IP.92: Daily Sales - Report

Business Benefits

Periodically, a report may be required to show a summary of sales and tonnage activity for a specific date range. This program allows you to print this information as required, providing a management snapshot of the state of the business, by printing the totals for tonnage and revenue for the requested period.

Note: For related documentation and workflows, see IP - Invoice Processing.

Usage

Use this job to print a daily sales report (showing revenue, number of receipts, number of cases, weight, etc.) for each day, in summary form.

The Final option (normally used at month/Period-end) will also purge the information from the file, upon acceptance of the Final report.

Preconditions

This report is available only if Field 43 (Daily Sales Information) of program WP.92 [Invoicing Profiles] is set to 1 or 2.

The information is generated in program IP.33 [Shipment Register - Generate] and is available in detail form in program IP.90 [Register - Shipments].

Subsequent Actions

If you need the detailed information for any particular day, you may run program IP.90 [Register - Shipments].

Subsequent Actions

The Accounts Receivable file is updated automatically from the Invoice Register if Field 1 (Accounts Receivable Update) of program WP.92 [Invoicing Profiles] is set to Y.

The General Ledger file is updated automatically if Field 2 (General Ledger Update) of program WP.92 is set to Y.

The General Ledger summary information may be printed in program IP.91 [Register - G/L by Invoice No.].

The G/L summary details are eventually deleted in program DS.20 [Inventory Diagnostics] depending on the retention number set up in Field 27 (Register Retention) of program WP.92 [Invoicing Profiles].

There are various end-of-day programs that must be run after printing the Register; typically the next one is program IP.94 [Invoices - Delete Completed].

At end-of-month/Period, the following programs to be run would be ...

IC.09 [Purge Archived Unit IDs] (optional)
IC.04 [Activity Reports - Period-End]
IC.11 [Life-to-Date Expired Lots Rept] (optional).

... and several other optional OR, MR, and DS programs.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.