Sales Dispatch: Sales Dispatch History Reports

Document Selection

Enter a selection in the Sales Dispatch History subwindow.

Current or Standard Cost

Choose from current or standard costs.

Part Master or Historic Cost

Choose from the current parts master costs or historically recorded costs at the time of dispatch.

Historic costs are recorded on the sales history record at the time of dispatch. They are the part’s current and standard cost (held in separate fields) for the quantity being dispatched (or returned). In the case of job invoices, these are the costs entered for the line items the invoicing relates to. There is an File — Advanced — Special Functions — Re-Calculate Sales History Costs function that enables you to re-set these costs based on historic purchase and work order data.

Restrict to A/R Period Range

Choose to limit the report to a particular A/R period range. Only available if Ledgers licensed and PostgreSQL database. Only includes Invoiced items and where there is sufficient transaction history.

NOTE: With this option choice the report will take longer to produce. Restrictions apply as above. Only some Report Types support this option. The collection of data includes a link to ledger transactions based on the Invoice or Credit Note number. Where a link can not be made, the sales item is ignored in the results. Because transactions can be moved from period to period the dispatch date can diverge from the normal period dates. Sales History can also be dispatched uninvoiced. Uninvoiced dispatches are ignored outright, however uninvoiced dispatches can subsequently be invoiced in a future period. So be fully aware that selection by period and dispatch date can produce different results than either separately.

A/R period from and to

Select the period from and to to restrict the results.

Sort

Choose the field for the primary sort of parts on the report.

Report Type list

Select a report type. Any custom reports entered in the Settings will appear at the bottom of the list.

If you click on the Sales Ranked Summary report (or a custom version of it) the Sales History Ranked Summary Options window will open so you choose options for the report.

Cancel

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

Print Report

Will cause a report to be printed of the subject matter. Right-click to change the report destination.

• Sales Dispatch History Selection
• Sales History Ranked Summary Options