HiFinance
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SECTION 3.4.4.2
- SALES ACTIVITY - BY DATE
USAGE: To report on daily sales. The report prints the
sales and cost-of-sales for a range of transaction dates.
DISCUSSION: Because this report must read through the
transaction file, it can take longer to generate than the SALES ACTIVITY - BY PERIOD report. However if you require the
information for one day or a week, etc. this report is your only option.
When you enter this program, the following questions
will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be
displayed if the relevant option is set to A, see SECTION 7.1.2.
TRANSACTION DATE RANGE This report is generated for a date range. By
default, the date range encompasses all dates. You can enter any start or end
date as long as they are valid dates and are in the correct order. If you wish
to limit the report to one day, enter the same date for both the lower and
upper limits.
LIMIT REPORT TO LOCATION This question is only relevant to companies using
multi-location stock. In this case, you may either choose to print the report
for one location or the combined total for all locations.
You will next be asked if you wish to include all
Inventory codes. If you answer Y, go directly to the START REPORT question. Otherwise, the following questions will
be asked.
The following question asks you to enter both a
lower and upper limit. The upper limit must not be less than the lower limit.
The default answers define the extreme limits of the field. You do not have to
change all of these limits. Only change the ones you wish to, and tab past the
others.
CODE RANGE This is the Inventory’s code.
GROUP RANGE This is the Inventory Group.
BARCODE This is the primary barcode field.
OTHER KEY RANGE This may appear as a different literal depending on how
you have defined the field in SYSTEM
PARAMETERS.
QTY ON-HAND RANGE This is the total units on hand.
VALUE ON-HAND RANGE This is the total value on hand.
YTD QTY SOLD RANGE This is the total units invoiced in the current year.
YTD VALUE SOLD RANGE This is the total value invoiced in the current year.
LAST SALE RANGE This allows you to limit the report to a range of last sale
dates. Eg you might wish to only report on stock that has been sold recently or
has not been sold for a long time.
LAST PURCHASE RANGE This allows you to limit the report to a range of last purchase
dates. Eg you might wish to only report on stock that has been bought recently
or has not been bought for a long time.
SUPPLIER RANGE This allows you to limit the report to a range of Suppliers. Eg you
might wish to only report on stock that has been bought through a specific
Creditor or a range of Creditors.
INCLUDE OBSOLETE ITEMS If you enter N here, items that are
flagged as obsolete will be excluded from the report.
INCLUDE NON-OBSOLETE
ITEMS If you enter N here, items that are not flagged as obsolete will be excluded from the
report.
INCLUDE STOCKED ITEMS If you enter N here, items that are
flagged as normally stocked will be excluded from the report.
INCLUDE NON-STOCKED ITEMS If you enter N here, items that are
flagged as normally non-stocked will be excluded from the report.
INCLUDE ASSEMBLY ITEMS This question will only appear if you are using
Bill-of-Materials. If you enter N here, items that are
defined as assemblies will be excluded from the report.
INCLUDE NON-ASSEMBLY
ITEMS This question will only appear if you are
using Bill-of-Materials. If you enter N here, items that are not
defined as assemblies will be excluded from the report.
INCLUDE COMPONENT ITEMS This question will only appear if you are using Bill-of-Materials.
If you enter N here, items that are used
as components will be excluded from the report.
INCLUDE NON-COMPONENT
ITEMS This question will only appear if you are
using Bill-of-Materials. If you enter N here, items that are not
used as components will be excluded from the report.
To start the report, press <Enter> through each field or simply press <F10>.
The report itself will detail the Other key,
Inventory Group, Inventory code, Description, units sold, the value of those
sales and the average sale price (defined as the sale-value / sale-units).
Inventory not sold in the period chosen will not appear. At the end of the
report, all columns, other than the average price, are totalled.
