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.

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 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.

Export format checkbox ...

• Mark the box to create a report without blank data fields for manipulation in MS Excel.

• Unmark the box to create a report of the raw data.

When finished making entries to the fields...

• Click to create the Monthly Sales Register.

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

• Click to clear the form selection and begin again.

Sample Monthly Sales Register

See Output Options.