Monthly Sales Report for more than one month?

[jamor1999]

I have a user that needs to print an a/r sales report from the beginning of the year until today. The problem is, the report she is using (a mas 90 canned report) in a/r | reports | Monthly Sales report and it only allows her to print for the current period (this month). She needs to be able to print from period 1 (January) to period 9 (October).

As a workaround, until I find a better solution, I have instructed her to do the following at a time when everyone is out of a/r:

Go to a/r | Setup | Setup Options and change the current period to whichever period she needs to print for. Then go back to the a/r | Reports | Monthly Sales report and it should print for the period she selected in the a/r options menu. Do the same for all other periods (months) she needs.

Finally go back into the a/r | setup | setup options menu and change the period back to the correct one.

Does anyone have a better idea?? I'm not fluent in accounting reports...

 

[CsaintAZ]

Use Crystal Reports and create a report using the AR Invoice History Files. Link ARO to ARN with a left outer join. If this does not make any sense to you, you might need to get familiar with Crystal Reports.

Changing the ending period will only affect where transactions post in the future. There are some standard reports that show units and dollars sold by item, by product line, etc. however, these reports depend on timely closing of the various modules by the end user.

 

[Orica]

Can she pull this information out of the gl detail report instead?
Otherwise, your aging will be based on invoice date, not on gl period.

 

[mas90guru]

I agree with the ARN and ARO linking.

If you are an existing MAS90 user or a reseller with a valid Best SW maintenance plan a great resource to find out which data file to use is at :

http://support.bestsoftwareinc.com/mas/file_info/frmset_file_info.htm

This is the Technical Reference and Support Guide. It contains file layouts for all of the MAS90 files.

I've also had some luck using the Inventory History file though this only works when all of the items on an invoice have been Inventory Items.


Regards,

Wayne Schulz


Schulz Consulting, LLC

http://www.s-consult.com

 

[nys123]

you can go to account receivable/reports/invoice history repors and you can select the starting dates and ending dates.