Reporting And Interfacing Requirements (Sales Management) Page: 1

1. Accommodate processing and printing of invoices reports and shipping (85 product(s) support this feature)
2. Allow for price-cost on-line inquiry ability based on price average cost standard cost and margin both by product and by customer (82 product(s) support this feature)
3. Automatically update order entry option costs based on changes in part content purchased-make part costs assembly standard labor hours or run-off procedures (82 product(s) support this feature)
4. Generate statements and notices of no charge sales (85 product(s) support this feature)
5. Interface with the general ledger to forward a sales and accounts receivable journal (86 product(s) support this feature)
6. Interface with the general ledger to optionally summarize this journal to reflect totals by customer (85 product(s) support this feature)
7. Limit access to quotes and orders for which the salesman is either the sold-to or ship-to designee (80 product(s) support this feature)
8. List open quotes by customer for a given date range (84 product(s) support this feature)
9. On-line interface with shippers prior to and after shipment for shipping arrangements tracking and feedback after ship (83 product(s) support this feature)
10. Print a master price list (85 product(s) support this feature)
11. Print bill of lading-packing list documents including quality affidavit (85 product(s) support this feature)
12. Print billing reports by product invoice number and customer (85 product(s) support this feature)
13. Print credit memos (85 product(s) support this feature)
14. Print customer number name and address labels for file folders (85 product(s) support this feature)
15. Print customer profile analysis showing customer detail activity for the past two years (85 product(s) support this feature)
16. Print detail and summary sales reports showing current month same month last year YTD and YTD last year for each division with various sorts available by customer (85 product(s) support this feature)
17. Print detail and summary sales reports showing current month same month last year YTD and YTD last year for each division with various sorts available by product category (85 product(s) support this feature)
18. Print detail and summary sales reports showing current month same month last year YTD and YTD last year for each division with various sorts available by products and services (85 product(s) support this feature)
19. Print detail and summary sales reports showing current month same month last year YTD and YTD last year for each division with various sorts available by salesperson (85 product(s) support this feature)
20. Print invoice register detailed and summary (85 product(s) support this feature)
21. Print invoices for goods (85 product(s) support this feature)
22. Print invoices for services (85 product(s) support this feature)
23. Print master price list to drive all pricing within the system (85 product(s) support this feature)
24. Print sales journals showing general ledger accounts and amounts posted (84 product(s) support this feature)
25. Print sales order changes (84 product(s) support this feature)
26. Print sales orders (85 product(s) support this feature)
27. Report billing and shipment history units by month displaying each of the twelve months with a total (85 product(s) support this feature)
28. Report booking history units by month displaying each of the twelve months with a total (84 product(s) support this feature)
29. Report comparative unit and dollar bookings for this month versus the same month last year (84 product(s) support this feature)
30. Report comparative unit and dollar bookings for YTD versus YTD last year (85 product(s) support this feature)
31. Report comparative unit and dollar bookings-shipments for this month versus the same month last year (85 product(s) support this feature)
32. Report comparative unit and dollar bookings-shipments for variance for each of the above (85 product(s) support this feature)
33. Report comparative unit and dollar bookings-shipments for YTD versus YTD last year (85 product(s) support this feature)
34. Report consigned inventory equipment and parts by location by agent and by product category (83 product(s) support this feature)
35. Report daily unit and dollar billing-shipments by item number and by customer with MTD totals and sort by product group (85 product(s) support this feature)
36. Report daily unit and dollar bookings by item number by customer and customer type with month to date MTD totals (84 product(s) support this feature)
37. Report price variances sales price less list price by sales order (85 product(s) support this feature)
38. Report sales by customer or agent MTD and YTD (85 product(s) support this feature)
39. Report statistics on the customer order status by code for credit hold (85 product(s) support this feature)
40. Report statistics on the customer order status by code for rescheduled by customer (85 product(s) support this feature)
41. Report statistics on the customer order status by code for rescheduled due to the item shortage (85 product(s) support this feature)
42. Report statistics on the number of credit memos processed each month (85 product(s) support this feature)
43. Report statistics on the number of invoices processed each month (85 product(s) support this feature)
44. Report statistics on the number of open sales orders at the beginning and end of the month new sales orders sales orders closed and cancelled and adjustments as well as service level on-time delivery by customer (85 product(s) support this feature)
45. Report unit and dollar backlog bookings for future delivery (85 product(s) support this feature)
46. Report unit and dollar backorder bookings for past requested ship dates (85 product(s) support this feature)
47. Reports statistics on customer order status by code for customer-created hold (85 product(s) support this feature)
48. Track and provide access to requests for engineering (79 product(s) support this feature)
49. Variance for each of the above month to month and YTD (84 product(s) support this feature)