O/E Sales History Report Screen

The Sales History screen provides a variety of From and To fields where you can specify secondary selection criteria, in addition to the ranges of years and period or document dates associated with the Select By field.

The fields that appear depend on the report type and sort order you select. More...

Select this option if you want to show invoice details, serial and lot numbers, or kit components in the report.

When you select this option, the options Include Serial/Lot Numbers and Print Kit Component Items appear.

If you want to show serial and lot numbers on the report, select this option, and then specify a range of serial and lot numbers.

If you use multicurrency accounting, specify whether to print amounts in the customer's currency or your company's functional currency.

Note: This option does not appear if you are printing totals, and you are sorting sales history by item number.

Select this option to show kit component items on the report.

Note: This option appears only if you are printing a detail report.

Select the type of report you want to print:

• Detail. Select sales history by year and period, or by document date.

  You can sort sales history by customer number, item number, or primary salesperson.

  If you sort by item or customer, you can also include invoice details, serial and lot numbers (if you use Serialized Inventory and Lot Tracking), and kit components on the report.

  Depending on the sort order you select, you can also specify additional selection criteria. More..

• In a multicurrency system, when sorting by item or customer, you can specify a range of currencies.
• When sorting by customer, you can specify ranges of territories and salespersons.
• When sorting by item, you can specify ranges of account sets and item categories.
• When sorting by primary salesperson, you can specify a range of salesperson codes.

• Summary. Select sales history by year and period.

  You can sort sales history by customer number or item number.

  Depending on the sort order you select, you can also specify secondary selection criteria. More...

  • In a multicurrency system, when sorting by item or customer, you can specify a range of currencies.
  • When sorting by customer, you can specify ranges of customer numbers and item categories.
  • When sorting by item, you can specify ranges of item numbers and categories.

• Totals. Select sales history by year and period or by document date.

  You can sort sales history by customer number, item number, or primary salesperson.

  Depending on the sort order you select, you can also specify secondary selection criteria. More...

  • If you select Show Comparison, you can specify a second range of years and periods to compare with the first range.
  • When sorting by customer, you can specify ranges of customer numbers and item categories.
  • When sorting by item, you can specify ranges of item numbers and item categories.
  • In a multicurrency system, when sorting by customer, you can specify a range of currencies.

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.

Select sales history to include in the report by specifying a range of years and periods, or a range of document dates.

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.

Depending on the report type and sorting order you choose, you can also specify secondary selection criteria, including ranges of currency codes, customer numbers, item categories, salespersons, and territories.

Select this option to include a second range of sales history to compare with the range you specify.

Note: This option appears only if you selected the Totals report type.

Specify whether to sort information in the report by customer number, item number, or (if you selected Detail as the report type) primary salesperson.

Note: Other report settings become available depending on your selection. For example, if you select Primary Salesperson, you can also include kit components on the report.