Summary Analysis
This window titled Summary Analysis of Revenue Selections enables you to select the criteria to be used to generate the Summary Analysis Revenue Report.
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.
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.
From Month/Year: / 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.
Analyze By *: There are eight different ways to analyze revenue as explained below. 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. 1 = Source, Type, Sub-type - This option will analyze and compare revenue by all unique combinations of Shipment Sources, Shipment Types, and Shipment Sub-Types.
2 = Bill To (Customer) - This option will analyze and compare revenue by the Bill To (Customer) Number.
3 = Account - This option will analyze and compare revenue by Account Number.
4 = Sales Agent - This option will analyze and compare revenue by Sales Agent.
5 = Driver - This option will analyze and compare revenue by Driver.
6 = Source - This option will analyze and compare revenue by Shipment Source.
7 = Type - This option will analyze and compare revenue by Shipment Type.
8 = Sub-Type - This option will analyze and compare revenue by Shipment Sub-Type.
[ OK ] Press this button to generate the Summary Analysis Revenue Report based on the criteria selected on this window.
[ Cancel ] Press this button to cancel this report, 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.
