Sales Order Processing - Monthly Sales Register

 

Function

This task creates a register showing general ledger postings generated by the Order/Invoice Processing module. The register may be created in detail or summary format, sort by customer name or number, and select a range of customers and dates. To maintain a permanent record of the sales information, create the Monthly Sales Report.

 

=> To access this task...

Select Monthly Sales Register from the Period End Processing menu.

 

Monthly Sales Register window

Monthly Sales Register

 

About the Fields

 

From the Sort Order dropdown...

  • Select Alternate Sequence (A) from the drop down list to run the register alphabetically.

  • Select Customer No (N) from the drop down list to run the register by customer number.

In the Beginning/Ending Customer field...

  • Enter the number of the first/last customer to appear on the register.

  • Press [Tab] to select the first/last customer on file.

  • Click to select from a list of customer numbers.

In the Beginning/Ending Alternate Sequence field...

Active only when Alternate Sequence (A) is selected in the Sort Order field.

  • Enter the letter or name of the first/last customer to appear on the register.

  • Press [Tab] to select the first/last customer record.

In the Beginning/Ending Invoice Date field...

  • Enter the first/last date to appear on the register.

  • Press [Tab] to select the first/last date record.

  • Click Calendar button to select a date by using the calendar tool.

From the Summary or Detail dropdown...

  • Select Summary (S) from the drop down list to summarize the information on the register.

  • Select Detail (D) from the drop down list to detail the information on the register.

When finished making entries to the fields...

  • Click Run Process button to create the Monthly Sales Register.

  • Click Save button to save the selections for future sales register runs.

  • Click Clear Form button to clear the form selection and begin again.

Sample Monthly Sales Register

 

See Output Options.



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