Sales Order Processing - Customer Job Report
Function
Use this task to create a report of customer sales itemized by job number. The Use Customer Job Numbers? parameter in the OP Parameters maintenance task must be checked for this report to generate. Customer and job descriptions are included. Total dollar sales to date are shown by job, along with a preliminary lien number and date (if any), the first shipment date for the job site, and so forth.
To access this task...
Select Customer Job Report from the Reports menu.
Customer Job Report
About the Fields
In the Beginning/Ending Customer ID field...
-
Enter the number of the first/last customer to appear on the report.
-
Click
to select
from a list of customer numbers. -
Click
to view the Customer Master record for the ID entered.
When finished making entries to the fields...
-
Click
to create the Vendor Detail Listing. -
Click
to
save the values entered for running the report again. -
Click
to clear the selections and begin again.
Sample Customer Job Report
See Output Options.
If the Use Customer Job Numbers? parameters is not checked in the OP Parameters task and Run Process is selected, the following prompt appears:
This option is not available. Order Processing Parameters indicate that Job Numbers are not being used.
Select OK and edit the parameters setting to proceed.