Print Cash Sales History Listing Print Cash Sales History Listing
After cash register entries have been posted into the system, they can be retrieved and printed out using this report.
Select the Cash Sales History Listing option from the Cash Sales Main Menu and the following screen will come into view.
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 button or highlight the desired report title and press the Change button. For more information, see Insert or Cash Sales History Listing.
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. 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:
A. There is no information within the selected limits. Remove all limits, then reinsert the limits one at a time. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Help (button)
see How to use Help
Insert or Change a Cash Sales History Listing
To Insert or Change a 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 every cash register transaction is desired. Several limits may be set to narrow the list down to a very small range of transactions.
The following is a description of each of the limits. Check the appropriate boxes and enter the desired limits. When all desired limits have been set, press the OK button to save the settings. Press the Cancel button to return to the browse screen without saving the settings.
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.
This selection field allows the selection of the customer(s) for which cash register transactions should be printed. The number of the first and last customer desired should be entered. If information is desired for only one customer, that customer number should be entered as the starting and the ending number. If the Select Customers box is left unchecked, all customer will printed.
Select Customers (check box)
Activates the ranges defined on the next lines. This option may be used to limit the vendors.
From
Enter the customer number or press the lookup button and the Customers screen comes into view. Highlight the desired customer and press the Select button.
To
Enter the customer number or press the lookup button and the Customers screen comes into view. Highlight the desired customer and press the Select button.
As cash register transactions are created, they are assigned an Invoice Number by the system. Cash register history can be retrieved using this Invoice Number. If the Select Invoices box is unchecked, all Invoices will be selected. One Invoice or a range of Invoices may be printed. If only one Invoice is desired, enter the number of that Invoice in the From and To fields.
Select Invoices (check box)
Activates the ranges defined on the next lines. This option may be used to limit the number of Invoices or print one Invoice.
From
Enter the first Invoice number.
To
Enter the last Invoice number.
Cash register sales may be listed according to the Date of the sale. This limit field allows the selection of the range of dates for which cash register sales should be listed.
Select Dates (check box)
Activates the ranges defined on the next lines if the box is checked. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a particular range of dates, enter the first and last dates of the desired range. To limit transactions to a single date, enter that date in both the From and To fields.
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 correct 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 correct date and press the OK button.
The listing can be limited by the Item ID of items included within the sale. 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.
The listing can be limited sales made by selected Users.
Select Users (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to sales made by a single user or range of users. To limit the report to a single user, enter that user in both the From and To fields.
From
Selects the first user in a range of users or a single user. Enter the user. If the lookup button is pressed, the Select a User screen comes into view. Highlight the desired user 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 Select a User screen comes into view. Highlight the desired user and press the Select button.
The listing can be limited sales made by selected Cash Registers.
Select Registers (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to sales made by a single register or range of registers. To limit the report to a single register, enter that register in both the From and To fields.
From
Selects the first register in a range of registers or a single register. Enter the register. If the lookup button is pressed, the Select a Cash Register screen comes into view. Highlight the desired register and press the Select button.
To
Selects the last register in a range of registers or a single register. Enter the register. If the lookup button is pressed, the Select a Cash Register screen comes into view. Highlight the desired register and press the Select button.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.