Sales Analysis > Reports > Sales Turnover

Sales Turnover

You use the Sales Turnover program to produce a summary listing of all details held in the sales transaction file from invoices posted in the AR Invoice Posting, AR Post Permanent Entries and Sales Order Entry programs.

[Note]

  • Sales transactions created using the AR Initial Invoice Capture program are ignored by the report.

  • Only merchandise costs are included in the report.

    Stocked items and non stocked items linked to an underscore product class are included in the report as merchandise items.

If you want to generate the report in Product Class sequence, then you need to use the Sales Turnover by Product Class program.

You can only access the Sales Turnover program if the Sales Analysis module is installed.

Report Options

Field Description
Sequence Indicate the sequence in which you want to generate the report.

One of the following options can be selected:

  • Invoice number

    If you do not select this as your report sequence, then you will be unable to select the option: Highlight missing invoices.

  • Invoice within register no.
  • Invoice within branch
  • Invoice within salesperson
  • Invoice within customer
  • Invoice within geographic area

If you select to print the report in Invoice number sequence, then the report is printed in document type sequence (e.g. Credit notes, Debit notes, Invoices).
Turnover  
Daily Select this to list all invoices not printed since this report was last run, using the invoice date as a selection criterion.
[Note]

When you select this option and you set the Invoice date selection to Single then all invoices are printed for the Date specified. This is irrespective of whether they have previously been printed.

This enables you to reprint the report for a single day.
Monthly Select this to list all invoices posted since the last time the Month End function of the AR Period End program was run.
[Note]

All invoices for the selected month/year are included in the report, irrespective of whether they have previously been printed.
Month/year to print  
Month Indicate the financial period (within the financial year entered), for which the report must be generated.
Year Indicate the financial year for which the report must be generated.
Invoice date selection  
All Select this to generate the report for all invoice dates.
Single Select this to generate the report for a invoice specific date. You indicate this date in the Date field.
Date Indicate the single date for which you want to print the report.
[Note]

All invoices for this date are printed, irrespective of whether they have previously been printed.
Options  
Highlight missing invoices

This option is selected by default if the Report sequence is: Invoice number, regardless of whether you select to generate a Daily or Monthly report.

If you leave this as selected, then the invoices included in the report are sequenced by invoice number to identify those invoice numbers that are out of sequence. An error message is printed on the report if any invoice numbers are found to be out of sequence.

[Note]
  • Only invoices for the selected date(s) or month/year combination are included in the sequence check.
  • Credit notes, Debit notes and Finance Charge invoices are excluded from the sequence check.
  • This option is not available if your A/R Invoice Number key type is set to alphanumeric (Company Maintenance - Key Types tab).
Page break after totals

You will be unable to select this option if you are printing the report in Invoice number or Invoice within customer sequence.

This option enables you to print the totals of each register, branch, salesperson or area on a separate page.

If you do not select this option, then the totals of the register, branch, salesperson or area are printed on the same page.

Additional Options

The selections on this tab page enable you to specify a number of additional criteria according to which you want to generate the report.

Selections

In addition to the report options that can be selected, the following selection criteria can be defined:

Selection Description
Branch Indicate the Accounts Receivable branches for which you want to include sales in the report.
[Note]

Only sales for customers belonging to the branch(es) selected are included.
Geographic area Indicate the geographic area(s) for which you want to include sales in the report.
[Note]

Only sales for customers belonging to the geographic area(s) selected are included.
Salesperson Indicate the salesperson(s) for which you want to include sales in the report.
Customer Indicate the customer(s) for whom you want to include sales in the report.
Order type Indicate the order type(s) for which you want to include sales in the report.
[Note]

This selection is only relevant if you selected the Order type required option (Sales Order Setup).
Customer class Indicate the customer class(es) for which you want to include sales in the report.

Output Options

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).

Report Details

The heading DT on the report indicates the document type; C - a credit note; D - a debit note; and blank indicates an invoice.

Sales transactions created as inter-branch transfers in the Sales Order Entry are reflected as IBT documents and their value is shown separately at the end of the report.

Non-merchandise sales are included in the report.

[Note]

If an invoice number has been assigned to a sales order, but the invoice has not yet been printed, then the message: "Missing invoice number " is displayed before the invoice number.

Refer to Missing Invoice Numbers for additional information on the occurrence of missing invoice numbers.