Sales Order Processing - Customer Job Report



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 window

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 Click to select from a list of customer numbers.

  • Click Display Master Record button to view the Customer Master record for the ID entered.

When finished making entries to the fields...

  • Click Run Process button to create the Vendor Detail Listing.

  • Click Save button to save the values entered for running the report again.

  • Click Clear Form button 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:


Select [OK] and edit the parameters setting to proceed.


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