HiFinance 5


 

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.

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