You use this program to print details of transactions involving inventory movements (for stocked and non-stocked items) processed using the Sales Order Entry program and invoices printed using the Document Print program.
![[Note]](images/note.png)
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You can only print this report if you are retaining a history of customer movements (Accounts Receivable Setup - History tab). |
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| Field | Description | ||||||||||||||||||
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| Report sequence | Indicate the sequence in which you want to print the
report.
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| Print options | |||||||||||||||||||
| Summary report | Select this option to print only one line for each sales movement, indicating the quantity, sales amount, profit percentage and totals. | ||||||||||||||||||
| Sub totals required |
Select this to print the subtotals for each stock code for each customer. You will be unable to select the Subtotals required option if you are printing a Summary report. |
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| Profit details | Select this to include the profit value and percentage for each transaction in the report. | ||||||||||||||||||
| New page per customer |
The report sequence you selected determines the description for this field as well as the key field according to which page skips are required to be generated. Select this to print each key field's movement details on a separate page. The key field is Customer, Stock code, Product class, Supplier or Geographic area, according to the report sequence you selected. |
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| Show zero invoice balance | Disable this to exclude zero balance invoices from the report. | ||||||||||||||||||
In addition to the report options that can be selected, the following selection criteria can be defined:
| Selection | Description |
|---|---|
| Customer selection | Indicate the customer(s) for which you want to generate the report |
| Branch selection |
Indicate the customer branch(es) for which you want to generate the report |
| Salesperson selection | Indicate the salesperson(s) for which you want to include customers in the report. |
| Date selection | Indicate the date(s) for which you want to include customer movements in the report. |
| Order type selection | Indicate the order types for which you want to include movements in the report. If you select a range or a single order type, then only customer movements assigned to the order type(s) you selected are included in the report. |
Additional criteria for printing customer movements can be defined on this tab page.
The following selection criteria can be defined:
| Selection | Description |
|---|---|
| Stock code selection | Indicate the stock code(s) for which you want to include customer movements in the report. |
| Supplier selection |
Indicate the supplier(s) for whom you want to include customer movements in the report. |
| Warehouse selection | Indicate the warehouse(s) for which you want to include customer movements in the report. |
| Product class selection | Indicate the product class(es) for which you want to include customer movements in the report. |
| Geographic area selection | Indicate the geographic area(s) for which you want to include customer movements in the report. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).