Sales Profitability by Customer Class and Customer

Form ID: (AR675000)

This report (which is available in the Summary and Detailed formats) displays the net sales amounts, costs, margins, and margin percents of all sales to each customer class and each customer during the specified date range. Additionally, you can filter the data by inventory item.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you can use the following parameters to select the information to be displayed on the report:

  • Report Format: The format to be used for the report. Select one of the following options:
    • Detailed: To view the profitability information on the sales to particular customers of each class during the specified period
    • Summary: To view the summary data for each customer class for the specified date range
  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • From Date: The start date of the date range of the report.

    By default, the first date of the current period is selected.

  • To Date: The end date of the date range.

    By default, the current business date is selected.

  • Customer Class: A particular customer class. Select the customer class to view the sales data for only customers of this class, or leave it blank to view a broader range of data.
    The list of classes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true:
    • The Restrict Visibility To box is empty for the customer class—that is, the visibility of the customer class is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer class, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Customer: The customer for which you want to view information. Leave the box blank to view data for all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Inventory: The inventory item for which you want to view information. Leave the box blank to view the sales profitability information for all inventory items.
  • Released Transactions Only: A check box you select to include in the report only the released transactions. To view a broader range of data, make sure the check box is cleared.
  • Completed Transactions Only: A check box you select to include in the report only the completed transactions. To view a broader range of data, make sure the check box is cleared.