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8.11.7. Reports

Item Pricing Reports section.

8.11.7.1.  Prices by Customer Type

To display a list of Prices by Customer Type, select the "Prices by Customer Type" option. The following screen will appear:

Prices by Customer Type

When displaying Prices by Customer Type, you are presented with the following options:

Customer Type

Specify the Customer Type whose Prices you want to display.

Show Expired Prices

Select to display expired Prices.

Show Future Prices

Select to display future Prices.

Show Costs and Margins

Select to show Costs and margins using one of the following costing parameters:

Use Standard Costs

Select to show Costs and margins using Standard Costs.

Use Actual Costs

Select to show Costs and margins using Actual Costs.

Prices

Display lists Prices for the specified Customer Type. Cost and margin columns will also appear if the "Show Costs and Margins" parameter is selected. If the margin is negative, the value will display in red type.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

8.11.7.2.  Prices by Customer

To display a list of Prices by Customer, select the "Prices by Customer" option. The following screen will appear:

Prices by Customer

When displaying Prices by Customer, you are presented with the following options:

Customer #

Enter the Customer Number of the Customer whose Item Prices you want to view. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

Show Expired Prices

Select to display expired Prices.

Show Future Prices

Select to display future Prices.

Show Costs and Margins

Select to show Costs and margins using one of the following costing parameters:

Use Standard Costs

Select to show Costs and margins using Standard Costs.

Use Actual Costs

Select to show Costs and margins using Actual Costs.

Prices

Display lists Prices for the specified Customer. Cost and margin columns will also appear if the "Show Costs and Margins" parameter is selected. If the margin is negative, the value will display in red type.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

8.11.7.3.  Prices by Item

To display a list of Prices by Item, select the "Prices by Item" option under "Item Pricing." The following screen will appear:

Prices by Item

When displaying Prices by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Prices you want to view.

UOM

Inventory Unit of Measure.

Show Expired Prices

Select to display expired Prices.

Show Future Prices

Select to display future Prices.

Show Costs and Margins

Select to show Costs and margins using one of the following costing parameters:

Use Standard Costs

Select to show Costs and margins using Standard Costs.

Use Actual Costs

Select to show Costs and margins using Actual Costs.

Prices

Display lists Prices for the specified Item. Cost and margin columns will also appear if the "Show Costs and Margins" parameter is selected. If the margin is negative, the value will display in red type.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.


 
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