How To: Running the Salesperson By Entry Date Report (02-08-36-03)

Overview

This selection produces a report, organized by salesperson and sorted by entry date, which lists items on open orders up to a specified date. The delivery date, entry date, customer name, item number, description, quantity ordered, line total and extended cost print on the report.

Step-by-Step

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  1. If you want to include only one salesman on the report, enter the Salesperson ID in the Enter the Salesperson Number field. Press the Tab key to include all salespersons on the report.

  1. In the Enter Cut-Off Delivery Date field, enter the cutoff delivery date for the report. Items with a delivery date on or before the entered date are included on the report. Press the Tab key to include items with any date on the report.

  1. If you only want to print committed items (items with a delivery date) on the report, enter “Y” in the Include Only Committed Orders? field.

  1. Enter a Printer ID for the report.
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