Inventory Profitability Report Inventory Profitability Report
The Inventory Ranking Report uses information from sales of inventory items to customers through the AR Invoice program. If items are not sold through Accounts Receivable, there will be no information to generate this report. The report is accessed through Inventory Reports.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Insert or Change (button)
To modify the information used in generating the report, press the Insert or Change button. For more information, see Insert or Change an Inventory Profitability Report .
Press the Delete button and the following screen comes into view. Press the Yes button and highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
1.There is no information within the selected limits. Remove all limits. One at a time, reinsert the limits. If the report still will not print, insert a new report title.
2.No report title is selected. The report title is used to store the selected limits. A report title must be entered in order for the report to print.
Insert or Change an Inventory Profitability Report
To Insert or Change an Inventory Profitability Report , press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all Inventory is desired.
Report Title
The title of the report.
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
To print all Items, do not check the Select Items box.
Select Items (check box)
Activates the ranges defined on the next lines. This option may be used to limit the items to specific items or a single item. To limit the report to a single item, enter that item in both the From and To fields.
From
Selects the first item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
To
Selects the last item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
If the Select Dates box is unchecked, transactions for all dates will be used for calculating figures. The report can be limited to a single date or for a range of dates. If a single date is desired, enter that date in both the From and To fields.
Select Dates (check box)
If this box is selected, it activates the ranges which are defined on the next lines.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
To
Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
If the Select Periods box is checked, transactions for the indicated range of Fiscal Periods will be be used for calculating figures. If transactions from only one fiscal period are desired, enter the number of that period in the From and To Fields.
Select Periods (check box)
Activates the ranges which are defined on the next lines.
From
Selects the first fiscal period in a range of periods or a single fiscal period. Enter the fiscal period or press the lookup button. Highlight the desired fiscal period and press the OK button.
To
Selects the last fiscal period in a range of periods or a single fiscal period. Enter the fiscal period or press the lookup button. Highlight the desired fiscal period and press the OK button.
This section allows the selection of Customers for which the report should be printed. The name or number of the first and last Customers desired should be entered. If information is desired for only one Customer, that Customer's Name or Number should be entered in the From and To fields.
Select Customers (check box)
Check the box to enter a range of Customers in the From and To fields.
From
Enter the customer number. Press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.
To
Enter the customer number. Press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Select the desired sort method for the items included on the listing.
Use these fields to specify the ranking of items based on calculated figures.
Rank Results (check box)
Check this box and the radio buttons below will be enabled, allowing for ranking of results by profit margin, total cost, or total price.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
