PeachPro sets you free
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PeachPro sets you free
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| SIR Sales Analysis Report Writer |
Create the Sales Invoicing reports you always wanted! Would you like to have an Inventory Activity report sorted by customer? How about a Sales Invoicing report listing items sold to a certain range of customers? A report for only a specific date or dates? With SIR - Sales Analysis Report Writer you can print all these reports and more in just minutes. Print reports by salesperson, customer, vendor, ship date and more. Powerful menu options allow you to specify what information prints on the report and where it prints. Choose from more than 40 fields to print.
After activating SIR - Sales Analysis Report Writer the following menu will appear when selecting the Inventory Activity Report from Sales Invoicing:
+--------------Select Report---------------+ ¦ E - Sales Analysis Report Writer ¦ ¦ S - Standard Inventory Activity Report ¦ +------------------------------------------+
When you choose E - Sales Analysis Report Writer, the following screen will appear:
+------------------------------------------------------------------------------+ ¦SIRPTS8 Inventory Activity Report COMPANY ID: SP ¦ ¦06/05/95 Software Professionals, Inc. ¦ +------------------------------------------------------------------------------+ | +---Activity Report Options---+ Sort Criteria: Use Totals: | | ¦ S - Selection Criteria ¦ First Sort Key...Product Id Yes | | ¦ T - Sort Criteria ¦ Then by..........None No | | ¦ R - Report Layout/Content ¦ Then by..........None No | | ¦ O - Totaling Options ¦ | | ¦ V - Save/Load Settings ¦ Grand Totals......Y | | ¦ P - Print Activity Report ¦ | | +-----------------------------+ | |Departmnt-+------Prod ID-------+Cust ID+-Trns-+Vend ID-+-Doc Date---Typ Num--| ¦All ¦ All ¦ All ¦SA ¦All ¦ All ¦I: All ¦ ¦Ship Date-¦ ¦ ¦SS ¦-SalePr-¦ ¦--DocStat- ¦ ¦All ¦ ¦ ¦RE ¦All ¦ ¦ACT HLD ¦ ¦ ¦ ¦ ¦RS ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦SN ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦RN ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦-PrCd-¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦- ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ |----------+--------------------+-------+------+--------+----------------------| | F10-Menu ShF10-Home | +------------------------------------------------------------------------------+
S - Selection Criteria: Determines which documents should be included on the report.
T - Sort Criteria: Determines how the report will be organized and how the detail will be listed.
R - Report Layout\Content: Determines what detail will print on the report, and how the detail is displayed.
O - Totaling Options: Determines when totals will appear on the report.
V - Save/Load Settings: Saves settings for future use and loads previously saved settings.
P - Print Document Register: Prints the report.
F1-Help Can be used at any time for detailed information regarding the current options on the screen.
F10-Done and ShF10-Home Exits you to the Peachtree program menus.
The bottom half of the screen shows your current settings. Each selection criteria will show "All" or it will display the range or selection information for each field. On certain fields like Product Code or Salesperson you may want to include "blank" fields in your selection. If you have selected a "Blank" it will appear as a "-" on the menu. (Example: In the above screen shot Product Code is set to blank)
The first option S - Selection Criteria gives the option to specify which documents should be included on the report. The following menu will appear. (Use the Hotkeys "H" & "D" or hit enter on Doc Header Info or Line Detail Info.)
+-----Selection Criteria------+ ¦ H - Doc Header Info ¦ ¦ D - Line Detail Info ¦ +-----------------------------+
If H - Doc Header Info is selected, the following menu will appear:
+------ Doc Header Info ------+ ¦ D - Document Date ¦ ¦ T - Doc Types/Nums ¦ ¦ S - Doc/Post Status ¦ ¦ C - Customer ID ¦ ¦ P - Salesperson ¦ ¦ H - Ship Date ¦ +-----------------------------+
After selecting one of the above options a prompt will appear to limit the selection depending on the option(s) chosen.
+------- Document Date -------+ ¦ A - All Dates ¦ ¦ R - Range of Dates ¦ ¦ S - Selected Dates ¦ +-----------------------------+
+--------Doc Types/Nums-------+ ¦ I - Current Invs _ All ¦ ¦ O - Orders _ All ¦ ¦ B - BkOrdr Invs ¦ ¦ X - BkOrdr Ords ¦ +-----------------------------+
+---Doc Nums for Curr Invs----+ Please note: F2 lookups are not available when ¦ A - All Doc Nums ¦ selecting a range of Documents. ¦ R - Range of Doc Nums ¦ ¦ N - Select No Docs ¦ <- Select No Docs will omit this type +-----------------------------+ of document from the selection criteria.
+------- Doc/Post Status -----+ ¦ P - Posted ¦ ¦ C - Current Active ¦ ¦ H - Current Held ¦ +-----------------------------+
+------Range of CustIDs------+ ¦ ¦ Please note: ¦Include From..:ANDERA ¦ F2 lookups are available when selecting ¦Include To....: ¦ Customer Id's. ¦ ¦ +----------------------------+
+----Range of Salespersons----+ ¦ ¦ Please note: ¦Include From..: ¦ F2 lookups are not available when selecting ¦Include To....: ¦ Salespersons. ¦ ¦ +-----------------------------+
Selecting D - Line Detail Info. the following menu will appear:
+----- Line Detail Info ------+ ¦ T - Trans Type ¦ ¦ D - Department ¦ ¦ I - Product ID ¦ ¦ P - Product Code ¦ ¦ V - Vendor ID ¦ +-----------------------------+
After selecting one of the above options a prompt will appear limiting the selection depending on the option(s) chosen:
+-------------------------Select Trans Types-------------------------+ ¦ 1 - SA: Sale(Stocked) _ 9 - AD: Adjustment _ ¦ ¦ 2 - SS: Sale(Service) _ A - PA: Payment _ ¦ ¦ 3 - RE: Return(Stocked) _ B - MD: Misc. Debit _ ¦ ¦ 4 - RS: Return(Serv) _ C - MC: Misc. Credit _ ¦ ¦ 5 - SN: Sale(Non-Stocked) _ D - CM: Comment _ ¦ ¦ 6 - RN: Return(Non-Stocked) _ E - ST: State Sales Tax _ ¦ ¦ 7 - FR: Freight _ F - CO: County Sales Tax _ ¦ ¦ 8 - CR: Credit _ G - CI: City Sales Tax _ ¦ +--------------------------------------------------------------------+
Use the Space or Enter bar to Toggle specific transaction types on and off, use [UP] [DN] to move inside the window.
+-------- Department ---------+ ¦ A - All Depts ¦ ¦ R - Range of Depts ¦ ¦ S - Selected Depts ¦ Please note: F2 lookups are available when +-----------------------------+ selecting Department's.
+-------- Product ID ----------+ | A - All Item IDs ¦ ¦ R - Range of Item IDs ¦ ¦ S - Selected Item IDs ¦ Please note: F2 lookups are available when +------------------------------+ selecting Product Id's.
+------- Product Code --------+ ¦ A - All Prod Codes ¦ ¦ R - Range of Prod Codes ¦ ¦ S - Selected Prod Codes ¦ Please note: F2 lookups are available when +-----------------------------+ selecting Product Code.
+--------- Vendor ID ---------+ ¦ A - All Vendor IDs ¦ ¦ R - Range of Vendor IDs ¦ ¦ S - Selected Vendor IDs ¦ Please note: F2 lookups are available when +-----------------------------+ selecting Vendor Id's.
Selecting the second option, T - Sort Criteria, determines how the report will be organized and how detail will be listed. Define up to three sort keys, or levels of sorting. For example you may want to print a report sorted first by salesperson, then by document number, then by department. Do this by making the first sort key equal to salesperson, the second equal to document number, and the third sort key equal to department. The following menu will appear:
+--------Sort Criteria--------+ ¦ 1 - First Sort Key ¦ ¦ 2 - Second Sort Key ¦ ¦ 3 - Third Sort Key ¦ +-----------------------------+
The following menu appears when selecting any of the sort key options, simply select the desired field(s) to sort by pressing the enter key on that field or using the hotkeys listed. Please note that the [PGUP] & [PGDN] are available to see the additional sort fields available.
+-------------------------------Select Sort Key--------------------------------+ ¦ A - None L - Vendor Item# ¦ ¦ B - Document Type/Nums M - Transaction Type ¦ ¦ C - Document Number N - Department ¦ ¦ D - Document Date O - Product ID ¦ ¦ E - Customer ID P - Item Description ¦ ¦ F - Customer Name Q - Product Code ¦ ¦ G - Salesperson R - Unit of Measure ¦ ¦ H - Ship Via S - Stock/NonStockd ¦ ¦ I - Ship Date T - Unit Cost ¦ ¦ J - Vendor ID U - Unit Price ¦ ¦ K - Vendor Name V - Serial Number ¦ +-----------------------PgUp/PgDwn for more sort options-----------------------+
+-------------------------------Select Sort Key--------------------------------+ ¦ A - QTY Ordered L - UsrDf#1 Inv ¦ ¦ B - QTY Shipped M - UsrDf#2 Inv ¦ ¦ C - QTY BkOrderd N - UsrDf#3 Inv ¦ ¦ D - Price Code O - UsrDf#4 Inv ¦ ¦ E - Discount Amt P - UsrDf#5 Inv ¦ ¦ F - Est. Total Cost Q - UsrDf#1 Cust ¦ ¦ G - Est. Total Sales R - UsrDf#2 Cust ¦ ¦ H - Profit Margin S - UsrDf#3 Cust ¦ ¦ I - Est. Profit T - UsrDf#4 Cust ¦ ¦ J - Net Amount U - UsrDf#5 Cust ¦ ¦ K - Tax/Exempt State V - None ¦ +-----------------------PgUp/PgDwn for more sort options-----------------------+
Selecting to Sort by a Date field the following menu will appear, choose to subtotal by any or all of the options listed below:
+---------Totaling for Doc Date ----------+ ¦ D - SubTotal Daily _ ¦ ¦ W - SubTotal Weekly ¦ ¦ M - SubTotal Monthly ¦ ¦ Q - SubTotal Quarterly ¦ ¦ A - SubTotal Annually _ ¦ ¦ E - SubTotal All Intervals ¦ ¦ N - Do Not Subtotal this Field ¦ +-------------------------------------------+
Choosing the third option select R - Report Layout/Content, determines what detail prints on the report, and where the information prints.
When selecting Report Layout/Content, the following screen will appear:
+-------------------------------------------------------------------------------+ ¦SIRPTS8 E234 Inventory Activity Report COMPANY ID: SP ¦ ¦06/06/95 Software Professionals, Inc. ¦ +-------------------------------------------------------------------------------+ | +----Choose Report Content----+ | | ¦ H - Header Fields ¦ | | ¦ D - Detail Fields ¦ | | ¦ N - Numeric Fields ¦ | | +-----------------------------+ | | | |0 1 2 3 4 5 6 7 | |0123456789012345678901234567890123456789012345678901234567890123456789012345678| |1 P Document. Unit N ...Quantity ...Quan| |2Product ID......... C Number... Item Description... Meas S ....Ordered ....Shi| |3 | |4 | |5 | |6 | | F1-Help AltF5-MvWin | +-------------------------------------------------------------------------------+
As each field is added they will be displayed on the "Layout Design Area". If the length of the field is longer than the title, each leading or trailing space will use "." as a place marker so the number of columns each field will use will be displayed. You can use [Alt-F5] to toggle between the right half and left half of the report.
Selecting H - Header Fields from the Report Content menu the following screen will appear: Use the space bar to toggle a field on/off. Use enter to change current settings.
+--------------- Print Header Fields---------------+ ¦ A - Doc Number _ H - Ship Date ¦ ¦ B - Doc Type _ I - UsrDef#1 Cust ¦ ¦ C - Doc Date _ J - UsrDef#2 Cust ¦ ¦ D - Customer Name K - UsrDef#3 Cust ¦ ¦ E - Customer ID L - UsrDef#4 Cust ¦ ¦ F - Salesperson M - UsrDef#5 Cust ¦ ¦ G - Ship Via ¦ +-------------Space to Toggle Fields --------------+
Selecting D - Detail Fields from the Report Content menu the following screen will appear: Use the space bar to toggle a field on/off. Use enter to change current settings.
+---------------------------- Print Detail Fields -----------------------------+ ¦ A - Trans Type I - QTY BackOrdered Q - Vendor Item # ¦ ¦ B - Department J - Price Code R - Vendor Name ¦ ¦ C - Item ID K - Unit Price S - UsrDef#1 Inv ¦ ¦ D - Item Descrptn L - Unit Cost T - UsrDef#2 Inv ¦ ¦ E - Product Id M - Discount Amt U - UsrDef#3 Inv ¦ ¦ F - Unit of Measure N - Tax/Exmpt Status V - UsrDef#4 Inv ¦ ¦ G - QTY Ordered O - Serial Number W - UsrDef#5 Inv ¦ ¦ H - QTY Shipped P - Vendor ID X - Stock/NonStockd ¦ +------------------------------------------------------------------------------+
Selecting Amount Fields from the Report Content menu the following screen will appear: Use the space bar to toggle a field on/off. Use enter to change current settings.
+----- Print Amount Fields ------+ ¦ A - Est Profit ¦ ¦ B - Total Cost ¦ ¦ C - Net Amount ¦ ¦ D - Profit Margin ¦ ¦ E - Total Sales ¦ +---------------------------------+
Please Note: Net Amount is the Net Amount for each transaction line regardless of transaction type. Total Sales is the Net Amount for each SA, SS, SN, RE, RS, or RN transaction type. Total Sales for all other types of transactions will be 0.00.
Based on the type of field, the different field options will be presented. Below is a chart showing the type for each field that is available in the report layout options.
Field: Type: Standard Field Length
Doc Number Numeric 8
Doc Types/Nums Text 1
Doc Date Date 8
Customer Name Text 25
Customer ID Text 6
Salesperson Text 8
Item ID Text 15
Ship Via Text 28
Unit of Measure Text 4
Unit Cost Numeric 11.2
(Represents 11 characters total w/ 2 characters
after the decimal place)
Price Code Text 1
Vendor Name Text 25
Discount Amt Numeric 11.2
Tax/Exmpt Status Text 1
Department Text 3
Field: Type: Standard Field Length Product Id Text 1 Item Descrption Text 20 Ship Date Date 8 Unit Price Numeric 12.2 Vendor ID Text 6 Vendor Item # Text 15 Serial Number Text 25 UsrDef#1 Inv Text 40 UsrDef#2 Inv Text 40 UsrDef#3 Inv Text 40 UsrDef#4 Inv Text 40 UsrDef#5 Inv Text 40 UsrDef#1 Cust Text 40 UsrDef#2 Cust Text 40 UsrDef#3 Cust Text 40 UsrDef#4 Cust Text 40 UsrDef#5 Cust Text 40 Stock/NonStockd Text 1 Trans Type Text 2 QTY Ordered Numeric 11.2 QTY Shipped Numeric 11.2 QTY BackOrdered Numeric 11.2 Profit Margin Numeric 11.2 Total Cost Numeric 11.2 Net Amount Numeric 11.2 Profit Numeric 11.2 Total Sales Numeric 11.2
Each of the Field types has the following related set of attributes:
+-------------------------------------------------------+ ¦Column :1 ¦ ¦Row :1 ¦ ¦Title1 :Salesperson ¦ ¦Title2 : ¦ ¦Title3 : ¦ ¦Length :8 ¦ ¦ ¦ ¦ ¦ +---------------F8-Undo/Delete F10-Done----------------+
+-------------------------------------------------------+ ¦Column :1 ¦ ¦Row :1 ¦ ¦Title1 :Unit ¦ ¦Title2 :Price ¦ ¦Title3 : ¦ ¦Decimal Places:0 ¦ ¦Length :12 ¦ ¦Total(Y/N) :N ¦ +---------------F8-Undo/Delete F10-Done----------------+
Column: Starting Column where this field should be placed.
Row: Starting Row where this field should be placed.
Title1,2 &3: Each field is allowed to have up to three title lines.
Decimal Places: The number of decimal places to display for this field.
Length: The total character width for this field.
Total(Y/N): Indicates whether or not this field should be included on the totals lines.
Use [ShF5] to move the field Left, [ShF6] to move the field Right, [ShF7] to move the field Up, [ShF8] to move the field Down or change the Row/Columns manually. After choosing the options for each field simply hit [F10] to save that field and move on to to place the next field on the report.
To choose the fourth option select O - Totaling Options. With this option choose what totals will appear on the report. The following menu will appear:
+------- Totaling Settings --------+ ¦ 1 - First Key Totals ¦ ¦ 2 - Second Key Totals ¦ ¦ 3 - Third Key Totals ¦ ¦ G - Grand Totaling ¦ +---- Enter Set / Space Toggle ----+
Totaling Options gives the ability to specify which totals to display on the report. 1 - First Key Totals will cause a total to print on the report any time the primary sort key changes. 2 - Second Key Totals will cause a subtotal to print any time the secondary sort key changes, and similarly 3 - Third Key Totals will cause a subtotal to print any time the third sort key changes. For example, suppose you are sorting by salesperson and document date. If you have first, and second key totals turned on, then any time a new date or salesperson is encountered, a subtotal will print. When totals are turned on for a particular Sort Key a Check mark will display next to it.
Selecting to Sort by a Date field will cause the following menu to appear after toggling that key on, choose to subtotal by any or all of the options listed below:
+---------Totaling for Doc Date ----------+ ¦ D - SubTotal Daily ¦ ¦ W - SubTotal Weekly ¦ ¦ M - SubTotal Monthly ¦ ¦ Q - SubTotal Quarterly ¦ ¦ A - SubTotal Annually ¦ ¦ E - SubTotal All Intervals ¦ ¦ N - Do Not Subtotal this Field ¦ +-------------------------------------------+
G - Grand totals print at the end of the report.
To choose the fifth option select V - Save/Load Settings. This option will save settings for future use and load previously saved settings. The following menu will appear:
+----Save/Restore Settings----+ ¦ S - Save Settings ¦ ¦ D - Save as Default ¦ ¦ R - Restore Settings ¦ ¦ F - Restr Factory Default ¦ ¦ X - Delete Old Settings ¦ +-----------------------------+
S - Save Settings: Save current setting for future use.
D - Save As Defaults: Save current settings as defaults. These settings will automatically be active each time SIR-Sales Analysis Report Writer is entered.
R - Restore Settings: Load previously saved settings.
F - Load Factory Defaults: Loads the settings that were shipped with SIR - Sales Analysis Report Writer.
X - Delete Old Setting: Delete old settings files.
The settings will be saved into the invoicing/receivable data file directory under the name SYXXXXXX.Tcc where XXXXXX is the name specified by the user and cc is the current company ID.
To choose the sixth option select P - Print Document Register. A prompt will appear for the printer destination, the report will then be created and printed.
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