Monthly Sales Register

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

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.

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