Order Entry > Screen Guides > Statistics and Inquiries > Salesperson Inquiry

O/E Salesperson Inquiry Screen

Learn more

O/E Sales History Screen

O/E Salesperson Commissions Report Screen

O/E Sales Statistics Screen

O/E Sales Statistics Report Screen

ClosedTo open this screen

Open Order Entry > O/E Statistics and Inquiries  > Salesperson Inquiry.

ClosedFields and controls
ClosedButtons
ClosedClear

Click Clear to restore the default filter criteria for this screen.

ClosedDetails

To print a copy of a document that appears in the results on this screen, select the detail line for the document and click the Details button.

ClosedApply

Click the Apply button to view documents that match the criteria you specified.

ClosedCustomer Number

Use this field to enter the number of the customer for which you want to review sales data.

The customer name displays in the Customer Name field to the right. If you use multicurrency accounting, the currency in which sales history amounts appear is also displayed.

ClosedDocument Type

Select the type of documents you want to review: invoices, credit notes, or debit notes.

ClosedYear / Period (From / To)

Specify the range of years and periods for which you want to review sales data. Only documents processed within the range you specify will appear in results.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedPrimary Salesperson

Enter the salesperson code of the primary salesperson for whom you want to review sales data.

The name of the salesperson displays in the Primary Salesperson Name field.

ClosedSalesperson Inquiry table

Documents that match the criteria you specified appear in the table.

ClosedDocument Amount

Displays the total document amount in your company’s currency.

ClosedDocument Date

Displays the date of the document. By default, this is the date that the person who entered, it signed in to Sage 300, and entered the transaction.

ClosedDocument Number

Displays the number assigned to track the document.

ClosedDocument Type

Displays the type of document (invoice, credit note, or debit note).

ClosedOrder Date

Displays the date the order was entered.

ClosedOrder Number

Displays the number that was assigned to the order when it was posted.

ClosedPeriod

Displays the period in which the document was processed.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedPurchase Order Number

Displays the purchase order number that was assigned to the original invoice, if applicable.

ClosedShipment Date

Displays the actual shipment date specified during order entry.

ClosedYear

Displays the calendar year or fiscal year in which the document was processed.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

ClosedRelated tasks

Overview

Use the O/E Salesperson Inquiry screen to review and print sales information (invoices and credit notes) according to salesperson and customer.

Tip: To print a copy of a document that appears in the results on this screen, select the detail line for the document and click the Details button.

Note: Sales information is available only if you select Keep Sales History on the O/E Options screen.

Last published: 4/8/2016