Analysis by Billing Code
This window titled Revenue Reports Selections enables you to select the criteria to be used to generate the Selected Revenues Report or the Analysis by Billing Code Report. Each of these revenue reports will show Revenue Earned. They do not show Balances Due. These revenue reports can be useful to analyze the composition of the revenue which your company has earned.
Select Revenue By *: Revenue for this report may be selected by Billing Date or by Posting Month/Year. NOTE: The Posting Month/Year option will more closely match the general ledger but it will include whole months in the selection process. The Billing Date option may be used to select records for partial months. Point your mouse cursor to the radio button of the desired option and left-click your mouse one time to select that option. This is a required field.
Include Dates: / To *: If you selected the Billing Date option above, then you must enter the range of billing dates to be included on this report. The report will only include entries with billing dates which fall within the selected range of dates. NOTE: Press the [?] to the right of each of these fields to activate a pop-up calendar which can be used to select the date. Once a date has been selected, the up/down arrows to the right of each field can be used to move the date up or down one day at a time. This is a required field when you select the Billing Date option above.
Include Posting: / To *: If you selected the Posting Month/Year option above, then you must enter a range of Posting Months/Years to be included on this report. The report will only include entries whose Posting Month/Year fall within this selected range. This is a required field when you select the Posting Month/Year option above.
A/R Account: If you wish to include all A/R Accounts, then enter a zero ("0") in this field. To include only one A/R Account, enter that A/R Account. The name of the A/R Account will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select A/R Account which displays a listing of the existing A/R Accounts.
Branch: If you wish to include all Branches, then enter a zero ("0") in this field. To include only one Branch, enter the number of that Branch in this field. The name of the selected Branch will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select Company Branch which displays a list of the current branches.
Bill To (Customer): If you wish to include all Customers, then enter a zero ("0") in this field. To limit this report to one Customer only, enter that Customer's number in this field. The customer's name will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select an IBS Customer which displays a list of the current Customers or to set up a new Customer.
Account: If you wish to include all Accounts, then enter a zero ("0") in this field. If you wish to limit this report to one Account only, the enter that Account number in this field. The Account's name will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select an Account which displays a list of the current Accounts or to set up a new Account. NOTE: Accounts and Customers share the same file in the IBS database.
Sales Agent: If you wish to include all Sales Agents, then enter a zero ("0") in this field. If you wish to limit this report to one Sales Agent only, then enter that Sales Agent's number (as found in the Commission Agent File) in this field. The Agent's name will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select Commission Agent which displays a listing of all existing Commission Agents.
Driver: If you wish to include all Drivers, then enter a zero ("0") in this field. If you wish to limit this report to one Driver only, enter that Driver's number (as found in the Commission Agent File) in this field. The Driver's name will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select Driver which displays all of the existing Commission Agents.
Shipment Source: If you wish to include all Shipment Sources, then leave this field blank. If you wish to limit this report to one Shipment Source only, then enter that Shipment Source. The description of the Shipment Source will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select Choice which displays a listing of the existing Shipment Sources.
Shipment Type: If you wish to include all Shipment Type, then leave this field blank. If you wish to limit this report to one Shipment Type only, then enter that Shipment Type. The description of the Shipment Type will be displayed to the right of this field. Press the {? } to the right of this field to open a window titled Select Choice which displays a listing of the existing Shipment Types.
Shipment Sub-Type: If you wish to include all Shipment Sub-Types, then leave this field blank. If you wish to limit this report to one Shipment Sub-Type, then enter that Shipment Sub-Type. The description of the Shipment Sub-Type will be displayed to the right of this field. Press the {?} to the right of this field to open a window titled Select Choice which displays a listing of the existing Shipment Sub-Types.
Billing Code: Leave this field blank if you wish to include all Billing Codes. If you wish to limit this report to one Billing Code only, then enter that billing code in this field.
G/L Number: Leave this field blank to include all general ledger accounts in this report. However, if wish to limit this report to a single general ledger account, then enter that general ledger account number in this field. Press the {?} to the right of this field to open a window titled Select an Active General Ledger Account which will display all the active general ledger accounts in your system.
[ OK ] Press this button to generate this report based on the criteria selected on this window.
[ Cancel ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
