
—————— —————— —————— ———
— Totals For Year 90 —> 20338.95 4401.91 15937.04 21.64
============ ============ ============ ======
Year 89
Aug 9052.66 348.00 8704.66 3.84
Sep 5841.24 212.00 5629.24 3.63
Oct 9412.19 361.00 9051.19 3.84
Nov 5966.32 223.00 5743.32 3.74
Dec 7256.33 303.00 6953.33 4.18
Jan 5774.18 204.00 5570.18 3.53
Feb 3841.00 168.00 3673.00 4.37
Mar .00 .00 .00 .00
Apr 10553.27 351.00 10202.27 3.33
May 7049.85 287.00 6762.85 4.07
—————— —————— —————— ———
— Totals For Year 89 —> 64747.04 2457.00 62290.04 3.79
============ ============ ============ ======
—————— —————— —————— ———
— Customer Totals —> 85085.99 6858.91 78227.08 8.06
============ ============ ============ ======
Customer 00000060 Hale’s Interiors
Year 90
Jun 9242.28 2030.65 7211.63 21.97
Jul 4967.88 881.18 4086.70 17.74
Aug .00 .00 .00 .00
—————— —————— —————— ———
— Totals For Year 90 —> 14210.16 2911.83 11298.33 20.49
============ ============ ============ ======
—————— —————— —————— ———
— Customer Totals —> 14210.16 2911.83 11298.33 20.49
============ ============ ============ ======