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A/R Sales Activity By Service Codes Report

A/R Sales Activity by Service Codes Report

 

Overview

The A/R Sales Activity by Service Codes Report gives you a summary of the amounts applied towards each service code and G/L account for the range of days selected.

 

Screen

The Sales Activity by Service Codes Filter screen displays when you select Sales By Service Codes from the A/R Reports drop-down menu.

 

Procedure

The following table describes the fields on the screen and their data entry requirements.

 

Field Name

Data Entry

Description

Accounting Center

Select the accounting center(s) to be searched.

You can search the Accounting Center you are logged into or any Accounting Center below your Accounting Center in the Accounting Center hierarchy.

Include Branches

Check this box to include branches.

If you check the Include branches box you will be able to search through the Accounting Center you are logged into plus ALL the Accounting Centers below your Accounting Center in the Accounting Center hierarchy.

Customer

Enter a Customer code to get a report for a single Customer, or leave the field blank to get a report that includes all Customers.

Note: To search for a Customer, click on the box to the right of the Customer field.

If you enter a Customer code, it will direct the system to search only for invoices with that code as the Customer.

Bill To

Enter a Bill To code to get a report for a single Bill To, or leave the field blank to get a report that includes all Bill To’s.

Note: To search for a Bill To, click on the box to the right of the Bill To field.

If you enter a Bill To code, it will direct the system to search only for invoices with that code as the Bill To Party.

Range of Dates

When you click on the Range of Dates box, a small calendar window displays and you can select a date range from the calendar. Or you can click on Today if you would like to print a report either beginning with or ending with today’s date. To include all dates, skip the Range of Dates fields.

You have the option of printing a report for a single day, a range of dates, or all dates.

Note: For all dates, skip the Range of Dates parameters.

Clear

Press this Clear button if you would like to re-select the report parameters on this screen.

 

Display

Select the Display button if you would like to display the data on the screen rather than print it out to the printer.

The same data displays on the screen as prints out.

Print

Select the Print button if you would like to begin the printing process based on the selections displaying on the screen.

The document printing window will display.

Cancel

Select the Cancel button if you would like to close the screen without displaying or printing the data.

 

 


A/R Sales Activity by Service Codes Report:

 


 

Description of A/R Sales by Service Codes Report

The result of the A/R Sales by Service Codes Report filtering process will display the following data about each line item selected:

·          Service Code

·          Description (of Service code)

·          Amount

·          G/L Account

·          The total amount and the grand total amount are included at the bottom of the report.

 

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