O/E Salesperson Inquiry Screen

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To open this screen

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

Fields and controls

Buttons

Clear

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

Details

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.

Apply

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

Customer 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.

Document Type

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

Year / 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.

Primary 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.

Salesperson Inquiry table

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

Document Amount

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

Document 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.

Document Number

Displays the number assigned to track the document.

Document Type

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

Order Date

Displays the date the order was entered.

Order Number

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

Period

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.

Purchase Order Number

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

Shipment Date

Displays the actual shipment date specified during order entry.

Year

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.

Related tasks

Looking Up Sales History for Items or Customers
Adding Sales Statistics
Looking Up Posted Documents

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.