Drilldown Sales Report by Customer Type

 

Function

This report is a sample of the custom graphical capabilities AddonSoftware VARs can bring to the solution for their customers. The data displayed is sample data.

 

=> To access this task...

Select Drilldown Sales Report by Customer Type from the Accounts Receivable Reports menu.

 

Age AR Transactions menu

Drilldown Sales Report by Customer Type

 

About the Fields

 

Select the Month for the report data...

  • The default selection is the current month.

  • Use the dropdown tool to select the month.

Select the Year for the report data...

  • The default selection is the current year.

  • Use the dropdown tool to select the year.

In the Customer Type field

Use the dropdown tool to select the customer type for the report:

A Dealer

B Distributor

 

In the Customer field…

This field becomes active when a selection is made in the Customer Type field. Use the dropdown tool to select the customer for the report:

00-0100 Everest Industries

00-0200 Western Sport Distributors

 

In the Invoice field…

This field becomes active when a selection is made in the Customer field. Use the dropdown tool to select a specific invoice for the report.

 

When done making selections…

  • Select the [Run Report] button

  • Select the [Done] button to close out of this function.

 

NOTE: Sections of the report display hyperlinks that, when selected, display the

data at a more detailed level. Click the BACK hyperlink to the top right of the

report to return to the previous report.

 

Age AR Transactions menu

Drilldown Sales Report by Customer Type output

 



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