Solar Reporting in Eclipse

Solar Reporting
in Eclipse
Release 9.0.2
www.EngineeringBooksPdf.com
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Publication Date: April 1, 2016
Table of Contents
Reporting in Solar Eclipse Overview............................................................................................................ 1
Running the Hours Tracking Report ............................................................................................................. 2
Hours Tracking Report Data ..................................................................................................................... 4
Report Options and Printing ......................................................................................................................... 5
Using the Printer Button ........................................................................................................................... 5
Using the Hold Button .............................................................................................................................. 6
Using the Options Menu ........................................................................................................................... 6
Selection and Additional Selection Menus ............................................................................................... 7
About Report Hot Keys in Eterm.............................................................................................................. 8
Additional Selection Input Screen ............................................................................................................ 9
Commonly Used Reports ............................................................................................................................ 10
Downloading Files With Windows Direct .................................................................................................. 12
Hold Entry Details ...................................................................................................................................... 13
How the System Determines Printer Location for Hold Entry Files ...................................................... 13
Viewing Reports ......................................................................................................................................... 14
Forwarding Reports .................................................................................................................................... 17
Working with Reports ................................................................................................................................. 18
Downloading Reports from Your Hold File ............................................................................................... 19
Drilling Into Report Data ............................................................................................................................ 21
Printing Reports from Hold Entry............................................................................................................... 22
Purging Reports in Folders ......................................................................................................................... 23
Uploading Files to Your Hold File ............................................................................................................. 24
Processing Uploaded Data .......................................................................................................................... 25
Standard Processing Types ..................................................................................................................... 25
How the System Saves Settings on Reports................................................................................................ 26
Report Column Selection and Layout Overview ........................................................................................ 30
Modifying Column Layouts for Reports..................................................................................................... 31
Rearranging Report Columns ..................................................................................................................... 32
Running the Consolidated Invoice Report by Bill-To ................................................................................ 33
Running the Consolidated Invoice Report by Ship-To ............................................................................... 34
Running the Product Consolidated Invoices Report ................................................................................... 35
Running the Customer Sales Ranking Report............................................................................................. 37
Running the Customer Sales Rebates Report ............................................................................................. 38
Table Of Contents
Running the Customer Sales Comparison Report....................................................................................... 39

Running the Customer Sales Comparison by Period Report ...................................................................... 41
Running the Customer Price Comparison Report ....................................................................................... 43
Running the Customer Shipment Statistics Report ..................................................................................... 44
Running the Customer Points Report.......................................................................................................... 45
Running the Customer Points Statement Report......................................................................................... 46
Running the Customer Points by Price Line Report ................................................................................... 47
Running the Customer Service Stock Report ............................................................................................. 48
Running the CRM Activity Report ............................................................................................................. 49
Inventory Reports Overview ....................................................................................................................... 50
Inventory and Sales ................................................................................................................................. 50
Inventory Valuation ................................................................................................................................ 50
Gross Margin Return On Investment (GMROI) ..................................................................................... 50
Inventory Valuation Report Guidelines ...................................................................................................... 51
Running the Inventory On Hand With No Sales Report ............................................................................. 52
Running the Layered Inventory Valuation Report ...................................................................................... 55
LIFO Inventory Valuation Overview .......................................................................................................... 57
Pools........................................................................................................................................................ 57
Cost Basis ............................................................................................................................................... 57
Cost Comparison..................................................................................................................................... 57
Inventory Valuation Process ................................................................................................................... 58
Defining LIFO Inventory Valuation Parameters......................................................................................... 59
Editing LIFO Product Information ............................................................................................................. 61
Running the LIFO Inventory Valuation Report .......................................................................................... 63
Gross Margin Return On Investment (GMROI) Overview ........................................................................ 66
New Products and the GMROI Reports.................................................................................................. 66
How the System Calculates Gross Margin Return On Investment (GMROI) ............................................ 67
Average On-hand Quantity ..................................................................................................................... 67
Cost Basis ............................................................................................................................................... 67
Turnover of Inventory ............................................................................................................................. 67
Gross Margin Return On Investment ...................................................................................................... 68
How the System Calculates Adjusted Margin ............................................................................................ 69
Annualizing GMROI Data .......................................................................................................................... 70
GMROI and Adjusted Margin Percent Example ........................................................................................ 71
Explanation ............................................................................................................................................. 71
ii
Rel. 9.0.2 Solar Reporting in Eclipse
Illustration ............................................................................................................................................... 71
Running the Comparative GMROI Report ................................................................................................. 73
Running the Consigned Inventory GMROI Report .................................................................................... 75
Consigned Inventory GMROI Report Data ............................................................................................ 76
Running the Inventory GMROI Report ...................................................................................................... 77
Inventory GMROI Report Data .............................................................................................................. 79
Running the Inventory GMROI by Price Class Report .............................................................................. 80
Inventory GMROI by Price Class Report Data ...................................................................................... 81
Running the Inventory GMROI by Sell Group Report ............................................................................... 82
Inventory GMROI by Sell Group Report Data ....................................................................................... 83
Running the Open Orders Details Report ................................................................................................... 84
Running the Order Change Log Report ...................................................................................................... 86
Product Sales Report ................................................................................................................................... 87
Running the Product Summary & Comparison Report............................................................................... 92
Running the Product Orders Report ............................................................................................................ 94
Running the Product Purchases Report....................................................................................................... 96
Product Sales by Weight Report ................................................................................................................. 97
Generating Customer Product by Demand Index ....................................................................................... 98
Running the Item Sales Report ................................................................................................................... 99
Running the Sales Bookings Report ......................................................................................................... 102
Running the Sales Margin Summary Report ............................................................................................ 104
Running the Sales Statistics Report .......................................................................................................... 105
Sales Summary by Sales Source Report ................................................................................................... 106
Sales Summary for Type and Source Report ............................................................................................ 107
Running the Aged Receivables by Salesperson Report ............................................................................ 108
Commissions Report Overview ................................................................................................................ 110
Running the Report for Other Users ..................................................................................................... 110
Setting Up Sales Commissions ............................................................................................................. 110
Specifying Maximum Collection Days ................................................................................................. 110
Setting Up the Commissions Report ......................................................................................................... 111
Control Maintenance Records............................................................................................................... 111
Authorization Keys ............................................................................................................................... 111
Assigning Salespeople on a Sales Order ............................................................................................... 111
Setting Up Sales Commissions ............................................................................................................. 111
Specifying Maximum Collection Days ................................................................................................. 111
iii
Table Of Contents
Running the Commissions Report ............................................................................................................ 113

Charging Back Commissions .................................................................................................................... 114
Running the Gross Profit by Salesperson Report...................................................................................... 115
Running the Sales by Salesperson by Line or Product Report.................................................................. 117
Running the Sales by Source by Writer Report ........................................................................................ 118
Running the Salesperson Comparison Report .......................................................................................... 119
Running the Comparative Sales Service Level Report ............................................................................. 120
Running the Order Service Level Report .................................................................................................. 122
Running the Product Fill Rate Report ....................................................................................................... 125
Running the Vendor Service Level Report ............................................................................................... 128
Running the Stock Availability Service Level Report .............................................................................. 132
What the Report Shows ........................................................................................................................ 133
Running the Vendor Purchase Comparison Report .................................................................................. 134
Running the Branch Consignment Report ................................................................................................ 135
Running the Picker Report ........................................................................................................................ 136
Running the Jersey Jobber Credit Report ................................................................................................. 137
Jersey Jobber Credit Group ................................................................................................................... 137
Creating the Report ............................................................................................................................... 137
Prerequisite ........................................................................................................................................... 137
Running the New York Sales Tax Report ................................................................................................. 139
New York Requirements....................................................................................................................... 139
How the Program Works ...................................................................................................................... 139
Prerequisite ........................................................................................................................................... 139
Inquiring About Branch Summaries ......................................................................................................... 141
Reading the Inquiry Window ................................................................................................................ 141
Inquiring About Branch Sales ................................................................................................................... 144
Inquiring About Monthly Sales ................................................................................................................ 145
Inquiring About Monthly Sales Types ...................................................................................................... 146
Inquiring About Branch Manager Sales.................................................................................................... 147
Inquiring About Salesperson Sales ........................................................................................................... 148
Inquiring About Sales Categories ............................................................................................................. 149
Inquiring About Customer Price Lines ..................................................................................................... 150
Inquiring About Price Line Sales .............................................................................................................. 151
Management Dashboard Queue Measurements ........................................................................................ 152
Index ......................................................................................................................................................... 159
iv
Reporting in Solar Eclipse Overview
Many businesses monitor company progress through the use of reports that give information about sales,
purchases, inventory, service levels, and return on investment. These reports vary in size and structure.
Use reports to evaluate how your business is running, how your costs are effected or change throughout a
specified period, or how your employees are contributing to your business.
You can run reports daily, weekly, monthly, quarterly, or annually. You can run any report when needed
and you can schedule all the reports to run at specific times or you can schedule any report to run at a
specific time using the Scheduler. For a list of commonly used month end reports, such as customer sales
reports, product sales and summary reports, or salesperson reports, see Commonly Used Reports.
For instructions about working with reports, see the following topics:
• Report Options and Printing
• Viewing Reports
• Modifying the Column Layout for a Report
• Working with Reports
• Downloading Reports
• Forwarding Reports
• Drilling Into Report Data
• Printing a Report from Hold Entry
• Processing Uploaded Data
• Downloading Files With Windows Direct
• Hold Entry Details
© 2016 Epicor Software Corporation. All rights reserved. 1
Running the Hours Tracking Report Rel. 9.0.2
Running the Hours Tracking Report

Use the Hours Tracking Report to summarize hours recorded on trackers. The hours to include in the
report are based on the following:
• Dates the hours were logged.
• Users who did the work.
• Codes identifying the type of work done.
• Entities for whom the work was done.
To select data for the Hours Tracking Report:

1. From the Reports > End of Month Reports #2 menu, select Hours Tracking Report to display
the Hours Tracking Report window.
Note: If prompted, log on to the character-based system.
2. In the Start Date field, enter the first date in a range of dates for which to view hours worked.
The system populates this field with today's date. This field supports variable dates.
3. In the End Date field, enter the last date in the range of dates for which to view hours worked.
The system populates this field with today's date. This field supports variable dates.
4. In the User ID field, do one of the following:
• To run the report for one user, enter the user's login ID.
• To run the report for all users, leave the field blank.
• To run the report for multiple users, use the Users hot key to display the User IDs Selection
screen. Enter the login ID for each user and press Esc. *Multi* displays in the User ID field.
5. In the Category field, do one of the following:
• To run the report for one tracker category, such as Application, enter the category name.
• To run the report for all tracker categories, leave the field blank.
• To run the report for multiple tracker categories, use the Categories hot key to display the
Categories Selection screen. Enter the selected categories and press Esc. *Multi* displays in
the Category field.
6. In the Work Area field, do one of the following:
• To run the report for one work area within the selected tracker category, enter the work area
name.
• To run the report for all work areas within the selected tracker category, leave the field blank.
• To run the report for multiple work areas within the selected tracker category, use the W.Areas
hot key to display the Work Areas Selection screen. Enter the work area names and press Esc.
*Multi* displays in the Work Area field.
7. In the Sub Area field, do one of the following:
• To run the report for one subarea within the selected work area, enter the sub area name.
2 © 2016 Epicor Software Corporation. All rights reserved.
• To run the report for all subareas within the selected work area, leave the field blank.
• To run the report for multiple sub areas within the selected work area, use the S.Areas hot key
to display the Sub Areas Selection screen. Enter the sub area names and press Esc. *Multi*
displays in the Sub Area field.
8. In the Task Code field, do one of the following:
• To run the report for one task code, enter the task performed, such as Research.
• To run the report for all task codes, leave the field blank.
• To run the report for multiple task codes, use the Codes hot key to display the Task Codes
Selection screen. Enter the task code names and press Esc. *Multi* displays in the Task Code
field.
9. In the Tracking # field, do one of the following:
• To run the report for one tracker, enter the tracker ID number.
• To run the report for all trackers, leave the field blank.
• To run the report for multiple trackers, use the Trackers hot key to display the Tracking
Numbers Selection screen. Enter the tracker ID numbers and press Esc. *Multi* displays in
the Tracking # field.
10. In the Sort by field, enter one of the following to indicate how to sort the information on the
report. Click here for the options.
• Category by Work by Sub
• Date by User
• Entity by User by Task - This is the default.
• Task Code by User
• Tracker ID by User
• User by Date
• User by Task Code
11. In the Entity ID field, do one of the following:
• To run the report for the report only those trackers assigned to a designated customer or
vendor, enter part of the entity's name. If a selection list displays, select the correct entity from
the list and press Enter.
• To run the report for all entities, leave the field blank.
• To run the report for multiple entities, use the Ent hot key to display the Entities Selection
screen. Enter the entity names and press Esc. *Multi* displays in the Entity ID field.
12. In the Detail/Summary/DetailPS field, indicate whether to print the report in detail, summary, or
detail/problem/solution format.
• Detail - Lists the hours and header information from each tracker selected for inclusion in the
report. It also prints subtotal lines for each Sort By option. This is the default value.
• Summary - Summarizes the hours on the trackers selected for the report and prints the subtotal
lines for each Sort By option.
Running the Hours Tracking Report Rel. 9.0.2
• DetailPS - Lists the hours, header information, problem description, and solution description
from each tracker selected for inclusion in the report. It also prints subtotal lines for each Sort
By option.
13. In the Show Quote (Y/N) field, type Y to include the quoted hours, along with the difference
between the quoted hours and the total hours. The default is N.
14. Set options, if needed, and generate the report.
Hours Tracking Report Data

The Hours Tracking Report lists the following fields and columns of information:
Field/Column Description
User Name The name for whom you are tracking hours.
Date The date on which the indicated tracker was worked.
Note: If a user works on a tracker more than once in a day, the hours are
combine into one line item on this report.
Entity Name The entity name listed on the tracker indicated, such as the company who
entered the tracker.
Tracker The tracker ID on which the user worked.
Category The category, work area, and sub area listed on the tracker.
Work Area
Sub Area
Task Code The task code the user assigned to the time logged to the tracker, such as
Document or Design.
Bill Hours The hours, if any, that the user worked on billable tasks, such as Training.
UnBill Hours The hours, if any, that the user worked on non-billable tasks, such as
Research.
Total Hours The total hours the user logged to the tracker whether billable or non-
billable.
Report Options and Printing

All report windows include Print and Hold buttons and the Options menu. You can also specify
additional selection criteria for some reports by using the Selection and Additional Selection Menus.
Note: If you are working in the character-based system, see About Report Hot Keys.
Using the Printer Button

Click the Printer button to use the default printer. This button displays and is accessible from several
windows. Clicking this button from a report window sends the report automatically to the default printer.
If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint."
You can access additional options to manage your reports through the Print Options window. From the
File menu, select Print.
To... Use this field or button...

select a printer to which to send the document.
Printer
change the printing location of your document. Press F10 for a Location
list of available printers to your user ID. The printer location is
determined by user authorization and assignment first. Then the
system checks if there is a ship ticket branch that is the same as
the physical branch for the terminal ID.
If you select a location that does not have any printers, the
Printer field is set to None Configured and you need to select a
different location, or configure printers at the selected location
before continuing.
e-mail the report or document to a user. Email
fax the report or document to a user. Fax
adjust the number of pages you want to print Start Page / End Page
print more than one copy of the report or document Copies
change the direction of the print on the paper from Landscape to Orientation
Portrait. Landscape is the default.
change the page dimensions. Page Width / Page Length
indicate if you want to print double-sided. Duplexing
Note: Your printer must support duplex printing.
change the tray from which to print on the printer. Tray/Path

delete the report or document from your hold file after printing. Purge After Print
not use the form feed on the printer. Suppress FormFeed
Report Options and Printing Rel. 9.0.2
To... Use this field or button...

enter multiple selections in the report field, such as vendors or Multi (Multiple)
customers. The button is available when the cursor is on a field
that accepts multiple values.
Note: This option is not always accessible. Reports that have the
Multi option have a Multi button attached to the field.
Using the Hold Button

This option runs the report or procedure and sends it to the Hold File to await further action. Click the
Hold button or from the File menu, select Hold. For more information, see Hold Entry Details.
Using the Options Menu

The following options are available on most reports:
Option Description
Schedule Displays the Phantom Scheduler window, where you schedule the
running of a report or procedure.
Forward Displays the Forward To window where you forward the report to
other users.
Important: You are not forwarding the user a copy of the report.
You are adding the user to the forward list. Eclipse keeps a single
copy of the report in the system. However, if a user deletes the
report from their hold files, the system removes that user from the
forward list but does not delete the report unless the user deleting
the report is the final user on the forward list.
User Defined Heading Displays the Heading window, where you define your own heading
for the document.
Windows Direct Downloads your reports to your system for viewing and editing.
FTP Displays the FTP Transfer Maintenance window which defines
where you want to transfer the report electronically.
Use the following fields:
• Remote Address - (Required) Enter the Internet Protocol (IP)
address or the domain address for where you want to send the
report.
• Remote Directory - Enter the directory to place the file when it
transfers.
• Remote Filename - (Required) Enter the name you want the file
to be called when transferred.
• Remote Login - (Required) Enter the login for the machine to
which the file is being transferred.
• Remote Password - (Required) Enter the password connected to
the login for the machine to which the file is being transferred.
Option Description
Reporting Server Displays a list of Report Servers to which to send the report, if you
have Report Server installed, and this report can be output to the
Report Server.
Column Template Selection Displays a list of column layouts available for the report. Select the
option you want to use when you print the report. If you want to
select at the time you print, select Prompt When Report Is Run.
For more information about column layouts for reports, see Report
Column Selection and Layout Overview.
Thread Work Load To increase the processing speed for the report, from the Options
menu, select Thread Work Load to display the Maximum Thread
Workload field.
We recommend not setting this for more processors than your
machine has. For example, if you have four processors, set the
workload to 4. The system should process four times faster than if
this was set to 1.
Selection and Additional Selection Menus

After populating the fields on many report windows, you can use the Selection and Additional Selection
menu to enter additional criteria for selecting data to include in the report. The system first selects data
using the entries on the main report window. It then uses these additional entries to further refine the data
selection for the report.
Note: These windows are generic second level data filters. Some options may not pertain
to the report or print job you are running. The options vary depending on where
the report obtains its data from, such as sales orders or purchase orders.
To enter selection criteria for a report:

1. On the report window from the Selection menu, select Selection Criteria to display the Selection
Input window.
2. In the Print Selections on Report (Y/N) field, enter Yes to list the names of all additional
selections, along with associated entries, following the header information on the report. The
default is Yes.
3. In the remaining fields, enter the selection criteria as necessary. Double-click the field to activate
the fields. You can have one or more entries.
Note: Use the Report Currency field on this window to convert all the amounts on the
report to a currency different from your default currency.
4. Click OK.
5. Run the report.
To enter additional selection criteria for a report:

1. On the report window from the Additional Selection menu, select the option you want to change.
2. Indicate the multi-values you want to use, such as more than one price line, product status, or
product select codes.
Report Options and Printing Rel. 9.0.2
3. Click OK.
4. Run the report.
About Report Hot Keys in Eterm

This section refers to areas of the system that are managed through the character-based system.
All report drivers include the Print, Hold, and Options hot keys. You can also specify additional selection
criteria for some reports by using the Additional Selection Input Screen.
Use the Print screen hot keys to do the following:
• Print - Runs the report or procedure and sends it to the printer.
Additional options to manage your reports are as follows:
To... Use this field or hot key...

change the printing location of your document. Press F10 for a list Location
of available printers to your user ID. The printer location is
determined by user authorization and assignment first. Then the
system checks if there is a ship ticket branch that is the same as the
physical branch for the terminal ID.
e-mail the report or document to a user. Email
fax the report or document to a user. Fax
adjust the number of pages you want to print Start Page / End Page
print more than one copy of the report or document Copies
change the direction of the print on the paper from Landscape to Orientation
Portrait. Landscape is the default.
change the page dimensions. Page Width / Page Length
indicate if you want to print duplex. Duplexing
Note: Your printer must support duplex printing.
change the tray from which to print on the printer. Tray/Path

delete the report or document from your hold file after printing. Purge After Print
• Hold - Runs the report or procedure and sends it to the Hold File to await further action. For more
information, see Hold Entry Details.
• Opts - Displays a list of options from which to select:
Option Description
Scheduling Displays the Phantom Scheduler screen, where you schedule the running of a
report or procedure.
Faxing Displays the Fax Memo screen, where you fax a copy of the report.
User Defined Displays the Heading screen, where you define your own heading for the
Heading document.
Forwarding Displays the Forward To screen, where you forward a copy of the report to
other users.
Option Description
Windows Direct Downloads your reports to your system for viewing and editing.
Reporting Server Displays a list of Report Servers to which to send the report, if you have
Report Server installed, and this report can be output to the Report Server.
Column Template Displays a list of column layouts available for the report. Select the option
Selection you want to use when you print the report. If you want to select at the time
you print, select Prompt When Report Is Run.
For more information about column layouts for reports, see Report Column
Selection and Layout Overview.
Additional Selection Input Screen

After populating the fields on many report screens, you can use the Slct hot key to enter additional criteria
for selecting data to include in the report. This hot key displays the Additional Selection Input screen. The
system first selects data using the entries on the main report screen. It then uses entries on the Additional
Selection Input screen to further refine the data selection for the report.
Note: This screen is a generic second level data filter. Some options may not pertain to
the report or print job you are running. The options vary depending on where the
report obtains its data from, such as sales orders versus purchase orders.
To enter additional selection criteria for a report:

1. From the report screen, use the Slct hot key to display the Additional Selection Input screen.
2. In the Print Selections on Report (Y/N) field, enter Y to list the names of all additional
selections, along with associated entries, following the header information on the report. The
default is N.
3. In the remaining fields, enter the selection criteria as necessary. In each field, you can have one or
multiple entries.
• For single entries, type the data in the field.
• For multiple entries, position the cursor in the field and use the Multi hot key.
4. Press Esc to return to the report or print job setup screen.
Note: Use the Report Currency field on this screen to convert all the amounts on the
report to a currency different from your default currency. Press F10 and select the
currency you want to use.
Commonly Used Reports Rel. 9.0.2
Commonly Used Reports

The system offers many reports to help you manage your business. Some of these reports should be run
frequently, while others can be run at the end of each month.
When you run a system report, you can enter selection criteria to limit the data the system includes in the
report. You can print reports, forward or fax them to other users, or store them in the Hold file.
Access reports from the following locations:
• Reports submenu on the main area-of-business menu, such as Orders or A/P.
• End of Month Reports menu.
The following is a list of the most commonly used system reports.
Report Description
Vendor Purchases Provides a summary of purchase and payment information for
inventory received from each vendor.
Aged Cash Requirements Displays your future cash requirements.
A/R Aging Lists how much money your customers owe your company and for
how long the money has been owed.
Items Sales Displays product sales, quantity, gross profit, price, and cost
information for a single period or different periods of time.
Sales Margin Summary Summarizes sales and gross margin information by sales type, sales
source, and product type.
Customer Sales Rebates Lists product sales that are eligible for vendor rebates.
Customer Sales Comparison Compares this year's sales to last year's. The report displays Sales, GP
Dollars, and GP Percentage.
Order Service Level Gives a statistical picture of how successful you are in completing your
orders by the required date.
Product Fill Rate Gives a statistical picture, on a product-by-product basis, of how
successful you are in sending your customers the products they
requested by the required date.
Comparative Sales Service Compares sales service level data for two different periods of time.
Level
Vendor Service Level Provides a statistical picture of your purchase order completion
performance.
Inventory GMROI Analyzes your sales for any 365-day period and displays information
that helps you analyze your return on investment.
Comparative GMROI Compares your company's GMROI data for two time periods.
Inventory GMROI by Price Evaluates your return on investment as it relates to your price classes.
Class
Inventory GMROI by Sell Evaluates your return on investment as it relates to your sell groups.
Group
General Ledger Lists the posting from each source for one or more general ledger
accounts for a specified period of time.
Report Description
Print Source Register Lists all the transactions from a designated source of posting for a
certain period of time. Use to audit your general ledger.
Suggested Purchase Order Prints different summary reports from the information generated by the
Suggest P/O program.
Inventory Valuation Displays the value of the products in a price line, a series of price lines,
or all price lines within one or more branches.
Aged Inventory Examines the annual sales of each item in a price line, determines the
number of pieces on hand, and calculates how long it will take to sell
those items.
Incoming Freight Audit Reviews your accounts payable items to see if any freight is listed. If
there was a tagged sale involved on which you paid freight on the
incoming shipment, you are then able to pass that freight charge on to
the customer.
Purchase Price Overrides Lists occurrences of purchase price overrides, a well-known source of
invoicing errors.
Transfer Register Reports on transfer transactions between branches. Use to check for
shipping/receiving or pricing/costing discrepancies between branches.
Detailed Invoice Preview Displays detailed copies of selected invoices, before actually printing
the invoices.
Sell Price/Cost Overrides Lists orders that had a selling price or cost manually overridden.
Canceled Invoices/Orders Lists your canceled sales orders.
Downloading Files With Windows Direct Rel. 9.0.2
Downloading Files With Windows Direct

Use the Windows Direct options to download reports to a file. File access is restricted by levels in User
Maintenance using the WIN.DIRECT.CREATE.DIR authorization key.
Note: The high level download directory is created during installation and cannot be
changed. An error message displays if the directory to which you are trying to
download does not exist. To create a new directory path, please contact Eclipse
Support.
To download a file with Windows Direct:

1. Open the report for which you want to download data. For example, from the Purchase >
Reports menu, select Overdue POs to display the Overdue POs window.
2. Complete the fields for the report as usual. Press F11 from each individual screen to access online
help specific to that report.
3. From the Options menu, select Windows Direct to display the Windows Direct Options
window.
4. In the Windows Folder field, enter the name of the folder in which you want to save the file. If
the folder does not exist, the system prompts you with the following message: The specified
folder does not exist. Do you want to create it? (Y/N). Type Y to continue.
Your authorization level in the WIN.DIRECT.CREATE.DIR authorization key determines
whether you are able to create directories or subdirectories.
5. In the File Name field, enter the name of the file you want to use for the report.
The system checks the file name for any special characters not allowed in Windows files, and
whether the file name already exists in the folder listed in the Windows Folder field. If you
choose to overwrite an existing field, the system sets the Force Overwrite field to Y. If you
choose to not overwrite an existing file, the system assigns a unique file name.
6. In the Export Format field, select a format. For a complete description of the formats available,
see Downloading Reports.
7. In the Force Overwrite field, indicate if you want to overwrite the file in the folder if you have a
previous file saved with the same name. The default is No.
8. In the Export Heading field, indicate if you want to include the heading of the report in the
exported data. The default is No.
9. Click OK to return to the report window.
10. Run the report per instructions.
Hold Entry Details

Hold Entry is a storage location for system-run reports located in the Report Queue and accessed through
the printing menu. There are two hold entry options:
• Your Hold Entries - Accessible to all users. Holds each user's individual reports.
• All Hold Entries - Accessible to IT or system administrators. Holds all reports run in the system.
Spooler authorizations control access to upload, download, and process reports. You must be assigned
different authorizations to perform different tasks in Hold Entry. The PHANTOM.EDIT authorization key
has four levels of authorization depending on whether you want users to be able to manage just their own
jobs or other's jobs as well.
Note: Report Writer is separate from Hold Entries. Use Report Writer for creating
custom reports.
You can organize reports in Hold Entry into folders and sub folders. By default, all reports are assigned to
the Primary folder, but each user can create additional folders to store and organize reports.
How the System Determines Printer Location for Hold Entry Files
When you print from the Hold Entry program, the system determines the printer location using the
following hierarchy:
What the System Checks Where identified

Location indicator Displays on the left end of the message bar at the bottom of the
Eclipse window.
Location field After pressing the Print hot key, the Location field displays on the
Print Options screen.
Users can change this field for each report printed. If this field is not
changed, the system uses the default displayed.
Physical branch number First location defined that has a ship ticket branch that is the same as
the physical branch for the terminal ID.
The system checks Location field in Terminal Setup
Terminal currently assigned Location field in Terminal Setup.
Viewing Reports Rel. 9.0.2
Viewing Reports
Use the Report Queue to view and select reports either that you have run or that another user has run and
sent to you. If authorized, you can also print, fax, or email the reports in Hold Entry.
To view reports on the Spooler Control screen:

1. From the System > Printers menu, select Your Hold Entries or All Hold Entries to access the
Report Queue.
Field Description
Folder / Orig ID The name of the folder that contains the report. By default, the system creates a
Primary folder and all reports filter into this folder until you create new ones.
To move the report to another folder, type that folder's name over the displayed
folder name.
To create a new folder, from the Folder menu select Edit Folders, type in the
new name, and click OK.
If you select All Hold Entries, this field displays as Orig ID. This is the ID of
the user who ran the report.
Report Title The name of the report, which the system may or may not assign. You cannot
edit the report title from this view.
Complete Date The date that you sent the report to the report queue.
The system also displays the number of the report that the cursor is on and the
total number of reports in the list at the bottom of the window.
To sort by complete date, click the column header. The arrow indicates if the
column is sorted by ascending or descending dates. The number indicates if it
sorted by that column first or second.
If you select All Hold Entries, the system also displays the number of the report
that the cursor is on and the total number of reports in the list at the bottom of
the window.
Complete Time The time in your time zone that you sent the report to the report queue.
Purge Date The date in your time zone that the report is scheduled to be purged.
Unread A red dot displays if the report has not been read.
New in Release 9.0 The indicator on the User Menu in Solar shows how many unread reports you
have. For example, in this image the user has 101 unread reports.
Use the Report menu to mark one or all reports as read or unread, depending on
your requirements.
2. Select a report.
3. To change the selection parameters for the reports you are viewing, use the Selection > Selection
Criteria option to display the Hold Entry Selection Criteria window.
4. Use the Tools menu options, as needed:
Option Description
Tools > Upload Uploads a .csv file from your computer to the hold file. For more
information, see Processing Uploaded Data.
Tools > Download Downloads the report to your local computer or network drive. For more
information, see Downloading Reports.
Tools > Process Processes uploaded data, such as new product prices or new inventory lists,
to update files. The system provides standard processing types. Click here to
view a list of these types.
• Auto Product Price Updating
• Trade Service Diskette Import
• Standard Inventory Upload
• Standard Price Upload
• ASA User Defined Upload
• G/L Journal Entry Upload
• G/L Journal Upload DB/CR
• Contact Update
• File Import
• Auto Check Reconciliation
• Customer Update
• User Defined Matrix Upload
• Customer Part # Import
Note: For detailed information about how to complete a specific upload

process, see the system help for that subject area. For example, to learn how
to complete a User-Defined (pricing) Matrix Upload, see the Pricing section.
Tools > Delete by Displays a date prompt for you to enter a date for the system to delete all
Date reports older than that date in the displayed folder.
Note: You can only delete your copy of a report. The last user to delete a
report also deletes it from the system.
5. Use the Report menu options as needed.
Option Description
Report > View Displays the report on the Hold Entry Pre-View window in the
standard text viewer.
Report > View Using Displays the report with Report Data Analyzer or Report Viewer.
Report > Print Displays the Print Options window.
Report > Forward Displays the report forward list to send the report to another user.
Report > Delete Deletes the report on which the cursor is positioned. The system
prompts you to confirm the deletion.
Report > Purge Date Allows you to change the purge date assigned to the report.
Report > Purge All Date Sets a new purge date for all the reports in the displayed folder.
Viewing Reports Rel. 9.0.2
Option Description
Mark Report As Read Mark the currently selected report as read.
Mark Report As Unread Mark the currently selected report as unread.
Mark All Reports Read Mark the all the reports in your queue as read.
Mark All Reports Unread Mark the all the reports in your queue as unread.
6. Exit the window.
Forwarding Reports
Use Report Queue to pass reports on to other users for comment or for review. You can limit the
authorization to view-only or give the user full access.
You are not forwarding the user a copy of the report, but adding the user to the forward list. Eclipse keeps
a single copy of the report in the system. When users delete the report from their hold files, the system
removes those users from the forward list but does not delete the report unless the user deleting the report
is the final user on the forward list.
To add a name to the Forward list:

Report Queue window
2. Place your cursor on the report you want to forward.
3. From the File menu, select Forward. The system displays the Forwarding window.
4. In the Forward to field, enter a user ID.
Note: When you add a message list or user group, the system adds the individual users to
the forward list and not the message list or user group name. For example, you
have a salesperson list called SALES_WEST with MARYJ, JOHNQ, and
LARRYM on it. The system adds MARYJ, JOHNQ, and LARRYM individually
to the forward list and not SALES_WEST.
5. In the View Only field, indicate if you want the user only to be able to view the report.
Note: If you assign users a View Only status, they cannot print, process, download, or
forward the report. They can only view and delete it.
6. Repeat this process until you have added all the names to the list.
7. Click OK.
Working with Reports Rel. 9.0.2
Working with Reports

From the Report Queue, use the Report > View option to open a report. The report displays in the Report
Viewer window. This topic explains the options available from that window.
To work with a spooled report:

1. Use the following Search menu options, as needed:
Option Description
Search > Find Search based on a word string.
At the dialog box, enter the word string and click OK.
Search > Find Next Used in conjunction with Find. This option finds the next instance of
the word string in the report.
Search > Goto Page At the dialog box, enter the page number and click OK.
Search > Top of Page Places the cursor to the top of the report.
Search > Bottom of Page Places the cursor to the bottom of the report.
2. To view and edit details for which you are authorized in the report, do any of the following. You
must have the appropriate authorization keys assigned to access the area of detail. If multiple
areas, such as A/R Inquiry and Customer Maintenance are available for the line, select the area
you want to view to continue.
• To drill in view-only mode, select the line and select the Detail > View Detail menu.
• To drill in edit-only mode, select the line and select the Detail > Edit Detail menu.
• To drill with the level to which you are authorized, click the links within the report.
3. Exit the window.
Downloading Reports from Your Hold File

You have the following options when working with reports in the viewer:
• Download reports to your computer.
• Forward reports to other users.
If you are the originator of the report, you can add names to the Forward list, view the Forward list, and
edit the names on the Forward list. For an explanation about the levels of authorization, see the
SPOOLER.FORWARD.EDIT authorization key.
To download a report:
Report Queue window.
2. Select the file you want to download.
3. From the Tools menu, select Download to display the Download File window.
4. In the Save As File field, enter the directory path to which you want to download the file.
5. In the File Type field, select one of the following formats to which you want to save the file and
select the download options for the format you select:
File Type Description

Text File Use this format to download the file as plain text that you can open using any
basic text editor, such as Notepad.
Select how you want to convert the file using the following selections in the
Download Options area:
• Download Column Headings - Select this check box to include the row that
contains the headings for each column.
• Line Separators - Select Windows Style to end each line with carriage return.
Select Unix Style to end each line with a line feed (LF). Select No Line
Separators (Fixed Block) to transfer the data exactly as it appears in the file,
except without any carriage returns or line feeds. The default separator style is
Windows.
Tab Delimited Downloads the file with tabs separating each column. Use this file type if you
File need to import the data to another third party tool that supports tab separated
columns.
Select how you want to convert the file using the following selections in the
Download Options area:
• Pad Columns with Spaces - If your file has defined column widths, select this
check box to pad the column data to the defined width. For example, if the
column width is set to 15 characters and the column data is 3 characters, the
system adds 12 blank characters to the column.
• Download Column Headings - Select this check box to include the row that
Spreadsheet Use this file type to download the file in a .csv format that you can open using a
spreadsheet program, such as Microsoft Excel™. In the Download Options area,
select the Download Column Headings check box to include the row that
Downloading Reports from Your Hold File Rel. 9.0.2
File Type Description

Binary Use this file type to download files such as executables or images.
Note: Depending on the download option you select, the system uses a default 3-
character extension appropriate to that download. For example, if you select
Spreadsheet, the system uses .csv as a file extension. You can change this
extension, if needed, but we recommend using the default when first downloading.
6. Click Download File to download the file to the directory. Click Cancel to exit the window
without downloading the file.
Drilling Into Report Data

When reports are sent to your hold file, you can view the reports through the system. In addition, you can
drill into the information online if the information is on an order. You can view specific orders details or
edit information, if needed.
For example, you run the Product Backorder Report. The system alerts you that the report is complete and
your view the report through your hold file. You notice a specific product on the report that you want to
know who it is going to. You can view the purchase order and all associated information.
To drill into a report:

1. Run the report.
2. View the report in your hold file.
3. If you want to view information, from the Detail menu, select View Detail.
When the order opens, notice the "View Only" message at the bottom of the window.
4. If you want to edit information, from the Detail menu, select Edit Detail.
5. Save your changes and exit the window.
Printing Reports from Hold Entry Rel. 9.0.2
Printing Reports from Hold Entry

From the Hold file, you can print all or part of a report. You can also change the routing and format of a
print job. Spooler authorizations control access to upload, download, and process reports. You must be
assigned different authorizations to perform different tasks in Hold Entry. The PHANTOM.EDIT
authorization key has four levels of authorization depending on whether you want users to be able to
manage just their own jobs or other's jobs as well.
The system uses a printer location hierarchy to determine which printer to use to print an order.
To print a report from Hold Entry:

1. From the System > Printers menu, select Your Hold Entries to display the Report Queue
window.
Note: You can press Shift-F2 from any system program access the Report Queue.
2. Position the cursor on the report that you want to print.

3. From the Report menu, select Print.
4. In the Printer field, select the printer you want to use.
The system populates the Location field. You can change this, if needed.
5. In the Start Page and End Page fields, define the range of pages to print. The default is always 1
in both of these fields.
Note: The system populates the Total Pages field for reference.
6. In the Copies field, enter the number of to print.
7. In the Form field, enter the form on which to print. The default is PLAIN.
8. In the Orientation field, indicate if you want the document printed in Portrait or Landscape
mode. The default is Portrait.
9. In the Page Width and Page Length fields, enter the following:
• Number of characters (Width) you want to print across the page. Based on the selected Page
Width the system calculates the page length. For example, changing width to 132 will result in
length of 80.
• Number of lines (Length) you want to print on each page, within printer, indicated orientation,
and paper size range.
10. In the Duplexing field, indicate if you want the report on both sides of the page. The default is N.
11. In the Tray/Path field, enter the tray or path that contains the paper you want to use.
12. In the Purge After Print field, indicate if you want to delete the document from the Hold File
after printing. The default is N.
13. In the Suppress Form Feed field, indicate if you want to print the item without any form feeds.
The default is N.
14. Use the Print, Fax, or Email buttons to send the report.
15. Exit the window.
Purging Reports in Folders

As you run reports and save them to your Hold File, the system sets a date on which to purge the report
based on the number of days specified in the Minimum Days Before Report Purge control maintenance
record.
You can organize your reports in your Hold File into Folders, and then set a different purge date for all
the reports in that folder. You can also set a different purge date for all reports in your Primary folder.
To purge all the reports in a folder on the same date:

1. From the System > Printers menu, select Your Hold Entries to display the Report Queue
window.
By default all the reports in your Primary report folder display.
2. From the Folder menu, select the folder from which you want to purge reports.
3. From the Report menu, select Purge All Date.
4. In the Purge Date field, enter or select the new purge date for all the reports in the folder and
click OK.
If you enter a date that sets the purge date of any report in the folder to less than the number of
days set in the Minimum Days Before Report Purge control maintenance record, you are
prompted about whether or not to continue. If you click OK in the prompt, the system overrides
the purge date for those reports, even if the new purge date does not meet the minimum number
of days set in the control maintenance record.
The date in the Purge Date field for the reports in the folder updates to reflect the new date. The
system saves the reports until this date.
Uploading Files to Your Hold File Rel. 9.0.2
Uploading Files to Your Hold File

You can upload and process files such as spreadsheets with pricing or other data.
To upload reports from your PC to the Report Queue:

Spooler Control window.
2. From Tools menu, select Upload.
The system prompts you to enter a file directory path for the PC. If you are running a windows
interface, the system launches a browser window from which you can select a file.
3. Do one of the following:
• In the Enter DOS Path Name field, enter the directory path to which you want to upload the
report. Do not use the DOS backslash (\) to separate DOS directories. Use a forward slash
instead (/). Also, you can upload a document that is not a text file, but you cannot View or
Process it using those hot keys.
• Select the file and directory path from the browser. This system populates this path in the
Enter DOS Path Name field.
4. Exit the window to complete the upload.
Processing Uploaded Data

From the Report Queue you can update system files, such as product prices or inventory lists, by using
the Tools menu to upload the data from text files.
The processing types listed below are a standard part of the system. For detailed information about how to
complete a specific upload process, see the system help for that subject area. For example, to learn how to
complete a User-Defined (pricing) Matrix Upload, see Pricing Management.
Standard Processing Types

The system provides the some standard processing types. Other processing types are available for
purchase, as needed, such as EDI 845 Contract Upload.
Standard processing types can include the following:
• Auto Product Price Updating
• Trade Service Diskette Import
• Standard Inventory Upload
• Standard Price Upload
• ASA User Defined Upload
How the System Saves Settings on Reports Rel. 9.0.2
How the System Saves Settings on Reports

You can save your settings in the following commonly used reports. If you save your settings, the system
saves the selections you made to run the report and associates them with your user ID. When you come
back to run the report again, the system displays the selections in the report driver screen you made the
last time. Fields that do not have a default or a saved setting are blank when you revisit the report.
Several of the reports listed will save all fields on the driver screen. However, several only save key
fields. Those fields are indicated below.
• A/R Aging Report - Lists how much money your customers owe your company and for how long
the money has been owed.
Saved fields on this report include:

• As of Date
• Age As Of (if variable dating is used)
• Include Blank Home Br (Y/N)
• Customer Level
• Summary/Detail/Unapplied
• Sort By
• By
• Service Charges (Include/Exclude/Only)
• Respect Balance Forward Flags (Y/N)
• Use Terms from Order Level
• Commisions Report - Calculates the sales commissions for all or part of your company's sales
force. Totals and grand totals are calculated for each salesperson.

• Invoiced/Paid/Unpaid
• Start Date (if variable dating is used)
• End Date (if variable dating is used)
• Detail/Summary
• Unbilled Freight
• Select Branch
• Sort by Branch
• Select and Secondary Sort
• Base Calculation On
• Customer Sales Rebates Report - Lists rebate offers you have passed along from vendors to your
customers. This report lists product sales eligible for vendor rebates.

• End Date (if variable dating is used)
• Select By
• Sort By
• Page Break on
• Detail/Summary
• Rebate Detail
• Subtotal on Product
• Use COGS or COMM for Rebate Cost
• If Rebate Cost > Actual Cost, use
• Actual Cost Override Branch
• All Include/Exclude options
• Inventory Valuation Report - Displays the value of the products in a price line, a series of price
lines, or all price lines within one or more branches.

• As of Date (if variable dating is used)
• Select by
• Cost Basis
• Cost As of Date (if variable dating is used)
• Detail/Summary
• Display PN
• Sort By
• Group by Product Ranks
• Subtotal on Sort by
• Nonstocks (Inc/Exc/Only)
• Only Detail for Extended Values
• Neg On-Hand Qtys (Inc/Exc/Only)
• Zero On-Hand Qtys (Inc/Exc)
• Show Serial Numbers
• Show $0 Average Costs (Y/N)
• Use P/O Cost for Tagged Items
• Inventory Accounts to Include
• Consignment Hot Key - ALL options:
• Vendor Consignment (Inc/Exc/Only)
• Page Break on Vendor Consignment (Y/N)
• Show Vendor Consignment Pricing
• Customer Consignment (Inc/Exc/Only)
• Page Break on Customer Consignment (Y/N)
• Consignment Customer/Vendor
• Show Consignment Entity Name (Y/N)
How the System Saves Settings on Reports Rel. 9.0.2
• Item Sales Report - Displays product sales, quantity, gross profit, price, and cost information for a
single period or different periods of time.

• End/As of Date (if variable dating is used)
• Sales Periods
• Period Column Headings
• Type of Comparison
• Primary Sort
• Page Break on Primary Sort
• Primary Heading (Y/N)
• Secondary Sort
• Detail Level
• Credits (Inc/Exc/Only)
• Directs (Inc/Exc/Only)
• Misc Charges (Inc/Exc)
• Product Sales Report - Displays product sales information. The report displays a detail listing of
invoices by ship-to customer for pricing branches.

• Sort By
• Select Branch
• Customer Level
• Detail/Summary
• Serial Numbers
• Show Costs
• Show Kits as Components
• All include/exclude options
• Sell/Cost Overrides Report - Lists orders that had a selling price or cost manually overridden.

• Purge Through (if variable dating is used)
• Override Type
• Sort By
• Override/Ship Date
• Min GP%
• Max GP%
• Bids (Inc/Exc/Only)
• Comm Cost Overrides (Inc/Exc)
• COGS Overrides (Inc/Exc)
• Price Overrides (Inc/Exc)
• Stock/Nonstock/Both
• Open/Closed/Both
• Include Cancelled Orders
Report Column Selection and Layout Overview Rel. 9.0.2
Report Column Selection and Layout Overview

Some standard reports allow you to customize the report layout, which includes selecting the columns
you want to include in the report, and determining in which order the columns display. In addition, you
can define multiple user-defined column layouts for the same report. Setting up multiple versions of your
reports saves you time if you run multiple versions of the same report on a regular bases.
Note: The cost column you select to include in the report determines the cost basis for the
report. Extended costs include tagged quantities.
You can view and define column layouts for the following levels.
• Default - The report's layout as defined by Eclipse. This is the standard version of the report at the
time you installed the Eclipse system. This layout is view-only. You cannot delete the default
layout.
• Company - A layout defined as a company-wide column layout for the report. The first time you
select to set up a company layout, the system starts with the Eclipse default layout. Use that layout
and add to it or delete from it as best fits your company's needs.
• User-defined - A layout defined for an individual user. Add the columns you want to include in the
layout as best fits your needs. You can define multiple user-defined layouts for each report to meet
your needs. If you want to start with the Eclipse defaults, click Restore Defaults.
To delete a user layout, select the user-defined report option then click Delete in the Column
Selection window.
Modifying Column Layouts for Reports

Some standard reports allow you to customize the report layout, which includes selecting the columns
you want to include in the report, and determining in which order the columns display. In addition, you
can define multiple user-defined column layouts for the same report.
To select which column layout is used when you print the report, use the Options > Column Selection
Template option in the report window. For more information, see Report Options and Printing.
Note: If you use Solar Eclipse and Eterm together and you change the default column
layout for a report in the Eterm interface, you must log out of Solar Eclipse and
back in to see the changes in Solar. If you make the changes in Solar Eclipse, you
must log out of Solar to see the changes in Eterm.
To modify the column layout for a report:

1. From your report window, click the Column button or select File > Report Column
Selection to display the Column Selection window for the report.
2. The system prompts you to select whether the revised report layout is for your company, or a
user-defined report. Select which layout you want to modify, or select New to create a new layout
and enter the layout name in the Column Selection Description field. For more information
about the layouts, see Report Column Selection and Layout Overview.
The system populates the window with the currently selected columns displayed on the left and
the unused columns displayed on the right as follows:
Column Description
On Report Displays column headings included on the report.
In the On Report column, select a column heading you do not want to display on the
report and click Remove.
Width Displays the width in characters of each column. Enter the number of characters for
the new column width and press Enter. Changes may affect the total width of the
report.
Each report has a maximum width, which can vary depending on whether you are
running the summary or detail version of the report. However, if the column width is
too small, the column title can display vertically. You may need to experiment with
column size to find what works best for your company. The Total Width field is
updated as you make changes. The total width determines the orientation and font size
used for the report. When establishing column widths, do not exceed the maximum
number of characters identified in the fields at the bottom of the window.
Det (Detail) (View Only) An asterisk in this field indicates that the column is included in the Detail
version of the report. Be sure to take the columns width into consideration as you
build your report layout.
Not Used Displays column headings that will not display on the report.
In the Not Used column, highlight a column heading you do not want to display on
the report and click Add.
3. Move the columns you want to include to the On Report section, and those that you do not want
to include to the Not Used section.
4. Click OK to save your report layout, or click Cancel to exit without saving.
Rearranging Report Columns Rel. 9.0.2
Rearranging Report Columns

Columns display on the report, from left to right, in the order in which they are listed on this window. The
currently selected columns of information are listed on the left and the unused columns are listed on the
right.
Each column also shows the column width. If you reduce the default column size on the report, the title of
the column wraps. However, if the column width is too small, the column title can display vertically. You
may need to experiment with column size to find what works best for your company.
To move a column selected for the report to a new position:

1. From your report window, click the Column button or select File > Report Column
Selection to display the Column Selection window for the report.
2. Select which layout you want to modify, or select New to create a new layout.
3. Position the cursor on the column you want to move.
4. Click the Move Up or Move Down buttons to move the column to the position you want.
5. Click OK to save your changes and exit the window.
Running the Consolidated Invoice Report by Bill-To

Print this report to view a list of all invoices sent to your bill-to customers during a specified period. Each
customer's invoices print on a separate report, so you can send it to the customer each month in lieu of
separate invoices or statements, if needed. The report provides summary information about each invoice
along with a grand total for each of your bill-to customers. In addition, the tax information displays on
each report.
Use the Consolidated Invoice Reports Remit To control maintenance record to indicate the customer
whose address to use as the remit-to address on the statements for the report. The alerts you if this control
maintenance record is left blank when you try to run the report.
To run the Consolidated Invoice Report by Bill-To Report:

1. From the Reports > End of Month Reports #2 > Consolidated Invoice Reports menu, select
Consolidated Invoice Report (by Bill-To) to display the Consolidated Invoice Report (by Bill-
To) screen.
2. In the Start Date field, enter the first date in a range of dates for which to view invoices. This
field supports variable dates.
3. In the End Date field, enter the last date in the range of dates for which to view invoices. This
The system populates this field with the date entered in the Start Date field, but you can change
it, if needed.
Running the Consolidated Invoice Report by Ship-To Rel. 9.0.2
Running the Consolidated Invoice Report by Ship-To

Print this report to view a list of all invoices sent to a bill-to customer for each of the customer's ship-to
addresses during a specified period. You can send this report to the customer each month in lieu of
separate invoices or a statement, if needed. The report provides summary information about each invoice
along with a grand total for each ship-to address.
The system determines the remit-to address based on the entity specified in the Consolidated Invoice
Reports Remit To control maintenance record. If no address is set up in this record, the system displays a
warning message and gives you the option to print the report without a remit-to address.
To run the Consolidated Invoice Report (by Ship-To):

1. From the Reports > End of Month Reports #2 > Consolidated Invoice Reports menu, select
Consolidated Invoice Report (by Ship-To) to display the Consolidated Invoice Report (by
Ship-To) screen.
it, if needed.
4. In the Bill-To Customer field, enter the name of the bill-to customer whose ship-to invoices you
want to review.
Running the Product Consolidated Invoices Report

Print this report to view a list of all invoices sent to your bill-to customers during a specified period. You
can send this report to the customer each month in lieu of separate invoices or a statement, if needed. The
report provides detailed information about the products on each invoice, and, depending on the options
you select, may also include:
• A grand total for each of a customer's ship-to addresses.
• Separate pages for each bill-to customer.
• Separate pages for each ship-to customer.
The system determines the remit-to address based on the entity specified in the Consolidated Invoice
Reports Remit To control maintenance record. If no address is set up in this record, the system displays a
warning message and gives you the option to print the report without a remit-to address.
Note: Totals calculations exclude values on consolidated invoices, so the totals listed are
for line item products on the orders, but not the combined totals on invoices that
have been consolidated for invoicing. This prevents a total from including a
product more than once.
To run the Product Consolidated Invoices Report:

1. From the Reports > End of Month Reports #2 menu, select Product Consolidated Invoices
Report to display the Product Consolidated Invoices Report window.
2. In the Branch field, enter the number that identifies the branch or territory for which to view
invoices. To view invoices for all branches and territories, enter ALL.
it, if needed.
5. In the Bill-To Customer field, do one of the following:
• To run the report for one bill-to customer, enter a bill-to customer name.
• To run the report for all bill-to customers, leave the field blank.
6. In the Sort By field, enter one of the following to indicate how to sort the invoices on the report:
P/O, Writer, Release #, or Invoice #. The default is P/O.
7. In the Price Line field, indicate which price line for which you would like to run the report. To
run the report for more than one price line use the Multi button. *Multi* displays in the Price
Line field.
8. In the Detail/Summary field, select one of the following to determine the level of detail to print
on the report:
• Detail - Lists the invoice details for each invoice in the Qty Shipped and Extended Amount
columns. This is the default value.
Running the Product Consolidated Invoices Report Rel. 9.0.2
• Summary - Prints only the subtotal and total fields for the Qty Shipped and Extended
Amount columns.
9. In the Page on Ship-To (Y/N) field, select one of the following:
• Y - To insert a page break between each ship-to account. Selecting Y prints totals on each
page.
• N - To print without page breaks. Selecting N also prints grand totals print for each bill-to
address.
Running the Customer Sales Ranking Report

This report lists customers in descending order by selection criteria. It can be run for a single salesperson
or for all salespeople in your company. The report can be sorted by salesperson or by customer. The
ranking is based on year-to-date sales dollars or gross profit dollars.
If a customer account has been reassigned to a new salesperson, then all sales history is credited to the
newly assigned salesperson for the purposes of this report, because it is based on a customer level.
To run the Customer Sales Ranking Report:

1. From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales
Ranking to display the Customer Sales Ranking Report window.
2. In the Home Branch/Territory field, enter the home branch or territory of customers to include
in this report. To include all branches and territories, enter ALL.
Note: If a customer has not been assigned a home branch, that customer is ranked against
other customer who have not been assigned a home branch. The null branch is
listed first followed by the other customers without home branches in alphabetical
order.
3. In the Sales Branch/Territory field, enter the branch or territory for which to rank customers on
this report. To rank customers for all branches and territories, enter ALL.
4. In the As of Date field, enter the date as of which to compare sales. The system populates this
field with the current date, but you can change it, if needed.
5. Complete the following fields, as needed:
Field Description
Outside Sales/ Inside Indicate which kind of sales for which you want to run the report.
Sales
Customer Level Indicates whether to include bill-to, ship-to, or parent customers in the report.
Parent includes bill-to customers and their respective ship-to customers in
the report. The default value is Bill-To.
Report Currency Displays sales in a currency other than your company's base currency.
Include Blank Home To include customer accounts that have not been assigned a home branch
Br (Y/N) click the check box.
Break on Branch Indicate if you want a page break:
(Y/N) • Y - To insert a page break between each branch and rank per branch.
Selecting Y prints branch totals on each page.
• N - To print without page breaks. Selecting N also prints grand totals print
for each bill-to address.
Sort by Sorts the data on the report by a specific column or group of columns. The
default value is by Outside Sales.
Rank by Identifies whether to base the ranking on Sales or Gross Profit Dollars. The
default value is Sales.
Running the Customer Sales Rebates Report Rel. 9.0.2
Running the Customer Sales Rebates Report

Use the Customer Sales Rebates Report to view rebate offers you have passed along from vendors to your
customers. This report lists product sales eligible for vendor rebates.
You can determine the selection criteria, sort order, and detail level of the report. All levels of the report
show the total quantity shipped and corresponding rebate amount due. You can create an invoice for the
amount due and send it with the report to the vendor.
The detailed version of the report lists each transaction line item for which you are entitled to a rebate.
The summary version of the report displays totals for each product. Regardless of which form you choose,
the data for each contract is printed on a separate page, with the last page displaying Grand Totals for the
quantity shipped and rebate extension columns. The system rounds totals to three decimal places to ensure
as much accuracy as possible.
Note: If you run the report for a customer with a Ship-From only account, the system
retrieves the pay-to information from Vendor Maintenance.
Additionally, if you sort by branch, a separate page prints showing the quantity shipped and rebate
extension totals for each branch that shipped product subject to a rebate or use the Column button to
indicate which columns you want to display on the report. See Modifying the Column Layout for a
Report for complete instructions.
For complete instructions on running this report, see Customer Sales Rebates Report in Pricing
Management.
Running the Customer Sales Comparison Report

Use the Customer Sales Comparison Report to evaluate your customers by comparing this year's sales to
last year's. The report displays the sales, gross profit dollars, and gross profit percentage for the customer
sales.
The system calculates the following totals, based on the report's as-of date:
• Month-to-date
• Last year's month-to-date
• Year-to-date
• Last year's year-to-date
It also calculates month-to-date and year-to-date variance percentages between the two years. You can
sort the report to identify your best customers.
If a customer account has been reassigned to a new salesperson, then all sales history is credited to the
newly assigned salesperson for the purposes of this report, because it is based at the customer level.
To run the Customer Sales Comparison Report:

Comparison to display the Customer Sales Comparison Report window.
2. In the Home Branch/Territory field, enter the home branch or territory of customers to include
in this report. To include all branches and territories, enter ALL.
3. In the Sales Branch/Territory field, enter the branch or territory for which to calculate sales
amounts on this report. To calculate sales amounts for all branches and territories, enter ALL.
4. In the As of Date field, enter the date as of which to compare sales. The system populates this
field with the current date, but you can change it, if needed. This field supports variable dates.
5. In the Salesperson field, enter a salesperson ID to limit the data to customers assigned to a
specific sales representative.
6. In the Sort by field, enter the parameter to sort the report data by a specific column or group of
columns. The default value is Salesperson.
7. In the Report Currency field, enter the currency other than your company's base currency in
which you want the report data to display.
8. In the Only Show Top field, indicate whether to limit the report to list only your top customers.
Enter the number of customers to list.
9. Use the following check boxes, as needed:
Field Description
Suppress Accts w/No Indicate whether to exclude customer accounts with no activity from the
Activity report.
Include Blank Home Indicate whether to include customers with no home branch assigned on
Branch this report.
Running the Customer Sales Comparison Report Rel. 9.0.2
10. Select display data from the following areas, as needed:
Area Description
Salesperson Type Limits the data to a specific sales department .The default is Outside.
Calendar/Fiscal Indicate whether to use calendar or fiscal periods in calculating the month-to-
date and year-to-date figures for the report. The default is Fiscal.
Customer Level Indicate whether to include bill-to, ship-to, or parent customers in the report. The
parent includes bill-to customers and the respective ship-to customers in the
report. The default is Bill-To.
Misc Charges Indicates whether to include, exclude, or list only those customer sales for which
miscellaneous charges exist on the invoice. The default is Exclude.
Note: The system checks to see if the product sold has the product status set to
Misc Charge in the product file.

Note: If you use the Print or Hold menu options, depending on your authorization level,
the system may prompt you to choose whether to view generic (commission)
costs, cost of goods sold, or no costs on the report. Select an option to run the
report.
Running the Customer Sales Comparison by Period Report

Use the Customer Sales Comparison by Period Report to evaluate your customers according to their sales.
The report lists the sales, gross profit dollars and gross profit percentage information for the period
defined and for the same period in the previous year:
The report also shows the variances between the two periods. If a customer account has been reassigned
to a new salesperson, then all sales history is credited to the newly assigned salesperson for the purposes
of this report, because it is based on a customer level.
Note: If you select a customer that is a parent customer, or has dependent customers, the
system displays information for the parent customer and all its dependents.
To run the Customer Sales Comparison By Period Report:

Comparison by Period to display the Customer Sales Comparison By Period Report window.
2. In the Customer Home Branch/Territory field, enter the home branch or territory of customers
to include in this report. To include all branches and territories, enter ALL.
3. In the Sales Branch/Territory field, enter the branch or territory for which to calculate sales
amounts on this report. To calculate sales amounts for all branches and territories, enter ALL.
4. In the Start Date field, enter the first date of the period for which to include sales in this report.
By default, the system uses January 1 of the current year. This field supports variable dates.
5. In the End Date field, enter the last date of the period for which to include sales in this report. By
default, the system populates the field with today's date. This field supports variable dates.
6. Complete the following fields, as needed:
Field Description
Salesperson Limits the data to customers assigned to a specific sales representative.
Salesperson Type Limits the data to a specific sales department. The default value is Outside.
Price Line Limits the data to a specific price line. To include all price lines on the report,
leave the field blank.
To run the report for multiple price lines, use the Multi button to display the
Price Line Selection window. *Multi* displays in the Price Line field.
Product Status Limits the data to a specific type of product. To include all products regardless
of status, enter ALL.
To run the report for multiple product statuses, use the Multi button to display
the Product Status window. *Multi* displays in the Product Status field.
Sort By Sorts the data on the report by a specific column or group of columns.
Valid values include:
• Salesperson - This is the default value.
• Customer
• Salesperson/SelCode
• Salesperson/Line
Report Currency Displays sales in a currency other than your company's base currency.
Running the Customer Sales Comparison by Period Report Rel. 9.0.2
Field Description
Suppress Zero To exclude customer accounts with no activity from the report.
Sales
7. In the Directs area, indicate whether to include, exclude, or list only those customer sales that
shipped directly from a vendor.
8. In the Misc Charges area, indicate whether to include, exclude, or list only those customer sales
for which miscellaneous charges exist on the invoice.
Note: The system checks to see if the product sold has the product status set to Misc
Charge in the product file.

If you use the Print or Hold menu options, depending on your authorization level, the system
may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no
costs on the report. Select an option to run the report.
Running the Customer Price Comparison Report

The Customer Price Comparison Report lists the actual extended sales price for products sold and
compares it to an extended price based on a selected global basis field. In addition, the report shows the
percentage difference between these two amounts.
It can be run for one product, multiple products, or one or more price lines. You can limit the report to run
for non-stocks or include non-stocks in the list of other products.
To run the Customer Price Comparison Report:

1. From the Reports > End of Month Reports > Customer Reports menu, select Customer
Price Comparison to display the Customer Price Comparison Report window.
2. In the Branch/Territory field, enter the branch or territory for which to compare prices. To
compare prices for all branches and territories, enter ALL.
it, if needed.
5. In the Price Line field, do one of the following:
• To run the report for a specific price line, enter the price line ID.
• To include sales from all price lines, leave this field blank.
• To run the report for multiple price lines, use the Multi button to display the Price Line
Selection window. Enter the code for each price line to include on the report. *Multi* displays
in the Price Line field.
6. In the Product field, enter the description for a specific product, if needed.
Note: The system compares sales of this product occurring between the established start
and end dates with what you enter in the Comparison Basis field.
7. In the Comparison Basis field, enter the global basis to use for comparison purposes. The default
is COGS-COST.
The report shows the product's dollar value in the quantity sold at this comparison basis.
8. In the Comparison Column Heading field, enter the name to assign to the comparison column
on the report.
9. In the Nonstocks area, indicate whether to include, exclude, or run the report only for non-stock
items.
Running the Customer Shipment Statistics Report Rel. 9.0.2
Running the Customer Shipment Statistics Report

The Customer Shipment Statistics Report lists information about shipments to designated customers
within the last year. The report can be printed for all branches and statuses. This report also includes
shipments with miscellaneous charge products.
To run the Customer Shipment Statistics Report:

Shipment Statistics to display the Customer Shipment Statistics Report window.
2. In the Branch field, enter the branch or territory for which to show shipment statistics. To include
all branches and territories, enter ALL.
it, if needed.
5. In the Detail Level field, indicate the level of customer details to include on the report. The
default value is Customer.
6. In the Customer field, do one of the following:
• To run the report for one customer, enter the customer's name.
• To run the report for all customers, leave the field blank. This increases the run time
significantly.
• To run the report for multiple customers, use the Multi button to display the Customer
Selection window. Enter the name of each customer to include on the report and press Esc.
*Multiple* displays in the Customer field.
7. In the Price Line field, enter the ID for which to run the report. If left blank, all price lines are
included in the report.
8. In the Directs area, indicate whether to include, exclude or run the report only for direct items.
The default value is Exclude.
See Also:
Customer Sales Comparison Report
Running the Customer Points Report

Use the Customer Point Report to determine the accrued, redeemed, and adjusted points for a customer
who is participating in the Customer Points program. The customer data displays as long as at least one of
these categories has data.
To run the Customer Points Report:

Points to display the Customer Points Report window.
2. In the Branch/Territory field, enter the number that identifies the home branch or territory for
which to run the report. To run the report for all branches and territories, enter ALL.
3. In the Year field, enter the year for which to run the report. The default value is the current year.
4. In the Customer field, enter a customer name for which to run the report, if needed. Otherwise,
the report prints for all customers who are participating in the customer points program.
5. In the Program field, enter the points program for which to run the report.
Running the Customer Points Statement Report Rel. 9.0.2
Running the Customer Points Statement Report

Use the Customer Points Statement Report to update your customers on their points program status for
customers participating in the Customer Points program. Each customer selected receives a separate
printed statement.
This report prints the following:
• All the plans and all the minimum targets for all the plans in the master program.
• Totals without adjustments or redemptions.
• Total summary with the total redeemed amounts.
• Plans from customer setup with asterisks.
To run the Customer Points Statement Report:

Points Statement to display the Customer Points Statement screen.
2. In the Header Branch field, enter the branch number to list in the header of the report.
3. In the Home Branches field, enter the home branches to include in the report. Separate branch
numbers by commas, such as 1, 2, 4, or enter ALL to include all branches.
4. In the Customer field, enter the customer name for which to run the report. To enter a list of
customers, use the Multi hot key.
5. In the Year field, enter the year for which to run the report.
6. In the Master Program field, select the program in which the customer is enrolled and for which
to run the report.
Note: The report runs with the default plan when printing all plans for a master program.
7. In the Plan field, select the plan in which the customer participates and for which to run the
report.
8. In the Print Default field, enter Y to print each statement; otherwise, enter N.
Running the Customer Points by Price Line Report

Use the Customer Points by Price Line Report to list the month-to-date and year-to-date accumulated
points and purchase amounts for each price line purchased by customers participating in the Customer
Points program. The report lists only those customers that have accrued points.
To run the Customer Points by Price Line Report:

Points by Price Line to display the Customer Points by Price Line Report window.
2. In the Home Branch/Territory field, enter the home branch or territory for which to run the
report. To run the report for all branches and territories, enter ALL.
3. In the As of Date field, enter the date as of which to calculate points. The system populates the
field with the current date. This field supports variable dates.
4. In the Customer field, do one of the following:
• To run the report for one customer, enter the customer's name.
• To run the report for all customers, leave the field blank.
• To run the report for multiple customers, use the Customer hot key to display the Customer
Selection screen. Enter the name of each customer to include on the report. *Multiple*
displays in the Customer field.
5. In the Program field, enter the points program for which you want to run the report, as needed.
Running the Customer Service Stock Report Rel. 9.0.2
Running the Customer Service Stock Report

Service stock, also called manual safety stock, is a quantity added to the normal stocking level of a
product for a period of time. When you assign service stock, the system adds additional quantities to the
order point and line point calculations. After the service stock reaches its expiration date, the additional
quantities are removed from the order point and line point calculations.
Use the Customer Service Stock Report to track the products in your inventory that have this designation.
To run the Customer Service Stock Report:

Service Stock to display the Customer Service Stock Report window.
2. In the Branch/Territory field, enter the branch or territory for which to show service stock. To
include all branches and territories, enter ALL.
3. In the Customer field, enter the customer's name for which to run the report. To run the report
for multiple customers, use the Multi button to display the Customer Selection screen.
*Multiple* displays in the Customer field.
4. In the Select by drop-down box, identify whether to run the report for price lines or buy lines.
Based on your selection, the system renames the field accordingly.
5. In the Prc Line/Buy Line field, enter the price line/buy line ID. To run the report for multiple
price lines/buy lines, use the Multi button. *Multiple* displays in the Prc Line/Buy Line field.
6. In the Expiration Date area, indicate each of the following:
• In the Earliest Exp Date field, enter the first date in a range of expiration dates to include on
the report. The system populates this field with today's date, but you can change it, if needed.
This field supports variable dates.
• In the Latest Exp Date field, enter the last date in the range of expiration dates to include on
the report. This field supports variable dates.
• In the Blank Exp Date (I/E/O) field, indicate whether to include, exclude, or run the report
only for service stock items with a blank expiration date.
7. In the Usage area, enter the following:
• In the Start Date field, enter the first date in a range of product purchase dates.
• In the End Date for Qty Purchased field, enter the last date in a range of product purchase
dates.
Note: When dates are entered for both of these fields, the report displays a Usage
column, which shows the quantity in the default selling Unit of Measure of the
product that was purchased by the customer during the specified date range. The
Usage dates also display in the Report Heading.
8. In the Sort by area, indicate a specific column or group of columns to use to sort the data on the
report. The default value is Customer by Product.
Running the CRM Activity Report

Use the Customer Relationship Management (CRM) Activity Report to review your customer activity
logs entered through Eclipse Mobile Add Activity page, the CRM Add Activity window, or the User,
Customer, and Vendor Activity Logs in Solar Eclipse. You can review by date range logged visits, calls,
or other activities for customers.
Note: Activities are defined in the CRM Activity Types control maintenance record.
To run the CRM Activity Report:

1. From the Report > End of Month Reports > Customer Reports menu, select CRM Activity
Report.
2. Use the Start Date and End Date fields to define the range for which you want to run the report.
Note: The End Date field is not required. You can use variable dating, if needed.
3. Use the following fields to limit the report to specific criteria:

• User - The user who entered the activity report.
• Customer - The customer for whom the activity was logged.
• Activity - The activity recorded.
• Category - The category recorded. This applies to Customer, User, and Vendor Activity Logs
only.
• Work Area - The work area recorded. This applies to Customer, User, and Vendor Activity
Logs only.
• Sub Area - The subarea recorded. This applies to Customer, User, and Vendor Activity Logs
only.
• Source - The source from which the activity was logged.
Inventory Reports Overview Rel. 9.0.2
Inventory Reports Overview

The following reports are run for inventory. Use these reports to monitor your inventory investment for
such things as gross margin return on investment (GMROI) and write down devaluation.
Inventory and Sales

Inventory On Hand With No Sales Report
Inventory Valuation
Inventory Valuation
Layered Inventory Valuation Report
LIFO Inventory Valuation Report
Gross Margin Return On Investment (GMROI)

Comparative GMROI Report
Consigned Inventory GMROI Report
Inventory GMROI Report
Inventory GMROI by Price Class Report
Inventory GMROI by Sell Group Report
Inventory Valuation Report Guidelines

Use inventory valuation reports to place value on products over time. These reports provide information
so you can make educated decisions about your purchasing or pricing based on inventory devaluation.
Some inventory valuation reports are required for tax reporting purposes.
• Generate the Inventory Valuation Report to review information, either summary or detailed, which
displays the value of the products in a price line, a series of price lines, or all price lines within one
or more branches.
• Generate the Layered Inventory Valuation Report to examine the devaluing of old inventory on a
layered FIFO (first in first out) basis. You define the aging periods (buckets) and the percentage
that the value of the products is reduced over that many months (write down).
• Generate the LIFO Inventory Valuation Report to calculate the value of your inventory as of a
defined date and compare that value to what it would be if the same inventory were valued at a
previous cost. The report is used primarily for tax purposes.
Running the Inventory On Hand With No Sales Report Rel. 9.0.2
Running the Inventory On Hand With No Sales Report

Use the Inventory On Hand With No Sales Report lists to identify inventory on the shelf that is not
selling. Typically, branch managers run this report. However, purchasing managers at the branch or
regional level can run the report to figure out what stock should be evaluated, sold, and phased out of
inventory.
Warehouse managers can also use the report, depending on your company's policies and procedures. At
the corporate level, whoever is responsible for the inventory dollars at year end should run the report
before reporting to the government how much money is tied up in an inventory investment that is
depreciating. Also, if items or boxes of inventory are unopened, determine if the items can be returned to
the vendor for refund or exchange.
Note: Depending on the amount of sales information, this report can take a while to run.
If unit sales information is not available for two, three, and four years, the system
prints a zero (0) in those report columns.
You can also create a return purchase order for the items on the report and return them to your vendor.
After running the report, view the report in the report spooler. Use the Process option and select Create
Return Purchase Order. The system creates the return purchase order including all items listed on the
Inventory On Hand With No Sales Report for you to return to the vendor. Process the return purchase
order as usual.
Note: Use this report to gather data regarding dead stock to post to the Trading Partner
Connect web site. For more information, see Posting Dead Stock Products to
Trading Partner Connect in the Trading Partner Connect Integration with Solar
Eclipse documentation.
To run the Inventory On Hand with No Sales Report:

1. From the Reports > End of Month Reports menu, select Inventory On Hand With No Sales to
display the Inventory On Hand With No Sales Report window.
2. Complete the remaining fields as indicated.
Field Description
Branch Enter the branch or territory to be included in this report. Type All to
include all branches and territories.
As of Date Enter the date on which to begin calculating the aging. You can enter a
calendar date or variable date in this field. The default is the current date.
Days Since Last Sale Enter the minimum number of days since the product last sold for it to be
included on the report. The default is 365, which selects products that were
last sold over a year ago.
If you select Include or Only in the Overstock field, this field changes to
1. You can change the number of days in this field, however, overstock is
best run with a low number of days since last sale.
Line Type Accept the default Prc to run the report for price lines or enter Buy to run
the report for buy lines. The option you select in this field determines the
variable field name that follows.
Field Description
Price Line/Buy Line Do one of the following:
• Leave the field blank to run the report for all price or buy lines.
• In the field, enter the line ID to run the report for one price line.
• Use the Multi button to select more than one buy line or price line for
which to run the report.
Note: The report runs for products on the primary buy lines only, not the
secondary buy lines.
Cost Basis Enter the global price basis used to calculate the inventory cost values. The
default is COGS-COST.
Detail Level Select one of the following:
• Branch - Displays the branches that have not had sales.
• Product - Displays products that have not had sales in any of the
selected branches.
Rank Br Indicate whether rank selection should apply only to the branches for
which you are running the report or to all branches.
• All - Selects ranked items in all branches.
• Report - Selects only ranked items from the branches for which you are
running the report.
Order Types Select which type of orders to include in the report. The default is Sales.
Use the Multi button to select more than one order type.
Product Location Indicate the type of stock for which to run the report. Select one of the
Quantity Type following:
• S - Stock
• O - Over Shipment
• F - Defective
• R - Review
• L - Display
• T - Tagged
Sort By On Hand Indicate if you want to sort the report by on-hand quantity. Products with
Quantity the greatest on-hand quantity are listed first. The default is No, which sorts
by product by branch.
Contact Info for Enter the number of recent sales detail lines you want to include for each
Recent Sales product for the customers who most recently purchased the products on the
report. The detail lines on the report show the customer, contact name,
phone number, last sale quantity, last sale price, outside salesperson, and
date. A sales representative can use this information to move dead stock to
a more appropriate location.
Note: It takes a long time to build the report when you use this option. We
recommend that you not run the report for all buy lines at once.
3. In the Nonstocks field, indicate whether to include, exclude or print the report only for nonstock
products. The default is Include.
Running the Inventory On Hand With No Sales Report Rel. 9.0.2
Note: If you select exclude, the system displays only stock items. All other statuses are
excluded.
4. In the Transfers field, indicate whether to include, exclude, or print the report only for transfer
receipts. The default is Include.
5. In the Overstock field, indicate whether to include, exclude, or print the report for only products
considered overstock.
If you use the Vendor Scorecard and have built a Vendor Scorecard file, the system uses the same
overstock days as in that file to determine which products are considered overstock. If you have
not run a Vendor Scorecard build, the default overstock days is 90. For more information about
the Vendor Scorecard, see Measuring Vendor Performance Overview in the Purchasing
documentation.
Important: To use this report for insight into the overstock inventory metric in the Vendor
Scorecard, select to run the report for only products considered overstock. The
overstock quantity takes into consideration products that have future committed
sales. For example, if you have 10 of a product to return, but 4 are on an open
sales order that will ship on a future date, only 6 of the product are shown as
overstock.
6. In the Exclude Items area, indicate number of days to exclude from the report products created
or received within the last designated number of days. The default is 180.
7. In the Price Line Break area, indicate whether you want the report to insert a blank line after
each price line. If you want to have each price line on a separate page. Select Page. The default is
No.
8. In the Rank Selection area, enter one product rank or multiple product ranks separated by
commas, such as A, C, D, that you want to include on the report.
In the Must Match Any/All Rankings field, specify which products with the designated ranks to
select for the report.
• All - Selects products that have not sold in any branches.
• Any - Selects products that have not sold in any one of the branches.
Running the Layered Inventory Valuation Report

Use the Layered Inventory Valuation Report to devalue old inventory on a layered FIFO (first in first out)
basis.
Any product that has a FIFO stack one to two years gets 50% reserved as Devalued Inventory. Any
product that has a FIFO stack of two years or more gets 100% reserved as Devalued Inventory. An
adjustment is made to the Profit Center's gross profit based an increase or decrease in this value.
The Writedown % tab displays the percentage that the value of the products in the price lines will be
reduced over a number of months.
For example, if you make the following assumptions:
• A product's cost basis is Cost of Goods Sold.
• The value per item is $1.00.
• The writedown for each aging bucket is a cumulative 20%.
• There are 90 pieces on hand for each aging bucket.
The writedown for the aging buckets is:
• ((90 pieces*$1.00)*.20) =$18 for 0 to 3 months (at 20%)
• ((90*$1.00)*.40) =$36 for 4 to 6 months (at 40%)
• ((90*$1.00)*.60) =$54 for 7 to 9 months (at 60%)
• ((90*$1.00)*.80) =$72 for 10 to 12 months (at 80%)
To run the Layered Inventory Valuation Report:

1. From the Reports > End of Month Reports #2 menu, select Layered Inventory Valuation
Report to display the Layered Inventory window.
2. In the Branch field, enter the number that identifies the branch or territory to include in this
report. Separate multiple branches or territories with commas, such as 1, 3, 5. To include all
branches and territories, enter ALL.
3. In the As Of Date field, enter the date as of which to value the inventory. The system populates
the field with the current date. This field supports variable dates.
4. In the Price Line field, select how you want to run the report. Do one of the following:
• To run the report for one price line, enter the price line ID.
• To run the report for all price lines, leave the field blank.
• To run the report for multiple price lines, use the Multi button to display the Price Line
Selection window. Enter the ID of each price line to include on the report and press Esc.
*Multi* displays in the Price Line field.
5. In the Cost Basis field, select the Global Basis code to use to value the inventory. The default
value is COGS-COST.
6. In the Detail Level field, select one of the following to determine the report level of detail:
Running the Layered Inventory Valuation Report Rel. 9.0.2
• Detail - Lists product descriptions, on-hand quantities, receive date, PO #, PO vendor, quantity
received, unit cost, external cost, layer and writedown.
• Summary - Lists price line or buy line, layer totals and writedowns only.
7. In the Suppress Zero On Hand field, indicate if you want to prevent products with an on-hand
quantity of zero from appearing on the report. The default is Yes.
8. In the Transfers area, indicate whether to include, exclude or print the report only for transfers.
9. In the Credits area, indicate whether to include, exclude or print the report only for credits.
10. In the Inv. Adjustment area, indicate whether to include, exclude or print the report only for
inventory adjustments.
11. In the Devalued Inv Items area, indicate whether to include, exclude or print the report only for
devalued inventory items.
12. In the Nonstock area, indicate whether to include, exclude or print the report only for nonstock
items.
13. Click the Writedown tab and change any of the following writedown fields, as needed:
Note: To change the number of months in each aging bucket, use the Writedowns hot
key to display the Writedown Buckets window. Change the months, as needed,
and press Esc to return to the Layered Inventory screen. The new months display
in each of the Writedown % fields.
Column Description
From Month The month to begin the bucket you are creating.
For example, you are creating a six month bucket. In the From Month field,
enter 0. In the To Month field, enter 6.
To Month The month to begin the bucket you are creating.
Percentage The percentage to reduce the value of the products in the price lines in the
aging bucket.
LIFO Inventory Valuation Overview

LIFO is a last-in-first-out accounting process used to value your inventory for tax purposes or for product
comparative analysis. Use this process to compensate for the value added to your inventory by inflation.
When you sell stock using the LIFO philosophy, the inventory sitting on the shelf is valued at the original
costs. Use the LIFO process to calculate a lower inventory value and tax.
The LIFO Inventory Valuation Report is typically run at a fiscal or calendar year end. However, you can
run the report more often, such as quarterly, depending on your business needs.
Pools
A pool is a collection of products your company sells. You are eligible to use LIFO tax accounting if you
have more of a product on hand at the end of the current year than you had at the end of the previous year.
You can pool your products to determine your company's overall eligibility for LIFO tax accounting,
according the rules determined by the Internal Revenue Service (IRS). Even though some products may
have lower on-hand quantities at the end of the year, if the sum of on-hand quantities for all the products
in the pool is greater than the sum for the previous year, then all the products in the pool are eligible.
For example, if your company sells plumbing and electrical supplies, you define two pools. If your
company only sells plumbing supplies, you define just one pool for all your products.
Use the Valid LIFO Product Pools control maintenance record to define your pools. Every product must
be assigned to a pool. You can use the Mass Load program to assign pools all at once or assign products
to pools individually.
Cost Basis
You must select a cost basis for doing the valuation for tax calculation purposes. For example, COGS-
COST is usually used. In addition, you can also select a second cost basis, for internal reporting purposes.
These selections are not changed or updated.
Use the Use Default Cost Basis For LIFO Cost Update control maintenance record to indicate whether the
system should use the replacement cost when calculating the current year's LIFO cost for items that were
not purchased or transferred within the current year. The default is No.
See Pricing Basis Fundamentals for a complete description of basis names.
Cost Comparison
You must also select a cost comparison method. Your tax accountant can advise you on the best option
for your company. You can select one of the following:
• BASE-YEAR - Compares current year pricing with pricing for a designated beginning or starting
year.
• LINK-CHAIN - Compares current year pricing with previous year pricing.
The system values the inventory at each price and calculates an Index number that represents the inflation
percent. You can then reduce the current inventory value by using the Index % as prescribed by the IRS.
This deducts the profit due to inflation that otherwise would be taxed. Make a journal entry in the General
Ledger by posting a credit to the LIFO Reserve account and a debit to the LIFO COGS account.
LIFO Inventory Valuation Overview Rel. 9.0.2
Inventory Valuation Process

Before running the LIFO Inventory Valuation Report, you need to run the LIFO Updating program. Once
a LIFO update has been run, you can use the LIFO Maintenance screen to modify the counts and cost
information, on a product-by-product basis, as needed.
The following tasks describe the process for creating a LIFO Inventory Valuation:
• Updating LIFO Product Information
• Editing LIFO Product Information
• Running the LIFO Inventory Valuation Report
Defining LIFO Inventory Valuation Parameters

Before running the LIFO Inventory Valuation Report, you need to run the LIFO Updating program. This
program serves two purposes:
• Define LIFO inventory valuation parameters.
These settings should not change after your company begins using LIFO.
• Update the Product LIFO file.
The Product LIFO file stores product cost information for a base year, current year, and last year as
determined by the As of Date set for LIFO Inventory Valuation. This information is used to create
the LIFO Inventory Valuation Report.
The LIFO Updating program selects all products except kits and those with a status of MiscChrg or
Comment. It then posts As of Date quantities and costs to the Product LIFO file. New products are added
to the file whenever LIFO is updated.
The file stores the last year's As of Date, this year's As of Date, and a Base Year Date. The updating
program uses these dates to determine when to roll the current year information into the last year to make
room for the new current year information. You can run the update as often as needed.
To define LIFO inventory valuation parameters:

1. From the Reports > End of Month Reports #2 menu, select LIFO Updating.
2. Select a branch or territory from the list and press Enter to display a second Br/Terr selection list.
3. Select a branch or territory from the list and press Enter to display the branch in the Br/Tr/All
field on the LIFO Updating screen.
4. In the As of Date field, enter the date as of which to value the inventory. The system populates
the field with the most recent LIFO update date. This field supports variable dates.
5. In the Cost Basis #1 and Cost Basis #2 fields, enter the global basis costs to use to value your
inventory. The order of the basis codes is irrelevant.
The LIFO Inventory Valuation program tracks two costs: typically COGS-COST and
LASTCOST. The program tracks these costs for the Base Year, Last Year, and This Year.
Note: Avg Cost, Last Cost, Landed Avg, and Landed Cost are system-calculated costs.
They are not date-sensitive and should not be selected. If you run the Capture Avg
Cost program to capture the year-end value for each of these costs, you can select
Frozen Avg Cost, Frozen Last Cost, Frozen Landed Avg, or Frozen Landed Cost
as a LIFO cost basis from the F10 selection list.
6. In the Default Basis field, enter the cost basis from either the Cost Basis #1 or Cost Basis #2
field for the LIFO report and LIFO Maintenance screen to use as the default value.
7. In the Report Method field, enter one of following accounting methods to use for LIFO
reporting:
• BASE-YEAR - Compares current year pricing with pricing for a designated beginning year.
• LINK-CHAIN - Compares current year pricing with previous year pricing.
Defining LIFO Inventory Valuation Parameters Rel. 9.0.2
If LIFO reporting is used for tax purposes, once you select a method and exit this screen, do not
change it.
8. In the Cost Branch field, if one branch purchases product for all branches, specify the branch
whose costs determine the costs for all other branches. Unless pricing policy changes, do not
change the entry in this field.
9. Continue with the steps in the following procedure to update the Product LIFO file.
To update the Product LIFO file with product cost information:

1. From the Reports > End of Month Reports #2 menu, select LIFO Updating.
2. Select a branch or territory from the list and press Enter to display a second Br/Terr selection list.
We recommend that you select ALL, because you should post LIFO for all branches at the same
time.
3. Select a branch or territory from the list and press Enter to display the LIFO Updating screen.
This screen displays the LIFO inventory valuation parameters. Once set, they should not be
changed.
4. Verify that the date in the As of Date field is correct. This date is typically the fiscal year end.
The system uses this date to update the cost and on-hand quantity of the products included in the
LIFO Valuation Report. Changing the year typically causes the current year's data to roll into the
previous year's data if you are using date-sensitive costs.
Note: Run the Capture Avg Cost program before entering any transactions following the
LIFO As of Date. This program cannot be scheduled.
5. To use a date other than the As of Date for the calculation of product costs for the LIFO
Valuation Report, enter the date in the Cost As of Date field. This is an override date for costing
only and has no effect on the calculation of on-hand quantities.
The system populates the Last Posted On field with the date when the LIFO Update Program
was last run. This field is view-only.
6. Use the Update hot key to run the update and post the information to the LIFO file. Alternatively,
you can use the Schedule hot key to schedule the update to run later.
Note: The amount of time required to update the LIFO file depends on how many
products exist in the product file.
Editing LIFO Product Information

Use the LIFO Maintenance screen, after a LIFO update has been run, to modify the counts and cost
information on a product-by-product basis. The other columns displayed are view-only. You can also
assign the product to a LIFO pool on this screen.
The LIFO Maintenance displays the same information listed on the LIFO Inventory Valuation Report.
The abbreviations on the screen are as follows:
• TY - This year
• LY - Last year
• BY - Base year
• Ext - Extension. This value is the count multiplied by the indicated cost. For example, TY Ext =
Count x TY Cost.
To edit LIFO product information:

1. From the Reports > End of Month Reports #2 menu, select LIFO Inventory Valuation
Report to display the LIFO Inventory Valuation window.
2. From the LIFO Maintenance menu, select LIFO Maintenance to display the LIFO
Maintenance screen.
3. In the Product field, enter the product whose LIFO information you want to review.
For more information about looking for products, see Searching for Products.
4. In the Pool field, if needed, assign the product to a LIFO pool.
For more information about pools, see LIFO Inventory Valuation Overview.
5. Review the following information, as needed:
Field Description
Cost Br Branch that purchases for all branches, if applicable.
Line Price line to which the displayed product belongs.
Basis Default Price Basis used to make the LIFO valuation comparison. This price basis
corresponds to the entry in the Default Basis field on the LIFO Updating screen.
Per Unit of measure used for pricing for the product. The per for a product is initially
specified in the Per Qty field on the Product Price Sheet Maintenance screen.
The per is established in the LIFO file after a LIFO valuation report is run for a
product. The per used in future valuations for the product is never changed, even if
you change it on the Product Price Sheet Maintenance screen.
As of Date Date of the most recent LIFO update for the displayed product.
LY End As of date for the last or previous year. If this field is blank, the product is new for the
current year.
Rep Method Accounting method used for the LIFO Inventory Valuation Report.
Editing LIFO Product Information Rel. 9.0.2
6. Review or edit the following fields, as needed:
Field Description
Br A number that identifies the branch at which the product is stored.
Count The number or amount of the product available for sale.
TY Cost This year's purchase price for the product.
LY/BY Cost Last year's or the base year's purchase price for the product.
TY Ext This year's extended price for the product.
LY/BY Ext Last year's or the base year's extended price fore the product.
Index The index entry for the product.
7. Use the following hot keys as needed:
Hot Key Displays...

Previous the previous product in the displayed price line that has a non-zero quantity in at
least one branch.
Next the next product in the displayed price line that has a non-zero quantity in at
least one branch.
Inquiry additional information about the displayed product.
8. Press Esc to save the updated information and return to the LIFO Inventory Valuation screen.
Running the LIFO Inventory Valuation Report

The LIFO Inventory Valuation Report calculates the value of your inventory as of a specified date and
compares that value to what it would be if the same inventory were valued at a previous cost. The report
is used primarily for tax purposes. The report is typically run at a fiscal or calendar year end, but it can be
run as often as needed, such as quarterly, depending on your business needs.
Before running the report, you need to update the Product LIFO file.
This report takes the on-hand quantity based on the as-of-date indicated and extends it using this year's
cost and either the last or base year's cost.
Dividing this year's cost by the last or base year's cost produces a LIFO Index. The index is the ratio of
change in the cost. The Index is 1 if the price has not changed.
For a description of the report, see What the Report Shows at the end of the topic.
To run the LIFO Inventory Valuation Report:

1. Update the LIFO product information.
2. From the Reports > End of Month Reports #2 menu, select LIFO Inventory Valuation
Report to display the LIFO Inventory Valuation window.
3. Edit the LIFO product information, if needed.
4. In the Branch/Territory field, enter the branch or territory for which to run the valuation. To run
the report for all branches and territories, enter ALL.
The system populates the As of Date field with the date of the most recent LIFO update in view-
only mode. Typically, this is the fiscal year end.
5. In the Pool field, if LIFO eligibility pools are defined, enter the name of the pool by which to
limit the report.
To produce a report for all products not assigned to a pool, enter None. If left blank, the system
includes all pools in the report.
6. If needed, change the Cost Basis field. The system populates the Cost Basis field with the
costing method chosen when you elected to use the LIFO valuation method.
7. In the Cost Branch field, if one branch purchases product for all branches, specify the branch
whose costs determine the costs for all other branches. Unless pricing policy changes, do not
change the entry in this field.
Note: The system populates the Last Posted field with the date when the LIFO Update program
was last run. This is a view-only field.
8. In the Report Type area, enter one of the following to determine the report level of detail:
• Summary - Displays product count, extensions, indexes, branches, lines, pools, grand totals.
• Detail - Displays all product information, sorted by line within pool within branch.
9. In the Report Method area, select one of the following reporting methods:
• BASE-YEAR - Compares current year pricing with pricing for a designated beginning year.
• LINK-CHAIN - Compares current year pricing with previous year pricing. This is the default.
Running the LIFO Inventory Valuation Report Rel. 9.0.2
10. In the Format area, specify one of the following types of products to include in the report:
• Full Inventory - Selects every product that has a non-zero quantity. Products with a zero
quantity produce a price extension of zero, and therefore are never included in the LIFO report.
• Extension of Like Items - Selects only products that are not new this year. Any product that
was first bought this year does not appear on the Extension of Like Items report.
• Extension Less Non-Purchased - Selects products that were both not new this year and were
purchased this year. This means the product has a purchase date later than the last year's As of
Date. The most recent purchase date that is saved when the update is run indicates whether the
product has been purchased this year.
11. In the Negative Qtys area, specify whether to include negative quantities on the report or run the
report for negative quantities only.
Note: Use the Only option on a full inventory to determine which products are showing a
negative quantity at the end of the year. If your company performed a physical
inventory and made adjustments dated after the fiscal year end, a product may
display a negative quantity. To correct this problem, change the adjustment dates
to the fiscal year-end date and re-run the LIFO Updating program.
What the Report Shows

The LIFO Inventory Valuation Report contains the following information when run in Detail mode.
Product The description of the product as defined in Product Maintenance.
Description
Unit The pricing unit of measure for the product.
Pool The pool to which the product belongs. A pool is a collection of products your
company sells. You are eligible to use LIFO tax accounting if you have more
of a product on hand at the end of the current year than you had at the end of
the previous year. You can pool your products to determine your company's
overall eligibility for LIFO tax accounting, according the rules determined by
the Internal Revenue Service (IRS). For more information, see LIFO Inventory
Valuation Overview.
Line The price line to which the product is assigned.
PN The product ID number as defined in Product Maintenance.
LY.VALUE Last Year's Value. The cost of the product per unit, for example each, 100, etc,
as of the BASE-YEAR or LAST-YEAR end for the respective price basis that
is displayed in the heading at the top of the report.
LY.EXT Last Year's Extension. This Year's Count (TY.CNT) multiplied by Last Year's
Value (LY.VALUE). The column title is LY.EXT, but the comparison could be
on a Base Year basis.
TY.CNT This Year's Count. The quantity on hand of the product on this year's as of
date.
TY.VALUE This Year's Value. The cost of the product on this year's as of date.
TY.EXT This Year's Extension. This Year's Count (TY.CNT) multiplied by This Year's
Value (TY.VALUE).
Index The LIFO Index. The Value of This Year's Extension (TY.EXT) divided by
Last Year's Extension (LY.EXT). If the product has not had a price change, the
index number is 1.000.
Br The branch for which the report was run.
Gross Margin Return On Investment (GMROI) Overview Rel. 9.0.2
Gross Margin Return On Investment (GMROI) Overview

Use the Gross Margin Return On Investment (GMROI) reports to analyze your sales for any 365-day
period and display information that helps you analyze your return on investment. GMROI is a calculated
number that represents the percent you have at the end of one full year for each dollar of average
inventory investment during that year.
GMROI reports help you identify when products that you purchased were sold to customers, and if the
time elapsed (turnover) was worth the expense of carrying the products.
For example, you purchase an item for $100 in January and it costs you $10 a month to store it. You sell
the item for $150 in August. Your cost is $180, but you collected $150. The GMROI reports provide this
information so you can make educated decisions about your purchasing or pricing.
New Products and the GMROI Reports

The system handles new products differently for the GMROI calculations and reports. New products are
not considered in stock for full year (365 days). After the 365 day mark, the system calculates the date of
the items first activity and then expands the sales dollars, gross profit, and cost of goods sold (COGS) to a
full year.
If a product was in stock for the first time, and it was only on the system for say 6 months, then the
system would double the sales, gross profit, and COGS and keeps the average dollars on hand the same.
This process gives a truer picture as to what the GMROI is. This process is also why when the GMROI
calculation is completed for a full calender year, then the annual sales figure can be larger than the actual
sales figure.
Calculating Adjusted Margin Percent
GMROI and Adjusted Margin Percent Example
Inventory Reports Overview
How the System Calculates Gross Margin Return On Investment (GMROI)
How the System Calculates Gross Margin Return On

Investment (GMROI)
To understand the GMROI reports, you must understand the components of the GMROI calculation. The
calculation is comprised of the following:
• Average on-hand quantity
• Cost basis
• Turnover of inventory
Average On-hand Quantity

The system determines the average on-hand quantity of the product for the defined 365-day period. The
calculation takes each product and determines how many were on hand at the Start Date. Every time a
product's on-hand amount changes from the Start Date, the pre-change on-hand quantity is multiplied by
the number of days it was at that quantity. At the report end date, it totals these sums and divides by 365.
This process results in the most accurate average quantity on hand for that product for that period.
Cost Basis
Each report setup window contains a Cost Basis field. This value is the actual price of the item you are
keeping on-hand. The reports multiply this value by the average on-hand quantity in a 365-day period to
determine the average dollar on-hand cost for your inventory investment.
Avg $ On-Hand Cost = (Cost * Avg On-Hand Quantity)
You can change the Cost Basis field, if needed. By default the value displaying in the Cost Basis field is
the COGS-COST global basis. This basis is the average cost of goods throughout the branches you have
in your company. To change this field, select from the list provided. The system defaults to Avg Actual
Cost. This cost is calculated by dividing the amount in the Actual COGS$ column of the report by the
number of orders. The value in the Actual COGS$ column is calculated using the actual cost of goods on
the order, rather than the Global Basis COGS.
Turnover of Inventory
The total cost of goods sold (as defined in the sales order) in a 365-day period is divided by the average
on-hand cost for a 365-day period to determine the turnover. This calculation is also true for the total
generic cost.
Cost of Goods Sold or Generic Cost for Theoretical Turnover = (Annual COGS for Product /
Average On-Hand Cost)
Note: The basis used as the cost of goods sold is set in the Cost Of Goods Sold Basis
Name control maintenance record. For example, REP-COST (replacement cost),
STD-COST (standard cost), or AVG-COST (average cost).
Turnover is calculated every time you run the report, enabling you to produce a GMROI for a one-year
period.
• If you added a product included in the report to your inventory less than a year ago, the system
extrapolates the existing data to create a one-year value.
How the System Calculates Gross Margin Return On Investment (GMROI) Rel. 9.0.2
• If you run the report for a period of less than one year, the system extrapolates all the data to create
one-year values for the report.
Gross Margin Return On Investment

To find the gross margin return on investment (GMROI) for a product, the turnover is multiplied by the
actual markup percentage of the product sales over the last 365 days.
GMROI = (Theoretical Turnover * Markup percentage for 365-Day Period)
A GMROI ratio of 120% is considered standard. A GMROI of 120% at 40% markup for each of 3 turns is
more profitable than a GMROI of 120% at 20% markup for each of 6 turns. This difference is due to the
expenses inherent in turnover.
How the System Calculates Adjusted Margin

The adjusted margin percent takes into consideration the effect of inventory carrying costs on gross
margin return on investment (GMROI). Carrying costs comprise taxes, insurance, and interest payments
on the inventory. Your goal is to have an adjusted margin percent that covers your operating costs.
Many companies set a carrying cost percent at Prime + 20%. For example, if the prime lending rate is 8%,
the carrying cost percent is 28%. For every dollar of inventory you stock over one year, it costs $.28.
The system calculates the adjusted margin percent as follows:
Step Formula
1. Multiply the dollars of on-hand inventory Carrying Cost $ = (Avg $ On-Hand * Carrying Cost
by the carrying cost for the product to %)
obtain the dollars of carrying cost.
2. Subtract the dollars of carrying cost from Adjusted Gross Profit $ = (Actual Gross Profit $ -
the actual dollars of gross profit to Carrying Cost $)
produce the adjusted dollars of gross
profit.
3. Divide the adjusted dollars of gross profit Adjusted Margin % = (Adjusted Gross Profit $ /
by the actual dollars of sales to produce Sales $)
the adjusted margin percent.
For example, if you apply a 28% carrying cost to the GMROI water heater example:
1. Multiply 28% by the $500.00 average dollars on-hand inventory to get $140.00 of carrying cost.
2. Next, subtract $140.00 from the $600.00 gross profit to get $460.00 adjusted gross profit.
3. Finally, divide $460.00 by the total annual sales of $2600.00 to produce 17.15% adjusted margin
percent.
Annualizing GMROI Data Rel. 9.0.2
Annualizing GMROI Data

When the system calculates a product's gross margin return on investment (GMROI), it uses data for a
365-day period. If a product has less than one year’s data, the system estimates annual data based on the
available information. This process is called "annualizing data." To determine how many times inventory
turned over in one full year, run a GMROI report for a 365-day period.
If you have products on the report with less than a year’s worth of data, the system uses the data of these
products to project what you would do in one year if the trend continues. For example, if you have a
product with six months of data, the system takes the cost of goods sold (COGS) and your gross profit for
those six months and multiplies each one by two to produce values for annual COGS, annual sales, and
annual gross profit.
This annualized data appears in the following columns on the reports:
• Annual Sales$
• Annual GP$
• Annual COGS$
Because some products in a price line or buy line can have less than one year's data, the system includes
both annualized data and actual data on GMROI reports.
• When using a 365-day period on a GMROI report, annualized values are the same as the
corresponding product data.
• When using less than a 365-day period, annualized values are greater than the corresponding
product data.
GMROI and Adjusted Margin Percent Example

The following example explains the relationship between the Gross Margin Return On Investment
(GMROI) and the adjusted margin percent.
Explanation
On January 1st, you buy a water heater from a vendor for $500.00 and on March 3rd, with a markup of
30%, you sell it for $650.00 ($500.00 + (.3 * 500)). This purchase-markup-sell cycle “turns” the
inventory one time. Of that $650.00, you use $500.00 to purchase another water heater and retain $150.00
as your gross profit.
If you repeat this scenario three more times during the year: In this time:
• You turn the inventory four times.
• Your total cost of goods sold (COGS) is $2000.00 (4 * $500.00).
• With a 30% markup, your total sales are $2600.00 (4 * $650) and your total gross profit is $600.00
(4 * $150).
• If you never keep more than one water heater on the shelf at a time, your average inventory
investment is $500.00.
• With a total gross profit of $600.00 on an average $500.00 inventory investment, your GMROI is
120%($600 / $500).
If you had only turned this product three times during the year, your GMROI would be 90%. Consider
that:
• Your total cost of goods sold (COGS) is $1500.00 (3 * $500.00).
• Your total sales is $1950.00 (3 * $650.00).
• Your total gross profit is $450.00 (3 * $150.00).
• Your average inventory investment is $500.00.
• Total gross profit divided by average inventory investment yields GMROI: 90% = ($450.00 /
$500.00).
Illustration
The following table shows illustrates how the GMROI and Adjusted Margin Percent are calculated.
Date Action Purchase Sale Price COGS Gross

Price Profit
Turn 1 1/1/00 Buy 1 $500
heater
3/10/00 Sell 1 $650 $500 $150
heater
Turn 2 3/11/00 Buy 1 $500
heater
GMROI and Adjusted Margin Percent Example Rel. 9.0.2
Date Action Purchase Sale Price COGS Gross

Price Profit
9/5/00 Sell 1 $650 $500 $150
heater
Turn 3 9/6/00 Buy 1 $500
heater
10/9/00 Sell 1 $650 $500 $150
heater
Turn 4 10/10/00 Buy 1 $500
heater
11/15/00 Sell 1 $650 $500 $150
heater
Total Gross Sales Total Cost of Gross
Turns Goods Sold Profit
4 $2600 $2000 $600
GMROI = (Turnover * Markup percentage for 365-Day Period) 120 = (4 * 30)

Turnover = (Total COGS for Product in 365 days / Avg $ On-Hand 4 = ($2000 / $500)
Cost) $500 = ($500 * 1)
Avg $ On-Hand Cost = (Cost * Avg On-Hand Quantity)
[The Cost used as a multiplier is the value defined in the Cost Basis
field on the report entry window.]
Adjusted Margin % = (Adjusted Gross Profit $ / Sales $) 17.15% = ($460 / $2600)
Adjusted Gross Profit $ = (Actual Gross Profit $ - Carrying Cost $) $460 = ($600 - $140)
Carrying Cost $ = (Avg $ On-Hand * Carrying Cost %) $140 = ($500 * 28%)
Running the Comparative GMROI Report

Use the Comparative GMROI Report to compare your company's GMROI (Gross Margin Return On
Investment) data for two time periods. GMROI is a calculated number that represents the percent you will
have at the end of one full year for each dollar of average inventory investment during that year.
For more information about how the system calculates this report, see How the System Calculates Gross
Margin Return On Investment (GMROI).
For each time period, the report displays:
• Annual Sales $
• Annual COGS $
• Annual GP $
• Average OnHand $
• Turns
• Average Markup %
• GMROI
• Adjusted Margin %
This report helps you identify significant changes in price line performance or price lines not making
progress from year to year.
To run the Comparative GMROI Report:

1. From the Reports > End of Month Reports #2 > GMROI Reports menu, select Comparative
GMROI Report to display the Comparative GMROI Report window.
2. In the Line Type field, identify whether to run the report for price lines or buy lines. Based on
your selection, the system populates the selections in the adjacent Price Line / Buy Line field.
The default is Price Line.
3. In the Price Line / Buy Line field, do one of the following:
• To run the report for one price line/buy line, enter the price line/buy line ID.
• To run the report for all price lines/buy lines, leave the field blank.
• To run the report for multiple price lines/buy lines, click the Multiple button and enter the ID
of each price line/buy line to include in the report and click OK. *Multi* displays in the Price
Line/Buy Line field.
0. In the Branch(es) field, enter the branch, branches, or territories to include in the report. To
1. Change the dates in the first Start Date and End Date fields, as needed, to encompass a 365-day
period for the first comparison year.
By default the system populates the Start Date field with the first day of the previous fiscal year
as the start date and one year prior to the current date as the end date. These fields also support
variable dates.
Running the Comparative GMROI Report Rel. 9.0.2
6. Change the dates in the second Start Date and End Date fields, as needed, to encompass a 365-
day period for the second comparison year.
By default the system populates the Start Date field with the first day of the current fiscal year as
the start date and the current date as the end date. These fields also support variable dates.
7. In the Buyer field, enter a buyer's name to run the report for a specific buyer. To include all
buyers, leave the field blank.
8. In the Buyer Branch field, enter a buyer's branch, branches, or territories to include in the report.
To include all branches and territories for the buyer, enter ALL.
9. In the Product Status field, do one of the following:
• To run the report for a specific type of product, enter the product type, for example, Stock,
Direct, or NonStock. The default value is Stock.
• To run the report for all items, regardless of status, enter ALL.
• To run the report for multiple product statuses, click the Multiple button and enter each status
to include in the report and click OK. *Multi* displays in the Product Status field.
10. In the Cost Basis field, select the Global Basis code to use to calculate the values for the Cost
and Avg $OnHand columns of the report. The default value is Cost of Goods Sold (COGS-
COST).
If you select the Avg Cost option, the value in the Cost column is calculated by dividing the
amount in the Actual COGS$ column of the report by the number of orders. The value in the
Actual COGS$ column is calculated using the actual cost of goods on the order.
11. In the Break On field, select one of the following:
• If the Line Type is Price, the system assigns Price Line. This inserts a page break after each
Price Line on the report.
• If the Line Type is Buy, indicate whether to insert a page break after each Buy Line or after
each Buyer.
12. Select the Print in Separate Columns check box to print the data for each year in separate
columns.
• Selected - For each price line or buy line, the data for the first comparison year is displayed
under one set of column headings and the data for the second comparison year is displayed in
another set of column headings.
• Not Selected - For each price line or buy line, the data for both the first comparison year and
the second comparison year is listed under the same set of column headings, with the first
year's data on one line and the second year’s data on the following line.
Running the Consigned Inventory GMROI Report

Use the Consigned Inventory GMROI Report to evaluate your return on investment as it relates to your
consigned inventory. This report helps you determine how well your consignments are working. The
report shows the Gross Margin Return On Investment (GMROI) for all consignment products at a branch
or all consignment products for designated customers at a branch.
For more information on how the system calculates this report, see How the System Calculates Gross
To run the Consigned Inventory GMROI Report:

1. From the Reports > End of Month Reports #2 > GMROI Reports menu, select Consigned
Inventory GMROI Report to display the Consigned Inventory GMROI Report window.
2. In the Branch field, enter the number that identifies the branch for which to run the report.
5. In the Select by field, select Bill-To Customer, Ship-To Customer, Buy Line, Price Line, or
Product to limit the report selections. Your selection determines the name of the next field.
6. In the adjacent field determined by the value in the Select By field, select a value to use to define
the subset of transactions for the report's sales analysis. For example, if you select Buy Line in the
Select by field, then enter BRU in this field.
To enter multiple values in this field, use the Multi button. If you leave the Select by field blank,
this field is not active.
7. In the Sort by field, select Customer, Buy Line, Price Line, Cust Part #, or Description to
limit the report selections.
8. In the Detail/Summary field, enter one of the following to determine the level of detail for the
report:
• Detail - Includes product descriptions and totals for each product. This is the default.
• Summary - Produces GMROI totals at the product line level, without product descriptions.
9. In the Cost Basis field, specify the global basis to use as the cost basis for the report. The default
value is COGS-COST.
If you use the File > Print or File > Hold menu options, depending on your authorization level,
the system may prompt you to choose whether to view generic (commission) costs, cost of goods
sold (COGS), or no costs on the report. Select an option to run the report. The system processes
the report.
Running the Consigned Inventory GMROI Report Rel. 9.0.2
Consigned Inventory GMROI Report Data

The Consigned Inventory GMROI Report lists the following fields and columns of information:
Price Line The price line selected for the time frame.
Actual GP$ Actual gross profit dollars for the time frame selected.
Actual COGS$ Actual cost of good sold dollars for the time frame selected.
Annual GP$ Annual gross profit dollars for the price lines selected.
Annual COGS$ Annual cost of good sold dollars for the time frame selected.
Avg $OnHand Average cost multiplied by average quantity on hand.
Avg Cost x Avg QOH
Turns The number of times the product moves through your warehouse in a year
based on demand and average on hand.
Turns = (365 x annualized demand / day) / average on hand
MU% The markup percentage on the price line selected.
GMROI The gross margin return on investment for the price line selected.
Adjusted Margin% The percentage of gross margin including the carrying cost for the price
line.
Running the Inventory GMROI Report

Use the Inventory GMROI Report to analyze your sales for any 365-day period and display information
that helps you analyze your return on investment.
The report displays the following indicators, which can help you analyze your return on investment:
Indicator Description
Turnover The rate at which you move items in and out of your inventory.
Average markup % The average percentage markup on the products sold.
GMROI A calculated number that represents the percent you will have at the end of
one full year for each dollar of average inventory investment during that year.
Adjusted margin What it costs you to carry the inventory.
percent
We recommend that you run the report first in summary mode for all price and buy lines. Make this first
pass each month to identify your lowest adjusted margin and your highest investment lines. Then run the
report in detail mode for lines you identify with problem products.
For more information about how the system calculates the data in this report, see How the System
Calculates Gross Margin Return On Investment (GMROI) How the System Calculates Gross Margin
Return On Investment (GMROI) in this Reporting documentation.
To run the Inventory GMROI Report:

1. From the Reports > End of Month Reports #2 > GMROI Reports menu, select Inventory
GMROI Report to display the Inventory GMROI Report window.
your selection, the system renames the Price Line/Buy Line field accordingly.
3. In the Price Line/Buy Line field, select the lines for you want to run report.
• To run the report for multiple price lines/buy lines, click the Multiple button next to the field
and enter the ID of each price line/buy line to include in the report and click OK. *Multi*
displays in the Price Line/Buy Line field.
If you run the report for super buy lines that contain other buy lines that you have added to the
report, the system double counts the buy line. To prevent a grand total with double counts for
super buy lines, create a recall list of buy lines that excludes any super buy lines.
Note: This report runs for only primary buy lines. Secondary buy lines are excluded from
the report.
4. In the Branch(es) field, enter the branch, branches, or territories to include in the report. To
5. Complete the remaining fields, as needed for the report you want to run:
Running the Inventory GMROI Report Rel. 9.0.2
Field Description
Start Date and End Date Change the dates in the fields, as needed, to encompass a 365-day
period for the current fiscal year. By default the system populates
the Start Date field with the first day of the current fiscal year as
the start date and the current date as the end date. These fields
also support variable dates.
Buyer To run the report for buy lines assigned to a specific buyer, enter
the buyer's name.
Buyer Branch Enter the number that identifies a buyer branch for which to run
the report.
Cost Basis Select the Global Basis code to use to calculate the values for the
Cost and Avg $OnHand columns of the report. The default value
is Cost of Goods Sold (COGS-COST).
If you select the Avg Cost option, the value in the Cost column is
calculated by dividing the amount in the Actual COGS$ column
of the report by the number of orders. The value in the Actual
COGS$ column is calculated using the actual cost of goods on the
order.
Product Status Enter the type of product for which to run the report. The default
product status is Stock.
Commodity Code Enter a commodity code for which to run the report. To include
multiple commodity codes in the report, click the Multiple button
next to the field and enter the codes you would like to include,
and click OK.
Include Transfer Sales Indicate if you want to include, exclude or run the report only
In Calculation Of with the transfer sales included in the report calculation.
GMROI
Include Display To include products with a product location type of Display on
Location Type (Y/N) the report, select Yes; otherwise, select No.
Print Selected Product to include selected product rank subtotals on the report, select Y;
Rank Subtotals otherwise, select No.
• Use the Rank Selection fields to select inventory rankings to
match for the report.
• In the Must Match Any/All Rankings field, indicate if you
want to match the ranking method to limit the report match any
of the rankings or all of the rankings.
Break on Select one of the following:
• If the Line Type is Price, the system assigns Price Line. This
inserts a page break after each price line on the report.
• If the Line Type is Buy, indicate whether to insert a page break
after each Buy Line or after each Buyer.
Summary/Detail Select the level of detail for the report:
• Summary - Produces GMROI totals at the product line level,
without product descriptions.
• Detail - Includes product descriptions and totals for each
product.
Important: If you use the Print or Hold menu options, depending on your authorization level,
the system may display the Run Report For prompt you to choose whether to view generic
(commission) costs, cost of goods sold, or no costs on the report. Select an option to run the
report for all other calculations except the Cost Basis field selection which is used to calculate the
average cost.
Inventory GMROI Report Data

The Inventory GMROI Report lists the following fields and columns of information by default. You can
add or remove columns, as needed, using the Column Selection tool:
Price Line The price line selected for which to run the analysis.
Br Rank The rank, if a rank selection applies only to the branches for which you
are running the report.
Actual UnSls Actual unit sales for the specified time frame. If the period is run for
less than a year, the sales are annualized.
Avg QOH Average quantity on hand.
Surplus Any surplus amounts on the selected price line.
Cost / UM Cost per unit of measure for the selected price line items. Cost in this
column displays to three decimal places.
Actual GP$ Actual gross profit dollars for the price line in the specified time frame.
Actual Sales$ Actual sales dollars for the price line in the specified time frame.
Actual COMM$ Actual commission dollars paid for the price line in the specified time
frame.
Annual GP$* Annual gross profit dollars for the price lines selected.
Annual Sales$* Annual sales dollars for the price lines selected.
Annual COMM$* Annual commission dollars for the price line selected.
Avg Cost x Avg QOH
Turns The number of times the product moves through your warehouse in a
year based on demand and average on hand.
Avg MU% Average markup. The average percentage markup on the products sold
for the indicated price line.
GMROI The calculated gross margin return on investment.
For more information about this is calculated, see How the System
Calculates Gross Margin Return On Investment (GMROI) in this
documentation.
Adjusted Margin% The percentage of gross margin including the carrying cost for the price
line.
* All annual calculations are based on the fiscal year and dates that you entered in the Start and End Date fields.
Running the Inventory GMROI by Price Class Report Rel. 9.0.2
Running the Inventory GMROI by Price Class Report

Use the Inventory GMROI by Price Class Report to evaluate your return on investment as it relates to
your price classes. This report helps you determine how well your price classes are working.
A price class is the mechanism used to assign a group of similar customers to a pricing column in the
pricing matrix in order to offer them the same price basis and formula for the majority of the items they
buy.
For more information about how the system calculates this report, see How the System Calculates Gross
To run the Inventory GMROI by Price Class Report:

GMROI by Price Class Report to display the Inventory GMROI by Price Class Report window.
your selection, the system populates the selections in the Price Line / Buy Line field
accordingly. The default is Price Line.
3. In the Price Line / Buy Line field, do one of the following:
• To run the report for multiple price lines/buy lines, click the Multiple button and enter the ID
of each price line/buy line to include in the report and click OK. *Multi* displays in the Price
Line / Buy Line field.
4. In the Branch(es) field, enter a branch, branches, or territories to include in the report. To include
all branches and territories for the buyer, enter ALL.
5. Change the dates in the Start Date and End Date fields, as needed, to encompass a 365-day
period for the current fiscal year.
By default the system populates the Start Date field with the first day of the current fiscal year as
the start date and the current date as the end date. These fields also support variable dates.
6. In the Summary/Detail field, enter one of the following to determine the report level of detail:
• Detail - Includes product descriptions and totals for each product.
7. In the Cost Basis field, select the Global Basis code to use to calculate the values for the Cost
and Avg $OnHand columns of the report. The default value is Cost of Goods Sold (COGS-
COST).
amount in the Actual COGS$ column of the report by the number of orders. The value in the
Actual COGS$ column is calculated using the actual cost of goods on the order.
Inventory GMROI by Price Class Report Data

The Inventory GMROI by Price Class Report lists the following fields and columns of information:
Class Rank The rank, if any, applied to the price class for this report.
Actual UnSls Actual unit sales for the specified time frame. If the period is run for less than
a year, the sales are annualized.
Cost UM Cost per unit of measure for the line item.
Actual Sales$ Actual sales dollars for the time frame selected.
Actual COMM$ Actual commission dollars applied for the time frame selected.
Annual COMM$ Annual commission dollars for the price line selected.
Avg Cost x Avg QOH
Turns The number of times the product moves through your warehouse in a year
based on demand and average on hand.
Avg MU% Average markup. The average percentage markup on the products sold for
the indicated price line.
GMROI The calculated gross margin return on investment.
For more information about this is calculated, see How the System Calculates
Gross Margin Return On Investment (GMROI) in this documentation.
Adjusted Margin% The percentage of gross margin including the carrying cost for the price line.
Running the Inventory GMROI by Sell Group Report Rel. 9.0.2
Running the Inventory GMROI by Sell Group Report

Use this report to evaluate your return on investment as it relates to your sell groups. This report helps
you determine how well your sell groups and pricing matrix are working.
A sell group is a branch-specific subset of the product file that represents products that have common
pricing rules for customer price purposes.
For more information on how the system calculates this report, see Understanding the GMROI
Calculation.
To run the Inventory GMROI by Sell Group Report:

GMROI by Sell Group Report to display the Inventory GMROI by Sell Group Report window.
2. In the Br/Tr/All field, enter a buyer's branch, branches, or territories to include in the report. To
include all branches and territories for the buyer, enter ALL.
If different branches are used for shipping and pricing, the branch number you enter in this field
relates to the shipping branch, not the pricing branch.
3. In the Sell Group field, do one of the following:
• Press F10 and select a sell group for which to run the report.
• Leave the field blank to run the report for all sell groups.
• To run the report for multiple sell groups, click the Multiple button and enter the ID of each
sell group to include in the report and click OK. *Multi* displays in the Sell Group field.
4. Change the default Start Date and End Date to encompass a 365-day period.
By default the system fills in the first day of the fiscal year as the start date and the current date as
the end date. You can enter an actual or variable date in these fields.
5. In the Summary/Detail field, specify the report format:
• Detail - Includes product descriptions and totals for each product.
6. In the Cost Basis field, select the Global Basis field or option to be used in calculating the values
for the Cost and Avg $OnHand columns of the report. The default is Cost of Goods Sold
(COGS-COST.
amount in the Actual COGS$ column of the report by the number of orders.
The value in the Actual COGS$ column is calculated using the actual cost of goods on the order.
If prompted for a display cost, select Generic Cost, Cost of Goods Sold, or None.
Note: You must be assigned either the COGS.VIEW or COST.VIEW authorization key
for costs to be shown on the report.
Inventory GMROI by Sell Group Report Data

The Inventory GMROI by Sell Group Report lists the following fields and columns of information:
Actual UnSls Actual unit sales for the specified time frame. If the period is run for
less than a year, the sales are annualized.
Cost UM Cost per unit of measure for the line item.
Actual Sales$ Actual sales dollars for the time frame selected.
Actual COMM$ Actual commission dollars applied for the time frame selected.
Annual Sales$ Annual sales dollars for the price lines selected.
Annual COMM$ Annual commission dollars for the price line selected.
Avg Cost x Avg QOH
Turns The number of times the product moves through your warehouse in a
year based on demand and average on hand.
Avg MU% The markup percentage on the price line selected.
GMROI The gross margin return on investment for the price line selected.
Adjusted Margin%
Running the Open Orders Details Report Rel. 9.0.2
Running the Open Orders Details Report

The Open Orders Details Report lists all the open orders and the products on the orders for a designated
date range. You can sort the report by the person who entered the order or by customer. You can print the
report for a specific writer, salesperson, or customer and include orders, bids or both in the report.
The transactions selected for a writer or salesperson are based on the writer or salesperson identified in
the header of the sales order.
To run the Open Orders Details Report:

1. From the Reports > End of Month Reports menu, select Open Orders Details to display the
Open Orders Details Report window.
2. In the Branch/Territory/All field, enter the branch or territory to include in this report. To
3. In the Sort by field, enter one of the following column names by which to sort the report data: In
Salesperson, Out Salesperson, Customer, or Writer. Out Salesperson is the default value.
4. In the Select by field, enter one of the following sales representative types to use to select the
orders for the report: In Salesperson, Out Salesperson, or Writer. Out Salesperson is the
default value.
5. In the Salesperson field, do one of the following:
To run the report for... Do this...

one writer or sales representative. Enter the user's login ID.
all writers or sales representatives, Leave the field blank.
based on the selection in the Select
by field.
multiple writers or sales Enter the user login IDs for the selected writers or
representatives. sales representative. Use the Multi button to select
more than one. *Multiple* displays in the field.
6. In the Customer field, enter the name of the customer for which to run the report. To run the
report for all customers, leave the field blank.
7. In the Product Status field, do one of the following:
To run the report for... Do this...

one designated product status, such Enter the status.
as Stock, or LotItem.
all product statuses. Leave the field blank.
multiple product statuses. Use the Prd Stats hot key to display the Product
Status Selection screen. Enter the product statuses
and press Esc. *Multi* displays in the field. Each
order writer or salesperson with open orders displays
in the header of the report.
Note: If you use the All or LotItem status selection, direct generations with products that
have a status of LotItem are included on the report. Be aware than open lot item
generation subtotals display differently than regular items.
8. In the Format area, indicate which format to use:

• Internal - Displays pricing/costing information for internal company sources that you may not
want a customer to see, such as the list cost.
• External - Displays only the net and extended prices.
9. In the Dates area, in the Start Date and End Date fields, enter the date range for which to view
orders. These fields both support variable dates.
10. In the Include area, indicate whether to include only orders, only bids, or both orders and bids in
the report. The default value is Both.
Running the Order Change Log Report Rel. 9.0.2
Running the Order Change Log Report

The Order Change Log records all changes made to an order with a time and date stamp, beginning from
the time it is created.
Use this report to select and print change log entries that meet designated selection criteria. For example,
you can print the change log history for an order or you can print a report listing all the over-
commitments that have been made on orders with parameters you specify.
To run the Order Change Log Report:

1. From the Reports > End of Month Reports #2 menu, select Order Change Log Report to
display the Order Change Log Report window.
2. In the Branch/Territory field, enter the pricing branch or territory for which to run the report. To
run the report for all pricing branches and territories, enter ALL.
3. In the Start Date field, enter the first date in a range of dates for which to view order changes.
4. In the End Date field, enter the last date in the range of dates for which to view order changes.
5. In the User ID field, enter the login ID of the user for whom to run the report.
6. In the Order Type field, enter the type of order for which to run the report, such as sales orders
or purchase orders. To run the report for all order types, leave the field blank.
7. In the Select Pattern field, enter a selection text string to further select a subset of entries from
the change log for the report. Any log entry containing this text string in the Comment field is
selected.
For example, you can enter words such as inventory, over-commit, pricing, or ship via to select
entries that have that word or phrase in the Comment field.
Product Sales Report

Use the Product Sales Report to display product sales information. The report displays a detail listing of
invoices by ship-to customer for pricing branches. The report also lists order statuses, credits, direct
shipments, consignments, and customer and ship-to addresses. In addition, sales quantity, dollar amount,
costs, and gross profit information display for each invoice.
If you run this report for kits, the system lists the individual components that make up the final product on
this report, not the actual finished product. The report includes the component number for each
component even if multiple locations are used.
Use the sort by and select by options to modify the report. For example, you can run the report for a
designated price line and sort the data by salesperson. In addition, you can use the include and exclude
options to tailor the report to your needs.
Note: If you run this report frequently, you can save your selections and associate those
settings with your user ID. Use the File > Save Settings option to use this feature.
When you run the report again, the system displays the selections you made the
last time. If there is no default or saved setting, the field is blank. For more
information, see How the System Saves Settings on Reports.
To run the Product Sales Report:

1. From the Reports > End of Month Reports > Product Sales menu, select Product Sales
Report to display the Product Sales Report window.
2. In the Br/Tr/All field, enter the branch, branches, or territories to include in the report.
3. In the Start Date and End Date fields, enter the first and last date in the range of dates for which
to view invoices. These fields support variable dating.
4. Complete the remaining fields in the General tab as needed to indicate what data to include in the
report.
Field Description
Select By Select one of the following: Price Line, Buy Line, Buy Group, Sell Group,
Product or Product Lifecycle.
Your selection indicates the name of the next field.
Note: Any tildes (~) in product descriptions are removed from the
description in the report output so your report sorts properly.
Note: If you select Product Lifecycle, the system automatically runs the
report in Detail mode.
The selection field activates after you populate the Select By field, enter a
specific entity.
Use the Multi button to choose more than one selection for the report, such
as two buy lines, or three price lines.
Leave the field blank to include all values. For example, if you selected
Price Line in the Select By field, leave this field blank to include all price
lines in the report.
Product Sales Report Rel. 9.0.2
Field Description
Additional Selection Indicate whether to run the report for price lines, sell groups, buy lines, buy
groups, products, or product selection codes. Based on your selection, the
system names the next field accordingly. For example, if you enter Price
Line in the Additional Selection field, the next field is called Price Line.
Sort By Sort the data on the report by a specific column or group of columns. Press
F10 to see a list of sort by options. The default is to sort by customer. If you
select Product, the program sorts by the product description.
If you are generating an EDI 867 document, set the report to sort by Branch
or Branch by Price Line.
Note: Sorting displays the data that is defined by the selection parameters.
Page Break Select this check box to insert a page break prior to each new report section
based on the value in the Sort by field.
Select Branch Indicate whether data is based on the pricing or shipping branch.
Customer Level Indicate whether data is based on the following customer type: Ship-To,
Bill-To, or Parent.
Detail/Summary Indicate what level of detail to print on the report:
• Detail - Prints a line for each product's transaction on the report, showing
the vendor, invoice number, warehouse, ship date, product, quantity and
amount.
• Summary - Totals and prints a line for each price line.
Note: If you select Product Lifecycle, the system automatically runs the
report in Detail mode.
Quantity Type Select products for the report by their return status type, such as Stock or
Defective.
Status Select products for the report by their product status code. Use the Multiple
button to enter multiple status codes. *Multi* displays in the field.
Serial Numbers Indicate whether to select products with serial numbers in the report.
• All - Selects all product sales regardless of whether they have serial
numbers.
• Inbound - Selects only products with inbound serial numbers.
• None - Selects only products that do not have serial numbers.
Show Costs Indicate whether to include, exclude, or run the report only for costs.
Show Kits as Indicate whether to include, exclude, or run the report only for kit
Components components.
Generate EDI Select this check box to generate an EDI 867 Product Transfer and Resale
Report. Use the Trading Partner field to indicate to which vendor you want
to send the 867.
Field Description
Select the Additional tab and indicate which 867s you want to include in the
report:
• Select the 867 Respect Print Flag = N check box to only include orders
that have a print status of N in the EDI 867 Product Transfer and Resale
Report. Leave this check box deselected to include all orders, regardless of
print status.
• Select the 867 Do Not Send Duplicates check box to only include orders
for which you have not already sent an EDI 867 document in the EDI 867
Product Transfer and Resale Report. Leave this check box deselected to
include all orders, even if they are duplicates.
Trading Partner Indicate to which vendor you want to send the generated EDI 867 Product
Transfer and Resale Report if you selected the Generate EDI check box.
The vendor you enter here must have a trading partner profile defined.
4. Click the Include/Exclude tab and select what types of items and sales to include in the report.
Field Description
Stock / Non-Stock Indicate whether to include or exclude stock and nonstock items. The default
is Include.
If you select Exclude, the Transfers and Directs field are not applicable
and are disabled.
Transfers Indicate whether to include, exclude, or run the report only for transfer sales.
Note: You can only access this field if the Stock/Non-Stock field is set to
Include.
Directs Indicate whether to include, exclude, or run the report only for direct sales.
The default is Include.
Note: You can only access this field if the Stock/Non-Stock field is set to
Include.
Credits Indicate whether to include, exclude, or run the report only for credit sales.
For example, to run a report that shows the amount of returns for a given
period in terms of total sales use this selection in Only mode.
Work Order Indicates whether to include, exclude, or print the report only for sales of
Material Detail work order components placed on a sales order. If you select to include or
only run the report for work order material details, the report lists the
material detail of the work order, and does not include the finished good.
Select Exclude to show only the finished goods.
Note: If the product on the sales order is a kit item, the report includes only
those components that are not part of the kit itself if the Show Kits as
Components field is set to Yes. If the Show Kits as Components field is
set to No, the report includes only the kit item itself.
Product Sales Report Rel. 9.0.2
Field Description
Vendor Consign Indicate whether to include, exclude, print the report only for vendor
consignments. The default is Include.
Note: Only the Vendor Consign field reports on all inventory adjustment.
If you set this field to One, then the Vendor Customer Consign field is
available.
Customer Consign Indicate whether to include, exclude, or run the report only for customer
consignments. The default is Include.
Note: If this field is set to One, then the Consignment Customer field
activates.
Vendor-Customer Indicate whether to include, exclude, or run the report only for vendor-
Consign customer consignments. The default is Include.
Consignment If you select One in the Vendor Consign field, enter the vendor's name,
Vendor otherwise, this field is disabled.
Consignment If you select One in the Customer Consign field, enter the customer's
Customer name, otherwise, this field is disabled.
Direct Through Indicate whether to include, exclude, or run the report for only one customer
Stock with Direct Through Stock inventory.
DTS Customer If you select One in the Direct Through Stock field, then use the DTS
Customer field to select the customer for whom to run the report.
Note: The report results do not include Progress Billing products or sales.
6. If you use the EDI interface, on the Additional tab, indicate how you want to manage 867
options for this report.
• 867 Respect Print Flag - Select if you want to set the print flag to No.
• 867 Do Not Send Duplicates - Select if you want to eliminate sending duplicate
acknowledgements.
• 867 Audit Vendor - Use the drop down to select an audit vendor for the acknowledgements.
Note: For more information about 867 transactions, see Running EDI 867 Vendor Audit
Reports in the EDI documentation.


The Product Sales Report lists the following fields and columns of information:
Column Description
Cust # The customer number as defined in Customer Maintenance.
Customer The customer name as defined in Customer Maintenance.

Name
Invoice # The corresponding invoice number.
ShipDate Date the products on the purchase order shipped from the vendor.
Product No. The product ID as defined in Product Maintenance.
Product The name of the product as defined in Product Maintenance.
Qty Shipped Amount of products shipped from the vendor.
Ext Amount Extended amount in dollars for the product.
Ext Cost Extended cost for the product.
GP $ Gross Profit amount in dollars for the purchase order.
GP % Gross Profit percentage for the purchase order.
Totals The totals round as they do on the Product Sales Comparison Report and
should match the general ledger totals for the same period.
Running the Product Summary & Comparison Report Rel. 9.0.2
Running the Product Summary & Comparison Report

This report totals the quantity or dollar amount of each product sold or purchased during two designated
periods and the same periods for the prior year, and then calculates the percentage of change from the
prior period to the current period.
If one of the two comparison periods for an item does not have sales, the %Change column showing on
the report will be +/- 100%.
You can print the report for a single product, price line, buy line, multiple price lines, or multiple buy
lines.
To run the Product Summary & Comparison Report:

1. From the Reports > End of Month Reports > Product Sales Reports menu, select Product
Summary & Comparison to display the Product Summary & Comparison Report window.
2. In the Branch field, enter the branch or territory to include in this report. To include all branches
and territories, enter ALL.
3. Complete or change any of the following fields, as needed:
Field Description
Select By Indicate whether to run the report for price lines, buy lines, or products.
Based on your selection, the system names the next field accordingly.
For example, if you enter Price Line in the Select By field, the next
field is called Price Line.
(Price Line / Buy Line / A value to use for selecting a subset of transactions for the report's sales
Product) analysis. Use the Multi button to enter multiple values in this field.
*Multi* displays in the field.
Leave this field blank to run the report for all price lines, buy lines, or
products.
Sort By Sort the data on the report by a specific column or group of columns.
The default value is by Customer.
Sales Based on Indicate whether to base the report on sales quantities or sales dollars.
The default value is Quantities.
4. In the First Period area, use the Start Date and End Date fields to select a date range for which
to view month-to-date sales. Both fields support variable dates.
5. In the Second Period area, use the Start Date and End Date fields to select a date range for
which to view month-to-date sales. Both fields support variable dates.
Note: The system populates the First Period field start and end dates to reflect month-to-
date sales and the Second Period start and end dates to reflect year-to-date sales.
You can change these dates and create report periods of your own.
6. In the Include, Exclude, and Only columns, indicate how you want to handle transfers, credits
and directs on the report.
7. In the Detail/Summary area, select one of the following:
• Detail - Lists each product on the transaction. This is the default value.
• Summary - Lists only totals for the transactions for each product.
8. In the Break on Branch area, indicate if you want to break the report by branch. If you select
yes, each branch's information displays on a new page.
Running the Product Orders Report Rel. 9.0.2
Running the Product Orders Report

This report lists all products that have been ordered during a designated period for the selected branches,
including the following:
• Customer ID of customer that ordered
• Order number
• Quantity ordered
• Quantity shipped
• Extended price
To run the Product Orders Report:

Orders to display the Product Orders Report window.
3. In the Start Date and End Date fields, enter the date range for which to view orders. These fields
both support variable dates.
4. Complete or change the following fields, as needed:
Field Description
Select By Indicates whether to run the report for price lines, sell groups, buy
lines, buy groups, products, or product select codes. Based on
your selection, the system names the next field accordingly. For
example, if you enter Price Line in the Select By field, the next
field is called Price Line.
(Price Line / Sell Group / Buy The value to use to select a subset of transactions for the report’s
Line / Buy Group / Product / sales analysis. Use the Multi Items button to enter multiple
Product Select Code) values. *Multiple* displays in the field.
Sort by Sorts the data on the report by a specific column or group of
columns. The default value is by Customer.
Product Loc Qty Type Selects products for the report based on their return status type,
such as Stock or Defective.
5. In the Customer Level area, indicate whether to include bill-to, ship-to, or parent customers in
the report. Parent includes bill-to customers and their respective ship-to customers in the report.
The default value is Bill-To.
6. In the Show Costs area, indicate whether to include costs on the report, enter Y; otherwise, enter
N.
Note: You must have either the COGS.VIEW or COST.VIEW authorization key
assigned to view costs.
7. In the Display Options area, Indicates what level of detail to print on the report.
• Detail - Lists each transaction for each product.
• Summary - Totals the transactions for each product.

8. In the Order Type area, indicate if the report should include, exclude, or print only the following
order types:
• Nonstocks - Defaults to Include.
• Credits - Defaults to Include.
• Bids - Defaults to Exclude.
• Open Orders - Defaults to Include.
Running the Product Purchases Report Rel. 9.0.2
Running the Product Purchases Report

This report lists the quantity and dollar amount of each product purchased during a designated period of
time. You can print the report in a detail or summary format.
To run the Product Purchases Report:

Purchases to display the Product Purchases Report window.
3. In the Start Date field, enter the first date in a range of dates for which to view purchases. This
4. In the End Date field, enter the last date in the range of dates for which to view purchases. This
5. In the Select By field, indicate whether to run the report for buy lines, buy groups, price lines, sell
groups, or products. Based on your selection, the system names the next field accordingly. For
example, if you enter Price Line in the Select By field, the next field is called Price Line.
6. In the (Buy Line / Buy Group / Price Line / Sell Group / Product) field, enter the value to use
to select a subset of transactions for the report’s purchase analysis. Use the Multi button to enter
multiple values. *Multi* displays in the field.
7. In the Sort By field, indicate whether to sort the data on the report by a specific column or group
of columns. The default value is by Vendor.
8. In the Report Type field, indicate what level of detail to print on the report.
• Detail - Lists each transaction for each product.
• Summary - Totals the transactions for each product.
9. In the Product Loc Qty Type field, select products for the report based on their return status
type, such as Stock or Defective.
10. In the Vendor field, enter the vendor for which to run the report.
11. In the Directs field, indicate whether to include, exclude, or run the report for direct orders only.
12. In the Vendor Consignments field, indicate whether to include, exclude, or run the report for
vendor consignment items only.
13. In the Vendor field, enter the vendor for which you want to run the report.
14. In the Returns field, indicate whether to include, exclude, or run the report only for returned
goods.
Product Sales by Weight Report

Use the Product Sales by Weight report to evaluate invoice information, amounts, and weights for an
indicated date range.
To run the Product Sales by Weight Report:

1. From the Reports > Month End Reports > Product Sales Reports menu, select Product Sales
by Weight to display the Product Sales by Weight Report screen.
2. In the Br/Tr/All field, enter the branch or territory to include in this report. To include all
5. In the Sort by field, select one of the following. Use the Multi hot key to indicate select more
than one:
• Job #
• Ship Via
• Price Line
• Bill-To Customer
• Ship-To Customer
• Invoice Number
6. In the Price Line filed, select the price line for which you want to run the report.
7. In the Ship Via field, select the ship via for which you want to run the report.
8. In the Customer Level field, indicate if you want to run the report for bill-to or ship-to
customers. If you select Bill-To or Ship-To in the Sort by field, the Customer field defaults to
match.
9. In the Summary/Detail field, select one of the following:
• Detail - Displays invoice specific information and subtotals by the selection in the Sort by
field.
• Summary - Displays subtotals for the selection in the Sort by field.
10. Use the Slct hot key to use additional selection criteria.
Generating Customer Product by Demand Index Rel. 9.0.2
Generating Customer Product by Demand Index

This program builds an index for each customer of the products they have purchased in the last year or
more. The Reorder Pad uses this index during sales order entry to list these products for a ship-to
customer or a bill-to customer and all the associated ship-to customers.
The amount of time required to build a customer demand index depends on the amount of sales history
involved. We recommend that the index be built during off-hours.
Three control maintenance records affect the Customer Product by Demand Index Build program.
• Exclude Exceptional Sales From Customer Demand Index - Excludes exceptional sales from the
Customer Product by Demand Index.
• Exclude MiscChrg Products From Customer Demand Index - Excludes from the Customer Product
by Demand Index things, such as assembly charges, that are defined in Product Maintenance with a
status of MiscChrg and a GL code that has the Misc Chrg Allowed field flagged on the G/L
Account Maintenance screen.
• Number Of Years To Be Included In Customer Demand Index - Specifies the number of years
worth of product data to be included in the Customer Product by Demand Index.
Products with a status of Lot Item are automatically excluded from the Customer Product by Demand
Index.
You can schedule a rebuilding of the customer demand index. How often you generate an updated index
depends on how up-to-date you want the index to be.
To generate the Customer Product by Demand Index:

1. From the Reports > End of Month Reports #2 menu, select Generate Customer Product by
Demand Index to display the Customer Product by Demand Index Build window.
2. Do one of the following:
To... Use this hot key...

generate a new customer product by demand index... Begin
schedule a rebuilding of the customer demand index to run at a specific Schedule
time or at regular intervals using the Phantom scheduler...
cancel generating the index Close
Running the Item Sales Report

The Item Sales Report allows for detailed or summary analysis of profitability in a number of ways.
You can specify your needs for exception reporting to run your business on a management by priority
basis. For example, if you ran a sales promotion on a group of selected items, you could use this report to
evaluate whether the promotion was a success from several perspectives:
• If the promotion involved cutting the price on the selected items, did the increase in volume offset
the reduced incremental gross profit?
• Did all of the sales personnel participate in promoting the sale items?
You can run the report for a single period or compare different periods of time. You can display quantity,
sales, gross profit, price, and cost information. A comparison report can show the difference between
sales periods, percent of difference, or both.
In the report's sort and select options, the outside or inside salesperson is the salesperson listed on the
order; the current outside or inside salesperson is the salesperson currently assigned to the account for
which the order was entered.
Note: If you run this report frequently, you can save your selections and associate those
settings with your user ID. Use the File > Save Settings option to use this feature.
When you run the report again, the system displays the selections you made the
last time. If there is no default or saved setting, the field is blank. For more
information, see How the System Saves Settings on Reports.
To run the Item Sales Report:

1. From the Reports > End of Month Reports menu, select Item Sales to display the Item Sales
Report window.
3. In the Start Date field, enter the first date in a range of dates for which to view sales data. This
field supports variable dates, and is required only if you run the report for a single period.
4. In the End/As of Date field, enter the last date for which to view sales data. This field supports
variable dates.
• If the Start Date field is populated, the date entered in this field is the End Date for the period
being defined.
• If the Start Date field is not populated, the date entered in this field is the As of Date for the
report's comparison periods.
5. Complete or change any of the fields, as needed:
Field Description
Select Sales By A subset of transactions to view on the report. Your selection displays
in this field and becomes the name of the next field on the screen.
Running the Item Sales Report Rel. 9.0.2
Field Description
(Price Line/Sell Additional selection criteria on which to select records. For example, if
Group/Buy Line/ you selected Buy Line in the Select Sales by field, enter a buy line ID
Buy in this field. Use the Multi button to enter multiple selections.
Group/Product/ *Multi* displays in the field.
Bill-To Customer/
Ship-To Customer/
Customer PO)
Sales Periods Identifies the periods to compare when you run the report with an as-of
date.
Note: If you run the report with start and end dates, the dates define
only one period. The value in this field defaults to Start-End Date.
Period Column Identifies the columns to display for each report period. You must
Headings enter a value in the Sales Periods field to access this field.
Type of If you are running the report with an as of date, enter one of the
Comparison following:
• None - No comparison.
• Difference - Lists the cost difference between the sales items.
• % Difference - Lists the percent difference in sales costs.
• Difference/% Difference - Lists both the cost difference and the
percent difference.
Note: This field activates only when a selection is made in the Period
Column Headings field.
Primary Sort The transaction field name to use to sort and subtotal the transactions
selected for the report.
Page Break on Indicate whether to insert a page break before each new report section
Primary Sort based on the primary sort.
Primary Heading Indicate whether to insert a heading for each new report section based
on the primary sort.
Secondary Sort The transaction field name to use to sort and subtotal each subset of
transactions within the primary sort.
Detail Level Determines the level of detail and subtotals to show on the report.
• Product - Prints one line for each product selected for the report,
and prints subtotals for the primary and secondary, if any, sorts.
• Primary Sort - Prints one line on the report per primary sort option
and prints subtotals for the primary and secondary, in any, sorts.
• Invoice - Prints one line on the report for each invoice. This option
displays only if the Start Date and End Date fields are completed.
• Secondary Sort - Prints a second line on the report per secondary
sort option. This option displays only if you have a secondary sort
selected in the Secondary Sort field.
Note: If you select a customer that is a parent customer, or has dependent customers, the
system displays information for the parent customer and all its dependents.
6. In the Order Type area, indicate if you want to include or exclude credits, directs, or
miscellaneous charges:
Field Description
Credits Indicates whether to include, exclude or run the report for credits
only. The default value is Include.
Directs Indicates whether to include, exclude or run the report for direct
shipments only. The default value is Include.
Misc Charges Indicates whether to include or exclude miscellaneous charges in
the report. The default value is Exclude.

Running the Sales Bookings Report Rel. 9.0.2
Running the Sales Bookings Report

Use the Sales Bookings report to review the orders you have booked. You can run the report for a single
day or range of days. You can run the report for a single salesperson or writer or multiple salespeople and
writers.
The transactions selected for a writer or salesperson are based on the writer or salesperson identified in
To run the Sales Bookings Report:

1. From the Reports > End of Month Reports > Sales Summary & Statistics Reports menu,
select Sales Bookings to display the Sales Bookings Report screen.
2. In the Br/Tr/All field, enter the branch or territory to include in this report. To include all
3. In the Start Date field, enter the first date in a range of dates for which to view orders. This field
supports variable dates.
4. In the End Date field, enter the last date in the range of dates for which to view orders. This field
it, if needed.
5. Complete the fields, as needed.
Field Description
Sort by Indicates whether to sort the report data by salesperson or customer.
The default value is Salesperson.
Page Break To start a new page for each salesperson or customer, enter Y;
otherwise, enter N.
Select by Indicates whether to select the orders for the report by inside
salesperson, outside salesperson, or writer. The default value is
Outside.
Specific ‘Select by’ The login ID of a specific sales representative or writer whose sales
you want to review. If left blank, the report includes all writers or
salespeople, depending on your selection in the Select by field.
Summary/Detail Indicates what level of detail to print on the report. The default value is
Detail.
Bids Indicates whether to include, exclude, or run the report for Bids only.
(Inc/Exc/Only) The default value is Exclude.
Format Determines whether to print the report in an internal or external format:
• Internal - Displays company pricing and costing information.
• External - Displays only the net and extended prices.
Customer The name of a specific customer for which to run the report. If left
blank, the report includes all customers.
Field Description
Min GP% The lowest gross profit percentage for booked sales to include in the
report.
Max GP% The highest gross profit percentage for booked sales to include in the
report.
Misc Charge Items To show all orders, including those with miscellaneous charge items,
(Inc/Exc) enter Include. This is the default.
If you enter Exclude, orders that contain both regular items and
miscellaneous charged items do not display the miscellaneous items
and the cost is deducted from the subtotal and grand total. This affects
the invoice total, GP$, and GP%.

Running the Sales Margin Summary Report Rel. 9.0.2
Running the Sales Margin Summary Report

This report summarizes sales and gross margin information by sales type, sales source and product type.
The report displays information for regular orders as well as directs, credits, and total sales. The system
also displays the following columns of information for each of the above items:
• Sales amount
• Margin amount
• Gross profit percentage
To run the Sales Margin Summary Report:

select Sales Margin Summary to display the Sales Margin Summary Report window.
2. In the Branch field, enter the branch, branches, or territories to include in the report.
3. In the Start Date and End Date fields, enter the first and last dates in a range of dates for which
to view sales. Both fields support variable dates.
4. Select the Include Miscellaneous Charges check box to include the sale of miscellaneous charge
products in the report data.
Running the Sales Statistics Report

The Sales Statistics Report displays sales statistics for the following order statuses: Direct, Stock,
NonStock, and all others.
A sale that has both stock and non-stock items display as both a stock invoice and a non-stock invoice.
Therefore, the invoice totals on the report may be greater than the actual number of invoices reported on.
The line item counts reflect the actual number of stock and non-stock line items.
For each order status, the report shows the following:
• Number of orders.
• Number of line items.
• Sales Dollars.
• Cost.
• Gross profit percent.
To run the Sales Statistics Report:

select Sales Statistics to display the Sales Statistics Report window.
2. In the Branch field, enter the branch, branches, or territories to include in the report.
Note: This report uses the branch from the Accounts Receivable record which gets
populated by the pricing branch.
to view sales. Both fields support variable dates. The system populates the End Date field with
the date entered in the Start Date field, but you can change it, if needed.
4. In the Ship Via field, enter the method of transporting product shipments for which to run the
report.
5. In the Sort by field, select how to sort the report data: Branch by Status, Status by Branch, or
Writer by Status. The default is None.
Sales Summary by Sales Source Report Rel. 9.0.2
Sales Summary by Sales Source Report

Use the Sales Summary by Sales Source Report to see a list of your sales by where they occurred, such as
in the showroom, at the counter, or inside sales. The report is further sorted by salesperson by product line
or by product line by salesperson. You can also run the report for a single salesperson, source code,
and/or price line.
The transactions selected for a salesperson are based on the salesperson identified in the header of the
sales order.
To run the Sales Summary by Sales Source Report:

select Sales Summary by Sales Source to display the Sales Summary by Sales Source Report
window.
2. In the Br/Tr/All field, enter the branch, branches, or territories to include in this report. To
3. In the Start Date field, enter the first date in a range of dates for which to view sales. This field
4. In the End Date field, enter the last date in the range of dates for which to view sales. This field
it, if needed.
5. In the Salesperson field, enter the sales representative's login ID for which to run the report. To
run the report for all sales representatives, leave the field blank.
6. In the Sales Source field, enter the department, such as outside sales or showroom, for which to
run the report. To run the report for all sales source codes, leave the field blank.
7. In the Sort By area, select a radio to indicate whether to sort the report data by Salesperson by
Price Line or Price Line by Salesperson.
8. In the Price Line field, enter the price line for which to run the report. To run the report for all
price lines, leave the field blank.
Sales Summary for Type and Source Report

The Sales Summary for Type and Source Report breaks down sales summary information by date range,
sales sources, and product types. You can include miscellaneous charges in this analysis. Use the
Selection > Select Criteria menu to limit the report for specific salespeople.
The first section of the report displays the information based on the combination of sales sources and
product types. The following sections display the information based on sales source alone and then by
product type alone.
To run the Sales Summary for Type and Source Report:

select Sales Summary for Type and Source to display the Open Orders Details Report window.
2. In the Branch/Territory field, enter the branch, branches, or territories to include in the report. .
to view sales. The fields support variable dates. The system populates the End Date field with the
date entered in the Start Date field, but you can change it, if needed.
4. Select the Include Miscellaneous Charges check box to include the sale of miscellaneous charge
products in the report data.
To run the report without miscellaneous charges, leave the check box deselected.
Running the Aged Receivables by Salesperson Report Rel. 9.0.2
Running the Aged Receivables by Salesperson Report

The Aged Receivables by Salesperson Report is an aged accounts report to help you manage your
receivables.
You can run the report for salespeople assigned to bill-to customers or ship-to customers. For each
selected customer, the report displays summary information about the money owed to you, followed by a
list of their outstanding invoices and associated aging categories. In addition, totals are listed by
salesperson, customer and total received.
If the Apply credits to oldest buckets when aging account field is flagged on the Credit Control
Parameters window, the Aged Receivables by Salesperson Report displays all credits as applied to the
oldest aging bucket with a balance. Flagging that field does not cause a cash receipts application of credits
to open invoices. That must be done manually using the Cash Receipts program.
To run the Aged Receivables by Salesperson Report:

1. From the Reports > End of Month Reports > Salesperson & Writer Reports menu, select
Aged Receivables by Salesperson to display the Aged Receivables by Salesperson Report
window.
2. In the Data Through field, enter the date through which to display aged receivables. The system
populates this field with the current date, but you can change it, if needed. This field supports
variable dates.
3. In the Age as of field, enter the date from which to age the receivables. The system populates this
field with the current date. This field supports variable dates.
4. Complete or change the fields, as needed:
Field Description
Salesperson The login ID of a specific sales representative whose accounts you
want to review. To run the report for all sales representatives, leave
this field blank.
Customer The name of a specific customer whose receivables you want to
review. To run the report for all customers, leave this field blank.
Report Currency Determines the currency to use when calculating receivables. Enter
one of the following:
• Base - Runs the report in your company's base currency, as defined
in Control Maintenance.
• Customer Primary - Runs the report in each customer's primary
currency, as defined in the Primary Currency field of the
Customer Pricing/Printing screen accessed from Customer
Maintenance.
• Valid Currencies - Lists each valid currency. Select a currency to
run the report in that currency.
Home Branches Displays receivables for the accounts in a specific home branch. To
include all customer accounts that have been assigned a home branch,
enter ALL.
Field Description
Sale Branches Displays receivables for the orders entered at a specific branch. To
include accounts from all sale or pricing branches, enter ALL.
You can use this option to produce reports detailing sales transaction
activity out of one or more branches. It is particularly useful for
situations when branches represent separate companies and those
branches run their own reports.
Customers with The aging period for which to include customers who have an amount
Debit Amounts due. If left blank, all customers who have an amount due in any aging
period are included.
Print Activity Limits the activity comments printed in the report to only those
Comments with assigned to a particular source. If left blank, the report lists all
Source comments associated with the designated receivable.
Comments Entered Limits log entries to those made after a specific date. If left blank, the
After report lists all comments associated with the designated receivable.
Customer Level Limits the report to either Bill-To or Ship-To customers.
Print Shipdates Indicate if you want to print ship dates for the orders listed.
5. Select the Print Shipdates box to include ship dates on the report.
6. In the Display Options area, indicate which level of detail you want to print on the report:
• Detail - In addition to listing the information included in the summary version, lists each
invoice and the amount due in each aging category. To run the report for a salesperson, enter
their ID in the Salesperson field. If left blank, the report includes all salespeople.
• Summary - Lists each customer and the total amounts due in each aging category.
Note: When run in Detail mode, if an invoice does not have a balance, the invoice does
not print. However, if the invoice has a balance of $0.00, the invoice does print.
7. In the Include Blank Home Branches area, indicate if you want to include blank home branches.
8. In the Sales Person area, indicate whether to select accounts by the customer's inside sales
representative or the outside sales representative. The default value is Outside.
9. In the Respect Balance Forward Flags area, indicate if you want to list the balance forward on
the report.
Note: This field is accessible only if you run the report in Detail format.
10. In the Credits area, indicate if you want to include or exclude orders with credits.
Commissions Report Overview Rel. 9.0.2
Commissions Report Overview

Run the Commissions Report to calculate the sales commissions for all or part of your company's sales
force. Totals and grand totals are calculated for each salesperson.
Running the Report for Other Users

By default you can only run this report for your own user ID. To run the report for other users, you must
be assigned the COMMISSIONS.USER.AUTH authorization key.
The transactions selected for a salesperson or writer are based on the salesperson or writer identified in
Setting Up Sales Commissions

Commissions are calculated for a salesperson according to the commission plan assigned to that
salesperson. You can also assign a commission plan to a customer on the Miscellaneous Customer
Information window in Customer Maintenance, or to a sales order on the Additional Header Data screen
off the SOE Header window. A commission plan assigned to a sales order overrides a commission plan
assigned to a customer, which overrides a commission plan assigned to a salesperson.
To calculate commission, the system:
• Determines the gross profit percent for the product on the order.
• Determines the respective commission percentage that is applied to the value, GP$, Sales$ or Net
Sales$, in the Comm Base field or the Calculate Comm Base on field, if that is used to override
all commission plans.
• Calculates the commission on the item, group, or order.
Specifying Maximum Collection Days

Your company can choose whether to pay commissions on orders that are paid late. The Max Collection
Days is the number of days past the invoice or due date, depending on the setting for the Maximum
Collection Days Date control maintenance record, after which sales commissions are not paid. You can
specify the maximum number of collection days for a customer and sales order. A sales order's setting
overrides the customer's setting.
When running the Commissions Report, you need to specify how to handle the maximum collection days.
Use the Items Over Max Collection Days field to include or exclude the late-paid orders, or report on
them only.
After the information for each order, group, or item is printed, a separate line displays the freight
deducted from the commission, if that option was applied to any of the commission plans.
Setting Up the Commissions Report

Only a System Administrator is authorized to set control maintenance records and authorization keys. The
additional setup listed is also required.
Control Maintenance Records

• Maximum Collection Days Date
Authorization Keys
If you have the following authorization key, you can run a Commissions Report for any salesperson. You
can also use the report screen's Commission Details > Salesperson option to run the report for a list of
salespeople. Without this key, the report screen's Salesperson/Writer ID field limits you to reporting on
your own User ID.
• COMMISSIONS.USER.AUTH
Assigning Salespeople on a Sales Order

Use the Written By, Out Salesperson, and In Salesperson fields on a sales order's Header window to
specify the order writer, outside salesperson, and inside salesperson assigned to the order. The
Commissions report is based on this information.
The Commission Report's Forced Commission Plan Override field lets you specify a commission plan,
then run the report for someone like a sales manager, who is not assigned on individual sales orders.
Setting Up Sales Commissions

A salesperson's commissions are typically calculated using the salesperson's commission plan. Plans,
including the commission base and calculation, are set up using the Commission Plan Maintenance
window.
To assign a plan to a customer, use the Commission Plan field on the Miscellaneous Customer
Information screen. You can also use the Commission Plan field on the Additional Header Information
screen to assign a plan to a sales order.
A sales order's commission overrides a customer's commission plan, which overrides a salesperson's
commission plan.
For more information on setting this up, see Commission Plan Overview.
Specifying Maximum Collection Days

Your company may not want to pay commissions on orders that are paid late. When running the
Commissions Report, you specify how to handle the maximum collection days. The Items Over Max
Collection Days field lets you include or exclude the late-paid orders, or report only on them.
The maximum collection days is the number of days after an order is either invoiced or due, depending on
the setting for the Maximum Collection Days Date control maintenance record.
You can specify the maximum number of collection days for a customer. Do this using the Max
Collection Days field on the Additional Customer Credit Data window. You can also specify this setting
Setting Up the Commissions Report Rel. 9.0.2
for a sales order. Do this using the Max Collection Days field on the Additional Header Information
window.
A sales order's setting overrides the customer's setting.
Running the Commissions Report

Run the Commissions Report to calculate the sales commissions for all or part of your company's sales
force. Totals and grand totals are calculated for each salesperson. If there are commission overrides
specified for a customer on the Customer Commission Overrides window in Customer Maintenance the
system displays those percentages in a Cus Ovrd% column on the report.
You can specify additional display parameters, such as printing product weights or miscellaneous charges
on the report.
You can designate a percentage of a salesperson's calculated commissions to be charged back for any
invoices within a designated date range that still have an open A/R balance. For example, when running
this report for the month of May, you could charge back a percentage of any salesperson's commissions
on orders invoiced during the month of January that have still not been paid. Charge backs are only valid
when Invoiced mode is specified on the report. For more information, see Charging Back Commissions.
For complete instructions on running the report, see Running the Commissions Report in Pricing
Management.
Charging Back Commissions Rel. 9.0.2
Charging Back Commissions

Use Commission Charge Back from the Commissions Report window, to calculate refunds or charge
backs from salespeople for commissions they were already paid.
Some companies pay commissions based on orders that have been invoiced, even though the invoices are
not actually paid. If the invoices remain unpaid, the company usually needs to charge back the paid
commissions to get reimbursed by the salespeople.
While running the Commissions Report, you can specify charge backs. For example, while running the
report for May, you could charge back commissions on January invoices that are still unpaid. You can
also specify the charge back percentage.
Charge backs are only valid with unpaid invoices. Paid invoices are not subject to charge backs.
For complete instructions, see Charging Back Commissions in Sales Order Entry.
Running the Gross Profit by Salesperson Report

The Gross Profit by Salesperson Report groups sales transactions by salesperson and calculates the gross
profit associated with each. The transactions selected for a salesperson are based on the salesperson
identified in the header of the sales order. Shipments with products that have a MiscChg status code are
not included on this report.
The report data is grouped by salesperson and then the transactions are sorted by the ship-to or bill-to
customer. For each customer or invoice the report shows the information used in calculating the gross
profit dollars and percentage. The system uses the following gross profit formulas:
• GP $ = Net Sales of Product - (COGS of Product + COGS of Freight & Handling)
• GP % = GP$ / Sales
Note: If you make changes to the this report through the phantom scheduler, the system
pushes the changes back to the original report. You do not need to delete and
reschedule the price sheets to run to make changes.
To run the Gross Profit by Salesperson Report:

Gross Profit by Salesperson to display the Gross Profit by Salesperson Report window.
it, if needed.
5. In the Salesperson field, enter the login ID for the sales representative whose profits you want to
review. If left blank, the report includes all sales representatives. The salesperson ID prints only if
a specific salesperson is selected.
6. In the Primary Sort field, indicate whether to sort the report data by Branch, Salesperson, or
Writer. The default value is Salesperson.
7. In the Display Options area, indicate what level of detail to print on the report.
• Detail - Lists each sales transaction for each customer.
• Summary - Subtotals the transactions for each customer. This is the default value.
8. In the Select by field, indicate whether you want the system to select the records for the report
based on Ship Date or Invoice Print Date. The default value is Ship Date.
9. In the Sort By area, indicate whether to sort the report data by ship-to or bill-to customer. The
default value is Ship-To.
10. In the Allow misc charge items in GM$ area, indicate if you want to include or exclude
miscellaneous charged items in the gross margin dollars amount.
Running the Gross Profit by Salesperson Report Rel. 9.0.2
Running the Sales by Salesperson by Line or Product Report

The Sales by Salesperson by Line or Product Report summarizes the sales for each salesperson by price
line or by product G/L code. Within each price line or product G/L code, the sales dollars are also broken
down by customer. The transactions selected for a salesperson are based on the salesperson identified in
To run the Sales by Salesperson by Line or Product Report:

Sales by Salesperson by Line or Product to display the Sales by Salesperson by Line or Product
Report window.
it, if needed.
5. In the Salesperson field, enter the login ID for the sales representative whose sales you want to
review. If left blank, the report includes all sales representatives.
6. In the Sort by field, indicate whether to totals the sales dollars for each sales representative by
Price Line or by G/L Product Type.
7. In the Price Line field, do one of the following:
To include... Do this...
product sales for a specific price line. Enter the price line ID.
product sales from all price lines. Leave the field blank.
multiple price lines in the report. Use the Multi button to display the Price Line Selection
window. Enter the price line IDs and press Esc. *Multi*
displays in the field.
8. In the Customer field, enter the name of a specific customer for which to run the report. If left
blank, sales to all customers are included in the report.
Running the Sales by Source by Writer Report Rel. 9.0.2
Running the Sales by Source by Writer Report

The Sales by Source by Writer Report shows sales information based on the writer and sales source.
Note: If you make changes to the this report through the phantom scheduler, the system
pushes the changes back to the original report. You do not need to delete and
reschedule the price sheets to run to make changes.
To run the Sales by Source by Writer Report:

Sales by Source by Writer to display the Sales by Source by Writer Report screen.
2. In the Branch field, enter the branch, branch, or territories to include in this report.
to view sales. Both fields support variable dates.
4. In the Writer field, enter the login ID of the order taker for whom to print the report. Leave this
field blank to include all order writers in the report.
5. In the Select By area, indicate whether to select invoices for the report by pricing branch or
shipping branch. The default is Pricing Branch.
6. In the Sort by area, select whether to sort the report by Source by Writer or by Writer by
Source. The default is Source by Writer. The source refers to the selections in Sales Order Entry
for Sales Source, such as Inside Sales or Showroom.
7. In the Detail/Summary area, select the level of detail to include in the report.
• Detail - Prints a detail line for individual invoices by customer and the customer contact
information within the sort criteria. The transactions selected for a salesperson are based on the
salesperson identified in the header of the sales order.
• Summary - Prints a summary line for each writer showing totals for the writer's invoices. This
is the default.
The system rounds the individual and grand totals to the nearest whole dollar. Consequently, the
manual sum of the individual amounts may not match the grand total amount.
costs on the report.
Running the Salesperson Comparison Report

Use the Salesperson Comparison Report to evaluate your sales staff and their performance. For example
you can compare the number of month-end sales or year-to-date sales for each salesperson based on fiscal
year.
To run the Salesperson Comparison Report:

Salesperson Comparison Report to display the Salesperson Comparison Report window.
2. In the Branch/Territory field, enter the branch or territory to include in the report. To include all
3. In the As of Date field, enter the date for which to run the report. This field supports variable
dates.
4. In the Salesperson field, enter the salesperson's ID to run the report for one person. To run the
report for all sales personnel, leave this field blank.
5. In the Salesperson Type field, indicate which type of salesperson for which to run the report. The
default is Outside.
6. Select the Run in Detail Mode check box to display the report data by branch by salesperson.
Leave the check box deselected to run the report for only salesperson.
7. From the Selection menu, choose Select Criteria and select any additional criteria for the report.
9. At the Display Cost prompt, select if you want to run the report for Generic Cost, Cost of Goods
Sold, or None and click OK to continue.
Running the Comparative Sales Service Level Report Rel. 9.0.2
Running the Comparative Sales Service Level Report

Use the Comparative Sales Service Level Report to compare sales service level data for two different
periods of time. This report selects orders with a ship date that falls in the selected start and end date
ranges. Use the Order Service Level Report to compare order completion by required date.
You can run this report for any time period. You can select a specific customer to include in the report, as
well as any number of price lines or buy lines. Sort the report by customer, buy line, or price line. You
can include stock items, nonstock items, or both in the report. Directs can be included or be the only type
of invoices on the report.
The completion rates are based on the total orders, total line items, and total dollars.
To run the Comparative Sales Service Level Report:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select
Comparative Sales Service Level Report to display the Comparative Sales Service Level
Report window.
3. In the first Start Date and End Date fields, enter the date range of the first period for which to
compare service levels. These fields also support variable dates.
4. In the second Start Date and End Date fields, enter the date range of the second period for
which to compare service levels. These fields also support variable dates.
Field Description
Customer The name of a specific customer for which to run the report. To include all
customers on the report, leave the field blank.
Line Type Indicates whether to run the report for price lines or buy lines. Use the drop-
(Price Line / Buy down list to indicate which line type you would like to use.
Line) Based on your selection, the system moves the cursor to the next field and
populates the selection list accordingly.
The default is Price Line.
Do one of the following:
• To run the report for one price line/buy line, enter the price line/buy line
ID.
• To run the report for multiple price lines/buy lines, use the Multi button
to display the Price Line Selection/Buy Line Selection screen. Enter the
ID of each price line/buy line to include on the report and press Enter.
Click OK when you have entered the lines you want to include.
**Multiple** displays in the field.
Field Description
Product Do one of the following:
• To run the report for a specific product, enter the product ID.
• To run the report for all products within the specified price line / buy line.
• To run the report for multiple products, use the Multi button to display
the Products screen. Enter the ID of each product to include on the report
and press Enter. Click OK when you have entered the products you want
to include. **Multiple** displays in the field.
Product Rank # The product rank number for which to select data for the report.
Note: If a product rank is entered, this field is required. If you complete this
field and leave the Product Rank field blank, the report runs for all ranks.
Product Rank To include only those products assigned a particular product rank within the
selected product rank number, enter the rank ID.
Sort By Indicates the data to use to sort the report information. Press F10 to select
from a list: Ship-to Customer (default), Bill-to Customer, Buy Line, Prc
Line, Product, Prd Sel Code, and Rank.
Stock Type Indicates whether to run the report for stock products, nonstock products,
both stock and nonstocks, or All product statuses. Select All to all products
in the report, regardless of their product status.
The default is Stock.
Price/Ship Branch Indicates whether to select sales for the report based on the pricing or
shipping branch. The default is Price.
Product Select Codes Indicates which product select codes for which to run the report. Press F10
to display the Product Select Code selection list. Use the Multi button to
enter more than one product code. Enter the product groups and click OK.
Note: Product select codes are defined in Control Maintenance and assigned
to products in Product Maintenance.
Directs (Inc/Exc/Only) Indicates whether to include, exclude, or run the report for direct items only.
Running the Order Service Level Report Rel. 9.0.2
Running the Order Service Level Report

The Order Service Level Report gives a statistical picture of how successful you are in completing your
orders by the required date. This report selects orders with a required date that falls in the selected start
and end date ranges. Comparative Sales Service Report to compare order completion by ship date.
The report reviews your completed orders and shows you how many orders shipped complete on or
before the required date and calculates the corresponding service level percentage. The report displays the
data by order at the invoice level, line item, order quantity, and dollar amounts,
For example, the table shows a single order for three products. Each product represents a line item on the
order. The table columns include the product, the unit price of each product, the order quantity for each
product, the quantity that shipped on time, and the quantity that shipped late. The service level
percentages calculated for this order are shown below the table:
Product Unit Price Ord Qty # On Time # Late

A $1.00 10 10 0
B $5.00 10 5 5
C $10.00 10 0 10
• Order Service Level = 0%, because this order was not completely shipped on time.
• Line Item Service Level = 33%, because one out of three line items shipped on time.
• Order Quantity Service Level = 50%, because out of 30 items ordered, 15 were shipped on time.
• Dollar Amount Service Level = 23%, because out of $155.00 of product ordered, only $35 of
product was shipped on time.
Note: Canceled generations are not included on this report. Returned products are also
not included.
To run the Order Service Level Report:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select Order
Service Level Report to display the Order Service Level Report window.
2. In the Branch/Terr/All field, enter the branch or territory to include in this report. To include all
it, if needed.
Field Description
Select by Indicates whether to select data based on the pricing branch, shipping
branch, or home branch. For the selected branch type, the report
considers those shipments that share the same required date as the
required date order.
• Pricing Branch - The pricing branch on the shipment that completes
the required date order.
• Shipping Branch - The shipping branch on the earliest shipment for
the required date order. If subsequent generations ship from other
branches, those shipments are counted as missed shipments.
• Home Branch - The branch where you send or print all financial
transactions, such as invoices.
Report Format Indicates the level of detail to print on the report.
• Detail - Lists a series of totals and service level percentages for the
selected orders, on a detail level determined by the selected Sort by
option, reflecting performance from the perspectives of orders, line
items, item quantities, and dollars, followed by the Summary grand
totals at the end.
• Summary by Customer - Prints a single summary line per customer,
showing a series of overall totals and service level percentages,
reflecting overall performance from the perspectives of orders, line
items, item quantities, and dollars.
• Summary by Branch - Prints a single summary line per branch,
showing a series of overall totals and service level percentages,
reflecting overall performance from the perspectives of orders, line
items, item quantities, and dollars.
Sort by Indicates the data to use to sort the report information. Valid values
include:
• Bill-To - This is the default value.
• Current In Salesperson
• Current Out Salesperson
• In Salesperson
• Out Salesperson
• Ship-To
• Writer
• Customer P/O#
Status Indicates which type of status to sort the report by. Enter a product
status to select only items with a designated product status for this
report. The default is Stock. You can use the Multi button to select more
than one status.
6. In the Report On area, select one of the following:

• First Generation - Sales orders are reported when the first generation is shipped.
• Last Generation - Sales orders are reported when the last generation is shipped.
7. In the Break On Branch field, indicate if you want to calculate and display subtotals by branch.
Running the Order Service Level Report Rel. 9.0.2
8. In the Only Show Late Fill field, indicate if you want to list detail for only those transactions that
did not meet the required date. Complete this field only if you have selected the Detail version of
the report.
9. In the Ignore Require Dates field, indicate if you want to ignore the required dates and list all
orders on the report.
10. In the Order Type area, select the check boxes for the following:
• Directs - Indicates whether to include, exclude, or run the report for direct items only. The
default value is Include.
• Exceptional Sales - Indicates whether to include, exclude, or run the report for exceptional
sales only. The default value is Exclude.
Running the Product Fill Rate Report

The Product Fill Rate report gives a statistical picture on a product-by-product basis of how successful
you are in sending your customers the products they requested by the required date. It reflects overall
performance from the perspectives of orders, line items, item quantities, and dollars.
The report reviews your completed orders and shows you by order quantity and dollar amounts how many
products shipped complete on or before the required date and calculates the corresponding service level
percentage.
Canceled generations and returned products are not included on this report.
For service level reporting purposes, you can set the Force Required To Match Ship Date On Phantom
Process control maintenance record to change the Required Date field to match the Ship Date field
whenever the phantom prints a ship ticket for an order with an auto-print status, such as Ship When
Available.
To select data for the Product Fill Rate Report:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select Product
Fill Rate Report to display the Product Fill Rate Report window.
2. In the Branch/Terr/All field, enter the branch or territory to include in this report. To include all
it, if needed.
5. In the Select by field, indicate the type of branch for which to run the report. For the selected
branch type, the report considers those shipments that share the same required date as the
required-date order.
• Home Branch - Runs the report for the home branch. This is the branch where you send or
print all financial transactions, such as invoices.
• Pricing Branch - Runs the report for the pricing branch on the shipment that completes the
required date order. This is the default.
• Shipping Branch - Runs the report for the shipping branch on the earliest shipment for the
required date order. If subsequent generations ship from other branches, those shipments are
counted as missed shipments.
6. In the Report Type field, indicate the level of detail to print on the report.
• Detail for Quantity - Lists a series of order quantity totals and service level percentages for
the selected orders. The Sort Options determine the detail level (see Step 11). This is the
default.
• Detail for Line Item - Lists a series of order quantity totals and service level percentages for
the selected orders. The Sort Options determine the detail level (see Step 11).
Running the Product Fill Rate Report Rel. 9.0.2
• Summary for Quantity - Prints a single summary line showing a series of order quantity
totals and service level percentages for the selected orders.
• Summary for Line Item - Prints a single summary line showing a series of line item totals and
service level percentages for the selected orders.
7. In the Product field, enter the product ID for which to run the report. If left blank, all products
within the designated price line or buy line are included in the report. Click the Multiple button
to select more than one product. *Multiple* displays in the field.
8. In the Line Type field, indicate whether to run the report for price lines or buy lines. Based on
your selection, the system renames the Price Line / Buy Line field.
9. In the Price Line / Buy Line field, enter the price line/buy line ID. If left blank, all price
lines/buy lines are included in the report. Click the Multiple button to select more than one
product. *Multiple* displays in the field.
10. In the Report On field, select one of the following:
• Last Gen - Only reports fill rate on orders where all generations are shipped. The Ignore
Require Date field must be set to No. This is the default.
• First Gen - The system checks for the first generation of the order to be shipped only. Fill rate
is calculated for those generations on the order that are complete, no all generations on the
order have to be complete for it to display.
11. In the Sort Options/Product Rank area, complete the following fields:
Field Description
Primary Sort Select how to sort the report information first, such as Bill-To, Inside
Salesperson, or Price Line. By default, the report sorts by bill-to customer.
Note: If you print the report in Detail format and sort by Product or Rank,
the product rank is listed along with the product description. If you sort by
Buyer, the report includes a grand total per buyer above the overall grand
total.
Secondary Sort Select how to sort the report information within the primary sort: Buy Line,
Price Line, or Product. The default is Product. For example, if you use the
default settings in this field and the Primary Sort field, the report sorts first
by bill-to customer, and then by product within each bill-to.
Product Rank No. Indicate the rank number by which you want to sort. Leave this field blank to
sort by all.
Product Rank Indicate the rank by which you want to sort. Leave this field blank to sort by
all. See Product Ranking Method and Breakpoint Rules.
12. In the Order Type area, select the check boxes for the following:
• Directs - Indicates whether to include, exclude, or run the report for direct items only. The
default is Include.
• Exceptional Sales - Indicates whether to include, exclude, or run the report for exceptional
sales only. The default is Exclude.
13. In the Break on Branch field, indicate if you want to calculate and display subtotals by branch.
The check box is selected by default.
14. In the Only Show Unmet Service Level field, indicate if you want to show only the unmet
service level items.
15. In the Ignore Require Date field, indicate if you want to ignore the require date on the order for
the report.
• Selected - Considers the first generation of an order as filled and all others as unmet.
• Deselected - Calculates the fill rate based on whether or not the required date of the generation
was met. This is the default.
16. From the Additional Selection menu, further limit the report using the following:
• Price Lines/Buy Lines - Enter the price line or buy line IDs you want to add to the current
selection. If no lines are selected, the system includes all price lines on the report. *Multi*
displays in the field after selection.
• Product Status - create a list of product statuses to be used in selecting products to include in
the report. The report ignores products with the status of MiscChrg.
• Product Select Codes - Create a list of product select codes to be used in selecting products to
include in the report. Product select codes are defined in Control Maintenance and assigned to
products in Product Maintenance.
Running the Vendor Service Level Report Rel. 9.0.2
Running the Vendor Service Level Report

The Vendor Service Level Report provides a statistical picture of your purchase order completion
performance. It reports on the shipments of order line items to your company as they relate to the initial
scheduled shipment date and ordered quantity. The system is designed to preclude the concept of
backorders by alerting you of a stock availability problem at the time the order is placed. Special
conditions must be met to qualify a shipment as a backorder, which causes a sales service level of less
than a 100 percent.
For example:
If... And... Then it is...

you order 10 you ask the vendor to ship all ten on the future not a backorder.
items and the date
vendor says 5 are
you ask the vendor to ship five now and five on not a backorder.
currently
the future date
available, but
that 10 should be on the future shipping date any of the a backorder that causes a less
available on a scheduled quantity, whether it is ten or five, is than 100% service level.
future date not shipped
Use the report for general quality management. Alternately, you can use it to monitor shipments from a
designated vendor, shipments of products in designated price lines, or a combination of the two. The
completion rates are based on the total orders, total line items, and total dollars.
To run the Vendor Service Level Report:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select Vendor
Service Level Report to display the Vendor Service Level Report window.
2. In the Branch/Territory/All field, enter the branch, branches, or territories to include in this
report. Type All to include all branches and territories.
3. In the Start Date and End Date fields, enter the date range of invoices to include in the report.
The system populates the End Date field with the date entered in the Start Date field. You can
change the date. You can enter an actual date or variable date in these fields.
4. Use the remaining fields to define your report results:
Field Description
Vendor enter the vendor name for which to run the report. Leave the field blank to include all
vendors in the report.
Line Type accept the default Buy Line to run the report for buy lines or select Price Line to run
the report for price lines.
field next select the buy lines or the price lines for which you want to run the report. Buy lines
to the Line display if you selected Buy in the Line Type field, and price lines display if you
Type field selected Price in the Line Type field.
Use the Multi button and select multiple lines to include in the report.
Product Enter the product description for which to run the report. se the Multi button and
select multiple products to include in the report.
Field Description
Product enter a rank number to select only those products assigned a certain product rank
Rank # number.
Product enter a rank ID to select only those products assigned a particular product rank in the
Rank Product Rank # field.
Note: If a Product Rank is entered, the Product Rank # is required. If the Product
Rank # is specified and the Product Rank field is left blank, the Product Rank
defaults to all of the ranks.
Sort By indicate how to sort the report. Press F10 and select a sort option.
Report • First Generation - Sales orders are reported when the first generation is shipped.
On • Last Generation - Sales orders are reported when the last generation is shipped.
Stock indicate whether to run the report for stock, nonstock, or both types of products. Select
Type All to include all products in the report, regardless of their type.
Price/Ship indicate whether to select sales for the report based on the pricing or shipping branch.
Branch Designate the branch that gets credit for the sale. The default is Price.
Running the Vendor Service Level Report Rel. 9.0.2
Field Description
Ignore indicate if you want the system to ignore require dates when compiling the report.
Require When used in conjunction with the Report On field, select one of the following:
Dates
Report Ignore Result
on field Require
Date field
First Yes Report information displays similarly to a Product
Gen Fill Rate Report. All items on the first generation are
considered to be items shipped on time. All items on
subsequent generations are considered as items
shipped late.
First No Report information displays as if each require date is
Gen a separate order. The system considers the first
shipment to be on time and all subsequent shipments
to be late.
Last Gen Yes This is not a valid selection.
Last Gen No Report information displays as a Product Fill Rate
Report by require date. Generations are reported as
the last generation for each require date shipped and
the summary of all generations is reported on the
first generation shipped. For example,
S1234567.001 and S1234567.002 both have a
require date of 3/11/04. Generation S1234567.001
ships on 3/11/04, but generation S1234567.002 does
not ship until 3/15/04. If the report runs with an end
date of 3/11/04, then S1234567.002 is not reported.
If the report runs with an end date of 3/15/04, then
the items shipped on 3/11/04 are on time and the rest
are late.
Note: The system includes cancelled generations in the report results. Use the Order
Status field in the Selection > Select Criteria option to limit the report to specific
order statuses.
Product Enter the product select code for which to select products for the report. Use the Multi
Select button and select multiple product select codes to include in the report.
Codes Use the Product Select Codes hot key to create a list of product select codes to be
used in selecting products to include in the report.
Note: Product select codes are defined in the Valid Product Select Codes control
maintenance record and assigned to products in Product Maintenance.
Vendor select a sort order for the columns in the report.

Service
Level
Column
Sort By
4. In the Mode area, select Summary or Detail to indicate whether to run the report in summary or
detail mode. The default is Summary.
5. In the Directs area, indicate whether to include, exclude, or run the report only for direct items.
Running the Stock Availability Service Level Report Rel. 9.0.2
Running the Stock Availability Service Level Report

Use the Stock Availability Service Level Report to measure customer service performance of the
inventory management system independent of customer required dates or shipping dates. This report
indicates the percentage of times that the complete quantity ordered for a stock item is on the shelf when
the customer orders it.
This report helps you answer the question "Would we have been able to fill the order at any point during
the order process." The report shows a cumulative picture of the times that inventory checks took place
for a product, and the inventory service level at the point in time that the inventory check took place.
We suggest you run this report in summary mode to find the lines where issues with inventory levels
might exist. Then, run the report in detail mode for those lines to find the specific items with issues.
Important: The data for this report is only gathered when the Stock Availability Service Level
Tracking control maintenance record is set.
To run the Stock Availability Service Level Report:

1. From the Reports > End of Month Report #2 > Service Level Reports menu, select Stock
Availability Service Level Report to display the Stock Availability Service Level Report
window.
2. In the Br/Tr/All field, enter the branch or territory for which you want to run the report. Type All
to run the report for all branches and territories.
3. In the Start Date field, enter the first date in a range of dates for which to view stock availability.
4. In the End Date field, enter the end date in a range of dates for which to view stock availability.
5. In the Select By field, select Buy Line or Buyer to limit the report by either selection. This
selection determines the name of the next field.
6. In the next field, indicate the specific buy line or buyer by which you want to limit the report. Use
the Multi hot key to select more than one buy line or buyer. *Multi* displays in the field.
7. In the Sort By field, indicate if you want to sort the items on the report by buy line or by product
rank.
8. In the Summary/Detail field, indicate in which mode you want to run the report.
The report in summary mode sort by lines, such as buy line totals. Detail mode displays product-
level data for every sales order that a product was entered on and totaled by sort by lines, such as
buy line.
9. In the Items With SelCode (I/E/O) field, indicate if you want to include, exclude, or run the
report for only items with a select code. The default is Include.
10. In the Nonstock At Order Time (I/E/O) field, indicate if you want to include, exclude, or run
the report for only products that were considered non-stocks when ordered. The default is
Exclude.
11. Use the Product Ranks hot key to limit the report by specific ranking methods.

The Stock Availability Service Level Report lists the following fields and columns of information:
Product Product short description as listed in Product Maintenance.
Ord# The order number on which the product is listed.
Chg Date The date the last change was made to the order.
Qty Ord The number of each product. The system lists them in highest package quantity,
such as cs (case) or ea (each). This is the cumulative quantity of all the inventory
checks for a particular product.
Qty ISL The total quantity available at the time the report is run, divided by the total
quantity ordered.
Item Ord The number of inventory checks that took place for an item. Item Ord is the
number of times that an item was ordered or the order was changed, prompting
the system to do an inventory check.
Item ISL The number of times an item quantity on an order was completely available,
divided by the number of times the item was entered on an order.
Buy Line The buy line in which the items on the order are contained.
Rank The rank or ranks that have been applied to each buy line or products.
For example, you have the following scenario:

An order is created with a single line item.
The quantity ordered is 1 and the available on hand is 10.
The same single line item order changes to increase the quantity ordered.
The quantity ordered is now 3 and the available on hand is 10.
The order is shipped, but quantity one of the line item has been sold on a different order prior to
this order shipping. The
order quantity is the same, but now the on hand is different.
The quantity ordered is 3, but now the available on hand is 9.
In the above example, the Stock Available Service Level Report shows a Qty Ord of 7, and an Itm Ord
of 3. The system checked inventory three times for a cumulative quantity of seven of the product.
Running the Vendor Purchase Comparison Report Rel. 9.0.2
Running the Vendor Purchase Comparison Report

Use this report to evaluate your vendors by comparing this year's purchases to last year's.
The report displays the following purchase totals, based on the report's as of date:
• Month-to-date.
• Last year's month-to-date.
• Year-to-date.
• Last year's year-to-date.
It also calculates month-to-date and year-to-date variance percentages between the two years.
You can sort the report in different ways and determine your better vendors.
To run the Vendor Purchase Comparison report:

1. From the Reports > End of Month Reports menu, select Vendor Purchase Comparison to
display the Vendor Purchase Comparison Report window.
2. In the Vendor Home Br/Tr/All field, enter the vendor home branch or territory to be included in
this report. Type All to include all branches and territories.
3. In the Purchasing Branch field, enter the purchasing branch or territory to be included in this
report. Type All to include all branches and territories.
4. In the As of Date field, enter the date of the period to be included in this report. The default is the
current date. You can change the default by entering a calendar date or a variable date in this
field.
5. In the Sort by field, designate whether to sort the report data by Vendor, MTD$, YTD$, or
LYTD$. The default is by Vendor.
6. In the Only Show Top field, enter the number of vendors to be listed to limit the report to listing
just your top vendors.
7. In the Report Currency field, select a different currency to print the report in a currency other
than your company's base currency.
8. In the Calendar/Fiscal field, indicate whether to use calendar or fiscal periods in calculating the
month-to-date and year-to-date figures for the report. The default is Fiscal.
9. In the Ship-From/Pay-To area, indicate whether to include ship-from or pay-to vendors in the
report. The default is Pay-To.
10. In the Suppress Accts w/No Activity area, indicate whether to exclude vendor accounts with no
activity from the report. The default is Yes.
11. In the Include Blank Home Br (Y/N) area, indicate whether to include vendors with no home
branch assigned on this report. The default is No.
Running the Branch Consignment Report

This report shows a summary of usage when consignment inventory is set up as a separate branch. The
report selects all products for which there is an on-hand balance during the period specified and reports
product usage, which is determined by the following formula:
Beginning On-Hand + Transfers - Ending On-Hand = Usage
To run the Branch Consignment Report:

1. From the Reports > End of Month Reports > Consignment Reports menu, select Branch
Consignment Usage to display the Branch Consignment Report window.
2. In the Branch field, enter the consignment branch to be included in this report.
3. In the Start Date and End Date fields, enter the date range of invoices to be included in the
report. The system populates the End Date field with the date entered in the Start Date field.
You can change the date. You can enter an actual date or variable date in these fields.
Running the Picker Report Rel. 9.0.2
Running the Picker Report

Use the Picker Report to display the items picked by each picker during a designated time period.
It shows the total number of orders, order lines, order items, and order dollars.
To run the Picker Report:

1. From the Reports > End of Month Reports #2 menu, select Picker Report to display the Picker
Report window.
2. In the Branch/Terr/All field, enter the branch or territory to be included in this report. Enter All
to include all branches and territories.
3. In the Start Date and End Date fields, enter the date range of invoices to be included in the
report. The system populates the End Date field with the date entered in the Start Date field.
You can change the date. You can enter a calendar date or a variable date in these fields.
4. In the Picker User ID field, enter a user ID to run the report for a single picker. Leave the field
blank to run the report for all pickers.
5. In the Order Type field, indicate whether to include only sales, only transfers, only work orders
or all types in the report. The default is Sales.
Running the Jersey Jobber Credit Report

The Jersey Jobber Credit Report is a download program for companies that subscribe to a credit reporting
service by Jersey Jobbers Credit Group (JJCG).
Jersey Jobber Credit Group

This company provides credit reports on selected contractors based on account aging and credit
information supplied by the member wholesalers in the form of the Jersey Jobber Credit Report. The
report information is downloaded and mailed to JJCG for compilation and distribution. Contact Eclipse
Support for additional information about this program.
Creating the Report

The Report Driver displays information with a record ID that is saved in the control file. The ID is
JJCG*INFO. That member code is what identifies your floppy when it arrives at JJCG. The member
name, phone number, and code can be changed on the Report Driver window.
Prerequisite
Before you can run a Jersey Jobber report, your customers must be assigned a unique customer number by
JJCG so that when Jersey Jobber receives the report, your customers are identified as being your
customers and not those of another company.
When a company converts to the Eclipse system, Jersey Jobber customer numbers are taken from their
old customer file and put into the a file in one of the user-defined fields: ENTITY.NOTES.
To run the Jersey Jobber Credit Report:

1. From the Reports > End of Month Reports #2 menu, select Jersey Jobber Credit Report to
display the Jersey Jobber Credit Report screen.
2. In the Member Name field, enter your company name, as assigned by Jersey Jobber.
3. In the Member Code field, enter the number that identifies your company to Jersey Jobber.
4. In the Member Phone field, enter the phone number provided to Jersey Jobber by your company
as their contact number.
5. In the Data Through field, enter the date through which data is included in this report. The
system populates the field with the current date. This field supports variable dates.
6. In the Age as of field, enter the date used for the aging of unpaid open amounts. The system
populates the field with the current date. This field supports variable dates.
7. In the Home Branches field, enter that home branch or territory to include customer accounts
assigned to a designated home branch. To include all customer accounts that have been assigned a
home branch, leave the entry set to ALL.
8. In the Include Blank Home Br? field, to include customer accounts that have not been assigned
a home branch, enter Y; otherwise, enter N.
Running the Jersey Jobber Credit Report Rel. 9.0.2
9. In the Sale Branches field, enter a branch or territory to limit the report to those branches that
issue invoices and have accounts receivable. To include all branches and territories, enter ALL.
10. In the Customer Types field, enter the customer type to include customers with a designated
customer type code assigned. To enter multiple types, use the Types hot key to display the
Customer Types Selection screen. Enter the types and press Esc. *Multi* displays in the field.
11. In the Cut-Off $ Amount field, specify the minimum owed dollar amount that determines
whether a customer is included in the report. For example, if you set the amount to $250, the
report only includes those customers that have at least $250 as an outstanding balance.
Running the New York Sales Tax Report

This is an accounting report that lists the sales tax you owe to the state of New York for paid invoices.
This report is applicable only if your company does business in and pays taxes to the state of New York.
New York Requirements

New York state has industry-specific requirements for hard goods distributors who pay taxes. The state
allows you to report and remit only the sales tax that you have actually collected from your customers, as
long as the tax is collected within one year of invoicing. If a customer makes a partial payment, the tax
owed to the state can be prorated accordingly. After one year, you must remit the tax owed even if you
have not collected it from your customer.
How the Program Works

For the period of time designated for the report, the system first scans cash receipts for paid invoices. If
the receipt is for an invoice that is over one year old, it is not included in the report, because the taxes
were previously paid. It then scans the A/R file for unpaid invoices that are over a year old, and includes
them in the report.
Prerequisite
Before running this report, enter every tax jurisdiction defined for your company that is not in the state of
New York in the Non NY State Tax Codes control maintenance record. The report includes every tax
jurisdiction defined for your company, except the ones listed in this record.
To run the New York Sales Tax Report:

1. From the Reports > End of Month Reports #2 menu, select New York Sales Tax Report to
display the New York Sales Tax Code screen.
2. In the Br/Tr/All field, enter the branch or territory for which to run the report. To run the report
for all branches and territories, enter ALL.
3. In the Start Date field, enter the first date in a range of dates for which to view taxes. This field
4. In the End Date field, enter the last date in the range of dates for which to view taxes. This field
5. In the Only Items Over Max Taxable (Y/N) field, to print the report only for those items over
the maximum taxable amount, enter Y; otherwise, enter N.
6. In the Detail/Summary/Totals field, enter one of the following to specify the report level of
detail:
• Detail - Lists the individual transactions, subtotals for each tax code and branch, and the grand
total amount of tax owed. This is the default value.
• Summary - Lists the subtotals for each tax code within each branch, the subtotals for each
branch or the subtotals for each branch within each tax code, the subtotals for each tax code
based on the selection in the Sort By field, and the grand total amount of tax owed.
Running the New York Sales Tax Report Rel. 9.0.2
• Totals - Lists the subtotals for each branch or tax code based on the selection in the Sort By
field and the grand total amount of tax owed.
7. In the Sort By field, enter one of the following to determine how to sort the report:
• Branch by Tax Code. This is the default value.
• Tax Code by Branch
Inquiring About Branch Summaries

Use Branch Summary Inquiry to display an overall picture of your company’s financial health for one or
more branch locations. This inquiry summarizes your current sales, accounts receivable, accounts
payable, purchases, and inventory. Decimal points do not display on the inquiry. Therefore, if a total
listed is one hundred ten dollars, it displays as $110. If a total listed is eleven thousand dollars, it displays
as $11000.
Once you specify the field criteria, the inquiry begins compiling automatically. The compiling process
can take some time, often a few minutes or longer, depending on the locations and date period specified.
The system displays a status window that keeps you advised of the compiling progress. The inquiry
displays when compilation completes.
To skip to how to read the inquiry screen, click here.
To run a branch summary inquiry:

1. From the Reports > Management Inquiries menu, select Branch Summary Inquiry to display
the Branch Summary Inquiry window.
2. In the Branch field, enter the branch or territory that you want to inquire about. Type ALL to
inquire about all branches and territories.
3. In the Bookings field, select the type of order bookings:
• Original - The total order bookings written, not including any adjustments to bookings from
previous days or periods.
• Net - The original sales bookings, plus any subsequent adjustments to bookings from previous
days or periods.
4. In the As of Date field, enter the date from which you want to run the inquiry.
5. Click Update.
Reading the Inquiry Window

The system populates the following areas: Order Information, Accounts Receivable, Accounts Payable,
Open Purchases, and Inventory Valuation. Each area is described below.
Order Type and Information

The Order Information columns are further broken down into these categories:
Row Displays
Warehouse Orders from the warehouse locations you about which you inquired.
Credits Credits against the orders from the warehouse locations. For example, items
that were returned for credit.
Directs Orders for direct shipment from your vendors. These orders originated in the
locations you about which you inquired.
Dir Credit Credits against the orders for direct shipment from your vendors. These
orders originated in the locations about which you inquired.
TOTAL The total amount of the orders by column.
Inquiring About Branch Summaries Rel. 9.0.2
The Order Information area is broken down into the following columns:
Column Displays
MTD Booked$ The total dollar amount of the bookings during the inquiry period. This
shows all items ever placed on an order even if the price changed or the
order was cancelled.
GP % The gross profit percentage of the bookings during the inquiry period.
Sales $ The total dollar amount of all sales orders actually invoiced or shipped
during the inquiry period.
GP $ The total gross profit dollar amount of all sales orders actually invoiced or
shipped during the inquiry period.
GP % The gross profit percentage of all sales orders actually invoiced or shipped
Open $ The total dollar amount of all open sales orders. All open (unshipped) sales
at the time of the inquiry display, not just open sales during the inquiry
period.
GP % The gross profit percentage of all open sales orders. All open sales at the
time of the inquiry are reported, not just open sales during the inquiry
period.
Accounts Receivable
The Accounts Receivable area displays summary statistics about your accounts receivable. This is the
money owed your company by your customers.
Field Displays
Open The total dollar amount of all open sales orders, based on the inquiry end date.
Cash Receipts The total dollar amount of all cash receipts for the inquiry period. Cash receipts
include all payments by cash, check, credit card, and so forth.
Invoice to print The total dollar amount of sales orders awaiting customer invoicing. These
orders need to have invoices printed and mailed, or invoiced by fax or other
means.
Accounts Payable
The Accounts Payable area displays summary statistics about your accounts payable. This is the money
your company owes to its vendors.
Field Displays
Open The total dollar amount of open accounts payable, based on the inquiry end
date. Open accounts payable are only those payables for which you have been
billed, but have not yet paid.
Unbilled The total dollar amount of unbilled accounts payables, based on the inquiry end
date. Unbilled payables include items your company has received, but for which
your vendors have not yet billed you.
TOTAL The total dollar amount of all accounts payable, including both open and
unbilled payables.
Open Purchases
The Open Purchases area displays summary statistics about all your open purchases, at the time of the
inquiry. Open purchases are orders your company has placed with vendors, but for which you have not
yet received or been invoiced.
Field Displays
Warehouse The total dollar amount of open purchases placed from the warehouse locations
about which you inquired.
Directs The total dollar amount of open purchases for direct shipment from your
vendors, to your customers. These purchases originated in the locations about
which you inquired.
Returns The total dollar amount of open purchases returned for credit.
TOTAL The total of open purchases, warehouse and direct shipments, minus the open
purchase returns.
Inventory Valuation
The Inventory Valuation area displays summary statistics about your inventory.
Field Displays
G/L Your current general ledger balance for inventory, as of the inquiry end date.
Average The value of your current inventory, based on its average cost. This is the average
cost paid for the items actually on-hand.
Default The value of your current inventory, based on its replacement cost.
Last The value of your current inventory, based on the last price paid for items.
COGS The current amount of your cost of goods sold.
Inquiring About Branch Sales Rel. 9.0.2
Inquiring About Branch Sales

Use Branch Sales Inquiry to overview of your important sales statistics, for one or more branch locations.
You can see at a glance the sales booked, invoiced, and still open, or unshipped. This inquiry shows only
sales. Because this inquiry does not include accounting or inventory statistics, it compiles faster than the
similar Branch Summary Inquiry.
Once you specify the desired field criteria, the inquiry begins compiling automatically. The compiling
process can take some time, often a few minutes or longer, depending on the locations and date period
specified. The system displays a status window that keeps you advised of the compiling progress. The
inquiry displays when compilation completes.
Note: This report includes direct credits and miscellaneous charges.
To run a branch sales inquiry:

1. From the Reports > Management Inquiries menu, select Branch Sales Inquiry to display the
Branch Sales Inquiry window.
2. In the Branch field, enter the branch or territory that you want to inquire about. Type ALL to
inquire about all branches and territories.
3. In the As of Date field, indicate which date to begin the inquiry.
4. Click Update.
The system populates the screen with the following information:
Column Sub- Description

column
Branch The name of the branch.
Booked $ The total dollar amount of the bookings during the inquiry period.
Bookings are all new customer sales orders on your books— regardless of
whether the orders have been invoiced or shipped.
GP % The gross profit percentage of the bookings during the inquiry period.
$ The total dollar amount of all sales orders actually invoiced or shipped
Sales
GP $ The total gross profit dollar amount of all sales orders invoiced or shipped
GP % The gross profit percentage of all sales orders invoiced or shipped during
the inquiry period.
$ The total dollar amount of all open sales orders. All open or unshipped
Open
sales at the time of the inquiry display, not just open sales during the
inquiry period.
GP % The gross profit percentage of all open sales orders. All open sales at the
time of the inquiry are reported, not just open sales during the inquiry
period.
Inquiring About Monthly Sales

Use the Monthly Sales Inquiry screen to compare month-to-month sales. This inquiry lets you keep an
eye on critical sales trends and monitoring seasonal sales and types of sales. The inquiry lets you
customize the report by branch, report date, sales type, and reporting period.
To run a monthly sales inquiry:

1. From the Reports > Management Inquiries menu, select Monthly Sales Inquiry to display the
Monthly Sales Inquiry window.
2. In the Br/Tr/All field, enter the branch or territory about which you want to inquire. Type ALL
to inquire about all branches and territories.
3. In the Date field, enter the date of the inquiry.
4. In the Sales Type field, enter the name of the sales type you want to include in the inquiry.
5. In the Period field, enter the name of the period for which you want to run the inquiry and click
Update.
Column Description
Month The individual months.
Sales The total sales.
GP The gross profit from the total sales.
GP% The percentage of gross profit, compared to total sales.
Prior Sales The prior sales.
Prior GP The prior gross profit.
Prior GP% The prior percentage of gross profit compared to prior total sales.
% Change The percentage of change, from the prior period to the current period.
6. To display the information for another set of parameters, repeat steps 1-5.
Inquiring About Monthly Sales Types Rel. 9.0.2
Inquiring About Monthly Sales Types

Use the Monthly Sales Type Inquiry to compare this year’s sales and gross profit to last year’s sales and
gross profit on a month-by-month basis.
To run a monthly sales type inquiry:

1. From the Reports > Management Inquiries menu, select Monthly Sales Type Inquiry to
display the Monthly Sales Type Inquiry window.
3. In the Date field, enter the date of the inquiry. This field defaults to the current date.
4. In the Sales Type field, select one of the following to include in the inquiry:
• All - Includes all sales types.
• Sales - Includes only sales orders.
• Returns - Includes only return orders.
5. In the Period field, select one of the following for which you want to run the inquiry:
• Last 13 - Includes the last 13 months.
• Fiscal YTD - Includes all months in the fiscal year to the current date.
Column Description
Month The name of the month.
Stock The total stock sales.
GP% The percentage of stock sales compared to the gross profit.
% Sales The percentage of stock sales.
Direct The total direct sales.
GP% The percentage of direct sales compared to gross profit.
% Sales The percentage of direct sales.
Inquiring About Branch Manager Sales

Use the Branch Manager Sales Inquiry to display the sales amounts, the gross profit amounts, and the
gross profit percentages for the branch, sales type, and period selected.
To run a branch manager sales inquiry:

1. From the Reports > Management Inquiries menu, select Branch Manager Sales Inquiry to
display the Branch Mananger Sales Inquiry window.
Note: If you have several branches assigned to you, on the report ALL displays rather
than each branch number individually.

4. In the Sales Type field, select from a list of sales types:
5. In the Period field, select from a list of period categories:
Column Description
Month The name of the month.
Sales The sales for the given month.
Gross Profit The gross profit for the given month.
GP % The percentage of gross profit for the given month, compared to sales.
% Total Sales The percent of total sales.
Inquiring About Salesperson Sales Rel. 9.0.2
Inquiring About Salesperson Sales

Use the Salesperson Sales Inquiry to display sales and gross profit percentage by salesperson type for
stock, direct, and total sales.
To run a sales category inquiry:

1. From the Reports > Management Inquiries menu, select Salesperson Sales Inquiry to display
the Salesperson Sales Inquiry window.
4. In the Sales Type field, select from a list of sales types to include on the inquiry.
5. In the Period field, select from a list of period categories to include on the inquiry.
6. In the Salesperson field, select from a list of salesperson types to include on the inquiry.
7. In the Sort field, select from a list of sort orders to include on the inquiry.
Column Displays
Salesperson The sales person from the salesperson category you selected for this inquiry.
Stock The stock sales for this salesperson.
GP% The percentage of stock sales for this salesperson, compared to gross profit.
Direct The direct sales for this salesperson.
GP% The percentage of direct sales for this salesperson, compared to gross profit.
Total The total sales, both direct and stock, for this salesperson.
GP% The total sales, both stock and direct, for this salesperson, compared to the gross
profit.
Inquiring About Sales Categories

Use the Sales Category Inquiry to compare sales based on different categories, including Ship to
Customer, Outside and Inside Salesperson, Writer, Sales Source, and Ship Via. In addition, this inquiry
screen lets you rearrange the information to make the most of your inquiry.
To run a sales category inquiry:

1. From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the
Sales Category Inquiry window.
to inquire about all branches or territories.
3. In the Category field, enter the name of the type of category, such as price line, sell group or ship
via or select from a list of categories.
4. In the Display field, enter the name of the type of financial information you want to view or
select from a list of information types.
5. In the Sales Type field, enter the name of the sales type or select from a list of sales types.
7. Click Update to display the information as indicated.
Inquiring About Customer Price Lines Rel. 9.0.2
Inquiring About Customer Price Lines

Use the Customer/Price Line Inquiry to compare month-to-date and year-to-date sales for a specific
customer and price line or category.
To run a customer price line inquiry:

1. From the Reports > Management Inquiries menu, select Customer/Price Line Inquiry to
display the Customer Price Line Inquiry window.
2. In the Branch field, enter the shipping branch or territory about which you want to inquire. Type
ALL to inquire about all branches and territories.
3. In the As of Date field, the system displays the end of month date of the previous month. Update
the date, if needed.
4. In the Sales Type field, select a sales type, such as miscellaneous sales or stock sales, for this
inquiry.
5. In the Category field, select the category type, such as price line, sell group, or ship via, to
determine the type of category you want to include in the inquiry.
6. In the Customer field, select the name the customer for whom you want to do the inquiry. To run
the inquiry for all your customers, leave this field branch.
7. Click Update.
The system displays the following information based on the criteria you entered:
Column Description
Category The name of the category type that you selected in the Category field.
MTD The month-to-date sales and amounts for the customer.
GP% The month-to-date percentage for the customer.
LMTD The month-to-date sales and percentage amounts for the previous month for the
customer.
% Diff The percentage difference between the MTD and the LMTD columns.
YTD The year-to-date sales for the customer.
GP% The year-to-date sales percentage amounts for the customer.
LYTD The last-year-to-date sales and for the customer.
GP% The last-year-to-date percentage amounts for the customer.
% Diff The percentage difference between the YTD$ and the LYTD$ columns.
Inquiring About Price Line Sales

Use the Price Line Sales Inquiry to compare your monthly and annual gross profits by price line, as well
as giving you the percentage of change between two years.
To run a price line sales inquiry:

1. From the Reports > Management Inquiries menu, select Price Line Sales Inquiry to display
the Price Line Sales Inquiry window.
3. In the Price Line field, enter the name of the price line to include a price line in your inquiry:
When you enter the price line information, the system completes the name of the price line in the
space next to the Price Line field, and then system populates the window with the following
information:
Column Description
Month The name of the month for each line item including Year to Date.
The year to date totals for each displayed year, the gross profit percentages for each
year, and the total increase or decrease for the price line between the two given years.
Year The sales for this price line for the given year.
GP % The gross profit percentages for this price line for the given year.
Year The sales for this price line for the given year.
GP % The gross profit percentages for this price line for the given year.
Diff % The percent of increase or decrease for the price line between the two given years.
YTD Lists totals at the bottom of each column.
4. To shift the report view from the present year to an earlier or later year, from the Options menu,
select Previous Year or Next Year.
5. To change the sales type for this report that appears in the upper right hand corner, enter the new
type in the Sales Type field.
6. Use the File menu options to display the data in a graph, spreadsheet, or table format. See Using
Graph Options and Saving to Excel.
Management Dashboard Queue Measurements Rel. 9.0.2
Management Dashboard Queue Measurements

The system uses the following measurements to display data on the Management Dashboard Queue. You
can drill into more detail on some of the measurements. The system selects data for every branch in the
system in order for this information to be available. Viewing the information depends on your
authorization. The Details column listed below indicates how the system selects information and what
information is available.
The Management Dashboard Queue Measurements are as follows:
• Number of orders in the Calling Queue with type NEW
Business Purpose:
• System selects all orders currently in the queue.
• User can drill down information within each branch by writer.
• System selects all orders by the branch indicated in the Measure by field.
• Number of orders in the Calling Queue with type TROUBLE
Business Purpose:
• System selects all orders up to the date the last batch was run, plus a specified number of future
days and the number of days in trouble defined by the default settings.
• User can drill down information within each branch by writer.
• System selects all orders by the branch indicated in the Measure by.
• Number of directs in the Calling Queue that are past due
Business Purpose:
• System selects all orders up to the date the last batch was run, less the specified number of days
defined by the default settings.
• User can drill down information within each branch by order writer.
• System selects all orders by the branch indicated in the Measure by field.
• Number of purchase orders on which freight has been billed to the distributor, but not passed along
to the customer
Business Purpose: This measurement indicates the difference between what was paid and what
was passed along to the customer.
• The system evaluates purchase order freight only on orders tagged to a sales invoice and on
direct shipments.
• The system determines if freight has been passed along to the customer by the posting on the
sales order.
• The system matches the Purchase Order Freight Plus to the posting on the sales invoice if the
credit is reconciled to the freight on the main screen. The system looks at the freight on the
payable as if the receipt is in a closed period by the time the distributor receives the invoice
from either the material or freight vendor the user adds any freight difference on the payable
because the receipt is view-only.
• Users can drill into this measurement and see the total purchase freight, total freight billed to
customer, and the freight expensed difference. These values are broken down by branch.
• Users can choose which order type to view in detail: All, Purchase, or Directs. The selection
displays highlighted at the top of the screen.
• Number of tickets in the Invoice Preview Queue with a print status of either "M" or "Q"
Business Purpose:
• The system displays the total number of tickets and the total dollars represented in the queue.
• Users can drill into the detail breakdown by branch.
• Users can choose the order type to display in the queue. The system highlights the selection at
the top of the queue. All Orders is the default.
• When in the Detail view, users can separate totals per branch for tickets that have been printed
where the process date is in the current month. The system selects all orders, sales orders, or
direct orders based on the selection made. The system highlights the selection at the top of the
window.
• The system selects all order by the branch indicated in the Measure by field.
• Number of tickets in the Invoice review Queue with a print status of "H"
Business Purpose:
• The system displays the total number of tickets and the total dollars represented in the queue.
• When in Detail mode, users can separate totals per branch for tickets that have been printed
where the process date is in the current month.
• The system selects all orders by the branch indicated in the Measure by field.
• Number of items that were short shipped to customers
Business Purpose: This measurement identifies the number of items the customer ordered, but
did not receive.
• All items selected and summed using the Unquality Event Tracking (UET) codes predefined
for the measurement. The system displays a dash (-) if it does not find a UET code defined.
• The system filters all items short shipped in the last number of days predefined for the
measurement.
• User display all items that were short shipped in the month to date and year to date.
• The system selects all items based on the shipping branch of the order.
• Number of sales orders in the Open Order Status Review queue
Business Purpose: Indicates where in the system an order is at the time the queue runs.
• The system selects all orders regardless of date.
• Users can choose an order type that will be the default when entering the screen. The system
highlights the selection at the top of the screen.
• The system selects items that are:
• Printed but not confirmed selected by the branch indicated in the Measure by field.
• Unavailable based on shipping branch only.
• On credit hold selected by the branch indicated in the Measure by field.
• If additional setting are identified in the RF Valid Order In-Process Statuses control
maintenance record, the system adds these to the order type prompt, so the user can review
them.
• Number of sales orders in the Remote Order Entry Review queue
Business Purpose:
• The system selects all orders regardless of date.
• Users have the ability to drill into the detail breakdown by branch.
• The system selects all items by the branch indicated in the Measure by field.
• Number of items on the Transfer Register Report for disputed transfers
Business Purpose:
• The system selects all transfers in the current fiscal period that have different shipped and
received quantities or costs.
• The system selects all items by the transfer branch indicated in the Measure by field.
• Number of transfers that are shipped but not received
Business Purpose:
• The system selects all transfers that have been shipped a number of days ago determined by a
predefined setting and have not yet been received.
• Selections are made and displayed by the received branch.
• Number of items in the Returned Goods Queue

Business Purpose:
• The system selects all items regardless of date and valued using the REP-COST in the dollars
column.
• The system selects all items by the branch indicated in the Measure by filed.
• Number of items on the negative Inventory Valuation Report

Business Purpose:
• The system selects all items regardless of date and values the items using the global COGS
basis in the system.
• The system selects all items by the branch indicated in the Measure by field.
• Number of items in the Warehouse In Process Queue
Business Purpose:
• The system selects all items that have been in the Warehouse In Process Queue for a number of
days defined by the default settings.
• The system selects all items based on the shipping branch of the order.
• Value of Inventory Adjustments not including location adjustments
Business Purpose:
• The system selects all adjustments from the beginning of the current fiscal year.
• The total dollar value of all inventory adjustments for this month to date displays in the main
screen. The Qty column displays dashes (-----).
• Users can drill into the detail breakdown by branch. This will provide information about both
month to date values and year to date values.
• Users can drill into the total dollar value of each adjustment type per branch if the Valid
Inventory Adjustment Comments control maintenance record is set to yes.
• Value of unapproved accounts payable invoices in the A/P Preview Queue
Business Purpose: This measurement indicates how much discount was lost due to the payables
being past due..
• The system selects all unapproved payables currently in the queue.
• A column displays for the dollar value of past due discounts for each branch. The system
considers past due discounts to be the total discount amount of unapproved payables that are
past by the pay-on date.
• Number of invoices in the EDI 810 Review Queue
• Business Purpose: This measurement indicates based on EDI transactions how much discount
was lost because the deadline was missed.
• The system selects all payables currently in the queue.
• Users can see the breakdown within each branch by vendor sorted by the vendor sort field set
in Vendor Maintenance.
• Number of purchase orders in the EDI 855 Queue
Business Purpose: This measurement indicates what items are scheduled for shipment.
• The system selects purchase orders currently in the queue.

• System selects all orders by the branch indicated in the Measure by field on the Management
Dashboard Queue.
• Number of purchase orders in the EDI 856 Queue
Business Purpose: This measurement indicates all PO Acknowledgements that have been
received by EDI, providing true ship dates and quantities.
• The system selects purchase orders currently in the queue.
• System selects all orders by the branch indicated in the Measure by field on the Management
Dashboard Queue.
• Number of purchase orders that are past due
Business Purpose:
• The system selects any purchase orders that are a number of days past the due date determined
by the terms code defined by the default settings.
• Users can breakdown within each branch by writer (purchasing agent).
• The system selects orders based on the stocking branch.
• Number of items in the Job Queue file
Business Purpose: This measurement helps the branch manager see which users are running their
job queue pro-actively.
• The system selects on all users and determines the total number of trackers on which users are
on the forward list based on their home branch.
• The Dollar$ columns displays dashes (----).
• The system displays how many trackers on which users are on the forward list.
• Users can breakdown detail by branch by user.
• Details display based on the home branch of the users.
• Number of work orders in the WIP In-Process Queue
Business Purpose:
• The system selects all orders that are currently in process.
• The system selects all orders by the branch indicated in the Measure by field.
• Number of unapplied cash receipts
Business Purpose:
• The system selects all cash receipts regardless of date that have an unapplied cash amount
(balance).
• Users can drill into the detail breakdown by branch where the receipt is posted to Accounts
Receivable.
• The system selects all orders based on the branch holding the unapplied amount. Typically, this
is the branch of the cash receipt, however, it could be the customer's home branch, if the Post
Unapplied Cash Amounts To The Customer's Home Br control maintenance record is enabled.
• Number of cash receipts by hold codes by type
Business Purpose:
• The system selects invoices on cash receipts with a hold code regardless of date.
Index
A customer index, product by demand 98
adjusted margin, inventory management Customer Point by Price Line Report 47
about 69 Customer Points Report 45
example 71 Customer Points Statement Report 46
Aged Receivables by Salesperson Report 108 Customer Price Comparison Report 43
annualizing data 70 Customer Price Line Inquiry 150
annualizing data, GMROI 70 Customer Sales Comparison by Period Report
41
B
Customer Sales Ranking Report 37
Branch Consignment Report 135
Customer Service Stock Report 48
Branch Manager Sales Inquiry 147
Customer Shipment Statistics Report 44
Branch Sales Inquiry 144
D
Branch Summary Inquiry 141
downloading
C
report data 12, 19
calculations
F
adjusted margin 69
forwarding reports 17
COGS (cost of goods sold)
G
GMROI 70, 71
GMROI (gross margin return on investment)
column layouts
about 66
reports
annualizing data 70
rearranging columns 32
calculation 69
column layouts, reports
example 71
about 30
gross margin return on investment (GMROI)
deleting 30
about 66
modifying 31
annualizing data 70
Comparative GMROI Report 73
calculation 69
Comparative Sales Service Level Report 120
example 71
Consigned Inventory GMROI Report 75
Gross Profit by Salesperson Report 115
Consolidated Invoice by Bill-To Report 33
Consolidated Invoice by Ship-To Report 34 H
hold entries 13
cost of goods sold (COGS)
print options 5
GMROI 70, 71
purging 23
CRM Activity Report 49
Hours Tracking Report 2
Index Rel. 9.0.2
I O
Inventory GMROI by Price Class Report 80 Open Order Details Report 84
Inventory GMROI by Sell Group Report 82 Order Change Log Report 86
Inventory GMROI Report 77 Order Service Level Report 122
inventory management P
reports Picker report 136
about 50 Price Line Sales Inquiry 151
GMROI 66 printers
inventory valuation 51 locations
Inventory On Hand with No Sales Report 52 from hold file 5
inventory reports Product Consolidated Invoices Report 35
about 50 Product Fill Rate Report 125
Inventory Valuation 51 Product Orders Report 94
inventory valuation Product Purchases Report 96
about 51 Product Sales Report 87
about, LIFO report 57 Product Summary and Comparison Report 92
report, LIFO 63 purchase orders
item demand returns
filtering demand 51 creating return PO 52
Item Sales Report 99 R
J reports
Jersey Jobber Credit Report 137 column layouts 30
L deleting 30
last-in first-out (LIFO) modifying 31
report 63 rearranging columns 32
updating and defining parameters 59 column selection
Layered Inventory Valuation Report 55 at printing 5
LIFO (last-in first-out) downloading 19
report 63 forwarding 17
updating and defining parameters 59 printing
LIFO Inventory Valuation Report 63 copies 5
M dimensions 5
Monthly Sales Inquiry 145 duplexing 5
Monthly Sales Types Inquiry 146 locations 5
options 5
page orientation 5 Monthly Sales Types 146

ranges 5 Price Line Sales 151
to email 5 Sales Categories 149
to fax 5 Salesperson Sales 148
to hold file 5 orders 84, 86, 122
product sales 87 product
purging 23 consolidated invoices 35
reports, end of month fill rate 125
about 1 item sales 99
commissions orders 94
about 110 purchases 96
charging back 114 summary and comparison 92
running the report 113 purchase 96, 134
set up 111 rebates 38
consignment 75, 135 receivables 108
consolidated invoices 33, 34, 35 return on investment 73, 75, 77, 80, 82
customer RF 136
comparisons 39, 41, 43 sales
CRM Activity Report 49 bookings 102
points report 45, 46, 47 comparisons 39, 41
ranking 37 ranking 37
rebates 38 rebates 38
sales reports 37, 38, 39, 41 salesperson 117
service stock 48 source 118
shipment statistics 44 statistics 105
GMROI 70, 73, 77, 80, 82 summaries 106, 107
hours tracking 2 salesperson 108, 115, 117
inventory valuation 52, 55, 63 service level
jersey jobber 137 comparative sales 120
management inquiries orders 122
Branch Manager Sales 147 product fill rate 125
Branch Sales 144 stock availability 132
Branch Summaries 141 vendors 128
Customer Price Lines 150 shipments 44
Monthly Sales 145 tax 139
Index Rel. 9.0.2
trackers 2 Sales by Source by Writer Report 118

utilities 98 Sales Categories Inquiry 149
vendor 128, 134 Sales Margin Summary Report 104
warehouse 135, 136 Sales Statistics Report 105
writer 118 Sales Summary by Sales Source Report 106
reports, inventory Sales Summary for Type and Source Report 107
about 50 Salesperson Sales Inquiry 148
Inventory Valuation 51 service level
reports, using reports
downloading 19 Comparative Sales Service Level 120
drilling into data 21 Order Service Level 122
forwarding 17 Product Fill Rate 125
hot keys 13, 18 Stock Availability Service Level 132
most common 10 Vendor Service Level 128
options 7 spooler, reports 18
printing 22 stock availability at order placement 132
purging 23 Stock Availability Service Level Report 132
uploading 25 U
viewing 14 uploading report data 25
returns V
products to vendors Vendor Purchase Comparison Report 134
items in inventory with no sales 52 Vendor Service Level Report 128
S W
Sales Bookings Report 102 Windows Direct, reports 12
Sales by Salesperson by Line or Product Report
117

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Solar Reporting

Running the Customer Sales Comparison Report....................................................................................... 39

Running the Commissions Report ............................................................................................................ 113

© 2016 Epicor Software Corporation. All rights reserved. 1

Running the Hours Tracking Report

To select data for the Hours Tracking Report:

2 © 2016 Epicor Software Corporation. All rights reserved.

© 2016 Epicor Software Corporation. All rights reserved. 3

Hours Tracking Report Data

4 © 2016 Epicor Software Corporation. All rights reserved.

Report Options and Printing

Using the Printer Button

To... Use this field or button...

Note: Your printer must support duplex printing.

change the tray from which to print on the printer. Tray/Path

© 2016 Epicor Software Corporation. All rights reserved. 5

To... Use this field or button...

Using the Hold Button

Using the Options Menu

6 © 2016 Epicor Software Corporation. All rights reserved.

Selection and Additional Selection Menus

To enter selection criteria for a report:

To enter additional selection criteria for a report:

© 2016 Epicor Software Corporation. All rights reserved. 7

About Report Hot Keys in Eterm

To... Use this field or hot key...

Note: Your printer must support duplex printing.

change the tray from which to print on the printer. Tray/Path

8 © 2016 Epicor Software Corporation. All rights reserved.

Additional Selection Input Screen

To enter additional selection criteria for a report:

© 2016 Epicor Software Corporation. All rights reserved. 9

Commonly Used Reports

10 © 2016 Epicor Software Corporation. All rights reserved.

© 2016 Epicor Software Corporation. All rights reserved. 11

Downloading Files With Windows Direct

To download a file with Windows Direct:

12 © 2016 Epicor Software Corporation. All rights reserved.

Hold Entry Details

What the System Checks Where identified

© 2016 Epicor Software Corporation. All rights reserved. 13

To view reports on the Spooler Control screen:

14 © 2016 Epicor Software Corporation. All rights reserved.

4. Use the Tools menu options, as needed:

Note: For detailed information about how to complete a specific upload

5. Use the Report menu options as needed.

© 2016 Epicor Software Corporation. All rights reserved. 15

6. Exit the window.

16 © 2016 Epicor Software Corporation. All rights reserved.

To add a name to the Forward list:

© 2016 Epicor Software Corporation. All rights reserved. 17

Working with Reports

To work with a spooled report:

18 © 2016 Epicor Software Corporation. All rights reserved.

Downloading Reports from Your Hold File

File Type Description

© 2016 Epicor Software Corporation. All rights reserved. 19

File Type Description

20 © 2016 Epicor Software Corporation. All rights reserved.

Drilling Into Report Data

To drill into a report:

© 2016 Epicor Software Corporation. All rights reserved. 21

Printing Reports from Hold Entry

To print a report from Hold Entry: