Crystal Catalog Of Mas90 Reports
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Welcome Screen Report Index
Crystal
Next Page
Report Digest for MAS90/MAS200 Report #
Title
Page
Accounts Payable BP801 BP802 BP803 BP804 BP805
Vendor File Folder Labels ......................................................................3 W-9 Form Letter for Vendors..................................................................4 Vendor Discounts Lost ...........................................................................5 Detailed Check History Report ...............................................................6 Aged Trial Balance Report .....................................................................7
Accounts Receivable BP821 BP822 BP823 BP824 BP825 BP826 BP827
Customer File Folder Labels ..................................................................8 Collection Reports ..................................................................................9 Credit Aging Report..............................................................................10 Aged Trial Balance Report ...................................................................11 Customer Discounts Taken ..................................................................12 New Customer Accounts......................................................................13 Sales and Cost of Sales Reconciliation ...............................................14
General Ledger BP861 BP862 BP863 BP864 BP865
Transaction Amount Search.................................................................15 GL Detail Sorted by Source Report......................................................16 Out-of-Balance Source Journal Report ................................................17 Monthly Comparative Financial Report ................................................18 Account Transaction.............................................................................19
Inventory Management BP841 BP842 BP843 BP844 BP845 BP846 BP847 BP848
Stock Status Summary.........................................................................20 Inventory Trial Balance Report.............................................................21 ABC Inventory Analysis........................................................................22 Negative Inventory Report....................................................................23 Inventory Tier Aging Report .................................................................24 Low Usage Inventory Report................................................................25 Inventory Usage Stock Status ..............................................................26 Top 50 Items.........................................................................................27
Payroll BP901 BP902 BP903 BP904 BP905 BP906 BP907 BP908
Employee File Folder Labels................................................................28 Time Card Labels .................................................................................29 Census Report .....................................................................................30 Employee Census Report Disability.....................................................31 Workers’ Compensation Detail.............................................................32 New Hire / Review Report ....................................................................33 W-2 Summary Report...........................................................................34 Data Entry Audit Report by Last Name ................................................35
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 1
Welcome Screen Report Index Next Page
Crystal Report Digest for MAS90/MAS200 Report #
Title
Page
Purchase Order BP881 BP882 BP883 BP884 BP885 BP886
Inventory Purchasing Buy Card ...........................................................36 Open P/O Report..................................................................................37 Expected Delivery Report.....................................................................38 Vendor On-Time Delivery Report .........................................................39 Purchase Price Variance Report ..........................................................40 P/O Receiving Form .............................................................................41
Sales Order BP921 BP922 BP923 BP924 BP925 BP926 BP927 BP928
Predicted Sales Report ........................................................................42 Sales To Date.......................................................................................43 Unshipped Orders ................................................................................44 Customer Open Order / Invoice Report ...............................................45 Back Ordered Items Available to Ship .................................................46 Orders to Ship Today ...........................................................................47 Deposit Reconciliation..........................................................................48 Gross Profit History Report ..................................................................49
Sales Review BP941 BP942 BP943 BP944 BP945 BP946 BP947
Invoice Gross Margin Review...............................................................50 Top 50 Customers................................................................................51 Lost Sales by Reason ..........................................................................52 Sales Discount Report..........................................................................53 Commission Reporting .........................................................................54 Item Sales by Customer / Customer Sales by Item .............................55 Sales Detail by Product Line ................................................................56
Salesperson Tools BP961 BP962 BP963 BP964 BP965 BP966
Customer Open Item Invoice................................................................57 Most Recent Items Purchased .............................................................58 Salesperson Sales and Profit Report ...................................................59 Open Orders Entered by User ID .........................................................60 Customer / Item Ranking by Salesperson............................................61 Prior Year Sales Comparison...............................................................62
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 2
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor File Folder Labels
Number:
BP801
Description:
Prints Accounts Payable file folder labels (Avery #5266) for one vendor or a range of vendors.
Requirements:
Accounts Payable
Data Files:
AP1, SY0
Problem:
The Accounts Payable clerk is wonderfully neat and organized, but every year she spends hours preparing new vendor files.
Solution:
Use the Vendor File Folder Labels to quickly create neat, clean folders at year-end, or any time a new vendor is added.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 3
Report Index Next Page
Airway Property 01-AIRWAY
Arrowsmith Drinking Water 02-ARROW
Allclimate Maintenance 01-ALLCLIM
Avid Label 02-AVID
Anders Auto Repair 01-ANDERS
Brown & Johnson 02-BROWN
Compaq Computer Corporation 01-COMPAQ
Employment Development Dept 02-EMPLOY
Container Corporation Of Usa 01-CONT
State Board Of Equalization 02-EQUAL
Ibm Corporation 01-IBM
Internal Revenue Service 02-IRS
U.S. Postmaster 01-POSTMST
Roger W. Learner 02-LEARNER
Southern California Gas Co. 01-SOCALGA
Mcs Long Lines 02-MCS
Stevens Supply 01-STEV
Mutual Life Company 02-MUTLIF
United Computers 01-UNITED
Pacific Telephone 02-PACTEL
United Post Office Service 01-UPS
South Coast Rep Theater 02-SCR
Airport Service Travel 02-AIRTRAV
Tel-comm Communications 02-TELCOMM
American Alarm Service 02-AMERALR
Touche Waterhouse & Company 02-TOUCHWA
American Express Company 02-AMEX
AP101
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
W9 Form Letter for Vendors
Number:
BP802
Description:
Prints form letter to vendor to request W-9 information. Letters can be generated in Vendor Number or Vendor Name order. The report can be printed for just 1099 Vendors or all Vendors. Vendors can also be printed for a user defined range.
Requirements:
Accounts Payable
Data Files:
AP1, SY0
Problem:
The law requires that you have Identification Numbers on file for all vendors, but it could take hours to put together a vendor list or create a mail merge document.
Solution:
The W-9 Form Letter is already written for you, and linked to your Vendor Masterfile. Just print, then mail.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 4
Report Index Next Page
ABC Distribution and Service Corp. 18598 SW Technology Drive Tigard, OR 97223-8518 (503) 620-3484
Airway Property 7888 Saddlebush Trail Bank of Sage Building Suite 1008 Orange, CA 92669-0001
Dear Leo Henry, ABC Distribution and Service Corp. must conform with Form 1099 IRS regulations. These regulations state that we must have in our files, a Federal Tax Identification Number or Social Security Number for all vendors. Enclosed is Form W-9, Request for Taxpayer Identification Number and Certification. Please take the time to fill out this form for our records and return it to: ABC Distribution and Service Corp. 18598 SW Technology Drive Tigard, OR 97223-8518 (503) 620-3484
Thank you,
ABC Distribution and Service Corp.
AP102
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor Discounts Lost
Number:
BP803
Description:
This report is intended to assist management in weighing the benefits of having cash on hand against the cost of lost discounts. Discounts taken after the discount date has passed are also identified.
Requirements:
Accounts Payable
Other Information: If discount is removed during data entry, this report will not work. The data no longer exists in MAS90 to run it. Data Files:
AP1, AP4, API, SY0
Problem:
You are reviewing your cash flow and want to know the total amount of money you are losing by not paying your vendor within the discount terms they offer.
Solution:
The Discounts Lost Report totals the amount of money you lost for a specified period of time.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 5
ABC Distribution and Service Corp.
Page: 1 Print Date: 07/12/2001
VENDOR DISCOUNTS LOST
Report Index
Report Parameters: Report Grouped by Terms Code For the Period: 07/12/01 through 07/12/03 For Vendor 00-0000000 through 99-ZZZZZZZ Terms Code/ Invoice #
Vendor #
Example 2
Invoice Date
Due Date
Discount Date
Payment Days Past Date Discount
Invoice Amount
Discount Amount
Discount Taken
Discount Lost
03/10/03
04/09/03
03/20/03
05/05/03
46
3,540.50
70.81
0.00
70.81
05/02/03
06/01/03
05/12/03
05/15/03
3
3,540.50
70.81
0.00
70.81
05/15/03
06/14/03
05/25/03
05/19/03
0
1,200.00
24.00
24.00
0.00
02 - 2% 10 DAYS, NET 30 DAYS Week: 05/04/2003 1028340
01-ANDERS
Week: 05/11/2003 0000112384
01-ANDERS
Week: 05/18/2003 0000118495
01-ANDERS
Week: 05/25/2003 0002053190
01-ANDERS
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
2053190
01-ANDERS
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
309.48
167.86
141.62
0.00
251.00
-251.00
Total for Terms Code: 03
0.00
251.00
-251.00
Report Total
$309.48
$418.86
$-109.38
Total for Terms Code: 02 03 - NET END OF MONTH Week: 05/25/2003 10234719
01-CONT
05/01/03
05/30/03
05/31/03
0
12,540.00
AP103
ABC Distribution and Service Corp.
Page: 1 Print Date: 07/12/2001
VENDOR DISCOUNTS LOST
Report Index
Report Parameters: Report Grouped by Vendor Number For the Period: 07/12/01 through 07/12/03 For Vendor 00-0000000 through 99-ZZZZZZZ Vendor/ Invoice #
Next Page
Invoice Date
Due Date
Discount Date
02
03/10/03
04/09/03
02
05/02/03
02
05/15/03
Terms Code
Payment Days Past Date Discount
Invoice Amount
Discount Amount
Discount Taken
Discount Lost
03/20/03
05/05/03
46
3,540.50
70.81
0.00
70.81
06/01/03
05/12/03
05/15/03
3
3,540.50
70.81
0.00
70.81
06/14/03
05/25/03
05/19/03
0
1,200.00
24.00
24.00
0.00
01-ANDERS - Anders Auto Repair Week: 05/04/2003 1028340
Week: 05/11/2003 0000112384
Week: 05/18/2003 0000118495
Week: 05/25/2003 0002053190
02
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
2053190
02
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
309.48
167.86
141.62
0.00
251.00
-251.00
Total for Vendor #: 01-CONT
0.00
251.00
-251.00
Report Total
$309.48
$418.86
$-109.38
Total for Vendor #: 01-ANDERS 01-CONT - Container Corporation Of Usa Week: 05/25/2003 10234719
03
05/01/03
05/30/03
05/31/03
0
12,540.00
AP103
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Detailed Check History Report
Number:
BP804
Description:
Provides a check history report that includes invoices paid and General Ledger accounts posted.
Requirements:
Accounts Payable
Data Files:
AP_12, AP_13, AP_15, AP_16, SY0
Problem:
You are trying to figure out what invoices were paid with which checks for a specified date range.
Solution:
The Detailed Check History Report can be printed for a specific vendor or specific date range showing which invoices were paid and to which expense accounts they were posted.
Problem:
It is that time of the month again to reconcile that wonderful bank statement, and you don't have the MAS90 Bank Reconciliation module. (Or maybe you do!) It would be much easier if you could have all of the checks paid in a certain date range put into Excel so you could do your reconciliation there.
Solution:
The Detailed Check History report can easily be exported to Excel and it will retain the same formatting as you see on the screen.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 6
Page Number: 2 Print Date: 07/12/2001
CV Samples, Inc. DETAILED CHECK HISTORY REPORT
Report Index Example 2
Report Parameters: Report Format: G/L Posting Detail For Check Dates 07/12/2000 through 07/12/2001 For Vendors 00-0000000 through 99-ZZZZZZZ Bank Code: C Check # Date
Vendor Number
Invoice # 062600
036603
Date 06/26/00
Vendor Name Invoice Comment
Check Amount Disc. Amt. 0.00
G/L Account: 9101-00-0
357.19
G/L Account: 2611-00-0
424.81
07/13/00
Invoice # 062700
00-I476 Date 06/27/00
07/13/00
Invoice # 070300
036614
00-T501 Date 07/19/00
Invoice Comment
Disc. Amt. 0.00
475.66
Invoice Comment
Disc. Amt. 0.00
Inv. Amt. 429.96 145.62
G/L Account: 2617-00-0
284.34
07/13/00
00-P010 Date 06/19/00
07/13/00
Invoice # 071300
680.00
PAUL R MUNSON, D.O. Invoice Comment
Disc. Amt. 0.00
00-S141 Date 07/13/00
07/13/00
Invoice # 041900
00-A601 Date 05/24/00
SECRETARY OF STATE Invoice Comment
20.00 Disc. Amt. 0.00
00-C029
Inv. Amt. 20.00 20.00
275.00
AQUARIUS POOLS & SPAS Invoice Comment
G/L Account: 7953-00-0
07/13/00
Inv. Amt. 680.00 680.00
G/L Account: 8716-00-0
036626
429.96
TOYOTA MOTOR CREDIT CORP.
G/L Account: 8141-00-0
036620
Inv. Amt. 475.66
G/L Account: 9101-00-0
Invoice # 061900
036615
475.66
INFINITI FINANCIAL SERIVICES
G/L Account: 7642-00-0
036607
Inv. Amt. 782.00
Disc. Amt. 0.00
Inv. Amt. 275.00 275.00
CHARLES DAY CO.
240.77
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. DETAILED CHECK HISTORY REPORT
Report Index
Report Parameters: Report Format: Invoice Level Detail For Check Dates 07/12/2001 through 07/12/2003 For Vendors 00-0000000 through 99-ZZZZZZZ
Next Page
Bank Code: A Check # Date 001666
05/15/03
Invoice # 0000105019 001667
05/15/03
Invoice # 0000105019 001668
05/15/03
Invoice # 0000112384 001669
05/19/03
Invoice # 0000108040 001670
05/19/03
Invoice # 0000118495
Vendor Number
Vendor Name
01-AIRWAY
Airway Property
Date 05/02/03 01-ALLCLIM Date 05/02/03 01-ANDERS Date 05/02/03 01-ALLCLIM Date 05/15/03 01-ANDERS Date 05/15/03
Invoice Comment
Check Amount 3,500.00 Disc. Amt. 0.00
Inv. Amt. 3,500.00 150.00
Allclimate Maintenance Invoice Comment Monthly D/E Fee
Disc. Amt. 0.00
Inv. Amt. 150.00 2,500.00
Anders Auto Repair Invoice Comment New engine
Disc. Amt. 0.00
Inv. Amt. 2,500.00 75.00
Allclimate Maintenance Invoice Comment Add on components
Disc. Amt. 0.00
Inv. Amt. 75.00 1,176.00
Anders Auto Repair Invoice Comment Bedliner and toolbox
Disc. Amt. 24.00
Inv. Amt. 1,200.00
Total For Bank Code A:
7,401.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Aged Trial Balance Report
Number:
BP805
Description:
Provides an Accounts Payable Aging that agrees to the General Ledger.
Requirements:
Accounts Payable
Data Files:
AP1, AP4, API, APC, SY0
Problem:
In order to get a new loan approved, the bank wants a current aging of your outstanding Payables so they can assess your current liabilities. The Standard Aging report does not reconcile to the GL because the Standard Aging Report in MAS90 ages by Invoice Date, not transaction date, so now the A/P Aging doesn't tie out to the General Ledger. And the Trial Balance Report doesn't age the invoices.
Solution:
This custom Aged Trial Balance Report will age your open invoices but still ties out to the General Ledger regardless of Invoice Date.
Problem:
You want to print a summarized aging, but you don't want 3 lines per customer -- you just want one.
Solution:
The custom Aged Trial Balance report will print only one line per customer.
Problem:
You need to get the aging into Excel but the Standard Aging can't be printed to an Excel file.
Solution:
The custom Aged Trial Balance Report will export to Excel and will appear the same in Excel with fields formatted as they appear on the screen.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 7
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. ACCOUNTS PAYABLE AGED TRIAL BALANCE REPORT
Report Index
Report Parameters: Aged as of: 07/12/2003 Report printed in Detail format For Vendors: 00-0000000 through 99-ZZZZZZZ
Example 2
Division: 01 - TRADE ACCOUNTS PAYABLE Vendor/ Invoice #
Invoice
Dates Due
H L Discount D
Discount Amount
Invoice Balance
Current
30 Days
45 Days
60 Days
Days 90 Days Delq
01-AIRWAY - Airway Property 0000106020
05/15/03 05/30/03
N
0.00
1,750.00
0.00
0.00
1,750.00
0.00
0.00
43
0000106145
05/17/03 05/30/03
N
0.00
1,600.00
0.00
0.00
1,600.00
0.00
0.00
43
0001053190
05/31/03 06/10/03
N
0.00
3,500.00
0.00
3,500.00
0.00
0.00
0.00
32
JUNE-4913
05/31/03 06/30/03
N
0.00
25,000.00
0.00
25,000.00
0.00
0.00
0.00
12
31,850.00
0.00
28,500.00
3,350.00
0.00
0.00
Total for Vendor 01-AIRWAY 01-ALLCLIM - Allclimate Maintenance 0001053190
05/31/03 06/10/03
N
0.00
75.00
0.00
75.00
0.00
0.00
0.00
32
1053190
05/31/03 06/10/03
N
0.00
75.00
0.00
75.00
0.00
0.00
0.00
32
150.00
0.00
150.00
0.00
0.00
0.00
0.00
0.00
1,040.50
0.00
41
Total for Vendor 01-ALLCLIM 01-ANDERS - Anders Auto Repair 0000112384
05/02/03 06/01/03 05/12/03 N
0.00
1,040.50
0.00
0000118863
05/17/03 06/16/03 05/27/03 N
17.96
898.00
0.00
0.00
898.00
0.00
0.00
26
0001053190
05/31/03 06/30/03 06/10/03 N
0.00
980.89
0.00
980.89
0.00
0.00
0.00
12
0002053190
05/31/03 06/30/03 06/10/03 N
0.00
-71.93
0.00
-71.93
0.00
0.00
0.00
12
Y
0.00
775.37
0.00
0.00
0.00
0.00
3,622.83
0.00
908.96
898.00
1,040.50
775.37
TRUCK10/28
12/28/02 01/07/03
Total for Vendor 01-ANDERS
775.37 186
01-COMPAQ - Compaq Computer Corporation 0001053190
05/31/03 06/30/03
N
0.00
79.00
0.00
79.00
0.00
0.00
0.00
12
0002053190
05/31/03 06/30/03
N
0.00
19,063.58
0.00
19,063.58
0.00
0.00
0.00
12
2078834
05/31/03 06/30/03
N
0.00
29,816.42
0.00
29,816.42
0.00
0.00
0.00
12
48,959.00
0.00
48,959.00
0.00
0.00
0.00
Total for Vendor 01-COMPAQ 01-CONT - Container Corporation Of Usa 0001053190
05/31/03 06/30/03
N
0.00
50,553.60
0.00
50,553.60
0.00
0.00
0.00
12
10234719
05/01/03 05/30/03
N
0.00
-251.00
0.00
0.00
0.00
-251.00
0.00
43
44-4567
05/01/03 05/30/03
N
0.00
80,332.89
0.00
0.00
0.00
80,332.89
0.00
43
130,635.49
0.00
50,553.60
0.00
80,081.89
0.00
Total for Vendor 01-CONT 01-IBM - Ibm Corporation 0001053190
05/31/03 06/30/03
N
0.00
109.00
0.00
109.00
0.00
0.00
0.00
12
10-2345
05/31/03 06/30/03 06/10/03 N
262.37
13,118.43
0.00
13,118.43
0.00
0.00
0.00
12
13,227.43
0.00
13,227.43
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
Total for Vendor 01-IBM 01-SOCALGA - Southern California Gas Co. 0001053190
05/31/03 06/30/03
N
0.00
Total for Vendor 01-SOCALGA
AP105
12
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. ACCOUNTS PAYABLE AGED TRIAL BALANCE REPORT
Report Index Report Parameters: Aged as of: 07/12/2003 Report printed in Summary format For Vendors: 00-0000000 through 99-ZZZZZZZ
Next Page
Division: 01 - TRADE ACCOUNTS PAYABLE Vendor #
Name
01-AIRWAY
Airway Property
01-ALLCLIM
Allclimate Maintenance
01-ANDERS
Anders Auto Repair
01-COMPAQ
Compaq Computer Corporation
01-CONT
Container Corporation Of Usa
01-IBM
Ibm Corporation
01-SOCALGA
Southern California Gas Co.
01-STEV
Stevens Supply Total Division: 01 - TRADE ACCOUNTS PAYABLE:
Invoice Balance
Current
30 Days
45 Days
60 Days
90 Days
31,850.00
0.00
28,500.00
3,350.00
0.00
0.00
150.00
0.00
150.00
0.00
0.00
0.00
3,622.83
0.00
908.96
898.00
1,040.50
775.37
48,959.00
0.00
48,959.00
0.00
0.00
0.00
130,635.49
0.00
50,553.60
0.00
80,081.89
0.00
13,227.43
0.00
13,227.43
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
154,530.00
0.00
0.00
0.00 154,530.00
0.00
387,405.02
0.00 146,729.26
4,248.00 235,652.39
775.37
AP105
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer File Folder Labels
Number:
BP821
Description:
Provides a quick way to print file folder labels (Avery #5266) customer or a range of customers.
Requirements:
Accounts Receivable
Data Files:
AR1, SY0
Problem:
You want to be able to print Customer labels for file folders for a range of customers, and you don't want to have to print labels for ALL customers.
Solution:
Print the Customer File Folder Labels for the specified range you want to print.
Problem:
In the past, you have had to manually type your customer file folder labels and it takes half a day to type all of your customers.
Solution:
Print the Customer File Folder Labels and select a range of all customers.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 8
Report Index Lexus of Beaverton 01-0000058
Advanced American Diving 02-0015698
The Portland Trail Blazers 01-0000988
Beaverton Honda 02-0065987
The Portland Fire 01-0005697
Winco Foods 02-0098754
Employers Overload 01-0005698
Les Schwab Tire Centers 02-0569787
The Portland Winterhawks 01-0256458
Allen's Appliance Repair 02-ALLENAP
The Portland Beavers 01-0256978
American Concrete Service 02-AMERCON
American Business Futures 01-ABF
A To Z Carpet Supply 02-ATOZ
Avnet Processing Corp 01-AVNET
Autocraft Accessories 02-AUTOCR
Breslin Parts Supply 01-BRESLIN
Bay Pyrotronics Corp. 02-BAYPYRO
Hillsboro Service Center 01-HILLSB
Capri Sailing Ships 02-CAPRI
R & S Supply Corp. 01-RSSUPPL
Custom Craft Products 02-CUSTOM
Shepard Motorworks 01-SHEPARD
Greater Alarm Company 02-GREALAR
Northwest Ford Stores 02-0000085
Jellco Packing 02-JELLCO
Airfilco, Inc. 02-0001500
Orange Door & Window Co. 02-ORANGE
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Collection Reports
Number:
BP822
Description:
This report lists outstanding invoices, by customer, in order of the highest balance. You can choose which aging category to use for the balance.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, SY0
Problem:
The Collection Department wants to be able to see those customers with the highest balances.
Solution:
The Collection Report will sort and print for the highest outstanding balance.
Problem:
The Collection department wants to know the highest outstanding invoice balance on a customer's account.
Solution:
The Collection Report will show the highest to lowest invoice balances.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 9
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. COLLECTIONS REPORT
Report Index
Report Parameters: Report is sorted for the Highest Outstanding Balance Report aged by: 07/12/03 Report is printed for all invoices in Category 3 and greater Customer/ Invoice #
Invoice Date
Due Date
Invoice Balance
Credit Limit: 25,000.00 0.00 0.00
0.00 0.00
6,406.53 4,607.18
Customer: 02-AUTOCR Total:
11,013.71
0.00
0.00
0.00
0.00
11,013.71
Phone: (414) 785-5587 4,335.43 1,915.88 835.43
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 1,915.88 0.00
4,335.43 0.00 835.43
Customer: 01-RSSUPPL Total:
7,086.74
0.00
0.00
0.00
1,915.88
5,170.86
Phone: (415) 887-9654
02/10/2003 03/08/2003 02/07/2003 03/08/2003
2,057.64 2,057.64 1,000.00 1,000.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
2,057.64 2,057.64 1,000.00 1,000.00
Customer: 02-BAYPYRO Total:
6,115.28
0.00
0.00
0.00
0.00
6,115.28
1,178.69 850.00
0.00 0.00
0.00 0.00
0.00 0.00
1,178.69 0.00
0.00 850.00
Customer: 01-ABF Total:
2,028.69
0.00
0.00
0.00
1,178.69
850.00
73 104
Credit Limit: 7,500.00
03/31/2003 04/30/2003
1,751.00
0.00
0.00
0.00
1,751.00
0.00
Customer: 01-AVNET Total:
1,751.00
0.00
0.00
0.00
1,751.00
0.00
Phone: (714) 652-2134
122 96 125 96
Credit Limit: 120,000.00
03/31/2003 04/30/2003 01/31/2003 03/30/2003
Phone: (414) 225-2635
109 84 132
Credit Limit: 20,000.00
03/12/2003 04/07/2003 03/09/2003 04/07/2003
Phone: (414) 655-4787
117 148
Credit Limit: 10,000.00
02/23/2003 03/25/2003 03/20/2003 04/19/2003 01/31/2003 03/02/2003
02-AMERCON American Concrete Service 0000139-IN
120 Days Delq.
0.00 0.00
01-AVNET Avnet Processing Corp 0000142-IN
90 Days
0.00 0.00
01-ABF American Business Futures 0000141-IN 0000122-IN
60 Days
6,406.53 4,607.18
02-BAYPYRO Bay Pyrotronics Corp. 0000130-IN 0000135-IN 0000115-IN 0000134-IN
30 Days
02/15/2003 03/17/2003 01/15/2003 02/14/2003
01-RSSUPPL R & S Supply Corp. 0000119-IN 0000138-IN 0000106-IN
Days
Current
Phone: (714) 675-0101
02-AUTOCR Autocraft Accessories 0000132-IN 0000111-IN
Example 2
73
Credit Limit: 15,000.00
03/20/2003 04/19/2003
1,085.98
0.00
0.00
0.00
1,085.98
0.00
Customer: 02-AMERCON Total:
1,085.98
0.00
0.00
0.00
1,085.98
0.00
84
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. COLLECTIONS REPORT
Report Index
Report Parameters: Report is sorted for the Highest Outstanding Balance Report aged by: 07/12/03 Report is printed for all invoices Current and greater Customer/ Invoice #
Invoice Date
Due Date
Next Page
Invoice Balance
Credit Limit: 0.00 0.00 229,839.95
0.00 0.00
0.00 0.00
Customer: 01-SHEPARD Total:
513,339.95
0.00 283,500.00
229,839.95
0.00
0.00
Phone: (714) 836-4421 35,219.87 10,474.73 10,474.73
0.00 0.00 0.00
0.00 10,474.73 10,474.73
35,219.87 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
Customer: 02-CAPRI Total:
56,169.33
0.00
20,949.46
35,219.87
0.00
0.00
Phone: (714) 675-0101
02/15/2003 05/16/2003 05/31/2003 01/15/2003 05/31/2003
6,406.53 6,406.53 6,406.53 4,607.18 127.25
0.00 0.00 0.00 0.00 0.00
0.00 6,406.53 6,406.53 0.00 127.25
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
6,406.53 0.00 0.00 4,607.18 0.00
Customer: 02-AUTOCR Total:
23,954.02
0.00
12,940.31
0.00
0.00
11,013.71
05/27/2003 05/15/2003 05/31/2003 05/21/2003 05/29/2003 05/31/2003 05/29/2003 05/31/2003 05/15/2003
05/27/2003
05/21/2003 05/29/2003 05/31/2003 06/28/2003 06/30/2003 05/15/2003
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
9,596.76 2,700.00 2,007.94 1,646.13 1,250.00 1,250.00 1,003.97 1,003.97 149.13
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Customer: 01-BRESLIN Total:
20,607.90
0.00
20,607.90
0.00
0.00
0.00
05/08/2003 05/31/2003 02/10/2003 03/08/2003 05/08/2003 05/31/2003 02/07/2003 03/08/2003
117 27 12 148 12
Credit Limit: 2,500.00
9,596.76 2,700.00 2,007.94 1,646.13 1,250.00 1,250.00 1,003.97 1,003.97 149.13
Phone: (415) 887-9654
42 14 12
Credit Limit: 25,000.00
03/17/2003 06/15/2003 06/30/2003 02/14/2003 06/30/2003
Phone: (414) 258-9654
12 43
Credit Limit: 60,000.00
05/01/2003 05/31/2003 05/29/2003 06/28/2003 05/31/2003 06/30/2003
02-BAYPYRO Bay Pyrotronics Corp. 0000163-IN 0000202-IN 0000130-IN 0000135-IN 0000162-IN 0000201-IN 0000115-IN 0000134-IN
120 Days Delq.
0.00 283,500.00 0.00 0.00
01-BRESLIN Breslin Parts Supply 0100040-IN ?30515-PY ?30531-PY 0100044-IN 0000171-IN 0000193-IN 0000172-IN 0000194-IN 0100035-IN
90 Days
283,500.00 229,839.95
02-AUTOCR Autocraft Accessories 0000132-IN 0000165-IN 0000200-IN 0000111-IN 0000208-IN
60 Days
05/31/2003 06/30/2003 04/30/2003 05/30/2003
02-CAPRI Capri Sailing Ships 0000206-IN 0000174-IN 0000203-IN
30 Days
Phone: (414) 445-6544
01-SHEPARD Shepard Motorworks 0100045-IN 0000205-IN
Days
Current
46 0 0 52 44 42 14 12 58
Credit Limit: 20,000.00
06/07/2003 06/30/2003 03/12/2003 04/07/2003 06/07/2003 06/30/2003 03/09/2003 04/07/2003
3,989.83 3,989.83 2,057.64 2,057.64 1,275.00 1,275.00 1,000.00 1,000.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 3,989.83 0.00 0.00 0.00 1,275.00 0.00 0.00
3,989.83 0.00 0.00 0.00 1,275.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 2,057.64 2,057.64 0.00 0.00 1,000.00 1,000.00
Customer: 02-BAYPYRO Total:
16,644.94
0.00
5,264.83
5,264.83
0.00
6,115.28
35 12 122 96 35 12 125 96
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Credit Aging Report
Number:
BP823
Description:
This report is designed to give visibility of all outstanding Credits and prepayments on customer accounts
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, ARB, SY0
Problem:
The Aging report gives you a good picture of your receivables, however, it does not give a good picture of the liabilities (credit memos & prepayments) you may have in your receivables.
Solution:
The Credit Aging Report will show you all Credit Memos or Prepayments that are outstanding.
Problem:
You require customers to prepay for certain items or services and also give credit for returned items. You want to see who has outstanding credits on account to make sure you’ve ordered product for the orders or need to issue refund checks to, without manually viewing every customer on the normal Aged Invoice Report.
Solution:
Print the Credit Aging Report and view only the customers who have an outstanding credit on their account.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 10
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CREDIT AGING REPORT
Report Index Example 2
Report Parameters: Report aged as of: 06/15/03 For the Customer: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Division: 01
EAST SALES OFFICE
Customer/ Invoice #
Invoice Date
Invoice DueDate
Invoice Amount
Invoice Balance
Current Balance
30 Days
60 Days
90 Days
120 Days
-200.00
-200.00
0.00
0.00
-200.00
0.00
0.00
-200.00
-200.00
0.00
0.00
-200.00
0.00
0.00
-58.57 -100.00
-58.57 -100.00
0.00 0.00
0.00 -100.00
0.00 0.00
0.00 0.00
-58.57 0.00
-158.57
-158.57
0.00
-100.00
0.00
0.00
-58.57
-20,000.00
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-20,000.00
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-1,325.00
-1,325.00
0.00
0.00
0.00
-1,325.00
0.00
-500.00
-500.00
0.00
0.00
0.00
0.00
-500.00
-1,825.00
-1,825.00
0.00
0.00
0.00
-1,325.00
-500.00
-200.00
-200.00
0.00
-200.00
0.00
0.00
0.00
-200.00
-200.00
0.00
0.00
0.00
-200.00
0.00
The Portland Winterhawks
-400.00
-400.00
0.00
-200.00
0.00
-200.00
0.00
01-ABF American Business Futures 05/01/2003 0100050-CM 01-ABF American Business Futures
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
01-AVNET Avnet Processing Corp 05/22/2003 0100052-CM 01-AVNET Avnet Processing Corp
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
Total for Division: 01
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Total:
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
01-0000058 Lexus of Beaverton 03/22/2003 0100048-CM 01-0000058 Lexus of Beaverton 01-0000988 The Portland Trail Blazers 02/01/2003 0100047-CM 05/15/2003 0100053-CM 01-0000988
The Portland Trail Blazers
01-0005697 The Portland Fire 04/02/2003 0100045-CM 01-0005697
The Portland Fire
01-0005698 Employers Overload 03/15/2003 0100046-CM 01/15/2003 0100051-CM 01-0005698
Employers Overload
01-0256458 The Portland Winterhawks 05/15/2003 0100049-CM 02/27/2003 0100054-CM 01-0256458
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CREDIT AGING REPORT
Report Index Next Page
Report Parameters: Report aged as of: 06/15/03 For the Customer: 00-0000000 through 99-ZZZZZZZ Report is printed in Summary Format Division: 01
EAST SALES OFFICE
Customer #
Customer Name
Invoice Amt
Inv Balance
Current
30 Days
60 Days
90 Days
01-0000058 01-0000988
Lexus of Beaverton
-200.00
-200.00
The Portland Trail Blazers
-158.57
-158.57
01-0005697
The Portland Fire
-20,000.00
01-0005698
Employers Overload
01-0256458
The Portland Winterhawks
01-ABF 01-AVNET
120 Days
0.00
0.00
-200.00
0.00
0.00
0.00
-100.00
0.00
0.00
-58.57
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-1,825.00
-1,825.00
0.00
0.00
0.00
-1,325.00
-500.00
-400.00
-400.00
0.00
-200.00
0.00
-200.00
0.00
American Business Futures
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
Avnet Processing Corp
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
Total for Division: 01
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Total:
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Aged Trial Balance Report
Number:
BP824
Description:
Provides an Accounts Receivable Aging that agrees to the General Ledger.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, ARB, ARD, SY0
Problem:
Because you have borrowed against your receivables, your bank wants a current aging of your outstanding receivables. The Standard Aging report does not reconcile to the GL and the AR Trial Balance does not age the invoices.
Solution:
This custom Aged Trial Balance Report will age your open invoices but still ties out to the General Ledger regardless of Invoice Date.
Problem:
You want to print a summarized aging but you don't want 3 lines per customer -- you just want one.
Solution:
The custom Aged Trial Balance report will print only one line per customer.
Problem:
You need to get the aging into Excel but the Standard Aging can't be printed to an Excel file.
Solution:
The custom Aged Trial Balance Report will export to Excel and will appear the same in Excel with the fields formatted as they appear on the screen.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 11
ABC Distribution and Service Corp.
Page: 2 Print Date: 07/12/2001
ACCOUNTS RECEIVABLE AGED TRIAL BALANCE REPORT
Report Index Example 2
Report Parameters: Aged as of: 07/12/2003 Report printed in Detail format For Customers: 00-0000000 through 99-ZZZZZZZ Division: 01 - EAST SALES OFFICE Customer/ Invoice #
Invoice
Date Due
Discount
Discount Amount
Invoice Balance
Current
30 Days
60 Days
Days 120 Days Delq
Credit Limit: 7,500.00
Phone: (414) 225-2635
01-AVNET - Avnet Processing Corp
90 Days
0100052-CM
05/22/03
0.00
-65.00
0.00
-65.00
0.00
0.00
0.00
APR0002-FC
04/30/03 04/30/03
0.00
44.12
0.00
0.00
44.12
0.00
0.00
Total For Customer 01-AVNET:
7,312.37
0.00
5,517.25
44.12
1,751.00
0.00
Credit Limit: 2,500.00
Phone: (414) 258-9654
01-BRESLIN - Breslin Parts Supply
73
?30515-PY
05/15/03
0.00
2,700.00
0.00
2,700.00
0.00
0.00
0.00
?30531-PY
05/31/03
0.00
2,007.94
0.00
2,007.94
0.00
0.00
0.00
0000171-IN
05/29/03 05/29/03
0000172-IN
05/29/03 06/28/03 06/08/03
0000193-IN
05/31/03 05/31/03
0000194-IN
05/31/03 06/30/03 06/10/03
0100035-IN
05/15/03 05/15/03
0100040-IN 0100044-IN
0.00
1,250.00
0.00
1,250.00
0.00
0.00
0.00
44
20.08
1,003.97
0.00
1,003.97
0.00
0.00
0.00
14
0.00
1,250.00
0.00
1,250.00
0.00
0.00
0.00
42
20.08
1,003.97
0.00
1,003.97
0.00
0.00
0.00
12
0.00
149.13
0.00
149.13
0.00
0.00
0.00
58
05/27/03 05/27/03
0.00
9,596.76
0.00
9,596.76
0.00
0.00
0.00
46
05/21/03 05/21/03
0.00
1,646.13
0.00
1,646.13
0.00
0.00
0.00
52
Total For Customer 01-BRESLIN:
20,607.90
0.00
20,607.90
0.00
0.00
0.00
Credit Limit: 10,000.00
Phone: (414) 289-6599
01-HILLSB - Hillsboro Service Center ?30515-PY
05/15/03
0.00
750.00
0.00
750.00
0.00
0.00
0.00
?30531-PY
05/31/03
0.00
2,517.81
0.00
2,517.81
0.00
0.00
0.00
0000164-IN
05/16/03 06/15/03 05/26/03
25.50
1,275.00
0.00
1,275.00
0.00
0.00
0.00
0000195-IN
05/31/03 06/30/03 06/10/03
25.50
1,275.00
0.00
1,275.00
0.00
0.00
0.00
12
0100007-IN
05/23/03 06/22/03 06/02/03
6.44
321.92
0.00
321.92
0.00
0.00
0.00
20
Total For Customer 01-HILLSB:
6,139.73
0.00
6,139.73
0.00
0.00
0.00
Credit Limit: 10,000.00
Phone: (414) 785-5587
01-RSSUPPL - R & S Supply Corp.
27
0000106-IN
01/31/03 03/02/03
0.00
835.43
0.00
0.00
0.00
0.00
835.43
132
0000119-IN
02/23/03 03/25/03
0.00
4,335.43
0.00
0.00
0.00
0.00
4,335.43
109
0000138-IN
03/20/03 04/19/03
0.00
1,915.88
0.00
0.00
0.00
1,915.88
0.00
84
Total For Customer 01-RSSUPPL:
7,086.74
0.00
0.00
0.00
1,915.88
5,170.86
Credit Limit: 0.00
Phone: (414) 445-6544
01-SHEPARD - Shepard Motorworks 0000205-IN
04/30/03 05/30/03 05/10/03
0.00
229,839.95
0.00
0.00
229,839.95
0.00
0.00
43
0100045-IN
05/31/03 06/30/03 06/10/03
12
5,670.00
283,500.00
0.00
283,500.00
0.00
0.00
0.00
Total For Customer 01-SHEPARD:
513,339.95
0.00
283,500.00
229,839.95
0.00
0.00
Total For Division 01:
537,254.31
0.00
318,713.74
229,957.71
-16,679.43
5,262.29
ABC Distribution and Service Corp.
Page: 2 Print Date: 07/12/2001
ACCOUNTS RECEIVABLE AGED TRIAL BALANCE REPORT
Report Index
Report Parameters: Aged as of: 07/12/2003 Report printed in Summary format For Customers: 00-0000000 through 99-ZZZZZZZ
Next Page
Division: 02 - WEST SALES OFFICE Invoice Balance
Current
581.16 13,743.80
Customer #
Name
30 Days
60 Days
90 Days
120 Days
02-ALLENAP
Allen's Appliance Repair
02-AMERCON
American Concrete Service
0.00
290.58
0.00
12,625.84
290.58
0.00
0.00
31.98
1,085.98
02-ATOZ
A To Z Carpet Supply
0.00
8,732.40
0.00
8,732.40
0.00
0.00
0.00
02-AUTOCR
Autocraft Accessories
23,954.02
0.00
12,940.31
0.00
0.00
11,013.71
02-BAYPYRO
Bay Pyrotronics Corp.
16,644.94
0.00
5,264.83
5,264.83
0.00
6,115.28
02-CAPRI
Capri Sailing Ships
56,169.33
0.00
20,949.46
35,219.87
0.00
0.00
02-CUSTOM
Custom Craft Products
16,076.44
0.00
10,236.26
5,840.18
0.00
0.00
02-GREALAR
Greater Alarm Company
825.50
0.00
825.50
0.00
0.00
0.00
02-JELLCO
Jellco Packing
6,789.53
0.00
2,289.69
4,499.84
0.00
0.00
02-ORANGE
Orange Door & Window Co.
263.37
0.00
263.37
0.00
0.00
0.00
Total For Division 02:
143,780.49
0.00
74,418.24
51,147.28
1,085.98
17,128.99
Report Total:
681,034.80
0.00
393,131.98
281,104.99
-15,593.45
22,391.28
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Discounts Taken
Number:
BP825
Description:
Shows the cost of Terms Discounts allowed to Customers. Management can determine the cost of allowing discounts for early payment and weigh those costs against the benefit of lower outstanding receivables. The report will also show which customers have taken discounts past the allowed date.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, SY0
Problem:
We offer early payments discounts to our customers to maintain cash flow and keep our receivables low, but how much is it actually costing us?
Solution:
The Discounts Taken report will total Customer discounts for a given payment date range. Use this total to compare to what you might have paid in interest if the invoices had not been paid early.
Problem:
We are happy to offer discounts to our customers who pay within the discount period, but some customers take advantage of the discount even after the discount date has passed. How can we determine who those customers are, and how much it is costing us?
Solution:
Print the Customer Discounts Taken report by Customer for any given period of time. The report will show "Unearned Discounts". This information can be used to evaluate if terms discounts should no longer be extended to the customer.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 12
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CUSTOMER DISCOUNTS TAKEN
Report Index
Report Parameters: For the Period: 07/12/01 through 07/12/03 Report grouped by Terms Code For Customer 00-0000000 through 99-ZZZZZZZ Terms Code/ Invoice # 01
02
Example 2
Customer #
Invoice Date
Invoice DueDate
Discount DueDate
Payment Date
Invoice Amount
Discount Days Past Taken Discount
Unearned Discounts
0000122-IN
01-ABF
01/31/03
03/30/03
03/30/03
05/01/03
850.00
50.00
32
50.00
0000141-IN
01-ABF
03/31/03
04/30/03
03/30/03
05/31/03
1,226.25
50.00
62
50.00
0000142-IN
01-AVNET
03/31/03
04/30/03
04/15/03
05/01/03
1,751.00
25.00
16
25.00
0000192-IN
01-AVNET
05/31/03
06/30/03
05/31/03
05/31/03
606.00
25.00
0
0.00
0100033-IN
01-ABF
05/15/03
06/14/03
06/14/03
05/31/03
1,113.05
10.00
-30
0.00
0100034-IN
01-ABF
05/15/03
06/14/03
05/31/03
2,467.61
100.00
0
0.00
0100043-IN
01-AVNET
05/21/03
06/20/03
04/22/03
05/31/03
1,935.25
25.00
39
25.00
0100048-IN
01-ABF
05/30/03
06/29/03
05/31/03
05/30/03
130.00
10.00
0
0.00
Terms Code 01 Total:
295.00
Net 30 Days
150.00
2% Ten Days, Net 30 Days 0100045-IN
01-SHEPARD
05/31/03
06/30/03
06/10/03
05/31/03
283,500.00
2,500.00
0
0.00
Terms Code 02 Total:
2,500.00
0.00
Report Total:
2,795.00
150.00
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CUSTOMER DISCOUNTS TAKEN
Report Index Next Page
Report Parameters: For the Period: 07/12/01 through 07/12/03 Report grouped by Customer Number For Customer 00-0000000 through 99-ZZZZZZZ Customer/ Invoice # 01-ABF
Terms Code
Invoice Date
Invoice DueDate
Discount DueDate
Payment Date
Invoice Amount
Discount Days Past Taken Discount
Unearned Discounts
American Business Futures
0000122-IN
01
01/31/03
03/30/03
03/30/03
05/01/03
850.00
50.00
32
50.00
0000141-IN
01
03/31/03
04/30/03
03/30/03
05/31/03
1,226.25
50.00
62
50.00
0100033-IN
01
05/15/03
06/14/03
06/14/03
05/31/03
1,113.05
10.00
-30
0.00
0100034-IN
01
05/15/03
06/14/03
05/31/03
2,467.61
100.00
0
0.00
0100048-IN
01
05/30/03
06/29/03
05/30/03
130.00
10.00
0
0.00
Customer Number 01-ABF Total:
220.00
01-AVNET
05/31/03
100.00
Avnet Processing Corp
0000142-IN
01
03/31/03
04/30/03
04/15/03
05/01/03
1,751.00
25.00
16
0000192-IN
01
05/31/03
06/30/03
05/31/03
05/31/03
606.00
25.00
0
0.00
0100043-IN
01
05/21/03
06/20/03
04/22/03
05/31/03
1,935.25
25.00
39
25.00
Customer Number 01-AVNET Total:
75.00
01-SHEPARD 0100045-IN
25.00
50.00
Shepard Motorworks 02
05/31/03
06/30/03
283,500.00
2,500.00
Customer Number 01-SHEPARD Total:
06/10/03
05/31/03
2,500.00
0
0.00 0.00
Report Total:
2,795.00
150.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
New Customers Accounts
Number:
BP826
Description:
To provide a list of new customers based on the date established in MAS90. The report can be printed for a specified periods of time as a reference for management or for sales people to identify new accounts assigned to them.
Requirements:
Accounts Receivable
Data Files:
AR1, ARB, ARD, SY0
Problem:
The Sales Manager would like to know all of the new accounts that were opened in the current month for this division.
Solution:
Print the New Customer Accounts Report by Division for a specified date range.
Problem:
As a Salesperson you want to know all the new accounts opened during the last quarter.
Solution:
Print the New Customer Accounts Report by Salesperson for the specified date range.
Problem:
Taking a proactive approach to customer service you want to send a letter or something special to all your new clients on a monthly or weekly basis
Solution:
Print the New customer accounts report by customer for a specified date range.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 13
Page Number: 3 Print Date: 07/12/2001
ABC Distribution and Service Corp. NEW CUSTOMER ACCOUNTS
Report Index
Report Parameters: For the period: 07/12/01 through 07/12/03 Report is sorted by Salesperson
Example 2
Salesperson: 01-0200 Shelly Westland 01-AVNET Avnet Processing Corp 3361 W. Kenosha Powers Building Suite 100 Racine, WI 53120 Primary Contact: Tony Schultz [email protected] 01-HILLSB Hillsboro Service Center 200 Union Street Upper Level Hillsboro, WI 53151 Primary Contact: Pam Wampler
01-RSSUPPL R & S Supply Corp. Eighth Street Annex 4321 W. 43rd Street Milwaukee, WI 53126 Primary Contact: Kent Quinlan
01-SHEPARD Shepard Motorworks 2215 English Ave Milwaukee, WI 53151
Primary Contact: Alan Shepard
Credit Limit:$ 7,500.00 Phone Number:(414) 225-2635 Fax Number: Email Address:[email protected] Contact Phone:(414) 225-2635
Credit Limit:$ 10,000.00 Phone Number:(414) 289-6599 Fax Number: Email Address: Contact Phone:
Credit Limit:$ 10,000.00 Phone Number:(414) 785-5587 Fax Number: Email Address: Contact Phone:
Credit Limit:$ 0.00 Phone Number:(414) 445-6544 Fax Number: Email Address: Contact Phone:
Page Number: 2 Print Date: 07/12/2001
ABC Distribution and Service Corp. NEW CUSTOMER ACCOUNTS
Report Index Next Page
Report Parameters: For the period: 07/12/01 through 07/12/03 Report is sorted by Division Division: 01 - EAST SALES OFFICE Salesperson: 01-0100 Jim Kentley 01-0256978 The Portland Beavers
Primary Contact:
Credit Limit: $ 0.00 Phone Number: Fax Number: Email Address: Contact Phone:
Salesperson: 01-0100 Jim Kentley 01-ABF American Business Futures 2131 N. 14th Street Suite 100 Accounting Department Milwaukee, WI 53205-1204 Primary Contact:Artie Johnson [email protected]
Credit Limit: $ 120,000.00 Phone Number: (414) 655-4787 Fax Number: Email Address: [email protected] Contact Phone:(414) 655-4787
Salesperson: 01-0200 Shelly Westland 01-AVNET Avnet Processing Corp 3361 W. Kenosha Powers Building Suite 100 Racine, WI 53120 Primary Contact:Tony Schultz [email protected]
Credit Limit: $ 7,500.00 Phone Number: (414) 225-2635 Fax Number: Email Address: [email protected] Contact Phone:(414) 225-2635
Salesperson: 01-0100 Jim Kentley 01-BRESLIN Breslin Parts Supply 2035 N. Molalla Ave Suite 15-C Attn: Accounts Receivable Molalla, WI 53266 Primary Contact:Winnie Spackman
Credit Limit: $ 2,500.00 Phone Number: (414) 258-9654 Fax Number: (414) 258-9600 Email Address: Contact Phone:(414) 258-9654
Salesperson: 01-0200 Shelly Westland 01-HILLSB Hillsboro Service Center 200 Union Street Upper Level Hillsboro, WI 53151 Primary Contact:Pam Wampler
Credit Limit: $ 10,000.00 Phone Number: (414) 289-6599 Fax Number: Email Address: Contact Phone:
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales and Cost of Sales Reconciliation
Number:
BP827
Description:
Provides a detailed listing of the Accounts Receivable or Sales Order transactions that are posted to a given Sales or Cost of Sales account for a given period of time.
Requirements:
Accounts Receivable, Inventory
Data Files:
AR1, ARN, AR0, IM1, SY0
Problem:
You want to know what the sales total is so far this month - and you want to know it now!
Solution:
Print the Sales and Cost of Sales Report in Summary Format. You can specify the range of time that you are interested in. This version of the report organizes sales totals by General Ledger Sales Account categories.
Problem:
Now that you see the sales totals for the month, you don't believe them and you want more proof!
Solution:
Print a Sales and Cost of Sales Report in Detail. This version of the report provides specific sales information with subtotals.
Problem:
The gross margin on your financial reports doesn't seem right.
Solution:
Print a Sales and Cost of Sales Report with Invoice Detail. This version of the report totals all sales (and related cost of sales) by General Ledger Sales Account number. Now you have a detailed listing of the sales and related costs that are presented on your financial statements. Look, there's the item that was entered with no cost data!
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 14
Page: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. SALES AND COST OF SALES RECONCILIATION
Report Index
Report Parameters: For the Period: 07/12/2001 through 07/12/2003 Report Printed in Detail Format
400-01-00 Cust # Item #
Example 2
Distribution sales (history) Description
American Business Futures 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK DESK FILE 8" CAP 50 2480-8-50 2481-5-50 DESK FILE 5 1/4" CAP 50 2551-3-50 DESK FILE 3 1/2" CAP 50 6657-24-20-12 SOUND CVR 24.5"W 20"D 12"H LQ 8972 UNIVERSAL 5 1/4" DSDD FLEX DSK D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT GB-EL04MS-14 RJ-11 4 WIRE MOD CABLE 14 FT GB-MD791 MODEM 9600 FAST POLL Total for Customer # 01-ABF: 01-BRESLIN Breslin Parts Supply 2480-8-50 DESK FILE 8" CAP 50 UNIVERSAL 5 1/4" DSDD FLEX DSK 8972 Total for Customer # 01-BRESLIN: 01-SHEPARD Shepard Motorworks D1000 DESK 72" X 30" Total for Customer # 01-SHEPARD: 02-CUSTOM Custom Craft Products ARS-9201 ART SPECIALTY GINGER JAR LAMP GLOB-V-3060-25W GLOBE FOLDING TABLE 30x60 GLOB-V-3096-25W GLOBE FOLDING TABLE 30x96 GLOB-V-3696-25W GLOBE FOLDING TABLE 36x96 PFS-007-CABLE EIA RS232 CABLE 7 CONDUCTOR PFS-007-CONN-F EIA RS232 CONECT 7 CONDUCTOR F PFS-007-CONN-M EIA RS323 CONECT 7 CONDUCTOR M VOG-CM-CASTERS CASTERS (SET OF 4, 2 W/LOCK) VOG-CM-MP-B MODESTY PANEL VOG-CM-MSC STORAGE CUBE WJ-M-2107-B POST BINDER 3/8 X 1 (100) WJ-M-2109-A POST BINDER 3/16 X 1/2 (100) Total for Customer # 02-CUSTOM: 02-GREALAR Greater Alarm Company 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H Total for Customer # 02-GREALAR: 02-JELLCO Jellco Packing 8971 UNIVERSAL 5 1/4" SSDD FLEX DSK GB-EL04MS-14 RJ-11 4 WIRE MOD CABLE 14 FT GB-MD791 MODEM 9600 FAST POLL Total for Customer # 02-JELLCO: 02-ORANGE Orange Door & Window Co. ARS-9101 ART SPECIALTY WALNUT CNDL LAMP ARS-9401 ART SPECIALTY EMP CANDLE LAMP Total for Customer # 02-ORANGE:
Sales Amount
Total Cost
Profit Profit %
319.20 33.20 37.91 23.70 790.00 224.24 130.00 35.90 1,995.00 3,589.15
136.24 15.45 15.96 11.23 484.00 78.40 65.00 9.50 0.00 815.78
182.96 17.75 21.95 12.47 306.00 145.84 65.00 26.40 1,995.00 2,773.37
57.3 53.5 57.9 52.6 38.7 65.0 50.0 73.5 100.0 77.27%
9,130.25 132.50 9,262.75
4,558.64 49.00 4,607.64
4,571.62 83.50 4,655.12
50.1 63.0 50.26%
157,500.00 126,000.00 157,500.00 126,000.00
44.4 44.44%
01-ABF
400-01-00 Total:
283,500.00 283,500.00 1,601.10 179.20 553.65 524.00 180.00 130.00 195.00 204.60 126.00 2,134.00 371.52 142.00 6,341.07
919.44 88.50 327.75 295.40 110.00 82.50 123.75 134.55 82.50 1,158.16 181.80 63.75 3,568.10
681.66 90.70 225.90 228.60 70.00 47.50 71.25 70.05 43.50 975.84 189.72 78.25 2,772.97
42.6 50.6 40.8 43.6 38.9 36.5 36.5 34.2 34.5 45.7 51.1 55.1 43.73%
781.20 135.00 916.20
342.50 67.81 410.31
438.70 67.19 505.89
56.2 49.8 55.22%
111.50 21.54 1,895.25 2,028.29
0.00 5.70 1,107.50 1,113.20
111.50 15.84 787.75 915.09
100.0 73.5 41.6 45.12%
179.90 129.95 309.85
89.75 65.25 155.00
90.15 64.70 154.85
50.1 49.8 49.98%
168,170.03 137,777.28
45.03%
305,947.31
Page: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. SALES AND COST OF SALES RECONCILIATION
Report Index Next Page
Report Parameters: For the Period: 07/12/2001 through 07/12/2003 Report Printed in Summary Format
400-01-00
Distribution sales (history)
Cust #
Name
01-ABF 01-BRESLIN 01-SHEPARD 02-CUSTOM 02-GREALAR 02-JELLCO 02-ORANGE
American Business Futures Breslin Parts Supply Shepard Motorworks Custom Craft Products Greater Alarm Company Jellco Packing Orange Door & Window Co.
Sales Amount
400-01-00 Total:
Total Cost
Profit Profit %
3,589.15 9,262.75 283,500.00 6,341.07 916.20 2,028.29 309.85
815.78 2,773.37 4,607.64 4,655.12 157,500.00 126,000.00 3,568.10 2,772.97 410.31 505.89 1,113.20 915.09 155.00 154.85
305,947.31
168,170.03 137,777.28
548.60 113.09 44.44 510.24 105.93 215.10 99.90 45.03%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Transaction Amount Search
Number:
BP861
Description:
The Transaction Amount Search report is designed to search for transactions that have been posted to Bank Reconciliation
Requirements:
Bank Reconciliation
Data Files:
BR1, GLW, SY0
Problem:
You’ve just checked off all of the cleared checks from your bank statement and you’re out of balance. You know that 90% of the time the problem is a check that didn’t get cleared correctly, so now you have the tedious job of verifying each and every check.
Solution:
Use the Transaction Amount Search to find the check amount that matches your out of balance amount. If that’s the error, you’ll find it in seconds!
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 15
Page Number: 1 Report Date: 04/11/02
ABC Distribution and Service Corp. TRANSACTION AMOUNT SEARCH
Report Index Next Page
Report Parameters: Bank Code: A Search for the transaction amount of: 100.00
Bank Code: A - Security Pacific Checking
DATE
CHECK #
TYPE
REFERENCE #
012598 123156
Manual Manual
01STEV
SRC
PAYEE/COMMENT
DEBITS
BR AP
Tech Computer Sales Stevens Supply
100.00 100.00
CREDITS
CLEARED BANK?
CHECKS 04/12/03 09/28/01
TOTAL FOR CHECKS:
200.00
Y N 0.00
DEPOSITS & ADJUSTMENTS 04/15/03 05/02/03
Adj Dep
ADJUSTMENT DEPOSIT
BR BR
Bank Charges ATM Deposit
100.00
L FOR DEPOSITS & ADJUSTMENTS:
100.00
100.00
300.00
100.00
100.00
REPORT TOTAL:
N N
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
GL Detail Sorted by Source Report
Number:
BP862
Description:
This report is designed to show the detail posting of the GL Accounts for a specified period of time grouped by Source Journal.
Requirements:
General Ledger
Data Files:
GL5, GL8, GL1, SY0
Problem:
Choose as many as apply: Accounts Payable doesn’t match the Trial Balance Report Accounts Receivable doesn’t match the Trial Balance Report Inventory doesn’t match the Inventory Valuation Report Purchases Clearing doesn’t match the PO Clearing Report Work In Process doesn’t match the Work In Process Report
Solution:
The GL Detail Sorted by Source report will help you identify all of the transactions that weren’t generated by the appropriate modules.
Problem:
Postings are going to the wrong General Ledger accounts and you need to identify the erroneous entries and the persons making them.
Solution:
Print the GL Detail Sorted by Source on a weekly basis to locate the problem and provide appropriate training.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 16
Printed: 5/15/2002 Page: 8
ABC Distribution and Service Corp. G/L DETAIL SORTED BY SOURCE REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/15/2003 For Account Number: 000000000 through 999999999 Trans Date
Src Jour
Posting Remarks
Debit
Credit
Net Change
Account #: 200-01-00 Accounts payable - trade
Balance 0.00
AP 5/1/2003 5/2/2003 5/3/2003 5/15/2003
AP-0009 AP-0010 AP-0011 AP-0012
A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 TOTAL FOR AP SOURCE JOURNAL:
-7,190.50 -14,381.00 -3,025.00 -24,596.50
-7,190.50 -21,571.50 -7,190.50 -10,215.50 -10,215.50
14,381.00
A/P CHECK REGISTER /DIV: 01 TOTAL FOR CD SOURCE JOURNAL:
6,150.00 6,150.00
0.00
6,150.00 6,150.00
Total for 200-01-00 :
20,531.00
-24,596.50
6,150.00
14,381.00
CD 5/15/2003
CD-0002
-4,065.50
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Out-of-Balance Source Journal Report
Number:
BP863
Description:
This report is designed to find any out of balance journal based on the date range and source journal selection.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You have printed out the Trial Balance report and is showing outof-balance.
Solution:
Print the Out-of-Balance Source Journal Report to easily identify the journals that need to be corrected.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 17
Printed: 5/13/2002 Page: 1
ABC Distribution and Service Corp. OUT OF BALANCE SOURCE JOURNALS
Report Index Next Page
Report Parameters: For the period: 05/13/2002 to 05/13/2004 For Source Journals: to ZZ
IM-0001 Account # 115-00-03
04/30/03 Posting Remarks Inventory adjustment TOTAL FOR IM-0001:
SO-0003
Debit 106,854.05 106,854.05
Credit
Out of Balance by
0.00
106,854.05
Debit
Credit
Out of Balance by
05/31/03
Account #
Posting Remarks
105-00-01 105-00-02 115-00-01 115-00-01 115-00-01 115-00-01 115-00-01 235-02-00 400-01-00 400-01-00 400-01-00 400-01-00 400-01-00 450-01-00 450-01-00 450-01-00 450-01-00 450-01-00 950-02-04
S/O INVOICE ENTRY - 05/31/03 S/O INVOICE ENTRY - 05/31/03 Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 DIV:02 WEST SALES OFFICE Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 DIV:02 WEST SALES OFFICE TOTAL FOR SO-0003:
283,500.00 1,088.87 -157,500.00 -342.50 -67.81 -89.75 -65.25 -46.73 -283,500.00 -781.20 -135.00 -179.90 -129.95 157,500.00 342.50 67.81 89.75 65.25 137.43 442,791.61
-442,838.09
-46.48
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Monthly Comparative Financial Report
Number:
BP864
Description:
This report is designed to show the detail posting of the GL Accounts based on the wild card (*) GL Account search.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You have just printed out the GL Monthly Trend Report, but you left your magnifying glass at home.
Solution:
Print out the Monthly Comparative Financial Report and give your eyes a rest.
Problem:
Each month you need to perform further analysis on the Monthly Income Statements and combine the data with other statistical information.
Solution:
Export the Monthly Comparative Financial Report to Excel and then analyze to your hearts content.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 18
Page: 1 Report Date: 5/15/2002
ABC Distribution and Service Corp. MONTHLY COMPARATIVE FINANCIAL REPORT INCOME STATEMENT Account #
Description
Jan 31, 03
Feb 28, 03
Mar 31, 03
Report Index
Next Page Apr 30, 03
May 31, 03
Jun 30, 03
Jul 31, 03
Aug 31, 03 Sep 30, 03
Oct 31, 03
Nov 30, 03
Dec 31, 03
YTD AMOUNT
REVENUES 400-01-00
Distribution sales (history)
0
0
0
0
290,044
0
0
0
0
0
0
0
290,044
400-01-01
Distribution sales - East
236,918
220,334
231,350
226,723
267,430
0
0
0
0
0
0
0
1,182,755
400-01-02
Distribution sales - West
122,013
113,472
119,145
116,762
139,997
0
0
0
0
0
0
0
611,389
400-02-00
Service fees
0
0
0
0
3,000
0
0
0
0
0
0
0
3,000
400-02-01
Service fees - East
7,816
7,269
7,632
7,480
14,165
0
0
0
0
0
0
0
44,362
400-02-02
Service fees - West
3,958
3,681
3,865
3,788
5,562
0
0
0
0
0
0
0
20,854
400-03-01
Freight charges - East
5,020
4,668
4,902
4,804
5,359
0
0
0
0
0
0
0
24,753
400-03-02
Freight charges - West
2,362
2,196
2,306
2,260
3,364
0
0
0
0
0
0
0
12,488
425-00-01
Returns & allowances - East
-3,945
-3,669
-3,853
-3,775
-3,775
0
0
0
0
0
0
0
-19,018
425-00-02
Returns & allowances - West
-1,356
-1,261
-1,324
-1,298
-1,298
0
0
0
0
0
0
0
-6,538
372,784
346,689
364,024
356,743
723,848
0
0
0
0
0
0
0
2,164,089
TOTAL REVENUES COST OF SALES 450-01-00
Purchases
0
0
0
0
162,704
0
0
0
0
0
0
0
162,704
450-01-01
Purchases - East
64,727
60,196
63,206
61,942
58,225
0
0
0
0
0
0
0
308,297
450-01-02
Purchases - West
46,110
52,882
55,526
54,416
86,050
0
0
0
0
0
0
0
294,984
450-02-00
Freight
0
0
0
0
555
0
0
0
0
0
0
0
555
450-02-01
Freight - East
2,435
2,459
2,508
2,558
3,364
0
0
0
0
0
0
0
13,324
450-02-02
Freight - West
1,082
1,092
1,114
1,137
1,503
0
0
0
0
0
0
0
5,928
450-03-01
Warehouseman payroll - East
30,281
30,887
31,195
27,169
38,304
0
0
0
0
0
0
0
157,836
450-03-02
Warehouseman payroll - West
7,292
7,438
7,513
5,844
9,014
0
0
0
0
0
0
0
37,101
450-04-01
Serviceman payroll - East
1,858
1,895
1,914
1,666
2,315
0
0
0
0
0
0
0
9,647
450-04-02
Serviceman payroll - West
823
839
848
1,472
1,508
0
0
0
0
0
0
0
5,489
450-10-00
Cost of Goods Sold
0
0
0
0
945
0
0
0
0
0
0
0
945
TOTAL COST OF SALES
154,607
157,689
163,825
156,204
364,486
0
0
0
0
0
0
0
996,812
TOTAL GROSS PROFIT
-218,177
-189,000
-200,199
-200,539
-359,361
0
0
0
0
0
0
0
-1,167,277.29
EXPENSES OPERATING EXPENSES 500-00-00
Other expenses (history)
0
0
0
0
2,573
0
0
0
0
0
0
0
2,573
500-00-03
Warehouse payroll
1,370
1,397
1,411
1,042
1,711
0
0
0
0
0
0
0
6,931
505-00-03
Clerical salaries
1,247
1,272
1,284
1,185
1,557
0
0
0
0
0
0
0
6,545
507-00-03
Sick pay
0
0
0
195
0
0
0
0
0
0
0
0
195
508-00-03
Holiday pay
0
0
0
139
124
0
0
0
0
0
0
0
264
510-00-03
Payroll taxes
5,903
6,021
6,081
183
718
0
0
0
0
0
0
0
18,905
515-00-03
Building maintenance
713
720
735
749
1,275
0
0
0
0
0
0
0
4,193
520-00-03
Depreciation expense
491
491
491
491
491
0
0
0
0
0
0
0
2,454
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Account Transaction Report
Number:
BP865
Description:
The Account Transaction Report is similar to the GL Detail Report in MAS90 except that it allows for advanced account number selection with wild cards.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You want to print out a GL Detail Report but you only want division 10 for all accounts.
Solution:
Print the Account Transaction Report starting with account number ‘*-10-*’ and ending with account Number ‘*-10-*’. This will only pull division ‘10’ account numbers.
Problem:
Now you only want the sales accounts for departments 10 thru 20.
Solution:
Enter the starting account number as ‘4000-10-*’ and the ending account number as ‘4999-20-*’. This will pull your sales account range for all departments between 10 and 20.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 19
Printed: 5/15/2002 Page: 1
ABC Distribution and Service Corp. ACCOUNT TRANSACTION REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/15/2003 GL Account Search: 100-01-* to 200-01-* Trans Date
Src Jour
Posting Remarks
Account #: 101-01-00 Cash in bank - Reg. checking 5/1/2003 CR-0005 Cash Receipts 5/12/2003 PR-0085 P/R PAYROLL JOURNAL PE:05/12/03 5/15/2003 CD-0002 A/P CHECK REGISTER /DIV: 01 Total for 101-01-00 : Account #: 110-01-00 Note receivable 5/1/2003 CR-0005 st tm note 050103 Short Term Note Receiv Total for 110-01-00 : Account #: 200-01-00 Accounts payable - trade 5/1/2003 AP-0009 A/P INVOICE ENTRY /DIV: 01 5/2/2003 AP-0010 A/P INVOICE ENTRY /DIV: 01 5/3/2003 AP-0011 A/P INVOICE ENTRY /DIV: 01 5/15/2003 AP-0012 A/P INVOICE ENTRY /DIV: 01 5/15/2003 CD-0002 A/P CHECK REGISTER /DIV: 01 Total for 200-01-00 :
Debit
Credit
Net Change
10,000.00
-16,352.66 -6,150.00 -22,502.66
24,753.95 8,401.29 2,251.29 2,251.29
0.00
-10,000.00 -10,000.00
0.00 0.00
-7,190.50 -14,381.00
-7,190.50 -21,571.50 -7,190.50 -10,215.50 -4,065.50 -4,065.50
Balance 14,753.95
10,000.00
2,251.29 10,000.00 0.00 0.00
14,381.00 -3,025.00 6,150.00 20,531.00
-24,596.50
-4,065.50
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Stock Status Summary
Number:
BP841
Description:
The Stock Status report is designed to show the quantity on hand and how long before you run out of stock.
Requirements:
Inventory
Data Files:
IM1, IM2, IM9, IMA, SY0
Problem:
Keeping enough inventory on hand so you don’t run out, but not so much that the cost of carrying that inventory is too high.
Solution:
Print the Stock Status Summary to evaluate how much inventory is on hand and how long it will last (based on the last 12 months of sales).
Problem:
Knowing when to order your inventory so you have some in stock at all times can be difficult.
Solution:
The Stock Status Summary report gives a break down of your inventory showing what is on hand and how long it will last based on the past 12 months of sales.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 20
CV Samples, Inc.
Page Number: 1 Print Date: 07/12/2001
INVENTORY STOCK STATUS SUMMARY
Report Index Example 2
Includes the previous 12 months plus the month of JULY, 2001 Report is sorted by Product Line Code For the Product Line Code: 0000 through ZZZZ For Item: 000000000000000 through ZZZZZZZZZZZZZZZ ITEM #
DESCRIPTION
QTY AVAILABLE
QTY ON HAND
ROLLING 12 MONTHS
MONTH AVG.
MONTHS ON HAND
-2 -1
0 0
2 5
0 0
-12 -2
-9 -2 -8 -8 -11 -5 -5 -5 -4 -1 -1 -1 -3 -1 1 -3 -1 -1 -2 -2 -1 1 1
5 4 6 5 2 1 2 0 4 19 8 12 13 3 3 2 5 4 0 1 1 1 1
8 4 12 9 4 2 1 3 2 34 8 19 25 1 11 7 2 2 1 2 2 -1 5
1 0 1 1 0 0 0 0 0 3 1 2 2 0 1 1 0 0 0 0 0 0 0
-14 -6 -8 -11 -34 -31 -62 -21 -25 0 -2 -1 -1 -12 1 -5 -6 -6 -25 -12 -6 -12 2
-5 -1 -5 -3 1 -3 -1 -1 -1 -1 -1 -1 -1 -1 -1 -1
12 6 6 8 1 12 2 3 1 8 4 4 6 3 2 0
23 3 25 29 1 22 4 4 3 12 1 5 9 1 1 4
2 0 2 2 0 2 0 0 0 1 0 0 1 0 0 0
-3 -4 -2 -1 12 -2 -3 -3 -4 -1 -12 -2 -1 -12 -12 -3
-10
4
35
3
-4
Product Line Code: 0001 RECREATIONAL SERIES 941-4549-G 941-7446-G
RS-REWARD /TAUPE DURSHL/GRAY RS-DESTINY /GREEN DURSHL/GRAY
Product Line Code: 0002 COASTAL SERIES 15014010 15014110 15014210 15024120 15024320 15034020 15034120 15034220 15034320 15114010 15114110 15114210 15124320 15134220 15224120 15314010 15314210 15324120 15334020 15334120 15334320 944-4537-G 944-6447-T
CS DESTINY LX BLUE/GRAY/ASH CS DESTINY LX GREEN/GRAY/ASH CS DESTINY LX GRAY/GRAY/ASH CS DESTINY LX GREEN/TAN/WALNUT CS DESTINY LX TAUPE/TAN/WALNUT CS DESTINY BLUE/WOOD/WALNUT CS DESTINY GREEN/WOOD/WALNUT CS DESTINY GRAY/WOOD/WALNUT CS DESTINY TAUPE/WOOD/WALNUT CS REWARD LX BLUE/GRAY/ASH CS REWARD LX GREEN/GRAY/ASH CS REWARD LX GRAY/GRAY/ASH CS REWARD LX TAUPE/TAN/WALNUT CS REWARD GRAY/WOOD/WALNUT CS EUPHORIA LX GREEN/TAN/WALNU CS VOYAGE LX BLUE/GRAY/ASH CS VOYAGE LX GRAY/GRAY/ASH CS VOYAGE LX GREEN/TAN/WALNUT CS VOYAGE BLUE/WOOD/WALNUT CS VOYAGE GREEN/WOOD/WALNUT CS VOYAGE TAUPE/WOOD/WALNUT CS-REWARD /TAUPE/GRAY CS-VOYAGE /BLUE DURSHL/TAN
Product Line Code: 0003 ULTIMATE SERIES 17114010 17114110 17114210 17124120 17124130 17124320 17134020 17134120 17134320 17214010 17214110 17214210 17224320 17234120 17234320 920-6449-W
US MARQUIS LX BLUE/GRAY/ASH US MARQUIS LX GREEN/GRAY/ASH US MARQUIS LX GRAY/GRAY/ASH US MARQUIS LX GREEN/TAN/WALNUT US MARQUIS LX GREEN/TAN/NONE US MARQUIS LX TAUPE/TAN/WALNUT US MARQUIS BLUE/WOOD/WALNUT US MARQUIS GREEN/WOOD/WALNUT US MARQUIS TAUPE/WOOD/WALNUT US JOURNEY LX BLUE/GRAY/ASH US JOURNEY LX GREEN/GRAY/ASH US JOURNEY LX GRAY/GRAY/ASH US JOURNEY LX TAUPE/TAN/WALNUT US JOURNEY GREEN/WOOD/WALNUT US JOURNEY TAUPE/WOOD/WALNUT US-VOYAGE /TAUPE DURSHL/WOOD
Product Line Code: 0005 AMISH HPS II Product Line Code: 0006 SOCIALIZER 950-4800-S
WATERFALL SPA - 2000
Product Line Code: 0007 LEISURE SERIES
CV Samples, Inc.
Page Number: 1 Print Date: 07/12/2001
INVENTORY STOCK STATUS SUMMARY
Report Index
Includes the previous 12 months plus the month of JULY, 2001 Report is sorted by Item # For the Product Line Code: 0000 through ZZZZ For Item: 000000000000000 through ZZZZZZZZZZZZZZZ ITEM #
DESCRIPTION
020-0008 020-0012 020-0014 020-0017 020-0024 020-0032 020-0033 020-0449 020-0455 020-0809 030-0026 040-0822 040-0823 040-0824 040-0826 040-0831 040-0832 040-0838 040-0840 050-6097 11034010 11034020 11034110 11034120 11034210 11034220 11114110 11114210 11124120 11124320 11134010 11134020 11134120 11134220 11134320 11214010 11214110 11214210 11224320 11234020 11234120 11234220 11234310 11234320 120-6173 13014010 13014110 13014210 13024320 13034020 13034120 13034220
SCREW #8x2.5"DRYWLL BLK BUG/HD BOLT 1/4-20 X 1.25 ACETAL TAN T-NUT 5/16" x 5/8" BRACKET DOOR WASHER ACETAL TAN FOR DOORS NUT CAP 1/4-20 TAN ACETAL PLAS NUT CAP 1/4-20 GRAY ACETAL PLA BOLT HANGER 1/4-20 X 1-3/4 SS NUT WHIZ LOCK 5/16" SCREW #6 X 2" DRYWALL YZ BGL/H CLAMP TENSION 3/4 BLK METAL BASE SCREW #8/#10 COUNTERSUNK COVER SCREW #8/#10 DK.BEIGE COVER SCREW #8/#10 GRAY CLAMP CONDUIT 3" W/BOLT SCREW CANNISTER BASE 1/4-20 COVER SCREW 1/4-20 CNSTR GRAY COVER SCREW HINGED GRAY COVER SCREW HINGED TAN HEAT SINK COMPOUND LS OASIS BLUE/WOOD/ASH LS OASIS BLUE/WOOD/WALNUT LS OASIS GREEN/WOOD/ASH LS OASIS GREEN/WOOD/WALNUT LS OASIS GRAY/WOOD/ASH LS OASIS GRAY/WOOD/WALNUT LS SPIRIT LX GREEN/ GRAY/ASH LS SPIRIT LX GRAY/ GRAY/ASH LS SPIRIT LX GREEN/ TAN/WALNUT LS SPIRIT LX TAUPE/ TAN/WALNUT LS SPIRIT BLUE/WOOD/ASH LS SPIRIT BLUE/WOOD/WALNUT LS SPIRIT GREEN/WOOD/WALNUT LS SPIRIT GRAY/WOOD/WALNUT LS SPIRIT TAUPE/WOOD/WALNUT LS MIRAGE LX BLUE/ GRAY/ASH LS MIRAGE LX GREEN/ GRAY/ASH LS MIRAGE LX GRAY/ GRAY/ASH LS MIRAGE LX TAUPE/ TAN/WALNUT LS MIRAGE BLUE/WOOD/WALNUT LS MIRAGE GREEN/WOOD/WALNUT LS MIRAGE GRAY/WOOD/WALNUT LS MIRAGE TAUPE/WOOD/ASH LS MIRAGE TAUPE/WOOD/WALNUT POLY SHEET(HDPE)84x84x.065 BLK SS 500 LX BLUE/GRAY/ASH SS 500 LX GREEN/GRAY/ASH SS 500 LX GRAY/GRAY/ASH SS 500 LX TAUPE/TAN/WALNUT SS 500 BLUE / WOOD/WALNUT SS 500 GREEN / WOOD/WALNUT SS 500 GRAY / WOOD/WALNUT
Next Page
QTY AVAILABLE
QTY ON HAND
ROLLING 12 MONTHS
MONTH AVG.
MONTHS ON HAND
32,611 2,045 1,057 2,433 183 107 171 100 8 24,196 6,166 1,292 1,733 10,685 96 8,000 1,761 1,682 2,359 18 -1 3 -2 -4 -1 2 1 -3 -9 2 -1 2 2 2 3 4 -3 -4 -8 -7 -3 2 1 1 -1 3 -5 1 -2 -7 3 -2
32,611 2,045 1,057 2,433 183 119 183 100 8 24,196 6,166 1,292 1,733 10,685 96 8,000 1,761 1,682 2,359 18 0 3 0 9 0 2 1 7 7 2 1 2 2 2 3 4 6 7 9 13 9 2 1 1 0 3 3 1 10 12 3 11
4 163 1 10 844 893 864 29 1 130 142 459 225 64 1 6 6 50 50 2 3 23 1 28 2 22 7 18 21 19 3 26 30 30 25 23 6 12 23 24 27 18 1 19 1 14 5 14 13 24 30 15
0 13 0 1 68 72 70 2 0 10 11 37 18 5 0 0 0 4 4 0 0 2 0 2 0 2 1 1 2 2 0 2 2 2 2 2 0 1 2 2 2 1 0 2 0 1 0 1 1 2 2 1
100,989 155 13,093 3,014 3 1 2 43 99 2,306 538 35 95 2,068 1,189 16,516 3,636 417 584 111 -4 2 -25 -2 -6 1 2 -2 -5 1 -4 1 1 1 1 2 -6 -4 -4 -4 -1 1 12 1 -12 3 -12 1 -2 -4 1 -2
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Trial Balance Report
Number:
BP842
Description:
Date sensitive Inventory Trial Balance Report
Requirements:
Inventory
Other Information: This report will possibly have penny rounding differences (ie you may have an amount of 122.34 but actually it is 122.35 the differences are not ever more than .01). The Trial Balance report will not work if the IM5 is out-of-balance with the IM2 & IM3 files. Data Files:
IM1, IM5, IMA, IMC, SY0
Problem:
You forgot to print the Inventory Valuation report at the end of the month!
Solution:
The Inventory Trial Balance Report is a date sensitive report that will meticulously calculate inventory transactions from the beginning of time through your cut off date.
Problem:
Your Sales Department wants to enter invoice items for the new month, but the Inventory module for the current month has not yet been reconciled and closed.
Solution:
The Inventory Trial Balance Report allows you to Invoice transactions in the "future" period, and ignores that period for purposes of tie-out to the General Ledger.
Problem:
As the Inventory Manager you want to see an easy to read Transaction report for a specific Product line.
Solution:
Print the Inventory Trial Balance Report in Detail for a specific Product Line Range.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 21
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. INVENTORY TRIAL BALANCE REPORT
Report Index
Report Parameters: For the month of: 06/30/03 Report is printed with Details Report sorted by Item # Transaction Type
Reference Number
Example 2
Transaction Date
Unit of Measure
Item #: 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 000 - CENTRAL WAREHOUSE Receipt G001010 Receipt G001011 Sale 0100054-IN
06/15/03 06/15/03 06/15/03
Quantity in Stk Units Beginning Balance:
Ending Balance for Warehouse 000: 001 - EAST WAREHOUSE Adjustment 00000002 Issue 00000001 Receipt G001010 Sale 0100055-IN Sale 0100056-IN
06/15/03 06/15/03 06/15/03 06/15/03 06/15/03
06/15/03 06/15/03 06/15/03
Ending Balance for Warehouse 002: Ending Balance for Item 1001-HON-H252:
Beginning Cost: Receipts: Transfers: Invoices: Issues: Adjustments: Cost Adjustments: Physical Inventory: Other: Ending Cost:$
-2,376.26 7,367.90 0.00 -1,507.00 -68.54 67.00 0.00 0.00 0.00 3,483.11
34.269 34.250 34.250
-1,961.74 1,713.45 171.25 -411.00 -488.04
33.500 34.270 34.270 34.250 34.250
27.00 10.00 100.00 -10.00 -12.00
EACH EACH EACH
Extended Cost -2,376.26
-15.00 -23.00 2.00 -2.00 60.00 -5.00 -5.00
EACH EACH EACH EACH EACH Ending Balance for Warehouse 001:
002 - WEST WAREHOUSE Receipt G001010 Sale 0100052-IN Sale 0100053-IN
-71.00 -58.00 50.00 5.00 -12.00
EACH EACH EACH
Unit Cost
-769.00 67.00 -68.54 2,056.20 -171.25 -171.25 943.16
34.270 34.250 34.250
354.48 3,427.00 -342.50 -411.00
88.00
3,027.98
100.00
3,483.11
Page Number: 2 Print Date: 07/12/2001
ABC Distribution and Service Corp. INVENTORY TRIAL BALANCE REPORT
Report Index
Report Parameters: For the month of: 06/30/03 Report is printed in Summary Format Report sorted by Product Line
Next Page
Product Line: C&A - CABLES & ACCESSORIES
Item # PFS-004-CONN-M
Description EUA RS232 CONECT 4 CONDUCTOR M
000 001 002 PFS-007-CABLE
----- Beginning Balance ----Quantity Dollars
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-004-CONN-M
----- Ending Balance ----Quantity Dollars
150.00 -50.00 -17.00
1,125.00 -375.00 -127.50
150.00 -50.00 -17.00
1,125.00 -375.00 -127.50
83.00
622.50
83.00
622.50
-2,800.00 -5,250.00 550.00
-308.00 -577.50 60.50
-2,800.00 -5,250.00 550.00
-308.00 -577.50 60.50
-7,500.00
-825.00
-7,500.00
-825.00
250.00 2,062.50 -125.00 -1,031.25 35.00 288.75
250.00 -125.00 35.00
2,062.50 -1,031.25 288.75
EIA RS232 CABLE 7 CONDUCTOR
000 001 002 PFS-007-CONN-F
EIA RS232 CONECT 7 CONDUCTOR F
000 001 002 PFS-007-CONN-M
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CABLE CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CONN-F
160.00
1,320.00
160.00
1,320.00
-40.00 -40.00 8.00
-330.00 -330.00 66.00
-40.00 -40.00 8.00
-330.00 -330.00 66.00
-72.00
-594.00
-72.00
-594.00
EIA RS323 CONECT 7 CONDUCTOR M
000 001 002
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CONN-M
Product Line: C&A Totals:
Beginning Cost: Receipts: Transfers: Invoices: Issues: Adjustments: Cost Adjustments: Physical Inventory: Other: Ending Cost:
-1,720.70 3,156.25 0.00 -469.00 0.00 0.00 0.00 0.00 0.00 $
966.55
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
ABC Inventory Analysis
Number:
BP843
Description:
This report is designed to group Inventory Items into three categories based on Year to Date Sales and Issues. ABC analysis is based on the concept that a small percentage of Items will provide the most Sales Revenue (A Items). The next group will contain more Items, but comparatively less Sales Revenue (B Items). The final group will be a large number of Items that have few Sales (C Items). From a management perspective, it is most efficient to expend time, energy and resources on the A Items, and little to no effort on the C Items.
Requirements:
Inventory
Data Files:
IM1, IM2, IM0, SY0
Problem:
I want to make sure that my quantity on hand is always accurate, and be able to identify and research problems quickly, but we don't have the time and resources needed to do a physical count every month?
Solution:
Use the ABC Analysis Report to identify the items that generate the most sales. The average company generates the most sales with only 20% of their Inventory Items (A Items). Find what your company's "A Items" are and dedicate the resources you have to managing these important items.
Problem:
I have one item that makes up 30% of my Inventory Sales and Issues. How can I use ABC Analysis to manage my inventory?
Solution:
Most companies can use the default definition of: "A Items" - top 20% usage, "B Items" - 21% to 50%, and "C Items" - 51% to 80%. However, these defaults can be set to the percentages that make the most sense for your company.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 22
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. ABC ANALYSIS REPORT
Report Index Next Page
A Items make up 20% of Total Inventory Usage B Items make up 50% to 20% of Total Inventory Usage C Items make up 80% to 50% of Total Inventory Usage
ITEM
ITEM DESCRIPTION
A
D1000
DESK 72" X 30"
B
GB-MD750
MODEM 9600 (SYNCHRONOUS)
B
GB-MD791
MODEM 9600 FAST POLL
B
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
C
2551-3-50
DESK FILE 3 1/2" CAP 50
C
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
C
VOG-CM-MSC
STORAGE CUBE
C
2480-8-50
DESK FILE 8" CAP 50
C
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
C
6650-26-16-11
C
ARS-9301
C
8972
UNIVERSAL 5 1/4" DSDD FLEX DSK
C
GB-EQ380-10-MF
CENTRONICS CABLE 10 FT M/F
C
2568-3-25
C C
- - - Quantity Data - - Prior Current Current YTD Use On Hand YTD Use
- - - Cost Data - - Average YTD Use Cost Amount
% of Total Usage
Running Running Inventory Inventory Percent Use
-350.00
0.00
350.00
450.00
157,500.00
19.2%
157,500.00
19.2%
14.00
86.67
85.00
1,413.92
120,183.52
14.6%
277,683.52
33.8%
1.00
86.67
77.00
1,107.50
85,277.50
10.4%
362,961.02
44.2%
62.00
134.58
150.00
242.80
36,419.62
4.4%
399,380.64
48.6%
904.00
2,528.75
2,757.00
11.39
31,402.81
3.8%
430,783.45
52.4%
44.00
125.42
137.00
215.85
29,571.45
3.6%
460,354.90
56.0%
134.00
157.50
180.00
145.06
26,110.08
3.2%
486,464.98
59.2%
11,454.00
1,049.17
1,442.00
15.56
22,431.92
2.7%
508,896.90
61.9%
114.00
222.50
249.00
83.50
20,791.34
2.5%
529,688.24
64.5%
SOUND CVR 26"W 16"D 11"H DM
80.00
133.75
148.00
138.56
20,507.18
2.5%
550,195.42
67.0%
ART SPECIALTY BRONZE LAMP
119.00
246.25
276.00
59.32
16,373.27
2.0%
566,568.68
69.0%
6,347.00
14,333.33
15,609.00
0.98
15,343.65
1.9%
581,912.33
70.8%
232.00
784.17
883.00
16.75
14,790.25
1.8%
596,702.58
72.6%
DESK FILE 3 1/2" CAP 25
1,585.00
2,193.33
2,389.00
5.80
13,851.42
1.7%
610,554.00
74.3%
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
8,617.00
7,163.75
8,021.00
1.48
11,895.14
1.4%
622,449.15
75.8%
GLOB-V-3672-25W
GLOBE FOLDING TABLE 36x72
61.00
161.25
174.00
61.33
10,671.77
1.3%
633,120.91
77.1%
C
ARS-9201
ART SPECIALTY GINGER JAR LAMP
162.00
161.25
202.00
51.17
10,336.11
1.3%
643,457.02
78.3%
C
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
62.00
94.17
117.00
87.08
10,188.86
1.2%
653,645.88
79.6%
Total Inventory Issued and Used Year to Date Based on Average Cost:
$
821,479.60
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Negative Inventory Report
Number:
BP844
Description:
Provides a list of inventory items with negative quantities. Negative on-hand quantities represent a problem that should be researched and corrected.
Requirements:
Inventory
Data Files:
IM1, IM2, IMC, SY0
Problem:
On occasion, you have inventory problems that result in a negative "on hand" balance. You need to review these problems prior to the end of the month so that they can be analyzed and corrected.
Solution:
Print the Negative Inventory report to reveal any negative "on hand" balances. Now you can perform your research, correct the process that went bad, and improve your inventory accuracy.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 23
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/12/2001
NEGATIVE ON-HAND INVENTORY BALANCES
Report Index
Report Parameters: Report uses Unit Cost Method: Standard
Item #
Example 2
Description
Warehouse: 000 - CENTRAL WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
Bin Location
Qty On Hand
Standard Unit Cost
Extended
E-300-10
-25.00
32.75
-818.75
# of Negative Items in Whse 000 : Warehouse: 001 - EAST WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
1
Total Value:
-818.75
E-300-10
-104.00
32.75
-3,406.00
ARS-9101
ART SPECIALTY WALNUT CNDL LAMP
E-200-20
-1.00
44.50
-44.50
ARS-9201
ART SPECIALTY GINGER JAR LAMP
E-200-10
-17.00
47.45
-806.65
ARS-9401
ART SPECIALTY EMP CANDLE LAMP
E-200-40
-1.00
64.75
-64.75
D1000
DESK 72" X 30"
-350.00
450.00
-157,500.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
-1.00
65.00
-65.00
D1400
EXECUTIVE DESK ENSEMBLE
-5.00
850.00
-4,250.00
D1700
SECRETARY DESK ENSEMBLE
-2.00
450.00
-900.00
D2000-C
EXECUTIVE CREDENZA
-1.00
125.00
-125.00
GB-EQ380-5-MM
CENTRONICS CABLE 5 FT M/M
-6.00
12.75
-76.50
A-200-10
# of Negative Items in Whse 001 : Warehouse: 002 - WEST WAREHOUSE 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H
D-200-10
Total Value:
-16.00
22.75
-167,238.40
-364.00
Total Value:
-364.00
Total Negative Value - All Warehouses:
-168,421.15
# of Negative Items in Whse 002 :
The example above is printed by Standard Cost
10
1
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/12/2001
NEGATIVE ON-HAND INVENTORY BALANCES
Report Index
Report Parameters: Report uses Unit Cost Method: Average
Item #
Next Page
Description
Warehouse: 000 - CENTRAL WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
Bin Location
Qty On Hand
Average Unit Cost
Extended
E-300-10
-25.00
34.25
-856.35
# of Negative Items in Whse 000 : Warehouse: 001 - EAST WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
1
Total Value:
-856.35
E-300-10
-104.00
34.25
-3,562.42
ARS-9101
ART SPECIALTY WALNUT CNDL LAMP
E-200-20
-1.00
45.11
-45.11
ARS-9201
ART SPECIALTY GINGER JAR LAMP
E-200-10
-17.00
51.23
-870.96
ARS-9401
ART SPECIALTY EMP CANDLE LAMP
E-200-40
-1.00
65.23
-65.23
D1000
DESK 72" X 30"
-350.00
450.00
-157,500.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
-1.00
65.00
-65.00
D1400
EXECUTIVE DESK ENSEMBLE
-5.00
850.00
-4,250.00
D1700
SECRETARY DESK ENSEMBLE
-2.00
450.00
-900.00
D2000-C
EXECUTIVE CREDENZA
-1.00
125.00
-125.00
GB-EQ380-5-MM
CENTRONICS CABLE 5 FT M/M
-6.00
12.78
-76.70
A-200-10
# of Negative Items in Whse 001 : Warehouse: 002 - WEST WAREHOUSE 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H
D-200-10
Total Value:
-16.00
22.60
-167,460.42
-361.66
Total Value:
-361.66
Total Negative Value - All Warehouses:
-168,678.43
# of Negative Items in Whse 002 :
The example above is printed by Average Cost
10
1
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Tier Aging Report
Number:
BP845
Description:
Aging of on hand inventory based on receipt date.
Requirements:
Inventory
Data Files:
IM1, IM3, SY0
Problem:
You have inventory that is valued with Serialization, Lot Numbers, FIFO or LIFO cost tiers. You would like to know how long some of your inventory has been collecting dust! (Perhaps they could even be returned to a vendor for credit if you knew about them in time.)
Solution:
Using the Inventory Tier Aging Report you can easily isolate "dusty" inventory.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 24
ABC Distribution and Service Corp.
Page: 5 Print Date: 07/12/2001
INVENTORY TIER AGING REPORT
Report Index Report Parameters: Aged as of: 07/12/2003
Next Page
2481-5-50 - DESK FILE 5 1/4" CAP 50 WHS
Receipt Date
Receipt #
Lot/Serial #
000
Unit ---On Hand Balance --Cost Units Cost
-----Current ----Units Cost
----- Over 30 ----Units Cost
----- Over 60 ----Units Cost
----- Over 90 ----Units Cost
06/15/2003
G001010
5698-9856
8.03
250
2,006.75
250
2,006.75
000
06/15/2003
G001010
56987
8.03
578
4,639.61
578
4,639.61
000
01/25/2003
RC-0119
JAN10
7.98
350
2,793.00
350
2,793.00
000
03/25/2003
RC-0225
MAR10
8.02
325
2,607.15
325
2,607.15
Total for Warehouse 000:
1503
12,046.51
828
6,646.36
675
5,400.15
1250
10,033.75 61
486.78
001
06/15/2003
G001010
23698
8.03
1250
10,033.75
001
02/26/2003
TR-0117
JAN10
7.98
61
486.78
Total for Warehouse 001: 02/28/2003
TR-0117
JAN10
002
1311
10,520.53
61
486.78
8.02
315
2,525.36
1250
315
2,525.36
Total for Warehouse 002:
315
2,525.36
315
2,525.36
Total for Item 2481-5-50:
3129
25,092.39
1051
8,412.29
2078
10,033.75
16,680.11
0
0.00
0
0.00
2551-3-50 - DESK FILE 3 1/2" CAP 50 WHS
Receipt Date
Receipt #
Lot/Serial #
Unit ---On Hand Balance --Cost Units Cost
000
06/15/2003
G001010
65887
11.47
000
01/25/2003
RC-0127
JAN10
11.23
25
280.68
25
280.68
000
03/25/2003
RC-0225
MAR10
11.46
225
2,578.05
225
2,578.05
000
05/25/2003
00000004
MAY10
11.46
400
4,583.20
400
4,583.20
05/25/2003
00000004
MAY03
11.46
400
4,583.20
400
4,583.20
Total for Warehouse 000:
2250
25,783.13
800
9,166.40
250
2,858.73
11.23
72
808.34
72
808.34
Total for Warehouse 001:
72
808.34
72
808.34
45
505.22
000
001
02/26/2003
TR-0121
JAN10
1200
13,758.00
-----Current ----Units Cost 1200
1200
----- Over 30 ----Units Cost
----- Over 60 ----Units Cost
----- Over 90 ----Units Cost
13,758.00
13,758.00
002
02/28/2003
TR-0121
JAN10
11.23
45
505.22
002
05/07/2003
TR-7868
MAR10
11.46
120
1,374.96
120
1,374.96
Total for Warehouse 002:
165
1,880.18
120
1,374.96
45
505.22
Total for Item 2551-3-50:
2487
28,471.64
120
1,374.96
367
4,172.28
1200
13,758.00
800
9,166.40
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Low Usage Inventory Report
Number:
BP846
Description:
This report is designed to show all items where the usage (based on the number of months specified) falls below the quantity on hand.
Requirements:
Inventory
Data Files:
IM1, IM2, IM5, SY0
Problem:
Having Inventory is expensive but it is even more expensive when it is not moving off the shelf and making you money.
Solution:
Print the Low Usage Inventory Report to see what items have had low turnover based on the last 6, 12, 18 or 24 months to determine what steps are necessary to move those items (blow out sale, discount, etc.)
Problem:
As an Inventory manager you are running out of warehouse space and you want to free up some room for your more profitable items, but you need to know what items have had low activity and are using up your valuable space.
Solution:
The Low Usage Inventory report will evaluate what items have had low turnover based on the number of months you choose.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 25
Page Number: 1 Print Date: 07/12/2003
ABC Distribution and Service Corp.
LOW USAGE INVENTORY REPORT
0.00
Report Index
As of 07/12/2003 For the last 6 Months. ITEM #
DESCRIPTION
2480-8-50 2481-5-50 2551-3-50 2568-3-25 4886-18-14-3 6650-26-16-11 6655 6657-24-20-12 8953 8971 8972 8973 ARS-9201 ARS-9301 ARS-9401 GB-EL04MS-07 GB-EL04MS-14 GB-EL04MS-25 GB-EQ380-10-MF GB-EQ380-10-MM GB-EQ380-5-MF GB-EQ380-5-MM GB-MD750 GB-MD788 GB-MD789 GLOB-V-3072-25W GLOB-V-3672-25W PFS-004-CABLE PFS-004-CONN-F PFS-007-CABLE PFS-007-CONN-M VOG-CM-CASTERS VOG-CM-CB VOG-CM-MP-B WJ-M-2107-B
DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 25 PAPER CADDY 18"W 14"D 3"H SOUND CVR 26"W 16"D 11"H DM PRINTER STAND W/ BASKET SOUND CVR 24.5"W 20"D 12"H LQ UNIVERSAL 3 1/2" SSDD FLEX DSK UNIVERSAL 5 1/4" SSDD FLEX DSK UNIVERSAL 5 1/4" DSDD FLEX DSK UNIVERSAL 5 1/4" DSHD FLEX DSK ART SPECIALTY GINGER JAR LAMP ART SPECIALTY BRONZE LAMP ART SPECIALTY EMP CANDLE LAMP RJ-11 4 WIRE MOD CABLE 7 FT RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT CENTRONICS CABLE 10 FT M/F CENTRONICS CABLE 10 FT M/M CENTRONICS CABLE 5 FT M/F CENTRONICS CABLE 5 FT M/M MODEM 9600 (SYNCHRONOUS) MODEM 300 (AUTO-ANSWER) MODEM 300 GLOBE FOLDING TABLE 30x72 GLOBE FOLDING TABLE 36x72 EIA RS232 CABLE 4 CONDUCTOR EIA RS232 CONECT 4 CONDUCTOR F EIA RS232 CABLE 7 CONDUCTOR EIA RS323 CONECT 7 CONDUCTOR M CASTERS (SET OF 4, 2 W/LOCK) PRINTOUT CATCHER BASKET MODESTY PANEL POST BINDER 3/8 X 1 (100)
Next Page U/M
LAST RECEIPT DATE
EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH FT EACH FT EACH SET EACH EACH BOX
2003/06/15 2003/06/15 2003/06/15 No Receipt Found 2003/06/15 2003/06/15 No Receipt Found 2003/05/31 No Receipt Found No Receipt Found No Receipt Found No Receipt Found 2003/05/31 No Receipt Found No Receipt Found 2003/05/31 No Receipt Found No Receipt Found 2003/06/15 No Receipt Found 2003/05/31 2003/05/31 2003/05/31 2003/05/31 2003/05/31 No Receipt Found No Receipt Found 2003/06/15 No Receipt Found No Receipt Found 2003/05/31 No Receipt Found 2003/05/31 2003/05/31 No Receipt Found
LAST RECEIPT QUANTITY
USAGE QUANTITY
ON HAND QUANTITY
UNIT COST
AMOUNT
500.00 600.00 1,200.00
673.00 271.00 613.00 540.00 68.00 34.00 10.00 36.00 1,883.00 1,308.00 3,353.00 204.00 62.00 68.00 24.00 102.00 151.00 99.00 241.00 59.00 80.00 44.00 12.00 5.00 6.00 15.00 38.00 12,750.00 136.00 7,500.00 107.00 99.00 48.00 49.00 144.00
1,900.00 1,050.00 1,100.00 775.00 135.00 54.00 18.00 53.00 10,500.00 4,500.00 3,600.00 1,300.00 102.00 87.00 65.00 275.00 169.00 112.00 345.00 90.00 167.00 90.00 16.00 14.00 14.00 32.00 50.00 30,792.00 180.00 9,750.00 255.00 250.00 155.00 65.00 200.00
15.47 8.02 11.45 5.80 22.61 138.57 81.25 242.72 1.48 0.79 0.98 2.47 51.23 59.28 65.23 0.65 0.97 1.85 16.75 16.56 12.75 12.78 1,350.84 67.02 39.32 43.97 61.33 0.09 7.50 0.11 8.20 13.49 28.22 26.77 15.21
29,391.10 8,421.00 12,590.60 4,493.45 3,052.35 7,482.56 1,462.50 12,863.90 15,571.50 3,550.50 3,538.80 3,212.30 5,225.77 5,157.27 4,239.76 178.48 163.09 207.20 5,778.75 1,490.76 2,129.25 1,150.56 21,613.44 938.25 550.41 1,407.14 3,066.60 2,802.07 1,350.00 1,092.00 2,089.98 3,373.25 4,374.41 1,739.86 3,042.00
15.00 5.00 -5.00
25.00
25.00
50.00 100.00 200.00 1.00 1.00 -1.00
2,500.00
25.00 86.00 50.00
178,790.84
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Usage Stock Status
Number:
BP847
Description:
This report is designed to show the total inventory usage broken out by months.
Requirements:
Inventory
Data Files:
IM1, IM5, IMA, IMC, SY0
Problem:
As the Inventory Manager you want to evaluate the movement of your Inventory, knowing what quantity of my inventory was sold, adjusted, issued, or transferred.
Solution:
Print the Inventory Usage Stock Status report to get a breakout of an item’s usage in summary or warehouse detail.
Problem:
Coming up with reorder points for Inventory items can be challenging without knowing the complete Item usage picture.
Solution:
Use the Inventory Usage Stock Status report to see the total Item usage picture in either warehouse detail or summarized for each item.
Problem:
Evaluating trends in your inventory are very important so that as an inventory manager you can manage your inventory and warehouses more efficiently.
Solution:
The Inventory Usage Stock Status report will allow you to evaluate either the quantity or dollar usage for an item.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 26
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index
Report Parameters: For the year: 2003 Report is sorted by Item # Report shows the Dollar Values for the Year Report printed in Warehouse Detail Report printed with Adjustments Item #
Jan
Feb
Example 2
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -68.50 0.00 0.00 0.00 0.00 0.00 $ Sold 0.00 -68.50 0.00 $ Transferred
-34.25 0.00 0.00
-137.00 0.00 -2,578.24
0.00 -937.44 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-239.75 -937.44 -2,646.74
Warehouse: 001 EAST WAREHOUSE $ Issued 0.00 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 68.50
0.00 0.00 0.00
0.00 0.00 0.00
-502.60 -781.20 342.50
-68.54 -814.80 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-571.14 -1,596.00 411.00
Warehouse: 002 WEST WAREHOUSE $ Issued -34.27 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-532.41 0.00 2,235.74
0.00 -1,693.44 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-566.68 -1,693.44 2,235.74
Total for Item #: 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK -102.77 0.00 0.00 -34.25 $ Issued 0.00 0.00 0.00 0.00 $ Sold
-1,172.01 -781.20
-68.54 -3,445.68
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,377.57 -4,226.88
-74.30 0.00
-222.90 -838.25
-185.75 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-520.10 -949.70
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -37.15 0.00 0.00 0.00 -111.45 0.00 $ Transferred Warehouse: 001 EAST WAREHOUSE $ Issued 0.00 0.00 0.00 0.00 $ Sold 0.00 111.45 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
-802.11 0.00 0.00
-185.86 -348.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-987.96 -348.00 111.45
Warehouse: 002 WEST WAREHOUSE $ Issued -74.34 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
-399.67 0.00 838.25
0.00 -1,132.74 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-474.01 -1,132.74 838.25
Total for Item #: 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK -111.49 0.00 0.00 -74.30 $ Issued 0.00 0.00 0.00 0.00 $ Sold
-1,424.68 0.00
-371.61 -1,480.74
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,982.07 -1,480.74
1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -167.00 0.00 0.00 0.00 -334.00 0.00 $ Transferred
-668.00 -2,922.50
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,002.00 -3,256.50
0.00 0.00 0.00
-167.00 0.00
Page Number: 6 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index Example 3
Report Parameters: For the year: 2003 Report is sorted by Product Line Report shows the Dollar Values for the Year Report printed in Summary by Item Report printed with Adjustments Product Line: WF&A WORKSTATION FURN & ACCESS Item # $ Issued
Jan
Feb
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
0.00
0.00
0.00
0.00
-2,064.14
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-2,064.14
GLOB-V-3696-25W GLOBE FOLDING TABLE 36x96 $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-886.90 -524.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-886.90 -524.00
VOG-CM-CASTERS CASTERS (SET OF 4, 2 W/LOCK) $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-915.58 -204.60
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-915.58 -204.60
VOG-CM-CB PRINTOUT CATCHER BASKET $ Issued 0.00 0.00
0.00
0.00
-1,271.30
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-1,271.30
0.00 0.00
0.00 0.00
0.00 0.00
-1,216.94 -126.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,216.94 -126.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-5,067.78 -2,134.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-5,067.78 -2,134.00 0.00
WJ-M-2107-A POST BINDER 3/16 X 1 (100) $ Issued 0.00 0.00
0.00
0.00
-1,802.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-1,802.00
WJ-M-2107-B POST BINDER 3/8 X 1 (100) $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-1,971.23 -371.52
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,971.23 -371.52
0.00 0.00
0.00 0.00
-1,116.23 -142.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,116.23 -142.00
VOG-CM-MP-B MODESTY PANEL $ Issued 0.00 $ Sold
0.00
VOG-CM-MSC STORAGE CUBE $ Issued 0.00 $ Sold $ Transferred
0.00 0.00
WJ-M-2109-A POST BINDER 3/16 X 1/2 (100) $ Issued 0.00 0.00 $ Sold
0.00
0.00
Total for Product Line: WF&A WORKSTATION FURN & ACCESS $ Issued -643.06 0.00 0.00 $ Sold 0.00 0.00 0.00 $ Transferred Grand Total $ Issued:
-362.80
-37,291.11
-876.65
0.00
0.00
0.00
0.00
0.00
0.00
-39,173.62
0.00
-288,956.02
-12,707.42
0.00
0.00
0.00
0.00
0.00
0.00
-301,663.44
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-643.06
0.00
0.00
-362.80
-103,952.37
-1,197.19
0.00
0.00
0.00
0.00
0.00
0.00
-106,155.42
$ Sold:
0.00
0.00
0.00
0.00
-300,654.72
-20,895.77
0.00
0.00
0.00
0.00
0.00
0.00
-321,550.49
$ Transferred:
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index
Report Parameters: For the year: 2003 Report is sorted by Item # Report shows the Quantity Values for the Year Report printed in Warehouse Detail Report excluding Adjustments Item #
Jan
Feb
Next Page
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -2.00 0.00 0.00 0.00 0.00 0.00 Qty Sold 0.00 -2.00 0.00 Qty Transferred
-1.00 0.00 0.00
-4.00 0.00 -76.00
0.00 -12.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-7.00 -12.00 -78.00
Warehouse: 001 EAST WAREHOUSE Qty Issued 0.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 2.00
0.00 0.00 0.00
0.00 -2.00 0.00
-15.00 -25.00 10.00
-2.00 -10.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-17.00 -37.00 12.00
Warehouse: 002 WEST WAREHOUSE Qty Issued -1.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-16.00 -41.00 66.00
0.00 -22.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-17.00 -63.00 66.00
Total for Item #: 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK -3.00 0.00 0.00 -1.00 Qty Issued 0.00 0.00 0.00 -2.00 Qty Sold
-35.00 -66.00
-2.00 -44.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-41.00 -112.00
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -1.00 0.00 0.00 0.00 -3.00 0.00 Qty Transferred
-2.00 0.00
-6.00 -23.00
-5.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-14.00 -26.00
Warehouse: 001 EAST WAREHOUSE Qty Issued 0.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 3.00
0.00 0.00 0.00
0.00 -2.00 0.00
-22.00 -3.00 0.00
-5.00 -4.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-27.00 -9.00 3.00
Warehouse: 002 WEST WAREHOUSE Qty Issued -2.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-11.00 -7.00 23.00
0.00 -14.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-13.00 -21.00 23.00
Total for Item #: 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK -3.00 0.00 0.00 -2.00 Qty Issued 0.00 0.00 0.00 -2.00 Qty Sold
-39.00 -10.00
-10.00 -18.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-54.00 -30.00
1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -2.00 0.00 0.00 0.00 -4.00 0.00 Qty Transferred
-8.00 -35.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-12.00 -39.00
-2.00 0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Top 50 Items Report
Number:
BP848
Description:
This report is designed to show your top 50 items sold and all other items included in an 'Other' category.
Requirements:
Inventory
Data Files:
IM1, IM9, SY0
Problem:
You are trying to assess what your best items are in terms of turnover. You have a good idea, but are not absolutely sure which items they are and how they rank.
Solution:
Print the Top 50 Items Report in order to rank the items by Month-to-Date sales or Year-to-Date sales.
Problem:
You want to evaluate your sales for the year and make sure your revenue is not too dependent on a single item.
Solution:
Print out the Top 50 Items Report by Year.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 27
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. TOP 50 ITEMS
Report Index
Report Parameter: Report is based on Month to Date Profit Report ran for the Month: May, 2003
Example 2
Item Number
Item Description
D1000 2480-8-50 2551-3-50 VOG-CM-MSC 6657-24-20-12 6652-28-24-15 8972 GB-MD791 8953 1001-HON-H252 GB-MD750 ARS-9301 6650-26-16-11 GB-EQ380-10-MF 2568-3-25 ARS-9201 1001-HON-H254 WJ-M-2107-B WJ-M-2107-A 8971 WJ-M-2109-A 1001-HON-H252LK 2481-5-50 ARS-9101 ARS-9401 1001-HON-H254LK GLOB-V-3060-25W GB-EQ380-5-MF GLOB-V-3672-25W 4886-18-14-3 PFS-007-CONN-F PFS-004-CABLE GB-EQ380-10-MM GLOB-V-3096-25W 8973 PFS-004-CONN-M VOG-CM-CB GLOB-V-3696-25W GLOB-V-3072-25W VOG-CM-CASTERS GB-EQ380-5-MM VOG-CM-MP-B 6655 PFS-004-CONN-F PFS-007-CABLE PFS-007-CONN-M GB-EL04MS-14 GB-EL04MS-25 GB-EL04MS-07 GB-MD789 Others
DESK 72" X 30" DESK FILE 8" CAP 50 DESK FILE 3 1/2" CAP 50 STORAGE CUBE SOUND CVR 24.5"W 20"D 12"H LQ SOUND CVR 28"W 24"D 15"H LQ UNIVERSAL 5 1/4" DSDD FLEX DSK MODEM 9600 FAST POLL UNIVERSAL 3 1/2" SSDD FLEX DSK HON 2 DRAWER LETTER FLE W/O LK MODEM 9600 (SYNCHRONOUS) ART SPECIALTY BRONZE LAMP SOUND CVR 26"W 16"D 11"H DM CENTRONICS CABLE 10 FT M/F DESK FILE 3 1/2" CAP 25 ART SPECIALTY GINGER JAR LAMP HON 4 DRAWER LETTER FLE W/O LK POST BINDER 3/8 X 1 (100) POST BINDER 3/16 X 1 (100) UNIVERSAL 5 1/4" SSDD FLEX DSK POST BINDER 3/16 X 1/2 (100) HON 2 DRAWER LETTER FLE W/ LCK DESK FILE 5 1/4" CAP 50 ART SPECIALTY WALNUT CNDL LAMP ART SPECIALTY EMP CANDLE LAMP HON 4 DRAWER LETTER FLE W/ LCK GLOBE FOLDING TABLE 30x60 CENTRONICS CABLE 5 FT M/F GLOBE FOLDING TABLE 36x72 PAPER CADDY 18"W 14"D 3"H EIA RS232 CONECT 7 CONDUCTOR F EIA RS232 CABLE 4 CONDUCTOR CENTRONICS CABLE 10 FT M/M GLOBE FOLDING TABLE 30x96 UNIVERSAL 5 1/4" DSHD FLEX DSK EUA RS232 CONECT 4 CONDUCTOR M PRINTOUT CATCHER BASKET GLOBE FOLDING TABLE 36x96 GLOBE FOLDING TABLE 30x72 CASTERS (SET OF 4, 2 W/LOCK) CENTRONICS CABLE 5 FT M/M MODESTY PANEL PRINTER STAND W/ BASKET EIA RS232 CONECT 4 CONDUCTOR F EIA RS232 CABLE 7 CONDUCTOR EIA RS323 CONECT 7 CONDUCTOR M RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT RJ-11 4 WIRE MOD CABLE 7 FT MODEM 300 MODEM 300 (AUTO-ANSWER) Report Total:
MTD Qty
YTD Qty
MTD Sales
MTD Profit
YTD Sales
YTD Profit
% Month Profit
350 140 230 37 23 19 1,200 1 1,251 56 6 30 19 97 265 37 16 117 120 850 97 17 110 28 9 26 14 27 27 46 115 8,500 29 15 109 167 25 11 2 69 18 41 3 80 2,250 67 76 49 40 2 1
350 617 1,090 135 101 82 5,796 37 6,037 112 42 100 82 344 1,183 138 52 556 578 3,721 383 53 493 110 45 66 57 128 128 82 554 41,055 137 15 524 721 119 51 38 254 85 193 39 289 10,866 321 319 234 103 38 37
283,500 17,979 14,798 14,940 15,362 13,299 9,225 11,381 8,157 9,954 20,258 7,909 8,428 7,243 6,305 6,040 7,682 4,458 3,919 3,005 3,323 3,206 3,134 3,660 2,985 4,717 2,688 2,399 3,539 2,501 3,070 2,228 2,011 2,380 1,569 2,604 2,256 2,096 1,494 2,110 1,310 2,058 1,424 1,606 1,355 1,391 577 468 261 417 628
126,000 9,539 7,976 7,138 6,649 6,608 5,933 5,846 5,349 5,021 4,967 3,975 3,696 3,676 3,338 2,772 2,599 2,275 2,091 2,009 1,873 1,865 1,859 1,825 1,495 1,493 1,392 1,379 1,293 1,236 1,090 1,081 1,023 1,012 1,002 977 929 914 857 790 749 732 612 586 530 508 433 285 195 181 228
283,500 46,562 63,150 50,193 60,924 55,972 39,413 134,861 31,618 31,625 127,604 30,740 34,671 28,070 26,900 18,090 29,484 18,263 17,167 12,699 12,090 11,437 12,480 13,747 12,791 14,499 10,679 9,662 15,653 5,514 13,154 9,754 7,810 2,380 6,785 10,424 9,672 11,532 9,010 7,241 4,838 9,261 7,518 5,920 5,385 5,493 2,285 1,837 966 5,185 7,453
126,000 26,290 35,231 25,397 27,766 28,883 25,882 57,150 21,091 13,880 29,167 16,085 15,872 14,896 14,737 8,832 10,667 9,657 9,467 8,534 7,003 6,832 7,625 7,104 6,657 4,945 5,734 5,734 6,087 2,784 4,991 4,926 4,147 1,012 4,426 4,154 4,202 5,294 5,352 2,938 2,864 3,521 1,410 2,285 2,230 2,137 1,742 1,147 732 2,372 2,658
50.83% 3.85% 3.22% 2.88% 2.68% 2.67% 2.39% 2.36% 2.16% 2.03% 2.00% 1.60% 1.49% 1.48% 1.35% 1.12% 1.05% 0.92% 0.84% 0.81% 0.76% 0.75% 0.75% 0.74% 0.60% 0.60% 0.56% 0.56% 0.52% 0.50% 0.44% 0.44% 0.41% 0.41% 0.40% 0.39% 0.37% 0.37% 0.35% 0.32% 0.30% 0.30% 0.25% 0.24% 0.21% 0.21% 0.17% 0.11% 0.08% 0.07% 0.09%
539,307
247,877
1,403,959
650,528
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. TOP 50 ITEMS
Report Index
Report Parameter: Report is based on Year to Date Sales Report ran for the Month: June, 2003
Next Page
Item Number
Item Description
D1000 GB-MD791 GB-MD750 2551-3-50 6657-24-20-12 6652-28-24-15 2480-8-50 VOG-CM-MSC 8972 1001-HON-H252 1001-HON-H254 6650-26-16-11 8953 ARS-9301 GB-EQ380-10-MF 2568-3-25 WJ-M-2107-B ARS-9201 WJ-M-2107-A 1001-HON-H254LK GLOB-V-3672-25W 2481-5-50 ARS-9101 PFS-007-CONN-F 1001-HON-H252LK ARS-9401 8971 WJ-M-2109-A GLOB-V-3696-25W GLOB-V-3060-25W PFS-004-CONN-M PFS-004-CABLE VOG-CM-CB GB-EQ380-5-MF VOG-CM-MP-B GLOB-V-3072-25W GB-EQ380-10-MM 6655 GB-MD788 VOG-CM-CASTERS 8973 PFS-004-CONN-F 4886-18-14-3 PFS-007-CONN-M PFS-007-CABLE GB-MD789 GB-EQ380-5-MM GLOB-V-3096-25W GB-EL04MS-14 GB-EL04MS-25 Others
DESK 72" X 30" MODEM 9600 FAST POLL MODEM 9600 (SYNCHRONOUS) DESK FILE 3 1/2" CAP 50 SOUND CVR 24.5"W 20"D 12"H LQ SOUND CVR 28"W 24"D 15"H LQ DESK FILE 8" CAP 50 STORAGE CUBE UNIVERSAL 5 1/4" DSDD FLEX DSK HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK SOUND CVR 26"W 16"D 11"H DM UNIVERSAL 3 1/2" SSDD FLEX DSK ART SPECIALTY BRONZE LAMP CENTRONICS CABLE 10 FT M/F DESK FILE 3 1/2" CAP 25 POST BINDER 3/8 X 1 (100) ART SPECIALTY GINGER JAR LAMP POST BINDER 3/16 X 1 (100) HON 4 DRAWER LETTER FLE W/ LCK GLOBE FOLDING TABLE 36x72 DESK FILE 5 1/4" CAP 50 ART SPECIALTY WALNUT CNDL LAMP EIA RS232 CONECT 7 CONDUCTOR F HON 2 DRAWER LETTER FLE W/ LCK ART SPECIALTY EMP CANDLE LAMP UNIVERSAL 5 1/4" SSDD FLEX DSK POST BINDER 3/16 X 1/2 (100) GLOBE FOLDING TABLE 36x96 GLOBE FOLDING TABLE 30x60 EUA RS232 CONECT 4 CONDUCTOR M EIA RS232 CABLE 4 CONDUCTOR PRINTOUT CATCHER BASKET CENTRONICS CABLE 5 FT M/F MODESTY PANEL GLOBE FOLDING TABLE 30x72 CENTRONICS CABLE 10 FT M/M PRINTER STAND W/ BASKET MODEM 300 (AUTO-ANSWER) CASTERS (SET OF 4, 2 W/LOCK) UNIVERSAL 5 1/4" DSHD FLEX DSK EIA RS232 CONECT 4 CONDUCTOR F PAPER CADDY 18"W 14"D 3"H EIA RS323 CONECT 7 CONDUCTOR M EIA RS232 CABLE 7 CONDUCTOR MODEM 300 CENTRONICS CABLE 5 FT M/M GLOBE FOLDING TABLE 30x96 RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT RJ-11 4 WIRE MOD CABLE 7 FT Report Total:
MTD Qty
YTD Qty
MTD Sales
MTD Profit
YTD Sales
YTD Profit
% Year Sales
0 0 0 5 0 0 120 0 0 22 27 0 0 0 28 0 0 0 0 5 0 75 0 0 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 0 0 0 0 0 0 0 0
350 37 42 1,095 101 82 737 135 5,796 134 79 82 6,037 100 372 1,183 556 138 578 71 128 568 110 554 67 45 3,721 383 51 57 721 41,055 119 128 193 38 137 39 37 254 524 289 89 321 10,866 38 85 15 319 234 103
0 0 0 511 0 0 4,613 0 0 3,446 5,319 0 0 0 869 274 0 0 0 2,462 0 1,606 0 0 1,481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 315 0 0 0 0 0 0 0 0
0 0 0 252 0 0 2,290 0 0 1,939 1,645 0 0 0 400 128 0 0 0 806 0 885 0 0 815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 157 0 0 0 0 0 0 0 0
283,500 134,861 127,604 63,661 60,924 55,972 51,175 50,193 39,413 35,071 34,803 34,671 31,618 30,740 28,940 27,174 18,263 18,090 17,167 16,962 15,653 14,086 13,747 13,154 12,918 12,791 12,699 12,090 11,532 10,679 10,424 9,754 9,672 9,662 9,261 9,010 7,810 7,518 7,323 7,241 6,785 5,920 5,829 5,493 5,385 5,185 4,838 2,380 2,285 1,837 1,096
126,000 57,150 29,167 35,483 27,766 28,883 28,580 25,397 25,882 15,818 12,312 15,872 21,091 16,085 15,297 14,865 9,657 8,832 9,467 5,751 6,087 8,510 7,104 4,991 7,647 6,657 8,534 7,003 5,294 5,734 4,154 4,926 4,202 5,734 3,521 5,352 4,147 1,410 2,593 2,938 4,426 2,285 2,940 2,137 2,230 2,372 2,864 1,012 1,742 1,147 797
19.90% 9.46% 8.96% 4.47% 4.28% 3.93% 3.59% 3.52% 2.77% 2.46% 2.44% 2.43% 2.22% 2.16% 2.03% 1.91% 1.28% 1.27% 1.20% 1.19% 1.10% 0.99% 0.96% 0.92% 0.91% 0.90% 0.89% 0.85% 0.81% 0.75% 0.73% 0.68% 0.68% 0.68% 0.65% 0.63% 0.55% 0.53% 0.51% 0.51% 0.48% 0.42% 0.41% 0.39% 0.38% 0.36% 0.34% 0.17% 0.16% 0.13% 0.08%
20,896
9,317
1,424,855
659,845
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee File Folder Labels
Number:
BP901
Description:
Employee File Folder Labels printed in alphabetical order, or by employee number.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
You want to be able to print file folder labels with just the employee name and number.
Solution:
.
Problem:
Every year, you have to manually type your employee file folder labels and it takes half a day to type all of your employees.
Solution:
Print the Employee File Folder Labels and select a range of all employees.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 28
JERRY A. THOMAS 11-0000100
DAVID SAMPSON 13-0000260
ALLEN JENKINS 11-0000105
SCOTT TOMELLI 13-0000270
ARTHUR SHAW 11-0000130
ELIZABETH GOMEZ 13-0000280
MICHAEL THOMPSON 11-0000140
HELEN ELLISON 13-0000290
HARVEY ALLENDAR 11-0000150
JAMES JOHNSON 13-0000300
SUSAN AVILLA 11-0000160
HENRY MULLINGS 14-0000310
MARTHA JOHNSON 11-0000170
JOSEPH JEFFRIES 14-0000320
JEFFERY JENKINS 11-0000180
SUSAN SONLEY 14-0000330
JAMES JAMESON 11-0000190
MICHAEL HARRINGTON 21-0000340
JOHN GRASS 11-0000200
KENT KENDRICK 21-0000350
WILLIAM JONES 11-0000210
RICHARD BUNKALL 21-0000360
ROBERT HADLEY 12-0000220
MARY E. STORCH 22-0000370
MANUEL RODRIGUEZ 13-0000230
SHERWIN TILTON 23-0000380
SUSAN MILLER 13-0000240
WALTER FRASIER 23-0000390
JERRY JOHNSON 13-0000250
ANTHONY JAMIESON 23-0000400
The example above is printed by Employee Number and includes only Active Employees
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Time Card Labels
Number:
BP902
Description:
Prints labels for Time Cards with name, employee number, and Payroll period date range.
Requirements:
Payroll
Data Files:
PR1
Problem:
You are entering time cards and are frustrated because you can never read the employees names on the Time Cards. They either never fill out all the information, or even when they do, you simply can't read their handwriting.
Solution:
Before handing out the time cards, print out the Time Card Labels and stick them on the Time Cards so they will always have a legible employee name and employee number.
Problem:
It is a new week and you hate having to write in or type up all the Time Cards.
Solution:
Sometimes it's simple tasks that can be so time consuming! Print out the Time Card Labels and stick the labels on the time cards, then you can move on to a much more productive task.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 29
Report Index
11-0000100 THOMAS, JERRY A.
11-0000210 JONES, WILLIAM
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000105 JENKINS, ALLEN
12-0000220 HADLEY, ROBERT
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000130 SHAW, ARTHUR
13-0000230 RODRIGUEZ, MANUEL
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000140 THOMPSON, MICHAEL
13-0000240 MILLER, SUSAN
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000150 ALLENDAR, HARVEY
13-0000250 JOHNSON, JERRY
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000160 AVILLA, SUSAN
13-0000260 SAMPSON, DAVID
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000170 JOHNSON, MARTHA
13-0000270 TOMELLI, SCOTT
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000180 JENKINS, JEFFERY
13-0000280 GOMEZ, ELIZABETH
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000190 JAMESON, JAMES
13-0000290 ELLISON, HELEN
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000200 GRASS, JOHN
13-0000300 JOHNSON, JAMES
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee Census Report 401K
Number:
BP903
Description:
This report pulls information from the employee masterfile showing items such as Name, DOB, DOH, SS#, Compensation, 401(k) contribution, Employer match, etc.
Requirements:
Payroll
Data Files:
PR1, PR4, SY0
Problem:
Several reports must be printed and compiled to gather the information needed by the 401K Plan Administrators.
Solution:
Use the Census Report 401K to get all of the information needed by Plan Administrators, the Payroll Department, and Human Resources. All of the information is in one place.
Problem:
Different 401K Deduction Codes have been set up in MAS 90/200 to track regular employee contributions separate from owner contributions and management contributions. You would like to be able to print a report showing all contributions despite the employee type.
Solution:
The Census Report 401K allows for the selection of multiple Employee Deduction codes and Employer Contribution codes. Just select all of the codes that apply and the amounts will be combined to form one clean, concise report. If you do decide to report the amounts separately, you can also print the report for one deduction code at a time.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 30
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. EMPLOYEE CENSUS REPORT 401K Report Parameters: Employee Deduction codes: 06 Employer Contribution codes: 12 Name
Sex
HARVEY ALLENDAR SUSAN AVILLA BUDDY BAKER WAYNE BROWN RICHARD BUNKALL HELEN ELLISON WALTER FRASIER ELIZABETH GOMEZ JOHN GRASS ROBERT HADLEY MICHAEL HARRINGTON JAMES JAMESON ANTHONY JAMIESON JOSEPH JEFFRIES ALLEN JENKINS JEFFERY JENKINS MARTHA JOHNSON JERRY JOHNSON JAMES JOHNSON WILLIAM JONES KENT KENDRICK LEWIS LAWTON JOHN LEWIS MARY MAYTON SUSAN MILLER HENRY MULLINGS AVERY PHILLIPS MANUEL RODRIGUEZ DAVID SAMPSON LESLIE SAMUELS CHARLES SEIFERT ARTHUR SHAW JOELLEN SMITHSON SUSAN SONLEY TERRY SPARKMAN MARY E. STORCH JERRY A. THOMAS JOHN THOMPSON MICHAEL THOMPSON SHERWIN TILTON SCOTT TOMELLI EUGENE WAMPLER KEITH WILMINGTON
M F M M M F M F M M M M M M M M F M M M M M M F F M M M M F M M F F F F M M M M M M M
Report Index
HOURS WORKED CODE 1 = 1,000 HOURS OR MORE 2 = 501 TO 999 3 = 500 HOURS OR LESS
Birth Date
Hire Date
Hours
07/15/68 09/19/75 03/25/79 10/15/58 05/14/48 08/15/55 03/16/58 07/17/55 01/01/59 03/31/66 05/06/69 12/01/60 05/24/25 03/25/66 05/06/75 12/25/65 10/12/75 05/15/48 02/20/42 05/22/73 06/15/58 03/25/68 10/25/67 10/22/69 05/31/48 03/13/75 03/13/55 03/22/66 03/13/29 02/16/80 03/15/58 05/15/73 02/15/37 03/26/66 02/15/62 03/15/26 12/25/69 04/19/70 06/15/69 03/25/69 06/15/35 03/25/64 10/15/58
03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/88 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/88 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/15/02 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03
2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 1 1 1 1 2 2 2 3 2 2 2 2 2 2 3 2 2 2 2 2 3 2 1 1 2 2 2 2
Date of Termination
05/31/2003
05/31/2003
Next Page
Soc. Sec. #
Annual Salary
401 (K) Contrib
Matching Contrib
239-98-5463 399-85-4632 489-11-2349 234-98-7643 452-16-7548 356-72-1345 167-54-8911 435-67-2134 546-32-1984 632-19-8435 134-52-1675 854-63-2198 675-48-9112 721-34-5216 865-31-2399 985-46-3219 998-54-6321 198-43-5672 567-21-3452 463-21-9843 345-21-6754 911-23-4987 498-76-4310 349-87-6431 219-84-3567 672-13-4521 653-12-3998 321-98-4356 984-35-6721 987-64-3109 112-34-9876 312-39-9854 891-12-3498 213-45-2167 548-91-1234 521-67-5489 986-53-1239 531-23-9985 123-99-8546 216-75-4891 843-56-7213 754-89-1123 123-49-8764
25,376.00 26,399.88 16,931.20 27,600.04 30,160.00 37,190.40 37,960.00 34,798.40 30,305.60 22,796.80 29,120.00 31,200.00 39,000.00 20,400.12 28,808.00 29,399.76 27,892.80 34,798.40 36,004.80 36,836.80 28,080.00 24,000.08 96,000.00 29,999.84 37,190.40 21,599.76 30,908.80 36,004.80 38,396.80 84,000.00 20,400.12 24,003.20 15,408.12 22,794.72 32,344.00 16,640.00 28,808.00 29,120.00 25,313.60 38,480.00 33,592.00 31,720.00 19,800.04
30.50 25.38 20.35 26.54 36.25 44.70 45.63 41.83 36.43 27.40 35.00 37.50 46.88 19.62 62.33 28.27 33.53 41.83 43.28 44.28 33.75 23.08 0.00 28.85 44.70 20.77 0.00 43.28 46.15 0.00 19.62 28.85 14.82 21.92 31.10 40.00 62.33 0.00 30.43 46.25 40.38 30.50 19.04
18.30 15.23 12.21 15.92 21.75 26.82 27.38 25.10 21.86 16.44 21.00 22.50 28.13 11.77 20.78 16.96 20.12 25.10 25.97 26.57 20.25 13.85 0.00 17.31 26.82 12.46 0.00 25.97 27.69 0.00 11.77 17.31 8.89 13.15 18.66 24.00 20.78 0.00 18.26 27.75 24.23 18.30 11.42
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee Census Report Disability
Number:
BP904
Description:
This report pulls information from the employee masterfile showing items such as Name, DOB, Compensation, and Occupation.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
Your insurance company wants you to provide information about your employees on a regular basis, but the data is not all contained on one MAS 90/200 report.
Solution:
Print the Employee Census Report – Disability, and you will have the information most insurance companies are looking for all on one report.
Problem:
You would like to print employee salary information by Occupation, but your occupations are entered in the Sort field, not by Labor Code.
Solution:
The Employee Census Report – Disability will allow you to choose which field contains your Occupation identifier.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 31
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. EMPLOYEE CENSUS REPORT DISABILITY
Description
Report Index Next Page Annual BirthDate Salary
Name
Sex
Occupation
HARVEY ALLENDAR
M
0000001
Warehouseperson
07/15/68
25,376.00
SUSAN AVILLA
F
0000001
Warehouseperson
09/19/75
26,399.88
BUDDY BAKER
M
0000001
Warehouseperson
03/25/79
16,931.20
WAYNE BROWN
M
0000004
Clerical
10/15/58
27,600.04
RICHARD BUNKALL
M
0000001
Warehouseperson
05/14/48
30,160.00
HELEN ELLISON
F
0000003
Driver
08/15/55
37,190.40
WALTER FRASIER
M
0000003
Driver
03/16/58
37,960.00
ELIZABETH GOMEZ
F
0000003
Driver
07/17/55
34,798.40
JOHN GRASS
M
0000001
Warehouseperson
01/01/59
30,305.60
ROBERT HADLEY
M
0000002
Serviceperson
03/31/66
22,796.80
MICHAEL HARRINGTON
M
0000001
Warehouseperson
05/06/69
29,120.00
JAMES JAMESON
M
0000001
Warehouseperson
12/01/60
31,200.00
ANTHONY JAMIESON
M
0000003
Driver
05/24/25
39,000.00
JOSEPH JEFFRIES
M
0000004
Clerical
03/25/66
20,400.12
ALLEN JENKINS
M
0000001
Warehouseperson
05/06/75
28,808.00
JEFFERY JENKINS
M
0000001
Warehouseperson
12/25/65
29,399.76
MARTHA JOHNSON
F
0000001
Warehouseperson
10/12/75
27,892.80
JERRY JOHNSON
M
0000003
Driver
05/15/48
34,798.40
JAMES JOHNSON
M
0000003
Driver
02/20/42
36,004.80
WILLIAM JONES
M
0000001
Warehouseperson
05/22/73
36,836.80
KENT KENDRICK
M
0000001
Warehouseperson
06/15/58
28,080.00
LEWIS LAWTON
M
0000004
Clerical
03/25/68
24,000.08
JOHN LEWIS
M
0000005
Officers
10/25/67
96,000.00
MARY MAYTON
F
0000004
Clerical
10/22/69
29,999.84
SUSAN MILLER
F
0000003
Driver
05/31/48
37,190.40
HENRY MULLINGS
M
0000004
Clerical
03/13/75
21,599.76
AVERY PHILLIPS
M
0000001
Warehouseperson
03/13/55
30,908.80
MANUEL RODRIGUEZ
M
0000003
Driver
03/22/66
36,004.80
DAVID SAMPSON
M
0000003
Driver
03/13/29
38,396.80
LESLIE SAMUELS
F
0000005
Officers
02/16/80
84,000.00
CHARLES SEIFERT
M
0000004
Clerical
03/15/58
20,400.12
ARTHUR SHAW
M
0000001
Warehouseperson
05/15/73
24,003.20
JOELLEN SMITHSON
F
0000004
Clerical
02/15/37
15,408.12
SUSAN SONLEY
F
0000004
Clerical
03/26/66
22,794.72
TERRY SPARKMAN
F
0000004
Clerical
02/15/62
32,344.00
MARY E. STORCH
F
0000002
Serviceperson
03/15/26
16,640.00
JERRY A. THOMAS
M
0000001
Warehouseperson
12/25/69
28,808.00
JOHN THOMPSON
M
0000001
Warehouseperson
04/19/70
29,120.00
MICHAEL THOMPSON
M
0000001
Warehouseperson
06/15/69
25,313.60
SHERWIN TILTON
M
0000003
Driver
03/25/69
38,480.00
SCOTT TOMELLI
M
0000003
Driver
06/15/35
33,592.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Workers' Compensation Detail
Number:
BP905
Description:
Prints and separates out employee wages that are subject to Workers' Compensation.
Requirements:
Payroll
Other Information: Perpetual Payroll History must be turned on in MAS 90/200, and have data for the correct period in it for this report to work. Data Files:
PR_22, PR_23, PR1, PRD, PRH, SY0
Problem:
The standard MAS90 Payroll Workers' Compensation report does not provide enough detail to reconcile the Workers' Compensation accrual in the Payroll module.
Solution:
Print the Workers' Compensation Detail Report to see employee wages that are subject to Workers' Compensation for the date range selected.
Problem:
The calculation method in the Workers' Comp Setup in the Payroll module was originally set as "monthly" when it should have been "quarterly" or "annual".
Solution:
Print the Workers' Compensation Detail Report to show wages subject for Workers' Comp for any date range you desire, as long as the Perpetual History exists for that same date range.
Problem:
Wages were paid earlier in the year that you didn't know were subject to Workers' Compensation, and now you find out they are.
Solution:
The Workers' Compensation Detail report shows a detail of hours worked and wages by employee by check for the date range you enter.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 32
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. WORKERS' COMPENSATION PAY CALCULATION
Report Index Example 2
Report Parameters: For Check Dates 05/01/2003 through 05/31/2003 Report is printed with Details
Employee
Check #
Workers' Comp Code: 21
21
22
23
23
0000340
0000350
0000370
0000380
0000390
0000001
Rate:
HARRINGTON, MICHAEL 004105 004144 004183 004222
Totals Hours Ave. Rate
Amount
Straight time Hours Amount
Over time Hours Amount
Double Time Hours Amount
W/C Wages
0.07 55.00 50.00 45.00 40.00 190.00
14.00 14.00 14.00 14.00
770.00 700.00 630.00 560.00 2,660.00
55.00 50.00 45.00 40.00 190.00
770.00 700.00 630.00 560.00 2,660.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
770.00 700.00 630.00 560.00 2,660.00
004106 004145 004184 004223
55.00 50.00 45.00 40.00 190.00
13.50 13.50 13.50 13.50
742.50 675.00 607.50 540.00 2,565.00
55.00 50.00 45.00 40.00 190.00
742.50 675.00 607.50 540.00 2,565.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
742.50 675.00 607.50 540.00 2,565.00
004108 004147 004186 004225
55.00 50.00 45.00 40.00 190.00
16.00 16.00 16.00 16.00
880.00 800.00 720.00 640.00 3,040.00
55.00 50.00 45.00 40.00 190.00
880.00 800.00 720.00 640.00 3,040.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
880.00 800.00 720.00 640.00 3,040.00
004109 004148 004187 004226
55.00 50.00 45.00 40.00 190.00
18.50 18.50 18.50 18.50
1,017.50 925.00 832.50 740.00 3,515.00
55.00 50.00 45.00 40.00 190.00
1,017.50 925.00 832.50 740.00 3,515.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1,017.50 925.00 832.50 740.00 3,515.00
004110 004149 004188 004227
55.00 50.00 45.00 40.00
18.25 18.25 18.25 18.25
1,003.75 912.50 821.25 730.00
55.00 50.00 45.00 40.00
1,003.75 912.50 821.25 730.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1,003.75 912.50 821.25 730.00
KENDRICK, KENT
STORCH, MARY E.
TILTON, SHERWIN
FRASIER, WALTER
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. WORKERS' COMPENSATION PAY CALCULATION
Report Index Next Page
Report Parameters: For Check Dates 05/01/2003 through 05/31/2003 Report is printed in Summary Format
Employee
Check #
Workers' Comp Code:
0000001
Rate:
Totals Hours Ave. Rate
Amount
Straight time Hours Amount
Over time Hours Amount
Double Time Hours Amount
W/C Wages
0.07
21
0000340
HARRINGTON, MICHAEL
190.00
2,660.00
190.00
2,660.00
0.00
0.00
0.00
0.00
2,660.00
21
0000350
KENDRICK, KENT
190.00
2,565.00
190.00
2,565.00
0.00
0.00
0.00
0.00
2,565.00
22
0000370
STORCH, MARY E.
190.00
3,040.00
190.00
3,040.00
0.00
0.00
0.00
0.00
3,040.00
23
0000380
TILTON, SHERWIN
190.00
3,515.00
190.00
3,515.00
0.00
0.00
0.00
0.00
3,515.00
23
0000390
FRASIER, WALTER
190.00
3,467.50
190.00
3,467.50
0.00
0.00
0.00
0.00
3,467.50
23
0000400
JAMIESON, ANTHONY
190.00
3,562.50
190.00
3,562.50
0.00
0.00
0.00
0.00
3,562.50
31
0000500
BAKER, BUDDY
190.00
1,546.60
190.00
1,546.60
0.00
0.00
0.00
0.00
1,546.60
1,330.00
20,356.60
1,330.00 20,356.60
0.00
0.00
0.00
0.00
20,356.60
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
New Hire / Review Report
Number:
BP906
Description:
This report shows all employees for a specified date range based on Hire Date or Review date.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
Reviews can be time consuming and a nuisance, it would be nice to have a quick list of who is up for review.
Solution:
Print the New Hire/Review Report sorted based on Review date.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 33
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. NEW HIRE/REVIEW REPORT
Report Index
Report Parameters: Report is sorted by Hire Date Printed for 03/01/03 to 03/31/03
Example 2
Employee #
Name
Hire Date
11-0000110 11-0000120 11-0000130 11-0000140 11-0000150 11-0000160 11-0000170 11-0000180 11-0000190 11-0000200 11-0000210 12-0000220 13-0000230 13-0000240 13-0000250 13-0000260 13-0000270 13-0000280 13-0000290 13-0000300 14-0000310 14-0000320 14-0000330 21-0000340 21-0000350 21-0000360 22-0000370 23-0000380 23-0000390 23-0000400 24-0000410 24-0000420 31-0000500 34-0000510 44-0000450 44-0000460 44-0000470 44-0000480 44-0000490
AVERY PHILLIPS JOHN THOMPSON ARTHUR SHAW MICHAEL THOMPSON HARVEY ALLENDAR SUSAN AVILLA MARTHA JOHNSON JEFFERY JENKINS JAMES JAMESON JOHN GRASS WILLIAM JONES ROBERT HADLEY MANUEL RODRIGUEZ SUSAN MILLER JERRY JOHNSON DAVID SAMPSON SCOTT TOMELLI ELIZABETH GOMEZ HELEN ELLISON JAMES JOHNSON HENRY MULLINGS JOSEPH JEFFRIES SUSAN SONLEY MICHAEL HARRINGTON KENT KENDRICK RICHARD BUNKALL MARY E. STORCH SHERWIN TILTON WALTER FRASIER ANTHONY JAMIESON EUGENE WAMPLER TERRY SPARKMAN BUDDY BAKER JOELLEN SMITHSON LEWIS LAWTON CHARLES SEIFERT KEITH WILMINGTON WAYNE BROWN MARY MAYTON
03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003
Benefit Code Benefit Description A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A
1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service
Notes
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. NEW HIRE/REVIEW REPORT
Report Index Next Page
Report Parameters: Report is sorted by Review Date Printed for 06/30/03 to 06/30/03 Employee #
Name
Review Date
13-0000260 13-0000270 13-0000280 13-0000290 13-0000300 14-0000310 14-0000320
DAVID SAMPSON SCOTT TOMELLI ELIZABETH GOMEZ HELEN ELLISON JAMES JOHNSON HENRY MULLINGS JOSEPH JEFFRIES
06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003
Benefit Code Benefit Description A A A A A A A
1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service
Notes
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
W-2 Summary Report
Number:
BP907
Description:
This report is designed to print out the W-2 information showing the Total summary for the Company, Department or Detailed by Employee.
Requirements:
Payroll
Other Information: This Report is provided for informational purposes only. If this report (or information from this report) is used for reporting to the government then the verification of the data for accuracy is the responsibility of the reporting company. Data Files:
PR1, PR3, PRC, SY0
Problem:
You need to review pertinent W-2 Information, but the data is on multiple reports or multiple screens. It would be so much easier if all of the information were in one place.
Solution:
Use the W-2 Summary Report to see Employee constant data, benefit schedule, filing status, wages, taxes, and withholding information, all on one report. The report can also be printed for Department Totals and Company Totals.
Problem:
Every year, when employees receive their W-2's, the Payroll Department is inundated with questions from employees who want to verify their correct Social Security number, find out their current filing status, or just get more detail about the information included on their W-2.
Solution:
Include the W-2 Summary Report with each Employee's W-2 to provide them with additional information entered in MAS90 but not reflected on the W-2. Alternatively, the W-2 Summary could be provided to Employees to verify information before W-2s are actually printed.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 34
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Company Summary
Example 2
ABC - ABC Distribution and Service Corp. Federal ---------- Wage Summary ---------Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
---------- Tax Summary ----------
330,981.67 330,926.27 Withholding Tax: 330,926.27 FICA Withheld: 330,926.27 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 286,383.72
3.05 56,855.31 17,011.21 4,798.47 17,011.21 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
CA ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
136,346.86 136,346.86 136,346.86 0.00 117,666.92
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
---------- Other ----------
0.00 12,257.77 2,377.33 0.00
WI ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
194,634.81 194,579.41 0.00 0.00 194,579.41
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
The example above is printed in Company Summary
0.00 12,211.29 0.00 0.00
---------- Other ----------
55.40 0.00 29.00 0.00 0.00 0.00
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Department Summary
Example 3
11 - EAST - WAREHOUSEMEN Federal ---------- Wage Summary ---------Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
---------- Tax Summary ----------
105,162.13 105,106.73 Withholding Tax: 105,106.73 FICA Withheld: 105,106.73 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 90,485.48
3.05 15,739.97 5,426.34 1,524.08 5,426.34 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
55.40 0.00 0.00 0.00 0.00 0.00
WI ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
105,162.13 105,106.73 0.00 0.00 105,106.73
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
---------- Other ----------
0.00 6,427.28 0.00 0.00
The example above is printed in Department Summary
Report Index Next Page
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Employee Detail
Next Page
Employee #: 11-0000100
Name: JERRY A. THOMAS Address 4121 W. 35th Street Apartment 201 MILWAUKEE, WI 53151 Benefit Schedule: A - 1-5 Years of Service
Filing Status: M W/C Code: ---------- Wage Summary ----------
Federal
Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
WI
Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
Exemptions: Dependant: 3 Personal: 0 ---------- Tax Summary ----------
8,678.57 EIC: 8,650.87 Withholding Tax: 8,650.87 FICA Withheld: 8,650.87 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 7,000.00
Filing Status: M W/C Code: ---------- Wage Summary ---------8,678.57 8,650.87 0.00 0.00 8,650.87
SS#: 986-53-1239 Phone #: 4148845621 Emergency Contact: Judy Thomas Contact Phone #: 4145312399
3.05 1,018.40 423.56 125.44 423.56 0.00
Exemptions: Dependant: 3 Personal: 0 ---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
The example above is printed by Employee Detail
491.43 0.00 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
27.70 0.00 0.00 0.00 0.00 0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Data Entry Audit Report by Last Name
Number:
BP908
Description:
Prints the Data Entry Audit Report by Employee Last Name.
Requirements:
Payroll
Data Files:
PR1, PR6, PR7, PRC, PRD, SY0
Problem:
Your employee numbers are sequentially assigned and it makes it difficult finding or reviewing entries on the data entry report.
Solution:
Print out the Data Entry Audit Report by Last Name and it will print the audit report alphabetically.
Problem:
Sometimes your data entry is out of balance, however, you didn't have time to carefully review the Data Entry Audit report and you missed the "this entry is out of balance" message for one of the employees. You updated and now you are out-of-balance and have to spend more time reversing and making journal entries to correct the problem.
Solution:
When you print the Data Entry Audit Report by Last Name, if any entry is out-of-balance it will print at the top of every page in bold letters that there is an out-of-balance entry.
Problem:
You need to check the Payroll Data Entry Audit Report for one specific employee, but you can't remember what his department number is. Since the standard MAS90 Payroll Data Entry Audit report prints by Department Number, you have to search through the departments until you find the employee.
Solution:
Since the Data Entry Audit Report by Last Name prints alphabetically, as long as you know your ABC's, you should be able to find the employee almost immediately.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 35
*** WARNING ONE OR MORE CHECKS ARE OUT OF BALANCE ***Report Index Do not print checks or update until this is fixed!!! Example 2 ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/13/2001
PAYROLL DATA ENTRY AUDIT REPORT 11 - EAST - WAREHOUSEMEN Earn/ Ded Code
11-00001001 E D D D D
01 03 04 06 12
FED FED FED WI
Description
ST
LOC
W/C
Dept
Regular Health Insur Credit Union 401k Plan
761.75 WI
0001212
11
FED FED FED WI
Hours
Amount
CHECK AMOUNT:
385.63
13.850
55.00
761.75
TOTAL EARNINGS:
55.00
761.75
5.000%
761.75
60.00 100.00 38.09
TOTAL DEDUCTIONS:
761.75
198.09
3.000%
761.75
22.85
TOTAL EMPLOYER CONTRIBUTION:
761.75
22.85
0.00
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING
11-00001051
D
0000001
-60.00 -100.00 -38.09
401k Employer
16.05
D D D
Rate
JERRY A. THOMAS
161.98
E
Labor Code
01 03 04 06 12
TOTAL TAXES:
Health Insur Credit Union 401k Plan 401k Employer
385.63
*** THIS CHECK IS OUT OF BALANCE *** CHECK AMOUNT:
ALLEN JENKINS Regular
761.75 WI
0001569
-60.00 -50.00 -38.09 0.00
11
0000001
179.64
434.02
13.850
55.00
761.75
TOTAL EARNINGS:
55.00
761.75
5.000%
761.75
60.00 50.00 38.09
TOTAL DEDUCTIONS:
761.75
148.09
3.000%
761.75
22.85
TOTAL EMPLOYER CONTRIBUTION:
761.75
22.85
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING
0.00
65.71 44.87 10.49 40.91 161.98
TOTAL TAXES:
81.87 44.87 10.49 42.41 179.64 819.65
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/13/2001
PAYROLL DATA ENTRY AUDIT REPORT 11 - EAST - WAREHOUSEMEN Earn/ Ded Code
11-00001501 E D D D
01 03 06 12
FED FED FED WI
Description
ST
Report Index
Next Page
LOC
W/C
Dept
Labor Code
HARVEY ALLENDAR Regular Health Insur 401k Plan 401k Employer
671.00 WI
Rate
Hours
Amount
CHECK AMOUNT:
458.88
12.200
55.00
671.00
TOTAL EARNINGS:
55.00
671.00
5.000%
671.00
60.00 33.55
TOTAL DEDUCTIONS:
671.00
93.55
3.000%
671.00
20.13
TOTAL EMPLOYER CONTRIBUTION:
671.00
20.13
0001569
11
0000001
-60.00 -33.55 0.00
36.63 39.52 9.24 33.18 118.57
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING 118.57
TOTAL TAXES:
458.88
0.00 11-00001601 E D D D
FED FED FED WI
01 03 06 12
CHECK AMOUNT:
SUSAN AVILLA Regular Health Insur 401k Plan 401k Employer
698.07 WI
12.692
55.00
698.07
TOTAL EARNINGS:
55.00
698.07
5.000%
698.07
60.00 34.90
TOTAL DEDUCTIONS:
698.07
94.90
3.000%
698.07
20.94
TOTAL EMPLOYER CONTRIBUTION:
698.07
20.94
0001536
-60.00 -34.90 0.00
11
0000001
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING 109.26 0.00
493.91
TOTAL TAXES:
24.33 41.12 9.62 34.19 109.26 952.79
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Purchasing Buy Card
Number:
BP881
Description:
Shows historical purchase history of an item.
Requirements:
Purchase Order
Data Files:
POM, POP, SY0
Problem:
You want to know who has been giving you the best deal on a specific item.
Solution:
Print the Purchasing Buy Card report to show recent purchase activity for that item.
Problem:
As the Purchasing Agent, you are always looking for a better deal on product that you are buying. You need a picture of your recent purchase history to get a idea of what you buy, and what you have been paying for it.
Solution:
Print the Purchase Buy card report for a range of items for a specified period of time.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 36
Page Number: 4 Print Date: 07/12/2001
CV Samples, Inc. INVENTORY PURCHASING BUY CARD
Report Index Next Page
Report Parameters: For the period: 07/01/00 through 07/31/00 For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Product Line: 0000 through ZZZZ Receipt Date
PO #
Item #: 080-0054 TAPE 4" MASKING 0016147 07/05/2000 0016164 07/17/2000 0016173 07/24/2000 Item #: 080-0056 TAPE 2" DUCT 0016147 07/05/2000 0016164 07/17/2000 Item #: 080-0058 TAPE 4" DUCT 0016147 07/05/2000 0016164 07/17/2000 0016173 07/24/2000
Vendor #
Vendor Name
00-W375 00-W375 00-W375
00-W375 00-W375
00-W375 00-W375 00-W375
Item #: 090-0060 ACETONE 357#/PER 0016155 00-F705 07/06/2000 Item #: 090-0072 MAT 1.5-oz 50"W SLIT 4" 0016155 00-F705 07/06/2000
Qty Recvd
Unit Cost
Extension
West Coast Paper Company West Coast Paper Company West Coast Paper Company Item #: 080-0054 Total:
32.00 24.00 32.00
3.05 3.05 3.05
97.60 73.20 97.60
West Coast Paper Company West Coast Paper Company Item #: 080-0056 Total:
24.00 72.00
West Coast Paper Company West Coast Paper Company West Coast Paper Company Item #: 080-0058 Total:
96.00 72.00 60.00
Item #: 220-0115 CATALYST RED DYED 0016155 00-F705 07/06/2000 Item #: 230-0122 SOLEM 0016155 07/06/2000
00-F705
Item #: 300-0121 PIPE 3/4 SCH 40 PVC 0016149 00-S150 07/05/2000 0016170 00-S150 07/19/2000
FRP Supply Item #: 090-0072 Total:
88.00
Item #: 300-0122 PIPE 1/2" SCH 40 PVC 0016170 00-S150 07/19/2000
FRP Supply Item #: 220-0115 Total:
192.00
FRP Supply Item #: 230-0122 Total:
6,000.00
Item #: 300-0123 PIPE 1" SCH 40 PVC RIGID 0016176 00-S150 07/25/2000
Saffron
Item #: 300-0124 PIPE 1 1/2" RIGID PVC SCH.40 0016170 00-S150 07/19/2000 0016176 00-S150 07/25/2000
Saffron Saffron
Saffron
Item #: 300-0134 PIPE 6" SCH 40 PVC RGD 480/LIF
0.85
1.75
336.00 336.00
1.75
336.00 336.00
0.25
1,500.00 1,500.00
0.18 0.18
54.00 54.00 108.00
0.13
26.00 26.00
0.26
100.00
26.00 26.00
0.43 0.43
300.00
2,100.00
5,757.90 5,757.90
200.00
2,100.00 Item #: 300-0125 Total:
74.80 74.80
600.00
200.00 100.00 Item #: 300-0124 Total:
Item #: 300-0125 PIPE 2" RIGID SCH 40 0016170 00-S150 07/19/2000
0.85
6,000.00
100.00 Item #: 300-0123 Total:
278.46 278.46
192.00
200.00 Item #: 300-0122 Total:
0.39
192.00
300.00 300.00
620.16 465.12 387.60 1,472.88
6,774.00 192.00
Saffron
6.46 6.46 6.46
88.00 6,774.00
73.92 221.76 295.68
714.00
FRP Supply Item #: 220-0114 Total:
Item #: 300-0121 Total:
3.08 3.08
228.00 714.00
Saffron Saffron
268.40
96.00
FRP Supply Item #: 090-0060 Total:
Item #: 200-0111 FIBERGLASS CHOP HYBON 6100-205 0016155 00-F705 FRP Supply 07/06/2000 Item #: 200-0111 Total: Item #: 220-0114 CATALYST 50% CLR 46-702 REICH 0016155 00-F705 07/06/2000
88.00
86.00 43.00 129.00
0.57
1,197.00 1,197.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Open Purchase Order Report
Number:
BP882
Description:
Provides a listing of open Purchase Orders, which allows the user to specify the date ranges based on planned receipt dates. Also allows the user to include Vendor ranges.
Requirements:
Purchase Order
Data Files:
PO1, PO2, SY0
Problem:
You need to print out an Open Purchase Order Report, but you have some old Purchase Orders that you do not want included in the list.
Solution:
Use the Purchase Order number range to enter in your own starting order number, through the last open order.
Problem:
You're planning to meet with a Vendor and want a listing of all the Vendor's outstanding PO's for the discussion.
Solution:
Print out the Open P/O Report and enter in a Vendor Number Range.
Problem:
Your manager has asked for a listing of all PO's due over the next two months to review potential cash flow constraints.
Solution:
Print out the Open P/O Report and enter in an Order Date Range.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 37
Page Number: 1 Print Date: 07/12/2001
CV Samples, Inc. OPEN PURCHASE ORDERS BY NUMBER OR VENDOR
Report Index Example 2
Report Parameters: Sorted by Purchase Order Number For Order Dates: 10/01/2000 through 10/31/2000 For Vendor Number: 00-0000000 through 99-ZZZZZZZ For Purchase Order Number: 0000000 through 9999999 For the Order Status: Open (Open & New) Vendor
Item #
Purchase Order #: 0036887 00-V653
VISSCHER *LX_MS_77+1/2SL *18CCKD36+3/4 *SP_FS1010MS *DT_TB 890-1085 *LX4X31+15/16SS
Purchase Order #: 0036913 00-T502
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036917 00-T502
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036916 00-T502
SKY LIGHT STRAPING SCREW PACKAGE TAHOE BLUE METAL PANELS KIT SCREEN SKY LIGHT CAP
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036915 00-T502
Date Ordered: 10/18/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036914 00-T502
Item Description
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
IN-LINE W/90 PLUG
Required Date
Qty Bckordrd
Qty Ordered
Qty Recvd
Unit Cost
Extended Amt
Date Required: 10/23/2000
10/23/2000
0.00
1.00
0.00
63.00
63.00
10/23/2000
0.00
40.00
0.00
2.80
112.00
10/23/2000
0.00
1.00
0.00
5.00
5.00
10/23/2000
0.00
8.00
0.00
30.00
240.00
10/23/2000
0.00
1.00
0.00
66.00
66.00
10/23/2000
0.00
1.00
0.00
2.95
2.95
Purchase Order # 0036887 Total:
488.95
Date Required: 01/08/2001
01/08/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036913 Total:
7,200.00
Date Required: 02/05/2001
02/05/2001
600.00
12.00
7,200.00
Purchase Order # 0036914 Total:
7,200.00
0.00
0.00
Date Required: 02/26/2001
02/26/2001
600.00
12.00
7,200.00
Purchase Order # 0036915 Total:
7,200.00
0.00
0.00
Date Required: 03/26/2001
03/26/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036916 Total:
7,200.00
Date Required: 05/07/2001
05/07/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036917 Total:
7,200.00
Report Total:
$36,488.95
Page Number: 1 Print Date: 07/12/2001
CV Samples, Inc. OPEN PURCHASE ORDERS BY NUMBER OR VENDOR
Report Index Next Page
Report Parameters: Sorted by Vendor Number For Order Dates: 07/01/2000 through 07/31/2000 For Vendor Number: 00-0000000 through 99-ZZZZZZZ For Purchase Order Number: 0000000 through 9999999 For the Order Status: Backorders PO #
Item #
Item Description
Required Date
Qty Bckordrd
Qty Ordered
Qty Recvd
Unit Cost
Extended Amt
08/07/00
0.00
7,186.00
7,185.00
0.59
0.59
Vendor 00-A500 Total:
0.59
Vendor #: 00-A500 American Products 0036146
320-6609
JET ISO BARBED BACK
Vendor #: 00-S150 Saffron 0016160
310-0158
BUSHING RDCR 2" x 1-1/2" SPxSL
07/11/00
0.00
1,450.00
1,443.00
0.50
3.50
310-0170
ELL STREET 90 3/4" SPxSL
07/11/00
0.00
500.00
498.00
0.39
0.78
310-0167
BUSHING RDCR 1-1/2"x3/4" SPxSL
07/11/00
0.00
300.00
298.00
0.48
0.97
310-0164
ADAPTER MALE 3/4"x1/2" MHTxSL
07/11/00
0.00
200.00
199.00
0.58
0.58
310-0155
BUSHING REDUCR 1.5"x1/2" SPxSL
07/11/00
0.00
200.00
199.00
0.30
0.30
310-0771
CROSS 2" SLIP
07/11/00
0.00
130.00
127.00
2.00
5.99
310-0154
BUSHING RDCR 1"x 1/2" SPxSL
07/11/00
0.00
2,100.00
2,099.00
0.22
0.22
310-0142
ELL STREET 90 1/2" SPxSL
07/11/00
0.00
1,600.00
1,575.00
0.67
16.75
310-0141
ELL 90 2" SLIP
07/11/00
0.00
1,050.00
1,045.00
0.83
4.15
310-0148
ELL 45 1-1/2" SLIP
07/11/00
0.00
250.00
249.00
0.60
0.60
Vendor 00-S150 Total:
33.84
Report Total:
$34.43
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Expected Delivery Report
Number:
BP883
Description:
Prints Open Orders based on the Expected Delivery Date on the PO.
Requirements:
Accounts Payable, Purchase Order
Data Files:
PO1, PO2, SY0, AP1
Problem:
Planning for Vendor delivery is always a challenge. Since Vendors are out of your control, you need some method to review what should be coming in, so you can call to confirm delivery dates.
Solution:
With this report, you are given a way to anticipate delivery problems. Print the Expected Delivery Report for a specific delivery date range. It will alert you to items that should be received during that time. It will provide you all of the information you need to contact the vendor and confirm delivery. You get an "at-a-glance" view of what supplier to call, their contact person, the telephone number, the items to ask about, and a history of transactions with the vendor.
Problem:
Your parts should have been here a week ago, and they still haven't arrived from the Vendor. You need an "at-a-glance" view of what supplier to call, their contact person, the telephone number, the items to ask about, and a history of transactions with the vendor.
Solution:
Print the Expected Delivery Report for a specific date range. It will alert you to items that should have been received, and give you all of the information you need to contact the vendor about the problem.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 38
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. EXPECTED DELIVERY REPORT BY VENDOR
Report Index Example 2
Report Parameters: For Expected Delivery Dates: 06/01/2003 through 06/30/20 For Vendors 00-0000000 through 99-ZZZZZZZ Report includes New and Open Status Vendor: 01-AIRWAY Airway Property Phone: (714) 665-0980 Contact Information: Leo Henry Phone: (714) 665-0980Ext. 5852 [email protected] DELIV. DATE/ ITEM #
VENDOR ITEM NUMBER
06/30/2003 PO: 0010019
Purchase History: Period to Date Purchases: Year to Date Purchases: Prior Year Purchases:
DESCRIPTION
UNIT COST ORDERED
RECEIVED
REMAINING BACKORDER
PO Date: 06/15/2003
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
06/30/2003 PO: 0010019
UNIT/ MEAS
$65,105.00 $75,605.00 $45,500.00
EACH
215.85
3.00
0.00
3.00
0.00
PO Date: 06/15/2003
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
CASE
148.30
22.00
0.00
22.00
0.00
6655
PRINTER STAND W/ BASKET
EACH
81.25
13.00
0.00
13.00
0.00
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
EACH
14.28
5.00
0.00
5.00
0.00
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
EACH
215.85
10.00
0.00
10.00
0.00
83.55
5.00
0.00
5.00
0.00
1,546.20
2.00
0.00
2.00
0.00
1001-HON-H254
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK EACH
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. EXPECTED DELIVERY REPORT BY VENDOR
Report Index Next Page
Report Parameters: For Expected Delivery Dates: 06/01/2003 through 06/30/20 For Vendors 00-0000000 through 99-ZZZZZZZ Report includes All Order Status expect Complete Vendor: 01-AIRWAY Airway Property Phone: (714) 665-0980 Contact Information: Leo Henry Phone: (714) 665-0980Ext. 5852 [email protected] DELIV. DATE/ ITEM #
VENDOR ITEM NUMBER
06/25/2003 PO: 0010017
Purchase History: Period to Date Purchases: Year to Date Purchases: Prior Year Purchases:
DESCRIPTION
UNIT/ MEAS
$65,105.00 $75,605.00 $45,500.00
UNIT COST ORDERED
RECEIVED
REMAINING BACKORDER
PO Date: 06/05/2003
2551-3-50
2551-3-50
DESK FILE 3 1/2" CAP 50
CASE
1,146.50
2.00
0.00
2.00
2.00
2481-5-50
2481-5-50
DESK FILE 5 1/4" CAP 50
CASE
401.35
1.00
0.00
1.00
1.00
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
1,546.20
5.00
0.00
5.00
5.00
EACH
215.85
3.00
0.00
3.00
0.00
06/30/2003 PO: 0010019
PO Date: 06/15/2003
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
06/30/2003 PO: 0010019
PO Date: 06/15/2003
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
CASE
148.30
22.00
0.00
22.00
0.00
6655
PRINTER STAND W/ BASKET
EACH
81.25
13.00
0.00
13.00
0.00
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
EACH
14.28
5.00
0.00
5.00
0.00
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
EACH
215.85
10.00
0.00
10.00
0.00
83.55
5.00
0.00
5.00
0.00
1,546.20
2.00
0.00
2.00
0.00
1001-HON-H254
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK EACH
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor On-Time Delivery Report
Number:
BP884
Description:
This report lists vendors, the number of orders you have placed, the average lead-time, and average days late, as well as a percentage of time that the orders arrive on time.
Requirements:
Purchase Order
Data Files:
POM, POP, SY0
Problem:
As the Purchasing Agent, you know which vendor is giving you the best deal, but you are more interested in getting your parts in on time. You want to know which vendors are getting your orders to you when you need them.
Solution:
Print the Vendor on-time delivery report by Vendor.
Problem:
As the Production Manager, you run a tight production schedule. Time and money are precious commodities. When a shipment arrives late, it costs you time, money and a few extra gray hairs.
Solution:
Print out the Vendor on Time Delivery report by Item to see which vendors are getting their deliveries to you on time.
Problem:
As a distributor, you want to have goods to deliver when the orders come in. If you have too little inventory, you can't deliver to your customers, but if you have too much, management is unhappy because you are tying up capital in inventory. You have had a hard time guessing how much lead-time to give between time of ordering and when you receive it in your warehouse.
Solution:
Print out the Vendor on Time delivery report by Item to see how much time it is taking for your deliveries to get delivered.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 39
Page Number: 1 Print Date: 07/18/2001 Report Index
ABC Distribution and Service Corp. Vendor On-Time Delivery Report
Report Parameters: For the period 06/01/2003 through 06/30/2003 Report is printed by Vendor in Item Detail For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Vendor #: 00-0000000 through 99-ZZZZZZZ Vendor #/ Item # Item Description
Example 2
Number of orders
Average Lead Time
Avg # of Days Late
Percent of on time
1.00 1.00 1.00 1.00 1.00 1.00
22.50 22.50 20.00 20.00 20.00 20.00
-2.50 -2.50 0.00 0.00 0.00 0.00
50% 50% 100% 100% 100% 100%
1.00
21.25
-1.25
75%
1.00 1.00
15.00 15.00
15.00 15.00
100% 100%
Vendor 01-IBM Total:
1.00
15.00
15.00
100%
01-STEV STEVENS SUPPLY 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 2480-8-50 DESK FILE 8" CAP 50 2481-5-50 DESK FILE 5 1/4" CAP 50 2551-3-50 DESK FILE 3 1/2" CAP 50 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM Vendor 01-STEV Total:
2.00 2.00 2.00 2.00 1.00 1.00 1.00 1.00 2.00
15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00
-13.75 -13.75 -12.50 -13.33 -15.00 -15.00 -15.00 -15.00 -12.50
0% 0% 0% 0% 0% 0% 0% 0% 0%
2.00
15.00
-13.91
0%
01-UNITED UNITED COMPUTERS 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM 6652-28-24-15 SOUND CVR 28"W 24"D 15"H LQ Vendor 01-UNITED Total:
1.00 1.00 1.00
16.00 16.00 16.00
10.00 10.00 10.00
100% 100% 100%
1.00
16.00
10.00
100%
01-AIRWAY Airway Property 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM Vendor 01-AIRWAY Total: 01-IBM IBM CORPORATION GB-EQ380-10-MF PFS-004-CABLE
Page Number: 1 Print Date: 07/18/2001 Report Index Next Page
ABC Distribution and Service Corp. Vendor On-Time Delivery Report
Report Parameters: For the period 06/01/2003 through 06/30/2003 Report is printed in summary by Vendor For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Vendor #: 00-0000000 through 99-ZZZZZZZ Vendor #
Vendor Name
01-AIRWAY 01-IBM 01-STEV 01-UNITED
Airway Property IBM CORPORATION Stevens Supply UNITED COMPUTERS
Number of orders
Average Lead Time
Avg # of Days Late
Percent of on time
1.00 1.00 2.00 1.00
21.25 15.00 15.00 16.00
-1.25 15.00 -13.91 10.00
75% 100% 0% 100%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Purchase Price Variance Report
Number:
BP885
Description:
To provide the user with information on what they are receiving in inventory in at against a Standard Cost.
Requirements:
Inventory, Purchase Order
Data Files:
IM1, POM, POP, SY0
Problem:
My Inventory Items are not valued at Standard Cost, but for management purposes I would like to compare my Vendor purchase against a "Standard".
Solution:
Use the Purchase Price Variance report to show the differences between the purchase price and the Standard Cost entered in the MAS90 Standard Cost field. You will have valuable management information without changing you costing method. The report can be printed by Vendor to isolate those Vendors with higher actual costs.
Problem:
My Inventory Items are valued at Standard Cost, but my Standard Cost amount must be way off because my Purchases Variance Account is out of control. How can I identify the problem and reevaluate my Standard Costs.
Solution:
Print the Purchase Price Variance report in Summary by Inventory Item to quickly identify items where the Average Cost varies greatly from Standard Cost.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 40
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Example 2
Report Parameters: Report is Sorted by Item Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Item # / PO #
Receipt Date
Source Journal
Transaction Date User ID
1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 BP 0010010 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 0010017 0010017 0010018
06/25/2003 PO-0003 06/30/2003 PO-0004 06/25/2003 PO-0003
06/25/03 06/30/03 06/25/03
BP BP BP Total for Item #: 1001-HON-H252
1001-HON-H252LK - HON 2 DRAWER LETTER FLE W/ LCK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/30/03 BP 0010017 06/30/2003 PO-0004 0010018
06/25/2003 PO-0003
06/25/03
BP Total for Item #: 1001-HON-H252LK
1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/25/03 BP 0010018 06/25/2003 PO-0003 Total for Item #: 1001-HON-H254 1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/25/03 BP 0010018 06/25/2003 PO-0003 Total for Item #: 1001-HON-H254LK 2480-8-50 - DESK FILE 8" CAP 50 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002
06/15/03 06/15/03 06/15/03
BP BP BP Total for Item #: 2480-8-50
2481-5-50 - DESK FILE 5 1/4" CAP 50 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002
06/15/03 06/15/03 06/15/03
BP BP BP Total for Item #: 2481-5-50
2551-3-50 - DESK FILE 3 1/2" CAP 50 0010014 06/15/2003 PO-0002
06/15/03
BP Total for Item #: 2551-3-50
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 06/15/03 0010014 06/15/2003 PO-0002 06/25/03 0010017 06/25/2003 PO-0003
BP BP Total for Item #: 4886-18-14-3
6650-26-16-11 0010010 0010014 0010017 0010018
- SOUND CVR 26"W 16"D 11"H DM 06/15/03 06/15/2003 PO-0002 06/15/03 06/15/2003 PO-0002 06/25/2003 PO-0003 06/25/2003 PO-0003
06/25/03 06/25/03
BP BP BP BP Total for Item #: 6650-26-16-11
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
5.00
34.25
171.25
32.75
7.50
50.00 60.00 100.00
34.25 34.25 34.25
1,712.50 2,055.00 3,425.00
32.75 32.75 32.75
75.00 90.00 150.00
10.00 45.00
34.25 34.25
342.50 1,541.25
32.75 32.75
15.00 67.50
10.00
34.27
342.70
32.75
15.20
280.00
34.25
9,590.20
32.75
420.20
55.00 85.00
37.15 37.15
2,043.25 3,157.75
35.75 35.75
77.00 119.00
35.00 30.00
37.15 37.17
1,300.25 1,115.13
35.75 35.75
49.00 42.63
12.00 16.00
37.17 37.17
446.05 594.74
35.75 35.75
17.05 22.74
233.00
37.16
8,657.17
35.75
327.42
10.00
83.50
835.00
82.50
10.00
22.00 30.00
83.55 83.55
1,838.06 2,506.44
82.50 82.50
23.06 31.44
62.00
83.54
5,179.50
82.50
64.50
110.00
87.25
9,597.50
86.50
82.50
25.00 22.00 10.00
87.25 87.30 87.30
2,181.25 1,920.60 873.00
86.50 86.50 86.50
18.75 17.60 8.00
167.00
87.26
14,572.35
86.50
126.85
5.00 3.00 5.00
1,545.30 1,545.30 1,545.30
7,726.50 4,635.90 7,726.50
15.75 15.75 15.75
7,647.75 4,588.65 7,647.75
13.00
1,545.30
20,088.90
15.75
19,884.15
12.00 5.00 25.00
401.10 401.10 401.10
4,813.20 2,005.50 10,027.50
7.98 7.98 7.98
4,717.44 1,965.60 9,828.00
42.00
401.10
16,846.20
7.98
16,511.04
12.00
1,145.80
13,749.60
11.23
13,614.88
12.00
1,145.80
13,749.60
11.23
13,614.88
15.00 5.00
22.60 22.61
339.06 113.03
22.75 22.75
-2.19 -0.72
20.00
22.60
452.09
22.75
-2.91
12.00
138.56
1,662.74
137.80
9.14
5.00 15.00
138.56 138.56
692.81 2,078.43
137.80 137.80
3.81 11.43
15.00
138.56
2,078.43
137.80
11.43
47.00
138.56
6,512.41
137.80
35.81
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Example 3
Report Parameters: Report is Sorted by Item Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed in Summary Format
Item #
ItemDescription
1001-HON-H252 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK
1001-HON-H254 1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK
2480-8-50 2481-5-50 2551-3-50
DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50
4886-18-14-3 6650-26-16-11
PAPER CADDY 18"W 14"D 3"H SOUND CVR 26"W 16"D 11"H DM
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ Report Total:
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
280.00 233.00 62.00
34.25 37.16 83.54
9,590.20 8,657.17 5,179.50
32.75 35.75 82.50
420.20 327.42 64.50
167.00 13.00
87.26 1,545.30
14,572.35 20,088.90
86.50 15.75
126.85 19,884.15
42.00 12.00
401.10 1,145.80
16,846.20 13,749.60
7.98 11.23
16,511.04 13,614.88
20.00 47.00 55.00
22.60 138.56 215.85
452.09 6,512.41 11,871.75
22.75 137.80 215.85
-2.91 35.81
107,520.17
50,981.93
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Next Page
Report Parameters: Report is Sorted by Vendor Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Item # / PO #
Receipt Date
Source Journal
Transaction Date User ID
Vendor #: 01-AIRWAY - Airway Property 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/25/03 PO-0003 06/25/03 0010017 BP 06/25/03 PO-0003 06/25/03 0010017 BP 0010017 0010017 0010017 0010017 0010017 0010017
06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003 06/30/03 PO-0004
06/25/03 06/25/03 06/25/03 06/25/03 06/30/03
06/30/03 PO-0004
06/30/03
BP BP BP BP BP BP Total for Item #: 2551-3-50
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
10.00 30.00
34.25 37.17
342.50 1,115.13
32.75 35.75
15.00 42.63
22.00 22.00 5.00
83.55 87.30 22.61
1,838.06 1,920.60 113.03
82.50 86.50 22.75
23.06 17.60 -0.72
15.00 45.00
138.56 34.25
2,078.43 1,541.25
137.80 32.75
11.43 67.50
12.00
37.17
446.05
35.75
17.05
161.00
58.35
9,395.05
57.15
193.55
9,395.05
Vendor # 01-AIRWAY Total: Vendor #: 01-STEV - STEVENS SUPPLY 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 PO-0002 06/15/03 0010014 BP 06/15/03 PO-0002 06/15/03 0010014 BP 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010018 0010018 0010018 0010018 0010018
06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002
06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03
06/15/03 PO-0002 06/15/03 PO-0002 06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003
06/15/03 06/15/03 06/25/03 06/25/03 06/25/03
06/25/03 PO-0003 06/25/03 PO-0003
06/25/03 06/25/03
BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP Total for Item #: 6650-26-16-11
50.00 60.00
34.25 34.25
1,712.50 2,055.00
32.75 32.75
75.00 90.00
100.00 55.00
34.25 37.15
3,425.00 2,043.25
32.75 35.75
150.00 77.00
85.00 35.00
37.15 37.15
3,157.75 1,300.25
35.75 35.75
119.00 49.00
10.00 110.00 25.00
83.50 87.25 87.25
835.00 9,597.50 2,181.25
82.50 86.50 86.50
10.00 82.50 18.75
5.00 3.00
1,545.30 1,545.30
7,726.50 4,635.90
15.75 15.75
7,647.75 4,588.65
5.00 12.00 5.00
1,545.30 401.10 401.10
7,726.50 4,813.20 2,005.50
15.75 7.98 7.98
7,647.75 4,717.44 1,965.60
25.00 12.00
401.10 1,145.80
10,027.50 13,749.60
7.98 11.23
9,828.00 13,614.88
15.00 5.00
22.60 138.56
339.06 692.81
22.75 137.80
-2.19 3.81
10.00 16.00 30.00
34.27 37.17 83.55
342.70 594.74 2,506.44
32.75 35.75 82.50
15.20 22.74 31.44
10.00 15.00
87.30 138.56
873.00 2,078.43
86.50 137.80
8.00 11.43
698.00
120.94
84,419.38
48.21
50,771.74
84,419.38
Vendor # 01-STEV Total: Vendor #: 01-UNITED - UNITED COMPUTERS 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 PO-0002 06/15/03 0010010 BP 06/15/03 PO-0002 06/15/03 0010010 BP Total for Item #: 6652-28-24-15
193.55
50,771.74
5.00 12.00
34.25 138.56
171.25 1,662.74
32.75 137.80
7.50 9.14
72.00
190.36
13,705.74
190.13
16.64
Vendor # 01-UNITED Total:
13,705.74
16.64
Report Total:
107,520.17
50,981.93
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Purchase Order Receiving Form
Number:
BP886
Description:
This report is a form for receiving to record the number of items received by Purchase Order. It shows the vendor's part number, your part number, the quantity ordered, what has already been received, and has a place to record what you are currently receiving.
Requirements:
Accounts Payable, Inventory, Purchase Order
Data Files:
AP1, PO1, PO2, SY0
Problem:
The receiving clerks do a good job receiving the items, but by the time accounting gets the receipt to enter the goods that were received, sometimes it is hard to read. The receipt gets put through abuse, and reading through the spilled coffee, footprints and the other damage is impossible.
Solution:
Print out the Receiving form by PO. You can make this available to the receiving department also, so they can print the clean copy.
Problem:
When receiving the goods, the receiving clerk or the accounting dept is always trying to match the Vendors part number to your part number. In the process, mistakes are made and time is wasted.
Solution:
Print out the PO Receiving form, which contains both your Item number and the Vendors.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 41
Report Index Next Page
PO Receiving Form Purchase Order Number : 0010014 Purchase Order Date .....: 05/31/2003 Receive By Date ............: 05/31/2003 Vendor ID ......................: 01-STEV
Vendor Item #
Ship To: ABC DISTRIBUTING COMPANY 3191 AIRPORT LOOP COSTA MESA, CA 92626
Vendor : STEVENS SUPPLY P.O. BOX 40-A SANTA CLARA, CA 95052
Our Inventory ID
Item Description
Quantity Ordered
Already Received
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
10.00
10.00
2480-8-50
DESK FILE 8" CAP 50
2.00
2.00
/CABLES
MP9550 ADAPTOR CABLES
20.00
20.00
/C
PLEASE SEND TO THE ATTENTION OF JAMES BEAL
51265-25-2616
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
5.00
5.00
12451-15-1814
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
15.00
15.00
2551-3-50
DESK FILE 3 1/2" CAP 50
12.00
12.00
2481-5-50
DESK FILE 5 1/4" CAP 50
25.00
25.00
2481-5-50
DESK FILE 5 1/4" CAP 50
5.00
5.00
2480-8-50
DESK FILE 8" CAP 50
5.00
5.00
2480-8-50
DESK FILE 8" CAP 50
3.00
3.00
2481-5-50
DESK FILE 5 1/4" CAP 50
12.00
12.00
2480-8-50
DESK FILE 8" CAP 50
5.00
5.00
56985-15-2541
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
25.00
25.00
56985-15-2541
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
110.00
110.00
56985-15-2540
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
10.00
10.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
35.00
35.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
85.00
85.00
56985-15-2520
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
100.00
100.00
56985-15-2520
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
60.00
60.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
55.00
55.00
56985-15-2520
Total number of items:
22
Quantity Received
Initial: _______________________________
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Predicted Sales Report
Number:
BP921
Description:
This report combines all invoices and open orders that are to ship for the time specified, to predict what the sales would be.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
In order to evaluate what your sales are going to be for the month or a specific period of time, you have to combine the open order report with the sales history report for the month.
Solution:
Print the Predicted Sales Report to get the total dollar amount of both the “already invoiced” sales combined with Open Orders to be shipped for a specific period of time.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 42
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. PREDICTED SALES REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/31/2003 Report is sorted by Customer Number Report is printed in Summary Format Invoice #/ Order #
Invoice/ Ship Date Customer #
Customer Name
Extension
Customer: 01-ABF American Business Futures 0100033-IN 0100042-IN 0200086-CM
05/15/03 05/21/03 05/31/03
01-ABF 01-ABF 01-ABF
American Business Futures American Business Futures American Business Futures Total for Customer 01-ABF:
451.06 826.25 -165.75 1,111.56
Avnet Processing Corp Total for Customer 01-AVNET:
1,935.25 1,935.25
Breslin Parts Supply Total for Customer 01-BRESLIN:
1,572.50 1,572.50 4,619.31
Customer: 01-AVNET Avnet Processing Corp 0100043-IN
05/21/03
01-AVNET
Customer: 01-BRESLIN Breslin Parts Supply 0100044-IN
05/21/03
01-BRESLIN
Total Invoice Amount
Sales Orders Customer: 01-ABF American Business Futures 0000153 01-ABF 05/13/03
American Business Futures
485.06
Total for Customer 01-ABF: Customer: 01-BRESLIN Breslin Parts Supply 0000116 01-BRESLIN 05/31/03 0000152
05/11/03
01-BRESLIN
485.06
Breslin Parts Supply
3,368.80
Breslin Parts Supply
422.80
Total for Customer 01-BRESLIN: Customer: 01-HILLSB Hillsboro Service Center 0000161 01-HILLSB 05/31/03
3,791.60
Hillsboro Service Center
80.25
Total for Customer 01-HILLSB: Customer: 02-ALLENAP Allen's Appliance Repair 0000143 02-ALLENAP 05/15/03
80.25
Allen's Appliance Repair
9,914.81
Total for Customer 02-ALLENAP:
9,914.81
Customer: 02-AMERCON American Concrete Service American Concrete Service 0000149 02-AMERCON 05/23/03 0000162
05/31/03
02-AMERCON
3,201.56
American Concrete Service
621.00
Total for Customer 02-AMERCON: Customer: 02-ATOZ A To Z Carpet Supply 0000156 02-ATOZ 05/31/03
3,822.56
A To Z Carpet Supply
159.60
Total for Customer 02-ATOZ: Customer: 02-CUSTOM Custom Craft Products 0000112 02-CUSTOM 05/01/03 0000157
05/31/03
02-CUSTOM
159.60
Custom Craft Products
4,739.95
Custom Craft Products
777.00
Total for Customer 02-CUSTOM: Customer: 02-GREALAR Greater Alarm Company 0000159 02-GREALAR 05/31/03
5,516.95
Greater Alarm Company
3,500.00
Total for Customer 02-GREALAR: Customer: 02-JELLCO Jellco Packing 0000111 02-JELLCO 05/01/03
3,500.00
Jellco Packing
9,231.00
Total for Customer 02-JELLCO: Customer: 02-ORANGE Orange Door & Window Co. 0000164 02-ORANGE Orange Door & Window Co. 05/31/03
9,231.00 3,239.00
Total for Customer 02-ORANGE: Total Sales Orders:
3,239.00 39,740.83
Total Predicted Sales for the Peroid
44,360.14
The example above is printed by Customer Number and it is in Summary Format
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales To Date
Number:
BP922
Description:
This report prints Sales to Date for a date range you specify. It can be printed in summary or in detail, and will sort by product line, or by salesperson.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
You are reviewing the income statement, and you want to know the break down of your revenue by salesperson.
Solution:
Print the Sales to Date Report by Salesperson in summary or detail.
Problem:
As the marketing director for your company, you need to know which product line is contributing most of the revenue with the highest amount of profit so you can evaluate which area to spend most of your budgeted marketing dollars.
Solution:
Print out the Sales to Date report by Product Line in summary format.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 43
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. SALES TO DATE
Report Index Example 2
Report Parameters: For the period: 05/01/03 through 05/31/03 Report is printed with Details Report is Sorted by Salesperson 400-01-00 - Distribution sales (history) Invoice #
Inv Date
Salesperson: Jim Kentley 0100033 5/15/2003
Customer #
Customer Name
Sales Amt
Total Cost
Profit
Profit %
87%
01-ABF
American Business Futures
4,538.28
589.59
3,948.69
5/15/2003
01-ABF
American Business Futures
7,402.83
145.74
7,257.09
98%
5/15/2003
01-BRESLIN
Breslin Parts Supply
149.13
49.00
100.13
67%
0100040
5/27/2003
01-BRESLIN
Breslin Parts Supply
9,596.76
4,558.64
5,038.13
52%
0100041
5/31/2003
01-ABF
American Business Futures
38.20
15.45
22.75
60%
0100042
5/21/2003
01-ABF
American Business Futures
2,592.75
387.50
2,205.25
85%
0100044
5/21/2003
01-BRESLIN
Breslin Parts Supply
1,646.13
280.00
1,366.13
83%
0100048
5/30/2003
01-ABF
American Business Futures
130.00
65.00
65.00
50%
0200086
5/31/2003
01-ABF
American Business Futures
-179.30
-82.50
-96.80
54%
25,914.78
6,008.42
19,906.36
77%
3,870.50
277.50
3,593.00
93%
283,500.00
157,500.00
126,000.00
44%
287,370.50
157,777.50
129,593.00
45%
1,720.41
919.44
800.97
47%
272.08
5.70
266.38
98%
1,925.86
410.31
1,515.55
79%
619.70
155.00
464.70
75%
0100034 0100035
Total for Salesperson 01-0100: Salesperson: Shelly Westland 0100043 5/21/2003 0100045
5/31/2003
01-AVNET
Avnet Processing Corp
01-SHEPARD
Shepard Motorworks Total for Salesperson 01-0200:
Salesperson: Harvey Earlwright 0100037 02-CUSTOM 5/15/2003
Custom Craft Products
0100038
5/16/2003
02-JELLCO
Jellco Packing
0100046
5/31/2003
02-GREALAR
Greater Alarm Company
0100047
5/31/2003
02-ORANGE
Orange Door & Window Co. Total for Salesperson 02-0300:
4,538.05
1,490.45
3,047.60
67%
Total for Sales GL Account 400-01-00:
317,823.33
165,276.37
152,546.96
48%
The example above is printed by Salesperson # and it is printed with Details
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. SALES TO DATE
Report Index
Report Parameters: For the period: 05/01/03 through 05/31/03 Report is printed in Summary Format Report is Sorted by Product Line
Next Page
400-01-00 - Distribution sales (history)
Product Line
Description
C&A
Sales Amt
Total Cost
Profit
Profit %
CABLES & ACCESSORIES
2,603.65
15.20
2,588.45
99%
DC
DATA COMMUNICATIONS
2,467.61
0.00
2,467.61
100%
FD&A
FLEXIBLE DISKS & ACCESS.
13,323.84
4,728.68
8,595.16
65%
7,930.08
862.50
7,067.58
89%
2,097.50
551.81
1,545.69
74%
289,400.65
159,118.18
130,282.47
45%
317,823.33
165,276.37
152,546.96
48%
Miscellaneous Item PS&A
PRINTER SUPPLIES & ACCESS
WF&A
WORKSTATION FURN & ACCESS Total for Sales GL Account 400-01-00:
The example above is printed by Product Line Code and it is in Summary Format
Report Index
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Unshipped Orders
Number:
BP923
Description:
This report lists open Orders based on a ship date and sorted by customer.
Requirements:
Accounts Receivable, Sales Order
Data Files:
AR1, SO1, SO2, SY0
Problem:
You need to prioritize customer orders for shipment to make certain that you meet customer deadlines. You also want to be certain that you have enough employees in the warehouse to get all of the order volume processed for the day.
Solution:
Print the Unshipped Orders report in one of the several available sort options. If you select "by Customer", then you will have all orders for each customer organized by ship date. If you select "by Ship Date", then you will have an overall picture of the shipment demand for the required time period.
Problem:
Your salespeople would like to have a report that makes it easy for them to follow up on any past due shipments for their customers. They can follow up with shipping and/or call the customer to alert them to any problems.
Solution:
Print the Unshipped Orders report using today's date so that it will only include past due shipments.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 44
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. UNSHIPPED ORDERS REPORT
Report Index Example 2
Report Parameters: To be ship between: 05/01/2003 and 05/31/2003 Report sorted by Ship Date Ship Date/ Order #
Order Date
Ship Date
Customer #
Item #
Item Description
GB-MD750 GB-MD791
MODEM 9600 (SYNCHRONOUS) MODEM 9600 FAST POLL
To Be Shipped
Unit Price
Extended Amount
1.00 3.00
1,650.000 1,895.250
1,650.00 5,685.75
05/01/03 0000111
05/01/03
05/01/03 02-JELLCO 02-JELLCO
Total for Order # 0000111:
7,335.75
Total for Ship Date 05/01/03:
7,335.75
05/31/03 0000115
05/18/03
05/31/03 01-ABF 01-ABF
D1400 D1700
EXECUTIVE DESK ENSEMBLE SECRETARY DESK ENSEMBLE
0000158
05/15/03
05/31/03 02-AUTOCR
D1000
DESK 72" X 30"
0000159
05/18/03
05/31/03 02-GREALAR D1700 02-GREALAR D1400
SECRETARY DESK ENSEMBLE EXECUTIVE DESK ENSEMBLE
0000160
05/18/03
05/31/03 01-RSSUPPL D2000-C 01-RSSUPPL D1400
EXECUTIVE CREDENZA EXECUTIVE DESK ENSEMBLE
0000162
05/22/03
05/31/03 02-AMERCON VOG-CM-MP-B 02-AMERCON 6655
MODESTY PANEL PRINTER STAND W/ BASKET
05/31/03
05/31/03 02-ORANGE
SOUND CVR 26"W 16"D 11"H D
4.00 2.00
1,700.000 900.000
2.00
900.000
2.00 1.00
900.000 1,700.000
1.00 1.00
800.000 1,700.000
2.00 3.00
42.000 179.000
8,600.00
Total for Order # 0000115:
Total for Order # 0000158:
05/31/03 01-0000988 01-0000988 01-0000988
6650-26-16-11 CHROME KIT 4886-18-14-3
SOUND CVR 26"W 16"D 11"H D CHROME LUGGAGE AND SIDE R PAPER CADDY 18"W 14"D 3"H
84.00 537.00 621.00
1.00
259.000
259.00 259.00
Total for Order # 0000164: 05/31/03
800.00 1,700.00 2,500.00
Total for Order # 0000162:
0000171
1,800.00 1,700.00 3,500.00
Total for Order # 0000160:
6650-26-16-11
1,800.00 1,800.00
Total for Order # 0000159:
0000164
6,800.00 1,800.00
1.00 2.00 1.00
259.000 700.000 45.000
259.00 1,400.00 45.00
Total for Order # 0000171:
1,704.00
Total for Ship Date 05/31/03:
18,984.00
Report Total:
26,319.75
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. UNSHIPPED ORDERS REPORT
Report Index Next Page
Report Parameters: To be ship between: 05/01/2003 and 05/31/2003 Report sorted by Item # Item Number/ Order #
Order Date
Ship Date
To Be Shipped
Unit Price
BP
1.00
45.000
Total for Item # 4886-18-14-3:
1.00
Customer #
Customer Name
User Id
01-0000988
The Portland Trail Blazers
Extended Amount
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 0000171
05/31/03
05/31/03
45.00 45.00
6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000164 0000171
05/31/03 05/31/03
05/31/03 05/31/03
02-ORANGE 01-0000988
Orange Door & Window Co. The Portland Trail Blazers
TAI BP
1.00 1.00
Total for Item # 6650-26-16-11:
2.00
259.000 259.000
259.00 259.00 518.00
6655 - PRINTER STAND W/ BASKET 0000162
05/22/03
05/31/03
02-AMERCON
American Concrete Service
TAI
3.00
Total for Item # 6655:
3.00
179.000
537.00 537.00
CHROME KIT - CHROME LUGGAGE AND SIDE RAILS 0000171
05/31/03
05/31/03
01-0000988
The Portland Trail Blazers
BP
2.00
Total for Item # CHROME KIT:
2.00
700.000
1,400.00 1,400.00
D1000 - DESK 72" X 30" 0000158
05/15/03
05/31/03
02-AUTOCR
Autocraft Accessories
2.00
Total for Item # D1000:
900.000
2.00
1,800.00 1,800.00
D1400 - EXECUTIVE DESK ENSEMBLE 0000115 0000159 0000160
05/18/03 05/18/03 05/18/03
05/31/03 05/31/03 05/31/03
01-ABF 02-GREALAR 01-RSSUPPL
American Business Futures Greater Alarm Company R & S Supply Corp.
101 BP
4.00 1.00 1.00
Total for Item # D1400:
6.00
1,700.000 1,700.000 1,700.000
6,800.00 1,700.00 1,700.00 10,200.00
D1700 - SECRETARY DESK ENSEMBLE 0000115 0000159
05/18/03 05/18/03
05/31/03 05/31/03
01-ABF 02-GREALAR
American Business Futures Greater Alarm Company
101 BP
2.00 2.00
Total for Item # D1700:
4.00
900.000 900.000
1,800.00 1,800.00 3,600.00
D2000-C - EXECUTIVE CREDENZA 0000160
05/18/03
05/31/03
01-RSSUPPL
R & S Supply Corp.
1.00
Total for Item # D2000-C:
800.000
1.00
800.00 800.00
GB-MD750 - MODEM 9600 (SYNCHRONOUS) 0000111
05/01/03
05/01/03
02-JELLCO
Jellco Packing
1.00
Total for Item # GB-MD750:
1,650.000
1.00
1,650.00 1,650.00
GB-MD791 - MODEM 9600 FAST POLL 0000111
05/01/03
05/01/03
02-JELLCO
Jellco Packing
3.00
Total for Item # GB-MD791:
1,895.250
3.00
5,685.75 5,685.75
VOG-CM-MP-B - MODESTY PANEL 0000162
05/22/03
05/31/03
02-AMERCON
American Concrete Service
TAI
2.00
Total for Item # VOG-CM-MP-B:
2.00
Report Total:
42.000
84.00 84.00 26,319.75
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Open Order/Invoice Report
Number:
BP924
Description:
Customer Open Invoice Aging, including Open Orders.
Requirements:
Accounts Receivable
Other Information: Utilizes the "Ship Date" field in Sales Order, and assumes an expected ship date will be entered if you are running the report to look at late shipments. This report uses the Accounts Receivable Invoice History file. Data Files:
AR1, SY0
Problem:
Your salespeople need a concise report that they can use to prepare for customer meetings. They need to know what orders are pending for the customer. Are the orders past due? Is the customer getting in a credit problem?
Solution:
Print the customer Open Order/Invoice Detail Report and your salesperson has all of the information at his fingertips!
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 45
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp
CUSTOMER OPEN ORDER/INVOICE REPORT
Report Index Example 2
Report Parameters: Invoices Aged as of 05/31/03 Report is printed in Summary Format Aging is perfomed by Due Date For Customer #: 00-0000000 through 99-ZZZZZZZ Inv Bal
Current
30 Days
60 Days
90 Days
120 Days
0.00
0.00
0.00
0.00
0.00
0.00
0.00
27,893.18
7,067.21
24,686.52
-2,503.61
850.00
1,700.00
7,774.02
9,297.07
16,599.50
297.12
1,785.00
1,190.00
7,669.70
11,788.10
11,192.02
15,859.80
9.40
626.84
0.00
0.00
2,845.42
-395.89
2,814.48
48.75
1,000.00
2,000.00
0.00
9,580.49
5,259.00
1,915.88
4,335.43
13,006.29
2,493.75
1,057,349.85 513,339.95 1,057,349.85
0.00
0.00
0.00
0.00
Order Amt
Inv Amt
01-ABF - American Business Futures 0.00
01-AVNET - Avnet Processing Corp 485.06
01-BRESLIN - Breslin Parts Supply 7,254.78
25,541.32
01-HILLSB - Hillsboro Service Center 3,811.60
01-RSSUPPL - R & S Supply Corp. 71.62
01-SHEPARD - Shepard Motorworks 0.00
27,010.35
02-ALLENAP - Allen's Appliance Repair 0.00
02-AMERCON - American Concrete Service 9,984.21
633.89
581.16
569.54
0.95
18.95
31.70
0.00
15,835.58
13,743.80
12,625.84
1,117.96
2,091.78
0.00
0.00
8,732.40
8,557.76
3,207.40
6,921.00
0.00
0.00
45,981.44
23,954.02
12,940.31
12,813.06
15,620.89
4,607.18
0.00
32,069.54
16,644.94
10,319.06
2,996.49
10,499.49
8,254.50
0.00
56,169.33
95,885.36
23,877.70
32,961.66
0.00
0.00
19,216.07
11,517.54
11,287.18
117.18
4,476.31
3,335.40
0.00
808.99
825.50
808.99
0.00
0.00
0.00
0.00
5,055.91
5,055.91
0.00
0.00
0.00
0.00
Report Total: 687,305.45 1,280,619.10
43,898.28
81,187.35
34,125.07
17,937.47
02-ATOZ - A To Z Carpet Supply 3,646.71
02-AUTOCR - Autocraft Accessories 4,430.20
18,686.16
02-BAYPYRO - Bay Pyrotronics Corp. 0.00
02-CAPRI - Capri Sailing Ships 1,240.88
02-CUSTOM - Custom Craft Products 0.00
152,724.72
02-GREALAR - Greater Alarm Company 5,300.14
02-JELLCO - Jellco Packing 3,153.50
02-ORANGE - Orange Door & Window Co. 8,343.13
5,055.91
The example above is printed by Due Date and it is in Summary Format
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp
CUSTOMER OPEN ORDER/INVOICE REPORT
Report Index Next Page
Report Parameters: Invoices Aged as of 05/31/03 Report is printed in Detail Format Aging is perfomed by Invoice Date For Customer #: 00-0000000 through 99-ZZZZZZZ Invoice/ Order Date
Invoice #/ Order #
Due Date/ Ship Date
Invoice/Order Amount
Invoice Balance
Current
30 Days
60 Days
90 Days
90 Days
4/30/2003 5/1/2003
850.00 850.00 1,226.25 2,416.25 85.00 2,416.25 -55.25 2,032.54 265.86 666.53 1,113.05 2,467.61 38.20 864.25 -1,000.50 130.00 7,774.02 -2,557.50 43.89 -2,500.00
0.00 850.00 1,178.69 0.00 85.00 0.00 -55.25 0.00 0.00 0.00 613.05 2,467.61 38.20 0.00 -1,250.50 130.00 7,774.02 -2,557.50 43.89 -2,250.00
0.00 0.00 0.00 7,248.75 0.00 4,832.50 0.00 4,065.08 531.72 1,333.06 2,226.10 2,467.61 38.20 1,728.50 0.00 130.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 85.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 43.89 -5,000.00
0.00 0.00 2,452.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 -55.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -2,001.00 0.00 7,774.02 -2,557.50 0.00 0.00
Total for Customer 01-ABF:
27,893.18
7,067.21
24,601.52
-4,871.11
2,452.50
0.00
3,160.27
Days Delq
01-ABF - American Business Futures Open Invoices 1/31/2003 1/31/2003 3/31/2003 5/29/2003 4/30/2003 5/31/2003 5/2/2001 5/23/2003 5/28/2003 5/28/2003 5/15/2003 5/15/2003 5/31/2003 5/21/2003 5/2/2001 5/30/2003 4/26/2001 4/26/2001 4/30/2003 5/1/2003
0000101-IN 0000122-IN 0000141-IN 0000169-IN 0000190-IN 0000191-IN 0004578-CM 0100009-IN 0100011-IN 0100012-IN 0100033-IN 0100034-IN 0100041-IN 0100042-IN 0100047-CM 0100048-IN 0100052-IN 0100053-CM APR0001-FC THYTR-PP
3/2/2003 3/30/2003 4/30/2003 6/28/2003 5/30/2003 6/30/2003 6/22/2003 6/27/2003 6/27/2003 6/14/2003 6/14/2003 6/30/2003 6/20/2003 6/29/2003 5/26/2001
90 62 31 -28 1 -30 -22 -27 -27 -14 -14 -30 -20 -29 735 31 30
Open Orders 5/11/2003
0000153
5/13/2003
485.06
Open Order Total:
485.06
1 Open Orders
01-AVNET - Avnet Processing Corp Open Invoices 1/31/2003 2/28/2003 3/31/2003 5/29/2003 5/31/2003 5/21/2003 5/2/2001 4/26/2001 4/30/2003 5/1/2003
0000102-IN 0000123-IN 0000142-IN 0000170-IN 0000192-IN 0100043-IN 0100046-CM 0100051-IN APR0002-FC THYUIO-PP
3/2/2003 3/30/2003 4/30/2003 6/28/2003 6/30/2003 6/20/2003 5/26/2001 4/30/2003 5/1/2003
595.00 595.00 1,751.00 4,041.00 606.00 1,935.25 -1,000.00 7,669.70 44.12 -2,500.00
0.00 0.00 0.00 3,542.00 606.00 935.25 -1,500.00 7,669.70 44.12 -2,000.00
0.00 0.00 0.00 12,123.00 606.00 3,870.50 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 44.12 -5,000.00
0.00 0.00 5,253.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 1,785.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 -2,000.00 7,669.70 0.00 0.00
Total for Customer 01-AVNET:
25,541.32
9,297.07
16,599.50
-4,955.88
5,253.00
1,785.00
5,669.70
Open Orders 4/20/2003 4/26/2001
0000105 0000181
4/20/2003 4/26/2001
7,193.50 61.28
Open Order Total:
7,254.78
2 Open Orders
The example above is printed by Invoice Date and in with Details
90 62 31 -28 -30 -20 735 31 30
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Back Ordered Items Available to Ship
Number:
BP925
Description:
A report showing items with a Back Order Status, with Inventory Quantity available.
Requirements:
Inventory, Sales Order
Data Files:
IM2, IMC, SO1, SO2, SY0
Problem:
You've just received a huge shipment of product and you want to make sure you fill the back orders before shipping current orders.
Solution:
Print the Back Ordered Items Available Report with the sort option of printing by ship date. Any back orders that have quantity available in inventory will be printed, and the Customers who have been waiting longest will appear first.
Problem:
Product arrives and is entered in the system throughout the day. You need a process for making sure that backorders are getting filled as soon as possible.
Solution:
Print the Back Ordered Items Available Report at the beginning of each day to plan what will be packaged and shipped before new orders are processed.
Problem:
Product has arrived for customers who have the item backordered, but there isn't enough of the item to fill all customer orders.
Solution:
Print the Back Ordered Items Available Report to "pick and choose" which of your customers you want to ship the limited item to.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 46
Page: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. BACK ORDERED ITEMS AVAILABLE TO SHIP
Report Index Example 2
Report Parameters: Report is printed by Item Number For Ship Dates 5/1/2002 through 5/31/2003 For Sales Order Number 0000000 through ZZZZZZZ For Customers 00-0000000 through 99-ZZZZZZZ
Quantity Order #
Order Date
Ship Date
Customer #
Item: 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 02-AMERCON 0000149 05/23/03 05/23/03
Ship to Name
WHS
American Concrete Service
002
Total for Item 1001-HON-H252: Item: 1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item 1001-HON-H254: Item: 1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item 1001-HON-H254LK: Item: 2480-8-50 - DESK FILE 8" CAP 50 0000149 05/23/03 05/23/03
02-AMERCON
American Concrete Service
002
Total for Item 2480-8-50: Item: 2551-3-50 - DESK FILE 3 1/2" CAP 50 0000149 05/23/03 05/23/03
02-AMERCON
American Concrete Service
002
Total for Item 2551-3-50: Item: 6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000105 01-AVNET 04/20/03 04/20/03
001
Avnet Processing Corp
Total for Item 6650-26-16-11: Item: 6657-24-20-12 - SOUND CVR 24.5"W 20"D 12"H LQ 0000153 01-ABF 05/11/03 05/13/03
American Business Futures
001
Total for Item 6657-24-20-12: Item: 8953 - UNIVERSAL 3 1/2" SSDD FLEX DSK 0000152 05/11/03 05/11/03
01-BRESLIN
Breslin Parts Supply
001 Total for Item 8953:
Item: 8972 - UNIVERSAL 5 1/4" DSDD FLEX DSK 0000153 05/11/03 05/13/03
01-ABF
American Business Futures
001
Total for Item 8972: Item: GB-EQ380-10-MF - CENTRONICS CABLE 10 FT M/F 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item GB-EQ380-10-MF:
The example above is printed by Item Number
Ordered
B/O On Hand
35.00
10.00
35.00
10.00
5.00
2.00
5.00
2.00
6.00
2.00
6.00
2.00
25.00
20.00
25.00
20.00
10.00
5.00
10.00
5.00
10.00
10.00
10.00
10.00
3.00
1.00
3.00
1.00
100.00
100.00
100.00
100.00
100.00
20.00
100.00
20.00
50.00
28.00
50.00
28.00
19.00
9.00
1.00
210.00
170.00
5.00
7.00
655.00
47.00
15.00
Page: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. BACK ORDERED ITEMS AVAILABLE TO SHIP
Report Index
Report Parameters: Report is printed in Customer Number Order For Ship Dates 5/1/2003 through 5/31/2003 For Sales Order Number 0000000 through ZZZZZZZ For Customers 00-0000000 through 99-ZZZZZZZ
Next Page
Quantity Order #
Order Date
Ship Date Customer #
Customer: 01-ABF - American Business Futures 0000153 05/11/03 05/13/03 01-ABF
Customer: 01-BRESLIN - Breslin Parts Supply 0000152 05/11/03 05/11/03 01-BRESLIN
Ordered
B/O On Hand
Item #
Item Description
8972 6657-24-20-12
UNIVERSAL 5 1/4" DSDD FLEX DSK SOUND CVR 24.5"W 20"D 12"H LQ
001 001
100.00 3.00
20.00 1.00
47.00 7.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
001
100.00
100.00
655.00
HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK DESK FILE 8" CAP 50 DESK FILE 3 1/2" CAP 50 CENTRONICS CABLE 10 FT M/F
002 002 002 002 002 002
35.00 5.00 6.00 25.00 10.00 50.00
10.00 2.00 2.00 20.00 5.00 28.00
19.00 9.00 1.00 210.00 170.00 15.00
Customer: 02-AMERCON - American Concrete Service 0000149 05/23/03 05/23/03 02-AMERCON 1001-HON-H252 1001-HON-H254 1001-HON-H254LK 2480-8-50 2551-3-50 GB-EQ380-10-MF
WHS
The example above is printed by Customer Number
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Orders to Ship Today
Number:
BP926
Description:
This report is designed to show all orders that are to ship today.
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, IM2, SO1, SO2, SY0
Problem:
You have a pile of picking sheets sitting on your desk that need to go out today but trying to get them organized and prioritized can be a challenge to say the least.
Solution:
Print the Orders to Ship Today report by Ship Via to show which orders are priority shipments and what inventory is on hand to fulfill those orders.
Problem:
Sometimes you don’t have enough inventory on hand to fulfill all the orders that need to ship. Then it becomes a matter of allocating the available inventory to your best customers.
Solution:
Print the Orders to Ship Today report sorted by Customer to help you determine which customers to allocate inventory to.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 47
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Item # Item #/ Order #
Example 2
Quantity Order Date Ship Date
Status
Ship Via
Customer #
Item #
Shipped
On Hand
Backorder
UPS RED
01-0000988
4886-18-14-3
1.00
4.00
0.00
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 0000171
05/31/03
05/31/03
New
6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000164
05/31/03
05/31/03
0000171
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
1.00
29.00
0.00
New
UPS RED
01-0000988
6650-26-16-11
1.00
29.00
0.00
New
MAIL
02-AMERCON
6655
3.00
3.00
0.00
6655 - PRINTER STAND W/ BASKET 0000162
05/22/03
05/31/03
CHROME KIT - CHROME LUGGAGE AND SIDE RAILS 0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
CHROME KIT
2.00
-61.00
0.00
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
UPS BLUE
01-ABF
D1400
4.00
0.00
0.00
1.00
0.00
1.00
D1000 - DESK 72" X 30" 0000158
05/15/03
D1400 - EXECUTIVE DESK ENSEMBLE 0000115
05/18/03
05/31/03
New
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
0000160
05/18/03
05/31/03
New
UPS RED
01-RSSUPPL
D1400
1.00
0.00
0.00
New
UPS BLUE
01-ABF
D1700
2.00
-2.00
0.00
New
UPS BLUE
02-GREALAR
D1700
2.00
-2.00
0.00
New
UPS RED
01-RSSUPPL
D2000-C
1.00
-4.00
0.00
New
MAIL
02-AMERCON
VOG-CM-MP-B
2.00
45.00
0.00
D1700 - SECRETARY DESK ENSEMBLE 0000115 0000159
05/18/03 05/18/03
05/31/03 05/31/03
D2000-C - EXECUTIVE CREDENZA 0000160
05/18/03
05/31/03
VOG-CM-MP-B - MODESTY PANEL 0000162
05/22/03
05/31/03
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index Example 3
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Customer Customer/ Order #
Quantity Order Date Ship Date
Status
Ship Via
Item #
UPS RED
4886-18-14-3
Shipped
On Hand
Backorder
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
6655
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
-380.00
0.00
01-0000988 The Portland Trail Blazers 0000171
05/31/03
05/31/03
New
01-ABF American Business Futures 0000115
05/18/03
05/31/03
New
UPS BLUE
01-RSSUPPL R & S Supply Corp. 0000160
05/18/03
05/31/03
New
UPS RED
02-AMERCON American Concrete Service 0000162
05/22/03
05/31/03
New
MAIL
02-AUTOCR Autocraft Accessories 0000158
05/15/03
05/31/03
New
UPS BLUE
D1000
2.00
New
UPS BLUE
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
6650-26-16-11
1.00
29.00
0.00
02-GREALAR Greater Alarm Company 0000159
05/18/03
05/31/03
02-ORANGE Orange Door & Window Co. 0000164
05/31/03
05/31/03
New
UPS BLUE
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index Example 4
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Ship Via Ship Via/ Order #
Quantity Order Date Ship Date
Status
Ship Via
Customer #
Item #
MAIL
02-AMERCON
6655
Shipped
On Hand
Backorder
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
MAIL 0000162
05/22/03
05/31/03
New
UPS BLUE 0000115
05/18/03
05/31/03
New
UPS BLUE
01-ABF
0000158
05/15/03
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
29.00
0.00
0000164
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
1.00
05/18/03
05/31/03
New
UPS RED
01-RSSUPPL
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
4886-18-14-3
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
UPS RED 0000160 0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Warehouse Warehouse/ Order # Order Date Ship Date
Next Page
Quantity Status
Ship Via
Customer #
Item #
Shipped
On Hand
Backorder
UPS BLUE
01-ABF
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
001 - EAST WAREHOUSE 0000115
05/18/03
05/31/03
New
0000158
05/15/03
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
6655
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
1.00
29.00
0.00
0000160 0000162
05/18/03 05/22/03
05/31/03 05/31/03
New New
UPS RED MAIL
01-RSSUPPL 02-AMERCON
0000164
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
4886-18-14-3
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Deposit Reconciliation
Number:
BP927
Description:
The deposit reconciliation is designed to help in the reconciliation of prepayments applied to Sales Orders.
Requirements:
Accounts Receivable, Sales Order
Data Files:
AR_13, SO1, SY0
Problem:
You have GL Asset Accounts that have deposits from clients. But who are the deposits from?
Solution:
Print the Deposit Reconciliation report to show all deposits on Open Orders and all Cash Receipt deposits to GL Accounts.
Problem:
It is the end of the month and you are trying to reconcile your credit card statement with customer deposits.
Solution:
Print the Deposit Reconciliation report and see all GL Cash receipts broken out by GL Account.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 48
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. DEPOSIT RECONCILIATION SO #/ SO Date/ Deposit # Deposit Date Payment Type: AMEX 5/11/2003 0000152 0000182
Report Index
Check #
Customer #
GL Account #: 111-00-00 01-BRESLIN
Customer Name Breslin Parts Supply
02-BAYPYRO Bay Pyrotronics Corp.
4/26/2001
Total for AMEX: Payment Type: CHECK 4/26/2001 0000181
GL Account #: 000123
01-AVNET
Avnet Processing Corp Total for CHECK:
Order Amt
Next Page Deposit Amt
432.80
0.00
1,446.49
0.00
1,879.29
0.00
64.32
1,000.00
64.32
1,000.00
Cash Receipts GL Account Number: 111-00-00 5/1/2003 AMEX 00010 5/1/2003 AMEX 00010
02-BAYPYRO 01-BRESLIN
Bay Pyrotronics Corp. Breslin Parts Supply GL Account Number: 111-00-00 Total:
1,446.49 432.80 1,879.29
GL Account Number: 175-00-00 5/1/2003 00010 VISA
01-ABF
American Business Futures GL Account Number: 175-00-00 Total:
1,500.00 1,500.00
GL Account Number: 201-00-00 5/1/2003 00010 1554
01-AVNET
Avnet Processing Corp GL Account Number: 201-00-00 Total:
1,000.00 1,000.00
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Gross Profit History Journal
Number:
BP928
Description:
The Gross Profit History Journal provides the ability to reprint the Gross Profit Journal for AR or SO after the Journal has been updated.
Requirements:
Accounts Receivable, Sales Order
Data Files:
ARN, ARO, SY0
Problem:
It is the end of the month and your trial balance is not balancing. You discover that a Sales Journal was updated out-of-balance to the GL.
Solution:
Print out the Gross Profit History Journal and enter in the date the Sales Journal was updated on and you will have a reprint of the Gross Profit Journal for that day sorted by Source Journal.
Problem:
In Reviewing your COGS account you notice that the account has an unusually high number. You check and find that only SO has posted to the account.
Solution:
Print out the Gross Profit Journal for the specified date range. This will provide all the transaction detail that was posted from AR and SO sorted by Journal.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 49
Page: 1 Printed: 5/16/2002
ABC Distribution and Service Corp. GROSS PROFIT HISTORY JOURNAL
Report Index Next Page
Report Parameters: For the period: 05/16/2003 through 05/31/2003 Inv #
Sls Acct
Inv Date Item #
COGS Acct
Source Journal: AR-0004 Transaction Date: 05/21/03 0100042-IN 05/21/03 Slsprsn #: 0100 WIDGET 400-01-00 450-10-00 200-DA 400-01-00 450-10-00 WDPACK 400-01-00 450-10-00 0100043-IN
0100044-IN
0100053-IN
0100054-IN
0999857-IN
COGS Amt
Gross Profit Net
Profit %
Invoice Total
Customer #: 01-ABF American Business Futures 165.75 82.50 83.25 50.23 88.00 25.00 63.00 71.59 572.50 280.00 292.50 51.09 864.25
200-DA WIDGET MCONTR
Total for invoice # 0100042-IN: 826.25 387.50 438.75 53.10% Slsprsn #: 0200 Customer #: 01-AVNET Avnet Processing Corp 400-01-00 450-10-00 880.00 250.00 630.00 71.59 400-01-00 450-10-00 55.25 27.50 27.75 50.23 400-02-00 450-10-00 1,000.00 0.00 1,000.00 100.00
1,935.25
MCONTR WDPACK
Total for invoice # 0100043-IN: 1,935.25 277.50 1,657.75 85.66% Slsprsn #: 0100 Customer #: 01-BRESLIN Breslin Parts Supply 400-02-00 450-10-00 1,000.00 0.00 1,000.00 100.00 400-01-00 450-10-00 572.50 280.00 292.50 51.09
05/21/03
05/21/03
Total for invoice # 0100044-IN:
1,572.50
280.00
1,292.50
82.19%
1,646.13
Total for Source Journal AR-0004:
4,334.00
945.00
3,389.00
78.20%
11,690.76
Source Journal: AR-0005 Transaction Date: 05/31/03 0100051-IN 08/22/03 Slsprsn #: 0100 WIDGET 400-01-00 450-10-00 0100052-IN
Sales Amt
Customer #: 01-ABF American Business Futures 1,052.20 275.00 777.20 73.86 1,052.20
WIDGET
Total for invoice # 0100051-IN: 1,052.20 275.00 777.20 73.86% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 3,761.00 1,375.00 2,386.00 63.44
3,761.00
WIDGET
Total for invoice # 0100052-IN: 3,761.00 1,375.00 2,386.00 63.44% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 2,762.50 1,375.00 1,387.50 50.23
2,762.50
WIDGET
Total for invoice # 0100053-IN: 2,762.50 1,375.00 1,387.50 50.23% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 1,381.25 687.50 693.75 50.23
1,381.25
200-DA
Total for invoice # 0100054-IN: 1,381.25 687.50 693.75 50.23% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 1,195.00 200.00 995.00 83.26 Total for invoice # 0999857-IN:
1,195.00
200.00
995.00
83.26%
1,195.00
Total for Source Journal AR-0005:
10,151.95
3,912.50
6,239.45
61.46%
10,151.95
08/05/03
08/01/03
07/31/03
08/15/03
Source Journal: SO-0001 Transaction Date: 05/31/03 0100040-IN 05/27/03 Slsprsn #: 0100 2480-8-50 400-01-00 450-01-00
Customer #: 01-BRESLIN Breslin Parts Supply 9,130.25 4,558.64 4,571.62
50.07
Total for invoice # 0100040-IN:
9,130.25
4,558.64
4,571.62
50.07%
9,596.76
Total for Source Journal SO-0001:
9,130.25
4,558.64
4,571.62
50.07%
9,596.76
Source Journal: SO-0002 Transaction Date: 05/31/03 0100041-IN 05/31/03 Slsprsn #: 0100 2480-8-50 400-01-00 450-01-00
Customer #: 01-ABF 33.20
American Business Futures 15.45 17.75 53.46
Total for invoice # 0100041-IN:
33.20
15.45
17.75
53.46%
38.20
Total for Source Journal SO-0002:
33.20
15.45
17.75
53.46%
38.20
Source Journal: SO-0003 Transaction Date: 05/31/03 0100045-IN 05/31/03 SO #: 0000166 Slsprsn #: 0200 D1000 400-01-00 450-01-00
Customer #: 01-SHEPARD Shepard Motorworks 283,500.00 157,500.00 126,000.00 44.44
05/31/03
SO #: 0000167 1001-HON-H252 4886-18-14-3
Total for invoice # 0100045-IN: 283,500.00 157,500.00 126,000.00 44.44% Slsprsn #: 0300 Customer #: 02-GREALAR Greater Alarm Company 400-01-00 450-01-00 781.20 342.50 438.70 56.16 400-01-00 450-01-00 135.00 67.81 67.19 49.77
283,500.00
0100046-IN
05/31/03
SO #: 0000168 ARS-9101 ARS-9401
Total for invoice # 0100046-IN: 916.20 410.31 505.89 55.22% Slsprsn #: 0300 Customer #: 02-ORANGE Orange Door & Window Co. 400-01-00 450-01-00 179.90 89.75 90.15 50.11 400-01-00 450-01-00 129.95 65.25 64.70 49.79
1,100.36
0100047-IN
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Invoice Gross Margin Review
Number:
BP941
Description:
This report is designed to show all Invoices that fall outside of a certain gross margin range. This allows for easy identification of invoices that need correction before updating.
Requirements:
Accounts Receivable, Inventory, Sales Order
Other Information: The Sales Journal must be printed or previewed prior to printing this report in order for MAS90/200 to calculate the costs. Data Files:
AR1, ARD, IM1, SO5, SO6, SY0
Problem:
Due to incorrect or missing cost data in the Inventory Masterfile, you have large swings in your profit margin. You need to know when profit margins are outside an acceptable range.
Solution:
Use the Gross Margin Review Report to quickly identify items that are showing extremely high or extremely low profits. Since the report uses the data entry files, errors can be located and corrected before updating.
Problem:
Your Salespeople are practically giving away product in order to maintain sales quotas or increase commissions.
Solution:
Use the Gross Margin Report to review sales daily. Find out which sales are below minimum margin requirements and take action quickly!
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 50
Page Number: 1 Print Date: 07/16/2001
ABC Distribution and Service Corp. INVOICE GROSS MARGIN REVIEW
Report Index Next Page
Report Parameters Excludes Gross Profit between 0.00% and 20.00%
INVOICE # 0100057-IN
0100059-IN
0100060-IN
0100061-IN
0100062-IN
0100063-IN
0100064-IN
0100065-IN
0100066-IN
0100067-IN
0100068-IN
0100069-IN
0100070-IN
0100071-IN
0100072-IN
SALES ACCOUNT
COGS ACCOUNT
NET SALES AMOUNT
COGS AMOUNT
GROSS PROFIT AMT
PROFIT %
400-01-00
450-01-00
159.60
68.50
91.10
57.08%
TOTAL FOR INVOICE 0100057-IN:
159.60
68.50
91.10
57.08%
400-01-00 400-01-00
450-01-00 450-01-00
372.90 399.00
176.59 171.35
196.31 227.65
52.64% 57.06%
TOTAL FOR INVOICE 0100059-IN:
771.90
347.94
423.96
54.92%
400-01-00
450-01-00
262.00
167.00
95.00
36.26%
TOTAL FOR INVOICE 0100060-IN:
262.00
167.00
95.00
36.26%
400-01-00
450-01-00
654.75
436.25
218.50
33.37%
TOTAL FOR INVOICE 0100061-IN:
654.75
436.25
218.50
33.37%
400-01-00 400-01-00 400-01-00
450-01-00 450-01-00 450-01-00
270.00 174.00 33.20
174.50 74.32 15.45
95.50 99.68 17.75
35.37% 57.29% 53.45%
TOTAL FOR INVOICE 0100062-IN:
477.20
264.27
212.93
44.62%
400-01-00 400-01-00
450-01-00 450-01-00
635.35 159.60
417.50 68.54
217.85 91.06
34.29% 57.06%
TOTAL FOR INVOICE 0100063-IN:
794.95
486.04
308.91
38.86%
450-01-00
87.00
37.17
49.83
57.27%
TOTAL FOR INVOICE 0100064-IN:
87.00
37.17
49.83
57.27%
400-01-00 400-01-00 400-01-00
450-01-00 450-01-00 450-01-00
635.35 45.00 259.00
417.50 22.61 138.56
217.85 22.39 120.44
34.29% 49.76% 46.50%
TOTAL FOR INVOICE 0100065-IN:
939.35
578.67
360.68
38.40%
400-01-00 400-01-00
450-01-00 450-01-00
635.35 261.00
417.50 111.51
217.85 149.49
34.29% 57.27%
TOTAL FOR INVOICE 0100066-IN:
896.35
529.01
367.34
40.98%
400-01-00 400-01-00
450-01-00 450-01-00
393.00 79.80
250.50 34.27
142.50 45.53
36.26% 57.06%
TOTAL FOR INVOICE 0100067-IN:
472.80
284.77
188.03
39.77%
400-01-00 400-01-00
450-01-00 450-01-00
179.00 635.35
81.25 417.50
97.75 217.85
54.61% 34.29%
TOTAL FOR INVOICE 0100068-IN:
814.35
498.75
315.60
38.75%
400-01-00
450-01-00
21.14
7.42
13.73
64.92%
TOTAL FOR INVOICE 0100069-IN:
21.14
7.42
13.73
64.92%
400-01-00
450-01-00
159.60
68.54
91.06
57.06%
TOTAL FOR INVOICE 0100070-IN:
159.60
68.54
91.06
57.06%
400-01-00 400-01-00
450-01-00 450-01-00
890.01 21.14
408.65 7.42
481.36 13.73
54.08% 64.92%
TOTAL FOR INVOICE 0100071-IN:
911.15
416.07
495.09
54.34%
400-01-00
450-01-00
777.00
415.69
361.31
46.50%
TOTAL FOR INVOICE 0100072-IN:
777.00
415.69
361.31
46.50%
ITEM # 1001-HON-H252
2481-5-50 1001-HON-H252
1001-HON-H254
1001-HON-H254LK
1001-HON-H254LK 1001-HON-H252LK 2480-8-50
1001-HON-H254 1001-HON-H252
1001-HON-H252LK
1001-HON-H254 4886-18-14-3 6650-26-16-11
1001-HON-H254 1001-HON-H252LK
1001-HON-H254 1001-HON-H252
6655 1001-HON-H254
8953
1001-HON-H252
1001-HON-H252LK 8953
6650-26-16-11
400-01-00
INVOICE TOTAL
159.20
832.07
277.72
694.04
505.83
842.65
92.66
939.35
954.61
496.44
863.21
22.52
169.18
965.82
741.26
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Top 50 Customer report
Number:
BP942
Description:
Prints the top 50 customers in order of MTD or YTD sales.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, SY0
Problem:
You are trying to assess who your best customers are. You have a good idea, but are not sure who they are and how they rank.
Solution:
Print the Top 50 Customers Report and it will rank the customers by Month-to-Date sales or Year-to-Date sales.
Problem:
You want to evaluate your sales for the year to make sure your revenue is not too dependent on a single customer.
Solution:
Print out the Top 50 Customers Report by Year.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 51
Page Number: 1 Print Date: 07/16/2001
ABC Distribution and Service Corp. TOP 50 CUSTOMERS REPORT
Report Index
Report Parameters: Report Sort: Month For the current date of: 05/31/03 RANK 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51
Next Page
CUSTOMER #
NAME
01-SHEPARD 02-0005720 02-0005705 02-0005620 01-0000058 01-BRESLIN 02-ALLENAP 02-CUSTOM 02-0005700 01-0256458 01-ABF 01-0000988 02-AMERCON 02-JELLCO 01-AVNET 01-0005698 01-0005500 02-0005605 02-0005500 02-0003000 02-GREALAR 02-0569787 02-0005000 02-0005600 02-0065987 02-0000085 01-0000987 02-0005502 01-0002564 01-0005700 02-0005501 01-0005714 01-0005697 02-0006000 01-0005705 02-ORANGE 01-0002000 01-0005711 01-0005713 01-0005712 01-0005715 01-0005716 01-0005510 01-RSSUPPL 02-ATOZ 01-0005600 02-0005505 02-0001500 01-0005710 02-0098754 Others
Shepard Motorworks AccountTemps NASCAR United States Post Office Lexus of Beaverton Breslin Parts Supply Allen's Appliance Repair Custom Craft Products Crystal Decisions The Portland Winterhawks American Business Futures The Portland Trail Blazers American Concrete Service Jellco Packing Avnet Processing Corp Employers Overload Panasonic Electronic Services State of the Art, Inc. Dilbert Inc. Morton Tree Services Greater Alarm Company Les Schwab Tire Centers Lowe's Home Impovement Stores Jackson School Properties Beaverton Honda Northwest Ford Stores Shell Oil General Motors Trader Joes CBS Sports, Inc. Bart Simpson & Co. Fred Meyers Credit Dept. The Portland Fire The Hemstreet Group Harolds Sanitary Service Orange Door & Window Co. AT&T Media Services Honda Motor Sports Evergreen Landscaping General Motors Credit Dept. Postal Annex Mailboxes Etc Maxim, Inc. R & S Supply Corp. A To Z Carpet Supply ACME Football, Inc Intel Corp. Airfilco, Inc. Sage, Inc. Winco Foods Others GRAND TOTAL:
MTD TOTALS
YTD TOTALS
As of 05/31/03
Thru 05/31/03
283,500.00 28,125.00 20,950.00 20,355.70 15,855.70 10,835.25 9,915.68 7,118.07 5,174.00 4,494.25 4,149.74 3,650.00 3,201.64 2,028.29 1,870.25 1,767.05 1,423.90 1,319.15 1,087.75 939.35 916.20 911.15 896.35 847.50 814.35 794.95 771.90 769.50 654.75 635.35 619.00 609.00 477.20 472.80 399.00 309.85 262.00 261.00 261.00 174.00 174.00 174.00 159.60 159.60 159.60 114.75 109.50 87.00 45.90 21.14 8.46 440,831.17
283,500.00 28,125.00 20,950.00 20,355.70 15,655.70 10,835.25 9,915.68 7,118.07 5,174.00 4,294.25 4,149.74 3,594.75 3,201.64 2,028.29 1,870.25 17.05 1,423.90 1,319.15 1,087.75 939.35 916.20 911.15 896.35 847.50 814.35 794.95 771.90 769.50 654.75 635.35 619.00 609.00 -19,522.80 472.80 399.00 309.85 262.00 261.00 261.00 174.00 174.00 174.00 159.60 159.60 159.60 114.75 109.50 87.00 45.90 21.14 8.46 418,625.92
Percent of Month Sales 64.31% 6.38% 4.75% 4.62% 3.60% 2.46% 2.25% 1.61% 1.17% 1.02% 0.94% 0.83% 0.73% 0.46% 0.42% 0.40% 0.32% 0.30% 0.25% 0.21% 0.21% 0.21% 0.20% 0.19% 0.18% 0.18% 0.18% 0.17% 0.15% 0.14% 0.14% 0.14% 0.11% 0.11% 0.09% 0.07% 0.06% 0.06% 0.06% 0.04% 0.04% 0.04% 0.04% 0.04% 0.04% 0.03% 0.02% 0.02% 0.01% 0.00% 0.00%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Lost Sales by Reason
Number:
BP943
Description:
This report is designed to show canceled orders by reason.
Requirements:
Accounts Receivable, Sales Order
Other Information: Must use cancellation codes in order to be able to use this report, otherwise the data will not exist in MAS 90 to run it. Data Files:
AR1, ARB, ARD, SO_03, SO_04, SO_09, SY0
Problem:
It seems like a lot of Sales Orders are being deleted before the shipment takes place. You don't know if this is due to simple data entry errors or if it is a sign of customer dissatisfaction.
Solution:
MAS90 Reason Codes can be set up to track all of the cancellation reasons that are important to your company. Then use the Lost Sales by Reason Report to figure out how you can work on keeping all of the sales you make.
Problem:
You've got Cancellation Reason Codes clearly defined in MAS90 and all employees are trained to use them properly. Now how can you get all of this great information out of MAS90 in a format you can actually use.
Solution:
The Lost Sales by Reason Report groups together all of your cancelled orders by Reason Code, for any date range you specify. They can be further grouped by Customer or by Salesperson, and viewed in detail or summary.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 52
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. LOST SALES BY REASON
Report Index
Report Parameters: For Order Dates: 05/01/2003 through 05/31/2003 Report is sorted by Salesperson Report is printed in Summary Format Order # Reason Lost: DELAY Salesperson: 01-0200 0000165 Reason Lost: PRICE Salesperson: 01-0100 0000116 Salesperson: 01-0200 0000170 Salesperson: 02-0400 0000163 Reason Lost: SHIP Salesperson: 01-0200 0000161
Order Date
Customer #
Delayed Purchase Decision Shelly Westland 05/31/2003
01-SHEPARD
Better Price Found
Example 2
Customer Name
Extension
Number of Sales Orders: 1
858.00
Shepard Motorworks Number of Sales Orders: 3
Jim Kentley 05/19/2003
01-BRESLIN
Breslin Parts Supply
3,368.80
Shelly Westland 05/31/2003
01-0002564
Trader Joes
2,116.10
Ginny Hernandez 05/29/2003
02-BAYPYRO
Bay Pyrotronics Corp.
Unable to Ship In Time Shelly Westland 05/14/2003
01-HILLSB
635.35
Number of Sales Orders: 1
80.25
Hillsboro Service Center Report Total:
7,058.50
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. LOST SALES BY REASON
Report Index
Report Parameters: For Order Dates: 04/01/2003 through 07/17/2003 Report is sorted by Month Report is printed with Details
Order #
Order Date
Reason Lost: DELAY May, 2003 0000165
05/31/03
Reason Lost: PRICE May, 2003 0000116
05/19/03 05/19/03 05/19/03 05/19/03
Salesperson #
Item #
Delayed Purchase Decision
01-0200
Next Page
Unit Qty Price Ordered
Item Description Number of Sales Orders: 1
6657-24-20-12
Better Price Found
SOUND CVR 24.5"W 20"D 12"H LQ
2.00
858.00
Order # 0000165 Total:
2.00
858.00
May, 2003 Total:
2.00
858.00
DELAY Total:
2.00
858.00
135.00
3.00
405.00
115.95 1,700.00 800.00
4.00 1.00 1.00
463.80 1,700.00 800.00
127.07
9.00 5.00
3,368.80 635.35
87.00 31.95
5.00 2.00 5.00
635.35 174.00 159.75
10.95 164.00
13.00 10.00
142.35 1,640.00
Order # 0000170 Total:
30.00
2,116.10
May, 2003 Total:
44.00
6,120.25
PRICE Total:
44.00
6,120.25
1.00 15.00
45.00 35.25
Order # 0000161 Total:
16.00
80.25
May, 2003 Total:
16.00
80.25
SHIP Total:
16.00
80.25
Report Total:
62.00
7,058.50
01-0100
1001-HON-H254L HON 4 DRAWER LETTER FLE W/
01-0100 01-0100
ARS-9301 D1400
ART SPECIALTY BRONZE LAMP EXECUTIVE DESK ENSEMBLE
01-0100
D2000-C
EXECUTIVE CREDENZA Order # 0000116 Total: HON 4 DRAWER LETTER FLE W/O
05/29/03
02-0400
1001-HON-H254
0000170
05/31/03
01-0200 01-0200
Order # 0000163 Total: 1001-HON-H252L HON 2 DRAWER LETTER FLE W/ 2480-8-50 DESK FILE 8" CAP 50
01-0200 01-0200
2568-3-25 6655
05/31/03
Reason Lost: SHIP May, 2003 0000161
05/14/03 05/14/03
429.00
Number of Sales Orders: 3
0000163
05/31/03 05/31/03
Extension
Unable to Ship In Time
DESK FILE 3 1/2" CAP 25 PRINTER STAND W/ BASKET
Number of Sales Orders: 1
01-0200
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
01-0200
8971
UNIVERSAL 5 1/4" SSDD FLEX
45.00 2.35
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales Discount Report
Number:
BP944
Description:
To show the discounts given to customers by customer or by salesperson
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, ARD, ARN, ARO, IM1, SY0
Problem:
Keeping the customer happy is important. Giving a customer discounts on items helps to accomplish that. However, there is a point when giving discounts can have a negative impact on your bottom line. Which customers are receiving discounts and what is the discount amount by customer?
Solution:
The Sales Discount Report printed out by Customer will show the discounts given to customers based on the Item standard price.
Problem:
Giving discounts gives customers an incentive to purchase products from you, but which of our salespeople are actually giving discounts?
Solution:
Print the Sales Discount report by salesperson to see an analysis of the discounts given by each salesperson.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 53
ABC Distribution and Service Corp.
Page Number: 3 Print Date: 07/17/2001
SALES DISCOUNT REPORT
Report Index Example 2
Report Parameters: For the period: 07/17/2001 through 07/17/2003 For Customer 00-0000000 to 99-ZZZZZZZ For Salesperson 00-0000 to 99-ZZZZ Report sorted by Salesperson Item #
Item Description
Disc %
Disc Amount
Extension
7.77% 3.09% 5.43%
12.40 19.65 32.05
159.60 635.35 794.95
5.43%
32.05
794.95
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Invoice: 0100085-IN Total:
12.92% 12.92%
80.00 80.00
619.00 619.00
Customer: 02-0005501 Total:
12.92%
80.00
619.00
5.25% 11.11% 8.18%
5.55 2,250.00 2,255.55
105.70 20,250.00 20,355.70
8.18%
2,255.55
20,355.70
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Invoice: 0100069-IN Total:
5.25% 5.25%
1.11 1.11
21.14 21.14
Customer: 02-0098754 Total:
5.25%
1.11
21.14
7.53% 5.25% 6.39%
66.99 1.11 68.10
890.01 21.14 911.15
Qty Std Price
Actual Unit Diff Price in Price
Salesperson: 02-0200 Jonathan Miller Total: Invoice: 0100063-IN 1001-HON-H252 1001-HON-H254
Invoice Date: 05/31/03 HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK
2.00 5.00
86.00 131.00
79.80 127.07
6.20 3.93
Invoice: 0100063-IN Total: Customer: 02-0000085 Total: Customer: 02-0003000 Morton Tree Services Invoice: 0100065-IN 1001-HON-H254
Invoice Date: 05/31/03 HON 4 DRAWER LETTER FLE W/O LK
5.00
131.00
127.07
3.93
Invoice: 0100065-IN Total: Customer: 02-0003000 Total: Customer: 02-0005501 Bart Simpson & Co. Invoice: 0100085-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
20.00
34.95
30.95
4.00
Customer: 02-0005620 United States Post Office Invoice: 0100080-IN 8953 D1000
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK DESK 72" X 30"
25.00 25.00
4.45 900.00
4.23 810.00
0.22 90.00
Invoice: 0100080-IN Total: Customer: 02-0005620 Total: Customer: 02-0065987 Beaverton Honda Invoice: 0100068-IN 1001-HON-H254
Invoice Date: 05/31/03 HON 4 DRAWER LETTER FLE W/O LK
5.00
131.00
127.07
3.93
Invoice: 0100068-IN Total: Customer: 02-0065987 Total: Customer: 02-0098754 Winco Foods Invoice: 0100069-IN 8953
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK
5.00
4.45
4.23
0.22
Customer: 02-0569787 Les Schwab Tire Centers Invoice: 0100071-IN Invoice Date: 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 8953 UNIVERSAL 3 1/2" SSDD FLEX DSK
11.00 5.00
87.00 4.45
80.91 4.23
6.09 0.22
Invoice: 0100071-IN Total: Customer: 02-0569787 Total: Salesperson: 02-0200 Jonathan Miller Total:
6.39%
68.10
911.15
6.44%
2,476.11
23,972.64
12.92% 12.92%
100.00 100.00
773.75 773.75
12.92%
100.00
773.75
5.20% 5.20%
0.44 0.44
8.46 8.46
Salesperson: 02-0300 Harvey Earlwright Total: Customer: 02-0005500 Dilbert Inc. Invoice: 0100074-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
25.00
34.95
30.95
4.00
Invoice: 0100074-IN Total: Customer: 02-0005500 Total: Customer: 02-0005610 World Vision Laser Centers Invoice: 0100079-IN 8953
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK
2.00
4.45
4.23
0.22
Invoice: 0100079-IN Total:
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALES DISCOUNT REPORT
Report Index
Report Parameters: For the period: 07/17/2001 through 07/17/2003 For Customer 00-0000000 to 99-ZZZZZZZ For Salesperson 00-0000 to 99-ZZZZ Report sorted by Customer Item #
Item Description
Next Page
Qty Std Price
Actual Unit Diff Price in Price
Disc %
Disc Amount
Extension
5.25% 11.11% 8.18%
5.55 1,750.00 1,755.55
105.70 15,750.00 15,855.70
8.18%
1,755.55
15,855.70
7.77% 17.70% 12.73%
31.00 66.00 97.00
399.00 372.90 771.90
12.73%
97.00
771.90
3.09% 3.09%
20.25 20.25
654.75 654.75
3.09%
20.25
654.75
8.37% 8.37%
2.00 2.00
23.90 23.90
8.37%
2.00
23.90
7.77% 7.77%
12.40 12.40
159.60 159.60
7.77%
12.40
159.60
8.71% 8.71%
10.00 10.00
114.75 114.75
8.71%
10.00
114.75
5.27% 5.27%
1.75 1.75
33.20 33.20
5.27%
1.75
33.20
7.53% 13.67% 10.60%
91.70 75.00 166.70
1,218.30 548.75 1,767.05
10.60%
166.70
1,767.05
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Customer: 01-0000058 Lexus of Beaverton Invoice: 0100086-IN 8953 CHROME KIT
Invoice Date: 05/31/03 Salesperson: 01-0100 UNIVERSAL 3 1/2" SSDD FLEX DSK 25.00 CHROME LUGGAGE AND SIDE RAILS 25.00
4.45 700.00
4.23 630.00
0.22 70.00
Invoice: 0100086-IN Total: Customer: 01-0000058 Lexus of Beaverton Customer: 01-0000987 Shell Oil Invoice: 0100059-IN 1001-HON-H252 2481-5-50
Invoice Date: 05/31/03 Salesperson: 01-0100 HON 2 DRAWER LETTER FLE W/O LK 5.00 DESK FILE 5 1/4" CAP 50 22.00
86.00 19.95
79.80 16.95
6.20 3.00
Invoice: 0100059-IN Total: Customer: 01-0000987 Shell Oil Customer: 01-0002564 Trader Joes Invoice: 0100061-IN Invoice Date: 05/31/03 Salesperson: 01-0200 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 5.00
135.00
130.95
4.05
Invoice: 0100061-IN Total: Customer: 01-0002564 Trader Joes Customer: 01-0005500 Panasonic Electronic Services Invoice: 0100073-IN 2568-3-25
Invoice Date: 05/31/03 DESK FILE 3 1/2" CAP 25
Salesperson: 01-0100 2.00
12.95
11.95
1.00
Invoice: 0100073-IN Total: Customer: 01-0005500 Panasonic Electronic Services Customer: 01-0005510 Maxim, Inc. Invoice: 0100093-IN 1001-HON-H252
Invoice Date: 05/31/03 Salesperson: 01-0200 HON 2 DRAWER LETTER FLE W/O LK 2.00
86.00
79.80
6.20
Invoice: 0100093-IN Total: Customer: 01-0005510 Maxim, Inc. Customer: 01-0005600 ACME Football, Inc Invoice: 0100090-IN 2551-3-50
Invoice Date: 05/31/03 DESK FILE 3 1/2" CAP 50
Salesperson: 01-0200 5.00
24.95
22.95
2.00
Invoice: 0100090-IN Total: Customer: 01-0005600 ACME Football, Inc Customer: 01-0005697 The Portland Fire Invoice: 0100062-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
Salesperson: 01-0100 1.00
34.95
33.20
1.75
Invoice: 0100062-IN Total: Customer: 01-0005697 The Portland Fire Customer: 01-0005698 Employers Overload Invoice: 0100088-IN 1001-HON-H254 2551-3-50
Invoice Date: 05/31/03 Salesperson: 01-0100 HON 4 DRAWER LETTER FLE W/O LK 10.00 DESK FILE 3 1/2" CAP 50 25.00
131.00 24.95
121.83 21.95
9.17 3.00
Invoice: 0100088-IN Total: Customer: 01-0005698 Employers Overload Customer: 01-0005700 CBS Sports, Inc. Invoice: 0100091-IN 1001-HON-H254
Invoice Date: 05/31/03 Salesperson: 01-0200 HON 4 DRAWER LETTER FLE W/O LK 5.00
131.00
127.07
3.93
Invoice: 0100091-IN Total: Customer: 01-0005700 CBS Sports, Inc. Customer: 01-0005705 Harolds Sanitary Service Invoice: 0100092-IN
Invoice Date: 05/31/03
Salesperson: 01-0200
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Commission Reporting
Number:
BP945
Description:
Detailed calculations of commissions, with or without cost and profit information.
Requirements:
Accounts Receivable, Inventory
Other Information: This report doesn't actually calculate commissions, but instead gives you all of the cost/profit information for a period of time in order to correctly be able to calculate commissions. Data Files:
AR1, ARN, ARO, SY0
Problem:
Your sales commission structures are both complicated and ever changing! It takes you hours to prepare a report to pay commissions!
Solution:
Print the Salesperson Commission report to an Excel file so that you can easily manipulate the data to meet your specific needs (when exported to Excel, the report keeps its format.)
Problem:
Your salespeople want to have a copy of every invoice that is subject to commission so that they can double check to make sure they are being paid correctly.
Solution:
Print a report for each salesperson that details each invoice. In fact, if they are not in the office, you can e-mail it to them.
Problem:
You use a sliding scale for commissions, and standard software cannot calculate commissions based on a sliding scale.
Solution:
Print the Salesperson Commission Report to an Excel file and easily calculate your commissions in Excel.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 54
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/10/2001
SALESPERSON COMMISSION DETAIL
Report Index
Report Parameters: For the period 5/1/2003 through 5/31/2003 For Salespersons 00-0000 to 99-ZZZZ Report is printed in Summary Format Report does not include Profit Calculation and Cost of Goods Sold Report is sorted by Customer Number Product Line
Example 2
Description
Extend Amt Comm %
Total Comm
Salesperson: 01-0100 Jim Kentley Customer: 01-ABF American Business Futures C&A
CABLES & ACCESSORIES
35.90
DC
DATA COMMUNICATIONS
FD&A
FLEXIBLE DISKS & ACCESS.
Miscellaneous Item Line PS&A
PRINTER SUPPLIES & ACCESS
WF&A
WORKSTATION FURN & ACCESS
10.00
3.59
1,995.00
10.00
199.50
274.39
10.00
27.44
660.50
10.00
66.05
790.00
10.00
79.00
449.20
10.00
44.92
4,204.99
10.00
420.50
9,262.75
10.00
926.28
1,572.50
10.00
157.25
Total for Customer # 01-BRESLIN: Total for Salesperson 01-0100:
10,835.25 15,040.24
10.00 10.00
1,083.53 1,504.02
1,935.25
8.00
154.82
Total for Customer # 01-AVNET:
1,935.25
8.00
154.82
283,500.00
8.00
22,680.00
283,500.00 285,435.25
8.00 8.00
22,680.00 22,834.82
1,601.10
11.50
184.13
1,601.10
11.50
184.13
Total for Customer # 01-ABF: Customer: 01-BRESLIN Breslin Parts Supply FD&A
FLEXIBLE DISKS & ACCESS.
Miscellaneous Item Line
Salesperson: 01-0200 Shelly Westland Customer: 01-AVNET Avnet Processing Corp Miscellaneous Item Line Customer: 01-SHEPARD Shepard Motorworks WF&A
WORKSTATION FURN & ACCESS Total for Customer # 01-SHEPARD: Total for Salesperson 01-0200:
Salesperson: 02-0300 Harvey Earlwright Customer: 02-CUSTOM Custom Craft Products WF&A
WORKSTATION FURN & ACCESS Total for Customer # 02-CUSTOM:
Customer: 02-GREALAR Greater Alarm Company PS&A
PRINTER SUPPLIES & ACCESS
135.00
11.50
15.53
WF&A
WORKSTATION FURN & ACCESS
781.20
11.50
89.84
916.20
11.50
105.36
Total for Customer # 02-GREALAR: Customer: 02-JELLCO Jellco Packing C&A
CABLES & ACCESSORIES
FD&A
FLEXIBLE DISKS & ACCESS. Total for Customer # 02-JELLCO:
21.54
7.20
1.55
111.50
7.20
8.03
133.04
7.20
9.58
309.85
11.50
35.63
309.85 2,960.19
11.50 10.27
35.63 334.70
Customer: 02-ORANGE Orange Door & Window Co. WF&A
WORKSTATION FURN & ACCESS Total for Customer # 02-ORANGE: Total for Salesperson 02-0300:
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/10/2001
SALESPERSON COMMISSION DETAIL
Report Index
Report Parameters: For the period 5/1/2003 through 5/31/2003 For Salespersons 00-0000 to 99-ZZZZ Report is printed in Detail Report includes Profit Calculation and Cost of Goods Sold Report is sorted by Invoice number Invoice Date Invoice #
Customer #
Next Page
Unit Price
Extend Amt
COGS
Gross Profit
Gross Profit %
Comm %
Total Comm
2481-5-50 2.00 18.95 2551-3-50 1.00 23.70 6657-24-20-12 2.00 395.00 8972 80.00 2.80 1001-HON-H252 4.00 79.80 GB-EL04MS-14 10.00 3.59 GB-MD791 1.00 1,995.00 8972 50.00 2.65 8971 -20.00 2.23 2480-8-50 295.00 30.95 2480-8-50 1.00 33.20 200-DA 1.00 88.00 WDPACK 1.00 572.50 WIDGET 3.00 55.25 MCONTR 1.00 1,000.00 WDPACK 1.00 572.50 D1000-BBW/LIGHT 1.00 130.00 WIDGET -3.00 55.25 Total for Salesperson # 01-0100:
37.91 23.70 790.00 224.24 319.20 35.90 1,995.00 132.50 -44.66 9,130.25 33.20 88.00 572.50 165.75 1,000.00 572.50 130.00 -165.75
15.96 11.23 484.00 78.40 136.24 9.50 0.00 49.00 -15.60 4,558.64 15.45 25.00 280.00 82.50 0.00 280.00 65.00 -82.50
21.95 12.47 306.00 145.84 182.96 26.40 1,995.00 83.50 -29.06 4,571.62 17.75 63.00 292.50 83.25 1,000.00 292.50 65.00 -83.25
57.90 52.62 38.73 65.04 57.32 73.54 100.00 63.02 65.07 50.07 53.45 71.59 51.09 50.23 100.00 51.09 50.00 50.23
10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
3.79 2.37 79.00 22.42 31.92 3.59 199.50 13.25 -4.47 913.03 3.32 8.80 57.25 16.58 100.00 57.25 13.00 -16.58
15,040.24
5,992.82
9,047.42
60.15
10.00
1,504.02
880.00 1,000.00 55.25 283,500.00
250.00 0.00 27.50 157,500.00
630.00 1,000.00 27.75 126,000.00
71.59 100.00 50.23 44.44
8.00 8.00 8.00 8.00
70.40 80.00 4.42 22,680.00
Item #
Qty Shipped
Salesperson: 01-0100 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100034-IN 05/15/03 0100034-IN 05/15/03 0100034-IN 05/15/03 0100035-IN 05/16/03 0100039-CM 05/27/03 0100040-IN 05/31/03 0100041-IN 05/21/03 0100042-IN 05/21/03 0100042-IN 05/21/03 0100042-IN 05/21/03 0100044-IN 05/21/03 0100044-IN 05/30/03 0100048-IN 05/31/03 0200086-CM
Jim Kentley 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-BRESLIN 01-ABF 01-BRESLIN 01-ABF 01-ABF 01-ABF 01-ABF 01-BRESLIN 01-BRESLIN 01-ABF 01-ABF
Salesperson: 01-0200 05/21/03 0100043-IN 05/21/03 0100043-IN 05/21/03 0100043-IN 05/31/03 0100045-IN
Shelly Westland 01-AVNET 01-AVNET 01-AVNET 01-SHEPARD
285,435.25
157,777.50
127,657.75
44.72
8.00
22,834.82
Salesperson: 02-0300 05/15/03 0100037-IN 05/16/03 0100038-IN 05/16/03 0100038-IN 05/31/03 0100046-IN 05/31/03 0100046-IN 05/31/03 0100047-IN 05/31/03 0100047-IN
Harvey Earlwright 02-CUSTOM ARS-9201 18.00 88.95 02-JELLCO 8971 50.00 2.23 02-JELLCO GB-EL04MS-14 6.00 3.59 02-GREALAR 1001-HON-H252 10.00 78.12 02-GREALAR 4886-18-14-3 3.00 45.00 02-ORANGE ARS-9101 2.00 89.95 02-ORANGE ARS-9401 1.00 129.95 Total for Salesperson # 02-0300:
1,601.10 111.50 21.54 781.20 135.00 179.90 129.95
919.44 0.00 5.70 342.50 67.81 89.75 65.25
681.66 111.50 15.84 438.70 67.19 90.15 64.70
42.57 100.00 73.54 56.16 49.77 50.11 49.79
11.50 7.20 7.20 11.50 11.50 11.50 11.50
184.13 8.03 1.55 89.84 15.53 20.69 14.94
2,960.19
1,490.45
1,469.74
49.65
10.27
334.70
Report Total:
303,435.68
165,260.77
138,174.91
45.54
9.79
24,673.55
200-DA MCONTR WIDGET D1000
10.00 88.00 1.00 1,000.00 1.00 55.25 350.00 810.00 Total for Salesperson # 01-0200:
The example above is printed by Invoice Number and is in Detail Format with Profit Calculations
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Item Sales by Customer/Customer Sales by Item
Number:
BP946
Description:
This report is designed to show sales history by Customer or by Item showing the MTD and YTD sales and profit for a specified date.
Requirements:
Accounts Receivable (Inventory, Sales Order)
Data Files:
AR1, ARN, ARO, SY0
Problem:
You are about to re-negotiate the contract for sales of product to your customer, so you need to know how much you have sold to them so far this year and how much profit you've made on those sales.
Solution:
Print the Customer Sales by Item Report for a selected customer to get an idea of how current sales look to make decisions about future pricing.
Problem:
You've just launched the new Pro Grip 2002 and you want to market it to the purchasers of the Pro Grip 2001.
Solution:
Print the Item Sales by Customer Report for the Pro Grip 2001 Item Number. Now you've got a list of sales leads, based on the customers who bought the item this month and this year. Print the report as of 12/31/2001 if you would also like to see customer purchases from last year.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 55
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. Item Sales by Customer
Report Index
Report Parameters: Report shows Item Sales by Customer Report ran as of: 05/31/03 For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Customer # Item #
Item Description
Example 2
Month to Date Qty
Year to Date Qty
Month to Date Sales
Month to Date Profit
Year to Date Sales
Year to Date Profit
0.00 0.00 0.00
2.00 25.00 5.00
0.00 0.00 0.00
0.00 0.00 0.00
174.00 423.75 59.75
136.83 415.72 53.92
0.00 25.00
1.00 25.00
0.00 105.70
0.00 104.22
45.00 105.70
22.39 104.22
0.00 25.00
15.00 25.00
0.00 15,750.00
0.00 15,450.00
1,680.00 15,750.00
1,624.00 15,450.00
15,855.70
15,554.22
18,238.20
17,807.09
01-0000058 - Lexus of Beaverton 1001-HON-H252LK 2481-5-50
HON 2 DRAWER LETTER FLE W/ LCK DESK FILE 5 1/4" CAP 50
2568-3-25 4886-18-14-3
DESK FILE 3 1/2" CAP 25 PAPER CADDY 18"W 14"D 3"H
8953 C1200-CHAIR CHROME KIT
UNIVERSAL 3 1/2" SSDD FLEX DSK FIVE-WHEEL SECRETARIAL CHAIR CHROME LUGGAGE AND SIDE RAILS Total for Customer 01-0000058:
01-0000987 - Shell Oil 1001-HON-H252 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK
2481-5-50 6650-26-16-11
DESK FILE 5 1/4" CAP 50 SOUND CVR 26"W 16"D 11"H DM Total for Customer 01-0000987:
5.00 0.00 22.00
5.00 2.00 122.00
399.00 0.00 372.90
364.73 0.00 364.87
399.00 174.00 2,067.90
364.73 136.83 2,051.85
0.00
5.00
0.00
0.00
1,230.25
1,199.25
771.90
729.60
3,871.15
3,752.66
01-0000988 - The Portland Trail Blazers D1000-SR WIDGET
SECRETARIAL RETURN 8" x 10" Widgets Total for Customer 01-0000988:
25.00
25.00
3,750.00
3,675.00
3,750.00
3,675.00
0.00
-1.00
0.00
0.00
-55.25
-82.75
3,750.00
3,675.00
3,694.75
3,592.25
01-0002000 - AT&T Media Services 1001-HON-H254 2480-8-50 6655
HON 4 DRAWER LETTER FLE W/O LK DESK FILE 8" CAP 50 PRINTER STAND W/ BASKET
2.00
4.00
262.00
178.50
524.00
357.00
0.00 0.00
5.00 2.00
0.00 0.00
0.00 0.00
159.75 358.00
144.30 276.75
C1200-CHAIR FINISH
FIVE-WHEEL SECRETARIAL CHAIR CUSTOM FURNITURE FINISH Total for Customer 01-0002000:
0.00 0.00
5.00 0.00
0.00 0.00
0.00 0.00
560.00 12.00
504.00 12.00
262.00
178.50
1,613.75
1,294.05
654.75
567.50
654.75
567.50
654.75
567.50
654.75
567.50
23.90 1,400.00
18.07 1,100.00
23.90 1,400.00
18.07 1,100.00
1,423.90
1,118.07
1,423.90
1,118.07
01-0002564 - Trader Joes 1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK Total for Customer 01-0002564:
5.00
5.00
01-0005500 - Panasonic Electronic Services 2568-3-25
DESK FILE 3 1/2" CAP 25
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS Total for Customer 01-0005500:
2.00 2.00
2.00 2.00
01-0005510 - Maxim, Inc. 1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
2481-5-50 6657-24-20-12 DESK-1000
DESK FILE 5 1/4" CAP 50 SOUND CVR 24.5"W 20"D 12"H LQ Desk - 72" X 30" Total for Customer 01-0005510:
2.00 0.00
3.00 100.00
159.60 0.00
125.33 0.00
245.60 1,695.00
177.08 1,686.97
0.00 0.00
2.00 5.00
0.00 0.00
0.00 0.00
858.00 8,500.00
615.29 7,650.00
159.60
125.33
11,298.60
10,129.34
114.75
103.52
114.75
103.52
114.75
103.52
114.75
103.52
01-0005600 - ACME Football, Inc 2551-3-50
DESK FILE 3 1/2" CAP 50 Total for Customer 01-0005600:
5.00
5.00
01-0005697 - The Portland Fire 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
2.00
2.00
174.00
136.84
174.00
136.84
1001-HON-H254LK 2480-8-50
HON 4 DRAWER LETTER FLE W/ LCK DESK FILE 8" CAP 50
MCONTR
Monthly Maintenance Billing
2.00 1.00 0.00
2.00 1.00 -20.00
270.00 33.20 0.00
182.75 17.75 0.00
270.00 33.20 -20,000.00
182.75 17.75 -20,000.00
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. Customer Sales by Item
Report Index Next Page
Report Parameters: Report shows Customer Sales by Item Report ran as of: 05/31/03 For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Item # Customer #
Customer Name
MTD Quantity
YTD Quantity
MTD Sales
MTD Profit
YTD Sales
YTD Profit
1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 01-0000987
Shell Oil
5.00
5.00
399.00
364.73
399.00
364.73
01-0005510
Maxim, Inc.
2.00
2.00
159.60
125.33
159.60
125.33
01-0005705
Harolds Sanitary Service
5.00
5.00
399.00
364.73
399.00
364.73
01-ABF
American Business Futures
4.00
4.00
319.20
285.14
319.20
285.14
01-RSSUPPL
R & S Supply Corp.
2.00
2.00
159.60
125.35
159.60
125.35
02-0000085
Northwest Ford Stores
2.00
2.00
159.60
125.33
159.60
125.33
02-0006000
The Hemstreet Group
1.00
1.00
79.80
45.53
79.80
45.53
02-ALLENAP
Allen's Appliance Repair
12.00
12.00
937.44
903.19
937.44
903.19
02-AMERCON
American Concrete Service
10.00
10.00
756.00
721.75
756.00
721.75
02-ATOZ
A To Z Carpet Supply
2.00
2.00
159.60
125.33
159.60
125.33
02-GREALAR
Greater Alarm Company Total for Item 1001-HON-H252:
10.00
10.00
781.20
746.95
781.20
746.95
4,310.04
3,933.36
4,310.04
3,933.36
1001-HON-H252LK - HON 2 DRAWER LETTER FLE W/ LCK 01-0005697
The Portland Fire
2.00
2.00
174.00
136.84
174.00
136.84
01-0005711
Honda Motor Sports
3.00
3.00
261.00
223.83
261.00
223.83
01-0005712
General Motors Credit Dept.
2.00
2.00
174.00
136.83
174.00
136.83
01-0005713
Evergreen Landscaping
3.00
3.00
261.00
223.83
261.00
223.83
01-0005714
Fred Meyers Credit Dept.
7.00
7.00
609.00
534.66
609.00
534.66
01-0005715
Postal Annex
2.00
2.00
174.00
136.83
174.00
136.83
01-0005716
Mailboxes Etc
2.00
2.00
174.00
136.83
174.00
136.83
02-0001500
Airfilco, Inc.
1.00
1.00
87.00
49.83
87.00
49.83
02-0005000
Lowe's Home Impovement Stores
3.00
3.00
261.00
223.83
261.00
223.83
02-0005605
State of the Art, Inc.
2.00
2.00
174.00
136.83
174.00
136.83
02-0005700
Crystal Decisions
2.00
2.00
174.00
136.83
174.00
136.83
02-0569787
Les Schwab Tire Centers
11.00
11.00
890.01
852.86
890.01
852.86
02-ALLENAP
Allen's Appliance Repair Total for Item 1001-HON-H252LK:
14.00
14.00
1,132.74
1,095.78
1,132.74
1,095.78
4,545.75
4,025.60
4,545.75
4,025.60
1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 01-0002000
AT&T Media Services
01-0005698
Employers Overload
01-0005700 02-0000085
2.00
2.00
262.00
178.50
262.00
178.50
10.00
10.00
1,218.30
1,134.80
1,218.30
1,134.80
CBS Sports, Inc.
5.00
5.00
635.35
551.85
635.35
551.85
Northwest Ford Stores
5.00
5.00
635.35
551.85
635.35
551.85
02-0003000
Morton Tree Services
5.00
5.00
635.35
551.85
635.35
551.85
02-0005000
Lowe's Home Impovement Stores
5.00
5.00
635.35
551.85
635.35
551.85
02-0006000
The Hemstreet Group
3.00
3.00
393.00
309.50
393.00
309.50
02-0065987
Beaverton Honda
5.00
5.00
635.35
551.85
635.35
551.85
02-ALLENAP
Allen's Appliance Repair
25.00
25.00
2,947.50
2,864.00
2,947.50
2,864.00
02-AMERCON
American Concrete Service Total for Item 1001-HON-H254:
2.00
2.00
254.14
170.64
254.14
170.64
8,251.69
7,416.69
8,251.69
7,416.69
1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 01-0002564
Trader Joes
5.00
5.00
654.75
567.50
654.75
567.50
01-0005697
The Portland Fire
2.00
2.00
270.00
182.75
270.00
182.75
02-ALLENAP
Allen's Appliance Repair
3.00
3.00
405.00
317.75
405.00
317.75
02-AMERCON
American Concrete Service Total for Item 1001-HON-H254LK:
2.00
2.00
261.90
174.65
261.90
174.65
1,591.65
1,242.65
1,591.65
1,242.65
200-DA - 22" Widget with Hinges
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales Detail by Product Line
Number:
BP947
Description:
Shows sales amount, cost, quantities, and profit by Product Line.
Requirements:
Accounts Receivable, Inventory
Other Information: This report uses the Accounts Receivable Invoice History file, and assumes you posted Cost of Goods Sold when you invoiced through the Accounts Receivable or Sales Order modules. Data Files:
AR1, ARN, ARO, IM1, SY0
Problem:
Sales and Cost of Sales accounts are organized by region, so how can we find out which product sales are really contributing to our bottom line?
Solution:
The Sales Detail Report by Product Line will help you analyze sales and profit to see which products provide great margins, and which others are just barely above cost.
Problem:
I'm supposed to be presenting the Sales Detail by Product Line information to Sales and Management, but we don't have time to go over the whole report.
Solution:
The report always includes a synopsis of the total sales, costs, profits, and profit percent with just one line per Product Line on the last page of the report. Use this executive summary to determine where you would like to spend your time in more detailed analysis.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 56
Page Number: 1
ABC Distribution and Service Corp.
rint Date: 07/17/2001
SALES DETAIL REPORT BY PRODUCT LINE
Report Index
Report Parameters: For the period 05/01/2003 through 05/31/2003 Report is printed in Detail For Customers 00-0000000 to 99-ZZZZZZZ For Product Line to ZZZZ
Example 2
C&A - CABLES & ACCESSORIES Cutomer/ Invoice #
Date
Item #
Item Description
01-ABF - American Business Futures 0100034-IN 05/15/03 GB-EL04MS-14
Qty Shipped
Total Cost
Sales Amount
Gross Margin
GM %
10.00
9.50
35.90
26.40
73.54
9.50
35.90
26.40
73.5%
Total for Customer 01-ABF: 02-0005700 - Crystal Decisions 0100081-IN 05/31/03 BB1850
A-B SWITCH - 25-PIN
2.00
Total for Customer 02-0005700: 02-AMERCON - American Concrete Service 0100052-IN 05/01/03 GB-EQ380-10-MF
CENTRONICS CABLE 10 FT M/F
28.00
Total for Customer 02-AMERCON: 02-CUSTOM - Custom Craft Products 0100050-IN 05/01/03 PFS-007-CABLE 0100050-IN 05/01/03 PFS-007-CONN-F 0100050-IN 05/01/03 PFS-007-CONN-M
EIA RS232 CABLE 7 CONDUCTOR 1,000.00 EIA RS232 CONECT 7 CONDUCTOR F 10.00 EIA RS323 CONECT 7 CONDUCTOR M 15.00 Total for Customer 02-CUSTOM:
02-JELLCO - Jellco Packing 0100038-IN 05/16/03 GB-EL04MS-14
0.00
5,000.00
5,000.00
100.00
0.00
5,000.00
5,000.00
100.0%
469.00
869.40
400.40
46.05
469.00
869.40
400.40
46.1%
110.00 82.50 123.75
180.00 130.00 195.00
70.00 47.50 71.25
38.89 36.54 36.54
316.25
505.00
188.75
37.4%
6.00
5.70
21.54
15.84
73.54
Total for Customer 02-JELLCO:
5.70
21.54
15.84
73.5%
Total for Product Line C&A:
800.45
6,431.84
5,631.39
87.6%
*** SUMMARY ***
Total Cost
Total Sales
Total Gross Profit
Gross Profit %
Total for Product Line C&A:
800.45
6,431.84
5,631.39
88%
Total for Product Line DC:
1,147.04
3,959.75
2,812.71
71%
Total for Product Line FD&A:
9,823.91
20,112.53
10,288.62
51%
Total for Product Line Miscellaneous Charge:
0.00
0.00
0.00
0%
Total for Product Line PS&A:
1,517.21
2,814.00
1,296.79
46%
Total for Product Line Sales Code:
0.00
0.00
0.00
0%
Total for Product Line WF&A:
233,243.17
403,765.05
170,521.88
42%
Report Total:
246,531.78
437,083.17
190,551.39
44%
Page Number: 1
ABC Distribution and Service Corp.
rint Date: 07/17/2001
SALES DETAIL REPORT BY PRODUCT LINE
Report Index
Report Parameters: For the period 05/01/2003 through 05/31/2003 Report is printed in Summary Format For Customers 00-0000000 to 99-ZZZZZZZ For Product Line to ZZZZ
Next Page
C&A - CABLES & ACCESSORIES
Customer #
Name
01-ABF 02-0005700 02-AMERCON 02-CUSTOM 02-JELLCO
American Business Futures Crystal Decisions American Concrete Service Custom Craft Products Jellco Packing Total for Product Line C&A:
Total Cost
Sales Amount
Gross Margin
GM %
9.50 0.00 469.00 316.25 5.70
35.90 5,000.00 869.40 505.00 21.54
26.40 5,000.00 400.40 188.75 15.84
73.5% 100.0% 46.1% 37.4% 73.5%
800.45
6,431.84
5,631.39
87.6%
*** SUMMARY ***
Total Cost
Total Sales
Total Gross Profit
Gross Profit %
Total for Product Line C&A:
800.45
6,431.84
5,631.39
88%
Total for Product Line DC:
1,147.04
3,959.75
2,812.71
71%
Total for Product Line FD&A:
9,823.91
20,112.53
10,288.62
51%
Total for Product Line Miscellaneous Charge:
0.00
0.00
0.00
0%
Total for Product Line PS&A:
1,517.21
2,814.00
1,296.79
46%
Total for Product Line Sales Code:
0.00
0.00
0.00
0%
Total for Product Line WF&A:
233,243.17
403,765.05
170,521.88
42%
Report Total:
246,531.78
437,083.17
190,551.39
44%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Open Item Invoice
Number:
BP961
Description:
The Customer Open Item Invoice is designed to combine the Open Sales Orders with the Sales History to give a complete view of the customer open orders and sales history by Item or Product Line.
Requirements:
Accounts Receivable, Sales Order, Inventory
Data Files:
AR1, ARN, ARO, SY0
Problem:
As a salesperson you are about to go and visit a customer and you need to have all the sales history along with any open orders and quotes for that customer. However, you don’t want to have to print multiple reports to get that information.
Solution:
Print the Customer Open Item Invoice report to see all Open Orders, Quotes and Sales History by Item.
Problem:
As the sales manager or purchasing manager, forecasting sales and inventory requirements can be a challenge. You would like to have all of an item’s sales information in one spot.
Solution:
Print the Customer Open Item Invoice report by Product Line to see all Open Orders, Quotes, and Sales History by Item Number.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 57
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. CUSTOMER OPEN ITEM INVOICE
Report Index
Report Parameters: Report Date: 05/31/03 Report is printed by Customer # For the Customer #: 00-0000000 through 99-ZZZZZZZ For the Product Line #: 0000 through ZZZZ For Salesperson: 00-0000 through 99-ZZZZ
Example 2
Salesperson: 01-0100 Jim Kentley Customer #/ Item #
Open Orders Description
01-0000058 - Lexus of Beaverton 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
Open Quotes
MTD as of 05/31/03
Current YTD
Qty
Dollars
Qty
Dollars
Qty
Dollars
Qty
Dollars
Prior YTD Qty
Dollars
10.00
809.10
15.00
1,213.65
0.00
0.00
2.00
174.00
5.00
421.95
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
593.25
70.00
1,186.50
0.00
0.00
25.00
423.75
10.00
169.50
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
142.35
0.00
0.00
0.00
0.00
5.00
59.75
10.00
109.50
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
45.00
25.00
1,012.50
0.00
0.00
1.00
45.00
1.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
43.61
0.00
0.00
25.00
105.70
25.00
105.70
13.00
56.12
CHROME KIT
CHROME LUGGAGE AND SIDE
0.00
0.00
5.00
3,395.00
25.00
15,750.00
25.00
15,750.00
10.00
6,510.00
Total for Customer 01-0000058: 01-0000987 - Shell Oil 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O
15,855.70
16,558.20
7,312.07
0.00
0.00
0.00
0.00
5.00
399.00
5.00
399.00
5.00
417.10
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
0.00
0.00
2.00
174.00
5.00
421.95
2481-5-50
DESK FILE 5 1/4" CAP 50
0.00
0.00
0.00
0.00
22.00
372.90
122.00
2,067.90
55.00
932.25
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
0.00
0.00
0.00
0.00
0.00
0.00
5.00
1,230.25
2.00
518.00
Total for Customer 01-0000987: 01-0000988 - The Portland Trail Blazers D1000-SR SECRETARIAL RETURN Total for Customer 01-0000988: 01-0005500 - Panasonic Electronic Services 2568-3-25 DESK FILE 3 1/2" CAP 25 CHROME KIT
CHROME LUGGAGE AND SIDE
771.90 0.00
0.00
0.00
0.00
25.00
3,750.00
3,871.15 25.00
3,750.00
3,750.00
2,289.30 0.00
3,750.00
0.00 0.00
0.00
0.00
0.00
0.00
2.00
23.90
2.00
23.90
0.00
0.00
0.00
0.00
0.00
0.00
2.00
1,400.00
2.00
1,400.00
0.00
0.00
Total for Customer 01-0005500: 01-0005697 - The Portland Fire 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
174.00
2.00
174.00
0.00
0.00
1001-HON-H254LK HON 4 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
270.00
2.00
270.00
0.00
0.00
2480-8-50
0.00
0.00
0.00
0.00
1.00
33.20
1.00
33.20
0.00
0.00
DESK FILE 8" CAP 50
Total for Customer 01-0005697: 01-0005698 - Employers Overload 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O 2551-3-50
DESK FILE 3 1/2" CAP 50
Total for Customer 01-0005698: 01-0005715 - Postal Annex 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ Total for Customer 01-0005715:
1,423.90
1,423.90
477.20
0.00
477.20
0.00
0.00
0.00
0.00
0.00
10.00
1,218.30
10.00
1,218.30
0.00
0.00
0.00
0.00
0.00
0.00
25.00
548.75
25.00
548.75
0.00
0.00
1,767.05 0.00
0.00
0.00
0.00
2.00
174.00 174.00
1,767.05 2.00
174.00 174.00
0.00 0.00
0.00 0.00
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. CUSTOMER OPEN ITEM INVOICE
Report Index
Report Parameters: Report Date: 05/31/03 Report is printed by Product Line For the Customer #: 00-0000000 through 99-ZZZZZZZ For the Product Line #: 0000 through ZZZZ For Salesperson: 00-0000 through 99-ZZZZ
Next Page
Salesperson: 01-0100 Jim Kentley Product Line/ Item #
Open Orders Description
C&A CABLES & ACCESSORIES GB-EL04MS-14 Total for Product Line C&A: DC DATA COMMUNICATIONS GB-MD791 Total for Product Line DC: FD&A FLEXIBLE DISKS & ACCESS. 2480-8-50 DESK FILE 8" CAP 50
Open Quotes
MTD as of 05/31/03
Current YTD
Qty
Dollars
Qty
Dollars
Qty
Dollars
Qty
Dollars
0.00
0.00
0.00
0.00
10.00
35.90
10.00
35.90
35.90 0.00
0.00
0.00
0.00
1.00
1,995.00
Prior YTD Qty
0.00
35.90 1.00
1,995.00
1,995.00
Dollars
0.00 0.00
0.00
1,995.00
0.00 0.00
0.00
0.00
0.00
0.00
297.00
9,196.66
297.00
9,196.66
0.00
0.00
0.00
0.00
0.00
0.00
24.00
410.81
149.00
2,529.56
65.00
1,101.75
0.00
0.00
41.00
901.70
41.00
901.70
0.00
0.00
0.00
0.00
2.00
23.90
7.00
83.65
10.00
109.50
25.00
105.70
25.00
105.70
13.00
56.12
2481-5-50
DESK FILE 5 1/4" CAP 50
2551-3-50
DESK FILE 3 1/2" CAP 50
0.00
0.00
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
142.35
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
43.61
0.00
0.00
8971
0.00
0.00
0.00
0.00
-20.00
-44.66
-20.00
-44.66
0.00
0.00
8972
0.00
0.00
0.00
0.00
130.00
356.74
130.00
356.74
0.00
0.00
Total for Product Line FD&A: PS&A PRINTER SUPPLIES & ACCESS 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
6657-24-20-12 Total for Product Line PS&A: WF&A WORKSTATION FURN & ACCESS 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O
10,950.84
1,267.37
1.00
45.00
25.00
1,012.50
0.00
0.00
1.00
45.00
1.00
45.00
0.00
0.00
0.00
0.00
0.00
0.00
5.00
1,230.25
2.00
518.00
1.00
429.00
0.00
0.00
2.00
790.00
2.00
790.00
0.00
0.00
790.00 0.00
0.00
0.00
0.00
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
4.00
348.00
1001-HON-H254
0.00
0.00
0.00
0.00
10.00
1,218.30
1001-HON-H254LK HON 4 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
270.00
CHROME KIT
CHROME LUGGAGE AND SIDE
0.00
0.00
5.00
3,395.00
27.00
17,150.00
D1000
HON 4 DRAWER LETTER FLE W/O
13,129.34
9.00
718.20
2,065.25 9.00
563.00
718.20
5.00
417.10
8.00
696.00
10.00
843.90
10.00
1,218.30
0.00
0.00
2.00
270.00
0.00
0.00
27.00
17,150.00
10.00
6,510.00
DESK 72" X 30"
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
0.00
0.00
0.00
0.00
6.00
130.00
6.00
130.00
0.00
0.00
D1000-CD
DESK CENTER DRAWER
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-FC
FILING CABINET
0.00
0.00
0.00
0.00
10.00
0.00
10.00
0.00
0.00
0.00
D1000-LHDS
DESK DRAWER SET - LEFT HAND
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-LOCK
LOCK SET FOR D1000 DRAWER
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Most Recent Items Sold
Number:
BP962
Description:
This report is designed to show the Items sold by salesperson based on a date range specified.
Requirements:
Accounts Receivable, Sales Order, Inventory
Data Files:
AR1, ARN, ARO, SY0
Problem:
As the Sales Manager you want to know who sold what and to whom.
Solution:
Print the Most Recent Items Sold report by product line to see what salesperson sold which items and how many for a specified date range.
Problem:
At the end of every month you need to provide a report of which customers you sold to and what you sold to them.
Solution:
The Most Recent Items Sold report by customer will provide information on what customers you sold to and what you sold to them.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 58
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp MOST RECENT ITEMS SOLD
Report Index Example 2
Report Parameters: For the Product Line Item through ZZZZ For Salesperson: 00-0000 through 99-9999 For Customer #: 00-0000000 through 99-ZZZZZZZ For the Period 05/20/03 through 05/31/03 Report Sorted by Customer # Salesperson: 01-0100 Jim Kentley Customer/ Invoice #
Date
Item #
01-0000058 Lexus of Beaverton 0100086-IN 05/31/03 8953 0100086-IN 05/31/03 CHROME KIT
Item Description
Product Line
UNIVERSAL 3 1/2" SSDD FLEX DSK CHROME LUGGAGE AND SIDE RAILS
FD&A WF&A
Total for Customer 01-0000058: 01-0000987 Shell Oil 0100059-IN 05/31/03 1001-HON-H252 0100059-IN 05/31/03 2481-5-50
HON 2 DRAWER LETTER FLE W/O LK DESK FILE 5 1/4" CAP 50
WF&A FD&A
Total for Customer 01-0000987: 01-0000988 The Portland Trail Blazers 0100087-IN 05/31/03 D1000-SR
SECRETARIAL RETURN
WF&A
Total for Customer 01-0000988: 01-0005500 Panasonic Electronic Services 0100073-IN 05/31/03 2568-3-25 0100073-IN 05/31/03 CHROME KIT
DESK FILE 3 1/2" CAP 25 CHROME LUGGAGE AND SIDE RAILS
FD&A WF&A
Total for Customer 01-0005500: 01-0005697 The Portland Fire 0100062-IN 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 0100062-IN 05/31/03 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 0100062-IN 05/31/03 2480-8-50 DESK FILE 8" CAP 50
WF&A WF&A FD&A
Total for Customer 01-0005697: 01-0005698 Employers Overload 0100088-IN 05/31/03 1001-HON-H254 0100088-IN 05/31/03 2551-3-50
HON 4 DRAWER LETTER FLE W/O LK DESK FILE 3 1/2" CAP 50
WF&A FD&A
Total for Customer 01-0005698: 01-0005715 Postal Annex 0100100-IN 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK
WF&A
Total for Customer 01-0005715: 01-0256458 The Portland Winterhawks 0100089-IN 05/31/03 2551-3-50 0100089-IN 05/31/03 D1700
DESK FILE 3 1/2" CAP 50 SECRETARY DESK ENSEMBLE
FD&A WF&A
Total for Customer 01-0256458: 01-ABF American Business Futures 0100042-IN 05/21/03 200-DA 0100041-IN 05/31/03 2480-8-50 0100048-IN 05/30/03 D1000-BBW/LIGHT 0100042-IN 05/21/03 WDPACK 0100042-IN 05/21/03 WIDGET 0200086-CM 05/31/03 WIDGET
22" Widget with Hinges DESK FILE 8" CAP 50 BOOK BIN W/FLUORESCENT LIGHT Widget 10 Pack 8" x 10" Widgets 8" x 10" Widgets
Misc. Item FD&A WF&A Misc. Item Misc. Item Misc. Item
Total for Customer 01-ABF: 01-BRESLIN Breslin Parts Supply 0100040-IN 05/27/03 2480-8-50 0100044-IN 05/21/03 MCONTR 0100044-IN 05/21/03 WDPACK
DESK FILE 8" CAP 50 Monthly Maintenance Billing Widget 10 Pack
FD&A Misc. Item Misc. Item
Quantity
Price
Extension
25.00 25.00
4.23 630.00
105.70 15,750.00
50.00 5.00 22.00
15,855.70 79.80 16.95
27.00 25.00
771.90 150.00
25.00 2.00 2.00
11.95 700.00
87.00 135.00 33.20
121.83 21.95
87.00
21.95 873.00
329.25 4,365.00 4,694.25
88.00 33.20 130.00 572.50 55.25 55.25
4.00 295.00 1.00 1.00
174.00 174.00
20.00 1.00 1.00 1.00 1.00 3.00 -3.00
1,218.30 548.75 1,767.05
2.00 15.00 5.00
174.00 270.00 33.20 477.20
35.00 2.00
23.90 1,400.00 1,423.90
5.00 10.00 25.00
3,750.00 3,750.00
4.00 2.00 2.00 1.00
399.00 372.90
88.00 33.20 130.00 572.50 165.75 -165.75 823.70
30.95 1,000.00 572.50
9,130.25 1,000.00 572.50
Total for Customer 01-BRESLIN:
297.00
10,702.75
Total for Salesperson 01-0100:
469.00
40,440.45
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp MOST RECENT ITEMS SOLD
Report Index
Next Page
Report Parameters: For the Product Line Item through ZZZZ For Salesperson: 00-0000 through 99-9999 For Customer #: 00-0000000 through 99-ZZZZZZZ For the Period 05/20/03 through 05/31/03 Reported Sorted by Product Line Salesperson: 01-0100 Jim Kentley Product Line/ Invoice #
Date
Item #
FD&A FLEXIBLE DISKS & ACCESS. 0100040-IN 05/27/03 2480-8-50 0100041-IN 05/31/03 2480-8-50 0100062-IN 05/31/03 2480-8-50 0100059-IN 05/31/03 2481-5-50 0100088-IN 05/31/03 2551-3-50 0100089-IN 05/31/03 2551-3-50 0100073-IN 05/31/03 2568-3-25 0100086-IN 05/31/03 8953
Miscellaneous Item 0100042-IN 05/21/03 0100044-IN 05/21/03 0100042-IN 05/21/03 0100044-IN 05/21/03 0100042-IN 05/21/03 0200086-CM 05/31/03
200-DA MCONTR WDPACK WDPACK WIDGET WIDGET
WF&A WORKSTATION FURN & ACCESS 0100059-IN 05/31/03 1001-HON-H252 0100062-IN 05/31/03 1001-HON-H252LK 0100100-IN 05/31/03 1001-HON-H252LK 0100088-IN 05/31/03 1001-HON-H254 0100062-IN 05/31/03 1001-HON-H254LK 0100073-IN 05/31/03 CHROME KIT 0100086-IN 05/31/03 CHROME KIT 0100048-IN 05/30/03 D1000-BBW/LIGHT 0100087-IN 05/31/03 D1000-SR 0100089-IN 05/31/03 D1700
Item Description
Customer #
Quantity
Price
Extension
DESK FILE 8" CAP 50 DESK FILE 8" CAP 50 DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 25 UNIVERSAL 3 1/2" SSDD FLEX DSK
01-BRESLIN 01-ABF 01-0005697 01-0000987 01-0005698 01-0256458 01-0005500 01-0000058
295.00 1.00 1.00 22.00 25.00 15.00 2.00 25.00
30.95 33.20 33.20 16.95 21.95 21.95 11.95 4.23
9,130.25 33.20 33.20 372.90 548.75 329.25 23.90 105.70
Total for Product Line FD&A :
386.00
22" Widget with Hinges Monthly Maintenance Billing Widget 10 Pack Widget 10 Pack 8" x 10" Widgets 8" x 10" Widgets
01-ABF 01-BRESLIN 01-ABF 01-BRESLIN 01-ABF 01-ABF
1.00 1.00 1.00 1.00 3.00 -3.00
Total for Product Line Miscellaneous Item:
4.00
HON 2 DRAWER LETTER FLE W/O HON 2 DRAWER LETTER FLE W/ HON 2 DRAWER LETTER FLE W/ HON 4 DRAWER LETTER FLE W/O HON 4 DRAWER LETTER FLE W/ CHROME LUGGAGE AND SIDE CHROME LUGGAGE AND SIDE BOOK BIN W/FLUORESCENT LIGHT SECRETARIAL RETURN SECRETARY DESK ENSEMBLE
01-0000987 01-0005697 01-0005715 01-0005698 01-0005697 01-0005500 01-0000058 01-ABF 01-0000988 01-0256458
5.00 2.00 2.00 10.00 2.00 2.00 25.00 1.00 25.00 5.00
10,577.15 88.00 1,000.00 572.50 572.50 55.25 55.25
88.00 1,000.00 572.50 572.50 165.75 -165.75 2,233.00
79.80 87.00 87.00 121.83 135.00 700.00 630.00 130.00 150.00 873.00
399.00 174.00 174.00 1,218.30 270.00 1,400.00 15,750.00 130.00 3,750.00 4,365.00
Total for Product Line WF&A :
79.00
27,630.30
Total for Salesperson 01-0100:
469.00
40,440.45
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Salesperson Sales and Profit Report
Number:
BP963
Description:
Shows the Gross Profit and Gross Profit Percentage on a line-byline basis for any invoice in the date range selected.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, SY0
Problem:
It is difficult to review gross margin for a single line item on a customer invoice because you sell some items at little margin and other items at a huge margin. However, you are interested in making sure that the overall margin is being maintained, both by invoice, by customer, and by salesperson.
Solution:
Print the Salesperson Sales and Profit report to get a concise review of overall gross margin - by invoice, by customer, and by salesperson.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 59
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALESPERSON SALES AND PROFIT
Report Index
Report Parameters: For the period: 05/20/2003 and 05/31/2003 For Salesperson: 00-0000 through 99-ZZZZ Report is printed in Detail Format Report prints one Salesperson per page Customer/ Invoice #
Date
Example 2
Total Sales
Total COGS
Profit
Profit %
Salesperson: 01-0100 Jim Kentley 01-0000058 Lexus of Beaverton 05/31/03 0100086-IN Total for Customer 01-0000058:
15,855.70 15,855.70
7,537.08 7,537.08
8,318.62 8,318.62
52.50% 52.50%
01-0000987 Shell Oil 05/31/03 0100059-IN Total for Customer 01-0000987:
771.90 771.90
347.94 347.94
423.96 423.96
54.90% 54.90%
01-0000988 The Portland Trail Blazers 05/31/03 0100087-IN Total for Customer 01-0000988:
3,750.00 3,750.00
1,875.00 1,875.00
1,875.00 1,875.00
50.00% 50.00%
01-0005500 Panasonic Electronic Services 05/31/03 0100073-IN Total for Customer 01-0005500:
1,423.90 1,423.90
611.65 611.65
812.25 812.25
57.00% 57.00%
01-0005697 The Portland Fire 0100062-IN 05/31/03 Total for Customer 01-0005697:
477.20 477.20
264.27 264.27
212.93 212.93
44.60% 44.60%
01-0005698 Employers Overload 05/31/03 0100088-IN Total for Customer 01-0005698:
1,767.05 1,767.05
1,115.68 1,115.68
651.37 651.37
36.90% 36.90%
01-0005715 Postal Annex 05/31/03 0100100-IN Total for Customer 01-0005715:
174.00 174.00
74.34 74.34
99.66 99.66
57.30% 57.30%
01-0256458 The Portland Winterhawks 05/31/03 0100089-IN Total for Customer 01-0256458:
4,694.25 4,694.25
6,852.16 6,852.16
-2,157.91 -2,157.91
-46.00% -46.00%
01-ABF American Business Futures 05/31/03 0100041-IN 05/21/03 0100042-IN 05/30/03 0100048-IN 05/31/03 0200086-CM Total for Customer 01-ABF:
33.20 826.25 130.00 -165.75 823.70
15.45 387.50 65.00 -82.50 385.45
17.75 438.75 65.00 -83.25 438.25
53.50% 53.10% 50.00% 50.20% 53.20%
01-BRESLIN Breslin Parts Supply 0100040-IN 05/27/03 05/21/03 0100044-IN Total for Customer 01-BRESLIN:
9,130.25 1,572.50 10,702.75
4,558.64 280.00 4,838.64
4,571.61 1,292.50 5,864.11
50.10% 82.20% 54.80%
Total for Salesperson 01-0100:
40,440.45
23,902.21
16,538.24
40.90%
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALESPERSON SALES AND PROFIT
Report Index Next Page
Report Parameters: For the period: 05/20/2003 and 05/31/2003 For Salesperson: 00-0000 through 99-ZZZZ Report is printed in Summary Format
Customer #
Name
Salesperson: 01-0100 Jim Kentley 01-0000058 Lexus of Beaverton 01-0000987 Shell Oil 01-0000988 The Portland Trail Blazers 01-0005500 Panasonic Electronic Services 01-0005697 The Portland Fire 01-0005698 Employers Overload 01-0005715 Postal Annex 01-0256458 The Portland Winterhawks 01-ABF American Business Futures 01-BRESLIN Breslin Parts Supply Total for Salesperson 01-0100: Salesperson: 01-0200 Shelly Westland 01-0002000 AT&T Media Services 01-0002564 Trader Joes 01-0005510 Maxim, Inc. 01-0005600 ACME Football, Inc 01-0005700 CBS Sports, Inc. 01-0005705 Harolds Sanitary Service 01-0005710 Sage, Inc. 01-0005711 Honda Motor Sports 01-0005712 General Motors Credit Dept. 01-0005713 Evergreen Landscaping 01-0005714 Fred Meyers Credit Dept. 01-0005716 Mailboxes Etc 01-AVNET Avnet Processing Corp 01-RSSUPPL R & S Supply Corp. 01-SHEPARD Shepard Motorworks Total for Salesperson 01-0200: Salesperson: 02-0200 Jonathan Miller 02-0000085 Northwest Ford Stores 02-0001500 Airfilco, Inc. 02-0003000 Morton Tree Services 02-0005501 Bart Simpson & Co. 02-0005502 General Motors 02-0005620 United States Post Office 02-0065987 Beaverton Honda 02-0098754 Winco Foods 02-0569787 Les Schwab Tire Centers Total for Salesperson 02-0200: Salesperson: 02-0300 Harvey Earlwright 02-0005500 Dilbert Inc. 02-0005610 World Vision Laser Centers 02-0005705 NASCAR 02-0006000 The Hemstreet Group 02-CUSTOM Custom Craft Products 02-GREALAR Greater Alarm Company 02-ORANGE Orange Door & Window Co. Total for Salesperson 02-0300:
Total Sales
Total COGS
Profit
Profit %
15,855.70 771.90 3,750.00 1,423.90 477.20 1,767.05 174.00 4,694.25 823.70 10,702.75
7,537.08 347.94 1,875.00 611.65 264.27 1,115.68 74.34 6,852.16 385.45 4,838.64
8,318.62 423.96 1,875.00 812.25 212.93 651.37 99.66 -2,157.91 438.25 5,864.11
52.50% 54.90% 50.00% 57.00% 44.60% 36.90% 57.30% -46.00% 53.20% 54.80%
40,440.45
23,902.21
16,538.24
40.90%
262.00 654.75 159.60 114.75 635.35 399.00 45.90 261.00 174.00 261.00 609.00 174.00 1,870.25 159.60 283,500.00
167.00 436.25 68.54 56.14 417.50 171.35 22.45 111.51 74.34 111.51 260.19 74.34 277.50 68.50 157,500.00
95.00 218.50 91.06 58.61 217.85 227.65 23.45 149.49 99.66 149.49 348.81 99.66 1,592.75 91.10 126,000.00
36.30% 33.40% 57.10% 51.10% 34.30% 57.10% 51.10% 57.30% 57.30% 57.30% 57.30% 57.30% 85.20% 57.10% 44.40%
289,280.20
159,817.12
129,463.08
44.80%
794.95 87.00 939.35 619.00 769.50 20,355.70 814.35 21.14 911.15
486.04 37.17 578.67 309.24 339.54 11,287.08 498.75 7.42 416.07
308.91 49.83 360.68 309.76 429.96 9,068.62 315.60 13.72 495.08
38.90% 57.30% 38.40% 50.00% 55.90% 44.60% 38.80% 64.90% 54.30%
25,312.14
13,959.98
11,352.16
44.80%
1,087.75 8.46 20,950.00 472.80 777.00 916.20 309.85
540.69 2.97 10,750.00 284.77 415.69 410.31 155.00
547.06 5.49 10,200.00 188.03 361.31 505.89 154.85
50.30% 64.90% 48.70% 39.80% 46.50% 55.20% 50.00%
24,522.06
12,559.43
11,962.63
48.80%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Open Orders Entered by User ID
Number:
BP964
Description:
This report is designed for review of Orders entered by User ID.
Requirements:
Accounts Receivable, Sales Order
Other Information: MAS90/200 security must be turned on. Data Files:
AR1, ARD,SO1, SO2, SY0
Problem:
The Order entry people do a great job but they have a hard time checking the orders they have entered into the system and there isn’t any report that shows just their orders.
Solution:
Print out the Open Orders by User ID report.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 60
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index Example 2
Report Parameters: Report is sorted by Sales Order Number Report shows only Back Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ SO #/ SO #
Item #
Item Description
Slsprsn #
Qty Ordered
Unit Price
Extension
Customer: 01-BRESLIN Breslin Parts Supply 100.00 0.00 100.00 4.23
422.80
Qty Shipped
Qty Back Ordered
User ID: BP 0000152
Order Date: 05/11/2003
8953
Ship Date: 05/11/2003
01-0100 UNIVERSAL 3 1/2" SSDD FLEX DSK Order # 0000152 Total:
0000174
Order Date: 04/15/2003
Ship Date: 04/15/2003
422.80
1001-HON-H254
01-0200 HON 4 DRAWER LETTER FLE W/O LK
2480-8-50
DESK FILE 8" CAP 50
10.00
0.00
2568-3-25
DESK FILE 3 1/2" CAP 25
10.00
0.00
Order # 0000174 Total:
Total for User ID BP :
Customer: 01-0002564 Trader Joes 5.00 0.00 5.00
127.07
635.35
10.00
30.95
309.50
10.00
10.95
109.50 1,054.35 1,477.15
ABC Distribution and Service Corp.
Page Number: 2 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index Example 3
Report Parameters: Report is sorted by Customer Report shows only Open Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ Customer/ SO # Item #
Qty Ordered
Qty Back Ordered
Unit Price
Extension
Salesperson: 01-0100 Jim Kentley 10.00 0.00 0.00
Item Description
Qty Shipped
User ID: BP Customer: 01-0000058 Lexus of Beaverton 0000172
Order Date: 04/15/2003
Ship Date: 04/15/2003
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
80.91
809.10
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
0.00
0.00
16.95
593.25
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
0.00
0.00
10.95
142.35
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
4.36
0000175
Order Date: 04/15/2003
Order # 0000172 Total: Ship Date: 04/15/2003 Salesperson: 01-0100 Jim Kentley
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
43.61 1,633.31
10.00
0.00
0.00
125.55
1,255.50
1.00
0.00
0.00
45.00
45.00
10.00
0.00
0.00
4.36
43.61
Order # 0000175 Total:
1,344.11 2,977.42
Total for Customer 01-0000058: Customer: 01-0000988 The Portland Trail Blazers 0000171
Order Date: 05/31/2003
Ship Date: 05/31/2003
Salesperson: 01-0100 Jim Kentley 1.00 0.00 0.00
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
45.00
45.00
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
1.00
0.00
0.00
259.00
259.00
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS
2.00
0.00
0.00
700.00
1,400.00
Order # 0000171 Total:
1,704.00 1,704.00
Total for Customer 01-0000988: Customer: 02-GREALAR Greater Alarm Company 0000159
Order Date: 05/18/2003
Ship Date: 05/31/2003
D1400
EXECUTIVE DESK ENSEMBLE
D1700
SECRETARY DESK ENSEMBLE
Salesperson: 02-0300 Harvey Earlwright 1.00 0.00 1.00 1,700.00
Order # 0000159 Total:
2.00
0.00
0.00
900.00
1,700.00 1,800.00
Total for Customer 02-GREALAR:
3,500.00 3,500.00
Total for User ID BP :
8,181.42
ABC Distribution and Service Corp.
Page Number: 2 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index
Report Parameters: Report is sorted by Salesperson Report shows All Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ Salesperson/ SO # Item #
Next Page
Qty Ordered
Item Description
Qty Shipped
Qty Back Ordered
Unit Price
Extension
4.23
422.80
User ID: BP Salesperson: 01-0100 Jim Kentley 0000152
Order Date: 05/11/2003
8953
Ship Date: 05/11/2003
Customer: 01-BRESLIN Breslin Parts Supply
UNIVERSAL 3 1/2" SSDD FLEX DSK
100.00
0.00
100.00
Order # 0000152 Total:
0000171
Order Date: 05/31/2003
Ship Date: 05/31/2003
422.80
Customer: 01-0000988 The Portland Trail Blazers
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
1.00
0.00
0.00
259.00
259.00
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS
2.00
0.00
0.00
700.00
1,400.00
Order # 0000171 Total:
0000172
Order Date: 04/15/2003
Ship Date: 04/15/2003
1,704.00
Customer: 01-0000058 Lexus of Beaverton
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
10.00
0.00
0.00
80.91
809.10
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
0.00
0.00
16.95
593.25
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
0.00
0.00
10.95
142.35
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
4.36
43.61
Order # 0000172 Total:
0000175
Order Date: 04/15/2003
Ship Date: 04/15/2003
1,633.31
Customer: 01-0000058 Lexus of Beaverton
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
125.55
1,255.50
1.00
0.00
0.00
45.00
45.00
10.00
0.00
0.00
4.36
43.61
Order # 0000175 Total:
1,344.11 5,104.22
Total for Salesperson 01-0100: Salesperson: 01-0200 Shelly Westland 0000174
Order Date: 04/15/2003
Ship Date: 04/15/2003
Customer: 01-0002564 Trader Joes
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
2480-8-50 2568-3-25
5.00
0.00
5.00
127.07
635.35
DESK FILE 8" CAP 50
10.00
0.00
10.00
30.95
309.50
DESK FILE 3 1/2" CAP 25
10.00
0.00
10.00
10.95
109.50
Order # 0000174 Total:
1,054.35 1,054.35
Total for Salesperson 01-0200: Salesperson: 02-0300 Harvey Earlwright 0000159
Order Date: 05/18/2003
Ship Date: 05/31/2003
Customer: 02-GREALAR Greater Alarm Company
D1400
EXECUTIVE DESK ENSEMBLE
1.00
0.00
1.00
1,700.00
1,700.00
D1700
SECRETARY DESK ENSEMBLE
2.00
0.00
0.00
900.00
1,800.00
Order # 0000159 Total:
Total for Salesperson 02-0300:
3,500.00 3,500.00
Total for User ID BP :
9,658.57
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer/Item Ranking by Salesperson
Number:
BP965
Description:
Top Customers/Items Sales History report grouped by Salesperson
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
Your salespeople don't really know who their top customers are. How then, do the salespeople know the customers they should be focusing their time on?
Solution:
Print the Customer Sales Option of the Ranking Report. This version of the report lists your Top 10 Customers; their month-todate and year-to-date gross sales and profit, and the related percentage of your total sales.
Problem:
What are the best selling items for a salesperson?
Solution:
Print the Item Option of the Ranking report. You'll be able to review the top selling items for each Sales Rep sorted by Sales Dollars and Gross Profit Dollars.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 61
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. SALESPERSON TOP 10 REPORT
Report Index Example 2
Report Parameters: The Aging Date is 05/31/03 Report printed for the Top Ten Customers Report is sorted by the Current Month To Date Sales For the Salesperson #: 00-0000 through 99-ZZZZ Customer #
Customer Name
Month to Date Sales
Month to Year to Year to Date Profit Date Sales Date Profit
Salesperson: 01-0100 Jim Kentley 01-0000058 01-BRESLIN 01-0256458 01-ABF 01-0000988 01-0005698 01-0005500 01-0000987 01-0005697 01-0005715
Lexus of Beaverton Breslin Parts Supply The Portland Winterhawks American Business Futures The Portland Trail Blazers Employers Overload Panasonic Electronic Services Shell Oil The Portland Fire Postal Annex Total for Salesperson 01-0100:
15,855.70 10,835.25 4,694.25 4,149.74 3,750.00 1,767.05 1,423.90 771.90 477.20 174.00
15,554.22 10,538.82 2,354.52 3,383.81 3,675.00 1,672.32 1,118.07 729.60 337.34 136.83
21,176.70 11,258.05 4,694.25 4,634.80 3,694.75 517.05 1,423.90 3,871.15 -19,522.80 174.00
20,545.48 10,960.13 2,354.52 3,624.83 3,592.25 396.82 1,118.07 3,752.66 -19,662.66 136.83
43,898.99
39,500.53
31,921.85
26,818.93
283,500.00 1,935.25 654.75 635.35 609.00 399.00 262.00 261.00 261.00 174.00 653.85
283,050.00 1,882.75 567.50 551.85 534.66 364.73 178.50 223.83 223.83 136.83 525.71
283,500.00 1,935.25 654.75 635.35 609.00 399.00 1,613.75 261.00 261.00 174.00 11,792.85
283,050.00 1,882.75 567.50 551.85 534.66 364.73 1,294.05 223.83 223.83 136.83 10,529.71
289,345.20
288,240.18
301,835.95
299,359.73
20,355.70 939.35 911.15 814.35 794.95 769.50 619.00 87.00 21.14
19,904.22 694.68 872.52 649.60 677.18 429.96 603.54 49.83 19.66
20,355.70 939.35 911.15 814.35 794.95 769.50 619.00 87.00 21.14
19,904.22 694.68 872.52 649.60 677.18 429.96 603.54 49.83 19.66
25,312.14
23,901.18
25,312.14
23,901.18
20,950.00 7,118.07 2,028.29 1,087.75 916.20 472.80 309.85 8.46
18,082.50 6,514.54 919.84 945.62 859.35 355.03 199.73 6.98
20,950.00 7,118.07 2,028.29 1,087.75 916.20 472.80 309.85 8.46
18,082.50 6,514.54 919.84 945.62 859.35 355.03 199.73 6.98
32,891.42
27,883.58
32,891.42
27,883.58
Salesperson: 01-0200 Shelly Westland 01-SHEPARD 01-AVNET 01-0002564 01-0005700 01-0005714 01-0005705 01-0002000 01-0005711 01-0005713 01-0005712 Others
Shepard Motorworks Avnet Processing Corp Trader Joes CBS Sports, Inc. Fred Meyers Credit Dept. Harolds Sanitary Service AT&T Media Services Honda Motor Sports Evergreen Landscaping General Motors Credit Dept. ALL OTHER CUSTOMERS Total for Salesperson 01-0200:
Salesperson: 02-0200 Jonathan Miller 02-0005620 02-0003000 02-0569787 02-0065987 02-0000085 02-0005502 02-0005501 02-0001500 02-0098754
United States Post Office Morton Tree Services Les Schwab Tire Centers Beaverton Honda Northwest Ford Stores General Motors Bart Simpson & Co. Airfilco, Inc. Winco Foods Total for Salesperson 02-0200:
Salesperson: 02-0300 Harvey Earlwright 02-0005705 02-CUSTOM 02-JELLCO 02-0005500 02-GREALAR 02-0006000 02-ORANGE 02-0005610
NASCAR Custom Craft Products Jellco Packing Dilbert Inc. Greater Alarm Company The Hemstreet Group Orange Door & Window Co. World Vision Laser Centers Total for Salesperson 02-0300:
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. SALESPERSON TOP 10 REPORT
Report Index
Report Parameters: The Aging Date is 05/31/03 Report printed for the Top Ten Items Report is sorted by the Current Year To Date Sales For the Salesperson #: 00-0000 through 99-ZZZZ Item Number
Item Description
Next Page
Month to Date Sales
Month to Year to Year to Date Profit Date Sales Date Profit
Salesperson: 01-0100 Jim Kentley CHROME KIT 2480-8-50 D1700 D1000-SR 2481-5-50 1001-HON-H254 GB-MD791 C1200-CHAIR 1001-HON-H254LK 6650-26-16-11 Others
CHROME LUGGAGE AND SIDE RAILS DESK FILE 8" CAP 50 SECRETARY DESK ENSEMBLE SECRETARIAL RETURN DESK FILE 5 1/4" CAP 50 HON 4 DRAWER LETTER FLE W/O LK FIVE-WHEEL SECRETARIAL CHAIR HON 4 DRAWER LETTER FLE W/ LCK SOUND CVR 26"W 16"D 11"H DM ALL OTHER ITEMS Total for Salesperson 01-0100:
17,150.00 9,196.65 4,365.00 3,750.00 410.81 1,218.30 1,995.00 0.00 270.00 0.00 5,543.23
16,550.00 9,150.29 3,028.25 3,600.00 394.80 1,134.80 1,995.00 0.00 182.75 0.00 3,464.63
17,150.00 9,382.35 4,365.00 3,750.00 2,699.06 2,436.60 1,995.00 1,680.00 1,525.50 1,230.25 -14,291.91
16,550.00 9,320.53 3,028.25 3,600.00 2,658.97 2,269.56 1,995.00 1,624.00 1,351.00 1,199.25 -16,777.63
43,898.99
39,500.53
31,921.85
26,818.93
283,500.00 0.00 0.00 1,479.00 897.35 1,000.00 880.00 0.00 718.20 654.75 215.90
283,050.00 0.00 0.00 1,255.97 730.35 1,000.00 855.00 0.00 615.41 567.50 165.95
283,500.00 8,500.00 1,695.00 1,479.00 1,159.35 1,000.00 880.00 858.00 804.20 654.75 1,305.65
283,050.00 7,650.00 1,686.97 1,255.97 908.85 1,000.00 855.00 615.29 667.16 567.50 1,102.99
289,345.20
288,240.18
301,835.95
299,359.73
20,250.00 1,906.05 977.01 700.00 619.00 259.00 179.00 159.60 147.98 69.50 45.00
19,800.00 1,655.55 902.69 400.00 603.54 120.44 97.75 125.33 143.53 29.96 22.39
20,250.00 1,906.05 977.01 700.00 619.00 259.00 179.00 159.60 147.98 69.50 45.00
19,800.00 1,655.55 902.69 400.00 603.54 120.44 97.75 125.33 143.53 29.96 22.39
25,312.14
23,901.18
25,312.14
23,901.18
15,750.00 3,400.00 2,134.00 1,895.25 1,800.00 1,601.10 861.00
15,450.00 2,225.00 1,989.23 787.75 1,350.00 1,550.02 792.48
15,750.00 3,400.00 2,134.00 1,895.25 1,800.00 1,601.10 861.00
15,450.00 2,225.00 1,989.23 787.75 1,350.00 1,550.02 792.48
Salesperson: 01-0200 Shelly Westland D1000 DESK-1000 2481-5-50 1001-HON-H252LK 1001-HON-H254 MCONTR 200-DA 6657-24-20-12 1001-HON-H252 1001-HON-H254LK Others
DESK 72" X 30" Desk - 72" X 30" DESK FILE 5 1/4" CAP 50 HON 2 DRAWER LETTER FLE W/ LCK HON 4 DRAWER LETTER FLE W/O LK Monthly Maintenance Billing 22" Widget with Hinges SOUND CVR 24.5"W 20"D 12"H LQ HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK ALL OTHER ITEMS Total for Salesperson 01-0200:
Salesperson: 02-0200 Jonathan Miller D1000 1001-HON-H254 1001-HON-H252LK CHROME KIT 2480-8-50 6650-26-16-11 6655 1001-HON-H252 8953 GB-MD789 Others
DESK 72" X 30" HON 4 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK CHROME LUGGAGE AND SIDE RAILS DESK FILE 8" CAP 50 SOUND CVR 26"W 16"D 11"H DM PRINTER STAND W/ BASKET HON 2 DRAWER LETTER FLE W/O LK UNIVERSAL 3 1/2" SSDD FLEX DSK MODEM 300 ALL OTHER ITEMS Total for Salesperson 02-0200:
Salesperson: 02-0300 Harvey Earlwright CHROME KIT D1400 VOG-CM-MSC GB-MD791 D1700 ARS-9201 1001-HON-H252
CHROME LUGGAGE AND SIDE RAILS EXECUTIVE DESK ENSEMBLE STORAGE CUBE MODEM 9600 FAST POLL SECRETARY DESK ENSEMBLE HON 2 DRAWER LETTER FLE W/O LK
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Prior Year Sales Comparison
Number:
BP966
Description:
The Prior Year Sales Comparison is designed to provide a comprehensive comparison between the current year and prior year for either Item Sales by Salesperson, or Customer Sales by Salesperson
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, ARN, ARO, SY0
Problem:
Item #200596 has always been your best seller, and still is, but it just seems that you’re not making as much money from the sales of the item as you did last year. Which salespeople are selling the item and how much profit are they making this year compared to last year?
Solution:
Print the Prior Year Sales Comparison report by Item Number to see the month and year comparative sales analysis by Salesperson.
Problem:
Trying to get a report that has both current year and prior year comparative sales information usually is created from several reports entered into Excel and then performing calculations.
Solution:
The Prior Year Sales Comparison report will provide a current to prior year comparison by Salesperson and sorted by Customer or Item Number.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 62
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. PRIOR YEAR COMPARISON REPORT
Report Index Example 2
Report Parameters: Report as of : 05/31/03 Report is sorted by Customer For the salespeople: 00-0000 through 99-ZZZZ For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Current: May, 2003
Prior: May, 2002
Month Profit Variance
YTD May, 2003
Sales
Year Year Sales Profit Profit Profit% Variance Variance
Sales
32.76% 34.11%
7,312 2,289
3,946 18.04% 1,213 23.78%
1,847 812
50.11% 54.19%
0 0
0 0
-19,523 517
-19,787 676
61.53% 26.10%
0 0
100 -8,842 3,072
174 4,694 4,635
100 -8,842 3,294
57.27% -0.43% 58.55%
10,835
5,948
11,258
6,222
43,899
12,572
31,922
-2,652
Customer #
Sales
Profit Profit %
Sales
01-0100 Jim Kentley 01-0000058 01-0000987 01-0000988
15,856 772
8,319 117.31% 424 109.70%
0 0
0 0
0.00% 0.00%
15,856 772
8,319 424
21,177 3,871
10,534 2,491
3,750 1,424
1,875 50.00% 812 108.38%
0 0
0 0
0.00% 0.00%
3,750 1,424
1,875 812
3,695 1,424
477 1,767
213 146.11% 651 80.31%
0 0
0 0
0.00% 0.00%
477 1,767
213 651
174 4,694 4,150
100 57.27% -8,842 -4.27% 3,072 887.03%
0 0 0
0 0 0
0.00% 0.00% 0.00%
174 4,694 4,150
10,835
5,948 264.18%
0
0
0.00%
0
0
0.00%
01-0005500 01-0005697 01-0005698 01-0005715 01-0256458 01-ABF 01-BRESLIN Slsprsn 01-0100 Total:
43,899
12,572
25.58%
Profit Profit %
Month Sales Variance
Profit Profit %
PYTD May, 2002
13,865 1,582
6,588 1,278
0.00% 0.00%
3,695 1,424
1,847 812
0 0
0.00% 0.00%
-19,523 517
-19,787 676
0 0 0
0 0 0
0.00% 0.00% 0.00%
174 4,694 4,635
100 -8,842 3,294
65.82%
0
0
0.00%
11,258
6,222
39.54%
9,601
5,159
7.59%
22,320
-7,811
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. PRIOR YEAR COMPARISON REPORT
Report Index Report Parameters: Report as of : 05/31/03 Report is sorted by Item Number For the salespeople: 00-0000 through 99-ZZZZ For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Current: May, 2003 Item # 01-0100 Jim Kentley 1001-HON-H252 1001-HON-H252LK 1001-HON-H254 1001-HON-H254LK 200-DA 2480-8-50 2481-5-50 2551-3-50 2568-3-25 4886-18-14-3 6650-26-16-11 6657-24-20-12 8953 8971 8972 C1200-CHAIR CHROME KIT D1000 D1000-BBW/LIGHT D1000-CD D1000-FC D1000-LHDS D1000-LOCK D1000-SR D1700 GB-EL04MS-14 GB-MD791 MCONTR SAMPLE VOG-CM-MP-B WDPACK WIDGET Slsprsn 01-0100 Total:
Next Page
Prior: May, 2002
Month Profit Variance
YTD May, 2003 Sales
PYTD May, 2002
Sales
Profit Profit %
Sales
718 348
411 114.37% 199 114.56%
0 0
0 0
0.00% 0.00%
718 348
411 199
718 696
411 399
38.12% 38.19%
417 844
383 96 63
31.46% 35.37% 71.59%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,218 270 88
383 96 63
2,437 1,526 88
766 479 63
31.45% 32.94% 71.59%
0 0 0
9,197 411
4,607 156.98% 218 110.54%
0 0
0 0
0.00% 0.00%
9,197 411
4,607 218
9,382 2,699
4,700 1,423
51.76% 38.35%
902 24 0
441 150.32% 12 51.24% 0 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
902 24 0
441 12 0
902 193 45
441 94 22
0 790
0 306
0.00% 38.73%
0 0
0 0
0.00% 0.00%
0 790
0 306
1,230 1,219
106 -45
69 -29
64.92% 65.07%
0 0
0 0
0.00% 0.00%
106 -45
69 -29
229 128.06% 0 0.00% 9,050 109.52%
0 0 0
0 0 0
0.00% 0.00% 0.00%
357 0 17,150
1,218 270 88
357 0 17,150
Profit Profit %
Month Sales Variance
Profit Profit %
Sales
Year Year Sales Profit Profit Profit% Variance Variance 246 19.64% 472 18.65%
301 -148
165 -74
0.00% 0.00% 0.00%
2,437 1,526 88
766 479 63
0 1,102
0 0.00% 580 15.04%
9,382 1,597
4,700 843
50.11% 37.32% 24.88%
0 110 45
0 0.00% 51 11.70% 22 24.88%
902 84 0
441 43 0
1,075 492
43.70% 41.04%
518 0
241 23.25% 0 0.00%
712 1,219
834 492
529 -45
343 -29
43.28% 65.07%
56 0
37 21.88% 0 0.00%
472 -45
306 -29
229 0 9,050
413 1,680 17,150
266 840 9,050
64.33% 50.00% 36.51%
0 0 6,510
0 0.00% 0 0.00% 3,510 17.97%
413 1,680 10,640
266 840 5,540
0 0 0
0 130
-2,250 -260
0.00% 50.00%
0 0
0 0
0.00% 0.00%
0 130
-2,250 -260
0 130
-2,250 -260
0.00% 25.00%
0 0
0 0
0.00% 0.00%
0 130
-2,250 -260
0 0 0
-100 -2,700 -350
0.00% 0.00% 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
0 0 0
-100 -2,700 -350
0 0 0
-100 -2,700 -350
0.00% 0.00% 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
0 0 0
-100 -2,700 -350
0 3,750
-75 1,125
0.00% 50.00%
0 0
0 0
0.00% 0.00%
0 3,750
-75 1,125
0 3,750
-75 1,125
0.00% 25.00%
0 0
0 0
0.00% 0.00%
0 3,750
-75 1,125
4,365 36
-2,319 26
-53.12% 73.54%
0 0
0 0
0.00% 0.00%
4,365 36
-2,319 26
4,365 36
-2,319 -53.12% 26 73.54%
0 0
0 0
0.00% 0.00%
4,365 36
-2,319 26
1,995 1,000 0
1,995 100.00% 1,000 100.00% 0 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,995 1,000 0
1,995 1,000 0
1,995 -19,000 -1,250
1,995 100.00% -19,000 100.00% 25 -2.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,995 -19,000 -1,250
1,995 -19,000 25
0 1,145
-134 0.00% 585 102.18%
0 0
0 0
0.00% 0.00%
0 1,145
-134 585
0 1,145
-134 585
0.00% 51.09%
0 0
0 0
0.00% 0.00%
0 1,145
-134 585
-55
-28 150.68%
0
0
0.00%
-55
-28
-111
-56
50.23%
0
0
0.00%
-111
-56
0
0
0.00%
43,899
12,572
31,922
-2,652
39.54%
9,601
5,159
7.59%
22,320
-7,811
43,899
12,572
25.58%
Crystal
Next Page
Report Digest for MAS90/MAS200 Report #
Title
Page
Accounts Payable BP801 BP802 BP803 BP804 BP805
Vendor File Folder Labels ......................................................................3 W-9 Form Letter for Vendors..................................................................4 Vendor Discounts Lost ...........................................................................5 Detailed Check History Report ...............................................................6 Aged Trial Balance Report .....................................................................7
Accounts Receivable BP821 BP822 BP823 BP824 BP825 BP826 BP827
Customer File Folder Labels ..................................................................8 Collection Reports ..................................................................................9 Credit Aging Report..............................................................................10 Aged Trial Balance Report ...................................................................11 Customer Discounts Taken ..................................................................12 New Customer Accounts......................................................................13 Sales and Cost of Sales Reconciliation ...............................................14
General Ledger BP861 BP862 BP863 BP864 BP865
Transaction Amount Search.................................................................15 GL Detail Sorted by Source Report......................................................16 Out-of-Balance Source Journal Report ................................................17 Monthly Comparative Financial Report ................................................18 Account Transaction.............................................................................19
Inventory Management BP841 BP842 BP843 BP844 BP845 BP846 BP847 BP848
Stock Status Summary.........................................................................20 Inventory Trial Balance Report.............................................................21 ABC Inventory Analysis........................................................................22 Negative Inventory Report....................................................................23 Inventory Tier Aging Report .................................................................24 Low Usage Inventory Report................................................................25 Inventory Usage Stock Status ..............................................................26 Top 50 Items.........................................................................................27
Payroll BP901 BP902 BP903 BP904 BP905 BP906 BP907 BP908
Employee File Folder Labels................................................................28 Time Card Labels .................................................................................29 Census Report .....................................................................................30 Employee Census Report Disability.....................................................31 Workers’ Compensation Detail.............................................................32 New Hire / Review Report ....................................................................33 W-2 Summary Report...........................................................................34 Data Entry Audit Report by Last Name ................................................35
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 1
Welcome Screen Report Index Next Page
Crystal Report Digest for MAS90/MAS200 Report #
Title
Page
Purchase Order BP881 BP882 BP883 BP884 BP885 BP886
Inventory Purchasing Buy Card ...........................................................36 Open P/O Report..................................................................................37 Expected Delivery Report.....................................................................38 Vendor On-Time Delivery Report .........................................................39 Purchase Price Variance Report ..........................................................40 P/O Receiving Form .............................................................................41
Sales Order BP921 BP922 BP923 BP924 BP925 BP926 BP927 BP928
Predicted Sales Report ........................................................................42 Sales To Date.......................................................................................43 Unshipped Orders ................................................................................44 Customer Open Order / Invoice Report ...............................................45 Back Ordered Items Available to Ship .................................................46 Orders to Ship Today ...........................................................................47 Deposit Reconciliation..........................................................................48 Gross Profit History Report ..................................................................49
Sales Review BP941 BP942 BP943 BP944 BP945 BP946 BP947
Invoice Gross Margin Review...............................................................50 Top 50 Customers................................................................................51 Lost Sales by Reason ..........................................................................52 Sales Discount Report..........................................................................53 Commission Reporting .........................................................................54 Item Sales by Customer / Customer Sales by Item .............................55 Sales Detail by Product Line ................................................................56
Salesperson Tools BP961 BP962 BP963 BP964 BP965 BP966
Customer Open Item Invoice................................................................57 Most Recent Items Purchased .............................................................58 Salesperson Sales and Profit Report ...................................................59 Open Orders Entered by User ID .........................................................60 Customer / Item Ranking by Salesperson............................................61 Prior Year Sales Comparison...............................................................62
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 2
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor File Folder Labels
Number:
BP801
Description:
Prints Accounts Payable file folder labels (Avery #5266) for one vendor or a range of vendors.
Requirements:
Accounts Payable
Data Files:
AP1, SY0
Problem:
The Accounts Payable clerk is wonderfully neat and organized, but every year she spends hours preparing new vendor files.
Solution:
Use the Vendor File Folder Labels to quickly create neat, clean folders at year-end, or any time a new vendor is added.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 3
Report Index Next Page
Airway Property 01-AIRWAY
Arrowsmith Drinking Water 02-ARROW
Allclimate Maintenance 01-ALLCLIM
Avid Label 02-AVID
Anders Auto Repair 01-ANDERS
Brown & Johnson 02-BROWN
Compaq Computer Corporation 01-COMPAQ
Employment Development Dept 02-EMPLOY
Container Corporation Of Usa 01-CONT
State Board Of Equalization 02-EQUAL
Ibm Corporation 01-IBM
Internal Revenue Service 02-IRS
U.S. Postmaster 01-POSTMST
Roger W. Learner 02-LEARNER
Southern California Gas Co. 01-SOCALGA
Mcs Long Lines 02-MCS
Stevens Supply 01-STEV
Mutual Life Company 02-MUTLIF
United Computers 01-UNITED
Pacific Telephone 02-PACTEL
United Post Office Service 01-UPS
South Coast Rep Theater 02-SCR
Airport Service Travel 02-AIRTRAV
Tel-comm Communications 02-TELCOMM
American Alarm Service 02-AMERALR
Touche Waterhouse & Company 02-TOUCHWA
American Express Company 02-AMEX
AP101
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
W9 Form Letter for Vendors
Number:
BP802
Description:
Prints form letter to vendor to request W-9 information. Letters can be generated in Vendor Number or Vendor Name order. The report can be printed for just 1099 Vendors or all Vendors. Vendors can also be printed for a user defined range.
Requirements:
Accounts Payable
Data Files:
AP1, SY0
Problem:
The law requires that you have Identification Numbers on file for all vendors, but it could take hours to put together a vendor list or create a mail merge document.
Solution:
The W-9 Form Letter is already written for you, and linked to your Vendor Masterfile. Just print, then mail.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 4
Report Index Next Page
ABC Distribution and Service Corp. 18598 SW Technology Drive Tigard, OR 97223-8518 (503) 620-3484
Airway Property 7888 Saddlebush Trail Bank of Sage Building Suite 1008 Orange, CA 92669-0001
Dear Leo Henry, ABC Distribution and Service Corp. must conform with Form 1099 IRS regulations. These regulations state that we must have in our files, a Federal Tax Identification Number or Social Security Number for all vendors. Enclosed is Form W-9, Request for Taxpayer Identification Number and Certification. Please take the time to fill out this form for our records and return it to: ABC Distribution and Service Corp. 18598 SW Technology Drive Tigard, OR 97223-8518 (503) 620-3484
Thank you,
ABC Distribution and Service Corp.
AP102
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor Discounts Lost
Number:
BP803
Description:
This report is intended to assist management in weighing the benefits of having cash on hand against the cost of lost discounts. Discounts taken after the discount date has passed are also identified.
Requirements:
Accounts Payable
Other Information: If discount is removed during data entry, this report will not work. The data no longer exists in MAS90 to run it. Data Files:
AP1, AP4, API, SY0
Problem:
You are reviewing your cash flow and want to know the total amount of money you are losing by not paying your vendor within the discount terms they offer.
Solution:
The Discounts Lost Report totals the amount of money you lost for a specified period of time.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 5
ABC Distribution and Service Corp.
Page: 1 Print Date: 07/12/2001
VENDOR DISCOUNTS LOST
Report Index
Report Parameters: Report Grouped by Terms Code For the Period: 07/12/01 through 07/12/03 For Vendor 00-0000000 through 99-ZZZZZZZ Terms Code/ Invoice #
Vendor #
Example 2
Invoice Date
Due Date
Discount Date
Payment Days Past Date Discount
Invoice Amount
Discount Amount
Discount Taken
Discount Lost
03/10/03
04/09/03
03/20/03
05/05/03
46
3,540.50
70.81
0.00
70.81
05/02/03
06/01/03
05/12/03
05/15/03
3
3,540.50
70.81
0.00
70.81
05/15/03
06/14/03
05/25/03
05/19/03
0
1,200.00
24.00
24.00
0.00
02 - 2% 10 DAYS, NET 30 DAYS Week: 05/04/2003 1028340
01-ANDERS
Week: 05/11/2003 0000112384
01-ANDERS
Week: 05/18/2003 0000118495
01-ANDERS
Week: 05/25/2003 0002053190
01-ANDERS
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
2053190
01-ANDERS
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
309.48
167.86
141.62
0.00
251.00
-251.00
Total for Terms Code: 03
0.00
251.00
-251.00
Report Total
$309.48
$418.86
$-109.38
Total for Terms Code: 02 03 - NET END OF MONTH Week: 05/25/2003 10234719
01-CONT
05/01/03
05/30/03
05/31/03
0
12,540.00
AP103
ABC Distribution and Service Corp.
Page: 1 Print Date: 07/12/2001
VENDOR DISCOUNTS LOST
Report Index
Report Parameters: Report Grouped by Vendor Number For the Period: 07/12/01 through 07/12/03 For Vendor 00-0000000 through 99-ZZZZZZZ Vendor/ Invoice #
Next Page
Invoice Date
Due Date
Discount Date
02
03/10/03
04/09/03
02
05/02/03
02
05/15/03
Terms Code
Payment Days Past Date Discount
Invoice Amount
Discount Amount
Discount Taken
Discount Lost
03/20/03
05/05/03
46
3,540.50
70.81
0.00
70.81
06/01/03
05/12/03
05/15/03
3
3,540.50
70.81
0.00
70.81
06/14/03
05/25/03
05/19/03
0
1,200.00
24.00
24.00
0.00
01-ANDERS - Anders Auto Repair Week: 05/04/2003 1028340
Week: 05/11/2003 0000112384
Week: 05/18/2003 0000118495
Week: 05/25/2003 0002053190
02
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
2053190
02
05/31/03
06/30/03
06/10/03
05/31/03
0
3,596.74
71.93
71.93
0.00
309.48
167.86
141.62
0.00
251.00
-251.00
Total for Vendor #: 01-CONT
0.00
251.00
-251.00
Report Total
$309.48
$418.86
$-109.38
Total for Vendor #: 01-ANDERS 01-CONT - Container Corporation Of Usa Week: 05/25/2003 10234719
03
05/01/03
05/30/03
05/31/03
0
12,540.00
AP103
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Detailed Check History Report
Number:
BP804
Description:
Provides a check history report that includes invoices paid and General Ledger accounts posted.
Requirements:
Accounts Payable
Data Files:
AP_12, AP_13, AP_15, AP_16, SY0
Problem:
You are trying to figure out what invoices were paid with which checks for a specified date range.
Solution:
The Detailed Check History Report can be printed for a specific vendor or specific date range showing which invoices were paid and to which expense accounts they were posted.
Problem:
It is that time of the month again to reconcile that wonderful bank statement, and you don't have the MAS90 Bank Reconciliation module. (Or maybe you do!) It would be much easier if you could have all of the checks paid in a certain date range put into Excel so you could do your reconciliation there.
Solution:
The Detailed Check History report can easily be exported to Excel and it will retain the same formatting as you see on the screen.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 6
Page Number: 2 Print Date: 07/12/2001
CV Samples, Inc. DETAILED CHECK HISTORY REPORT
Report Index Example 2
Report Parameters: Report Format: G/L Posting Detail For Check Dates 07/12/2000 through 07/12/2001 For Vendors 00-0000000 through 99-ZZZZZZZ Bank Code: C Check # Date
Vendor Number
Invoice # 062600
036603
Date 06/26/00
Vendor Name Invoice Comment
Check Amount Disc. Amt. 0.00
G/L Account: 9101-00-0
357.19
G/L Account: 2611-00-0
424.81
07/13/00
Invoice # 062700
00-I476 Date 06/27/00
07/13/00
Invoice # 070300
036614
00-T501 Date 07/19/00
Invoice Comment
Disc. Amt. 0.00
475.66
Invoice Comment
Disc. Amt. 0.00
Inv. Amt. 429.96 145.62
G/L Account: 2617-00-0
284.34
07/13/00
00-P010 Date 06/19/00
07/13/00
Invoice # 071300
680.00
PAUL R MUNSON, D.O. Invoice Comment
Disc. Amt. 0.00
00-S141 Date 07/13/00
07/13/00
Invoice # 041900
00-A601 Date 05/24/00
SECRETARY OF STATE Invoice Comment
20.00 Disc. Amt. 0.00
00-C029
Inv. Amt. 20.00 20.00
275.00
AQUARIUS POOLS & SPAS Invoice Comment
G/L Account: 7953-00-0
07/13/00
Inv. Amt. 680.00 680.00
G/L Account: 8716-00-0
036626
429.96
TOYOTA MOTOR CREDIT CORP.
G/L Account: 8141-00-0
036620
Inv. Amt. 475.66
G/L Account: 9101-00-0
Invoice # 061900
036615
475.66
INFINITI FINANCIAL SERIVICES
G/L Account: 7642-00-0
036607
Inv. Amt. 782.00
Disc. Amt. 0.00
Inv. Amt. 275.00 275.00
CHARLES DAY CO.
240.77
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. DETAILED CHECK HISTORY REPORT
Report Index
Report Parameters: Report Format: Invoice Level Detail For Check Dates 07/12/2001 through 07/12/2003 For Vendors 00-0000000 through 99-ZZZZZZZ
Next Page
Bank Code: A Check # Date 001666
05/15/03
Invoice # 0000105019 001667
05/15/03
Invoice # 0000105019 001668
05/15/03
Invoice # 0000112384 001669
05/19/03
Invoice # 0000108040 001670
05/19/03
Invoice # 0000118495
Vendor Number
Vendor Name
01-AIRWAY
Airway Property
Date 05/02/03 01-ALLCLIM Date 05/02/03 01-ANDERS Date 05/02/03 01-ALLCLIM Date 05/15/03 01-ANDERS Date 05/15/03
Invoice Comment
Check Amount 3,500.00 Disc. Amt. 0.00
Inv. Amt. 3,500.00 150.00
Allclimate Maintenance Invoice Comment Monthly D/E Fee
Disc. Amt. 0.00
Inv. Amt. 150.00 2,500.00
Anders Auto Repair Invoice Comment New engine
Disc. Amt. 0.00
Inv. Amt. 2,500.00 75.00
Allclimate Maintenance Invoice Comment Add on components
Disc. Amt. 0.00
Inv. Amt. 75.00 1,176.00
Anders Auto Repair Invoice Comment Bedliner and toolbox
Disc. Amt. 24.00
Inv. Amt. 1,200.00
Total For Bank Code A:
7,401.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Aged Trial Balance Report
Number:
BP805
Description:
Provides an Accounts Payable Aging that agrees to the General Ledger.
Requirements:
Accounts Payable
Data Files:
AP1, AP4, API, APC, SY0
Problem:
In order to get a new loan approved, the bank wants a current aging of your outstanding Payables so they can assess your current liabilities. The Standard Aging report does not reconcile to the GL because the Standard Aging Report in MAS90 ages by Invoice Date, not transaction date, so now the A/P Aging doesn't tie out to the General Ledger. And the Trial Balance Report doesn't age the invoices.
Solution:
This custom Aged Trial Balance Report will age your open invoices but still ties out to the General Ledger regardless of Invoice Date.
Problem:
You want to print a summarized aging, but you don't want 3 lines per customer -- you just want one.
Solution:
The custom Aged Trial Balance report will print only one line per customer.
Problem:
You need to get the aging into Excel but the Standard Aging can't be printed to an Excel file.
Solution:
The custom Aged Trial Balance Report will export to Excel and will appear the same in Excel with fields formatted as they appear on the screen.
Accounts Payable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 7
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. ACCOUNTS PAYABLE AGED TRIAL BALANCE REPORT
Report Index
Report Parameters: Aged as of: 07/12/2003 Report printed in Detail format For Vendors: 00-0000000 through 99-ZZZZZZZ
Example 2
Division: 01 - TRADE ACCOUNTS PAYABLE Vendor/ Invoice #
Invoice
Dates Due
H L Discount D
Discount Amount
Invoice Balance
Current
30 Days
45 Days
60 Days
Days 90 Days Delq
01-AIRWAY - Airway Property 0000106020
05/15/03 05/30/03
N
0.00
1,750.00
0.00
0.00
1,750.00
0.00
0.00
43
0000106145
05/17/03 05/30/03
N
0.00
1,600.00
0.00
0.00
1,600.00
0.00
0.00
43
0001053190
05/31/03 06/10/03
N
0.00
3,500.00
0.00
3,500.00
0.00
0.00
0.00
32
JUNE-4913
05/31/03 06/30/03
N
0.00
25,000.00
0.00
25,000.00
0.00
0.00
0.00
12
31,850.00
0.00
28,500.00
3,350.00
0.00
0.00
Total for Vendor 01-AIRWAY 01-ALLCLIM - Allclimate Maintenance 0001053190
05/31/03 06/10/03
N
0.00
75.00
0.00
75.00
0.00
0.00
0.00
32
1053190
05/31/03 06/10/03
N
0.00
75.00
0.00
75.00
0.00
0.00
0.00
32
150.00
0.00
150.00
0.00
0.00
0.00
0.00
0.00
1,040.50
0.00
41
Total for Vendor 01-ALLCLIM 01-ANDERS - Anders Auto Repair 0000112384
05/02/03 06/01/03 05/12/03 N
0.00
1,040.50
0.00
0000118863
05/17/03 06/16/03 05/27/03 N
17.96
898.00
0.00
0.00
898.00
0.00
0.00
26
0001053190
05/31/03 06/30/03 06/10/03 N
0.00
980.89
0.00
980.89
0.00
0.00
0.00
12
0002053190
05/31/03 06/30/03 06/10/03 N
0.00
-71.93
0.00
-71.93
0.00
0.00
0.00
12
Y
0.00
775.37
0.00
0.00
0.00
0.00
3,622.83
0.00
908.96
898.00
1,040.50
775.37
TRUCK10/28
12/28/02 01/07/03
Total for Vendor 01-ANDERS
775.37 186
01-COMPAQ - Compaq Computer Corporation 0001053190
05/31/03 06/30/03
N
0.00
79.00
0.00
79.00
0.00
0.00
0.00
12
0002053190
05/31/03 06/30/03
N
0.00
19,063.58
0.00
19,063.58
0.00
0.00
0.00
12
2078834
05/31/03 06/30/03
N
0.00
29,816.42
0.00
29,816.42
0.00
0.00
0.00
12
48,959.00
0.00
48,959.00
0.00
0.00
0.00
Total for Vendor 01-COMPAQ 01-CONT - Container Corporation Of Usa 0001053190
05/31/03 06/30/03
N
0.00
50,553.60
0.00
50,553.60
0.00
0.00
0.00
12
10234719
05/01/03 05/30/03
N
0.00
-251.00
0.00
0.00
0.00
-251.00
0.00
43
44-4567
05/01/03 05/30/03
N
0.00
80,332.89
0.00
0.00
0.00
80,332.89
0.00
43
130,635.49
0.00
50,553.60
0.00
80,081.89
0.00
Total for Vendor 01-CONT 01-IBM - Ibm Corporation 0001053190
05/31/03 06/30/03
N
0.00
109.00
0.00
109.00
0.00
0.00
0.00
12
10-2345
05/31/03 06/30/03 06/10/03 N
262.37
13,118.43
0.00
13,118.43
0.00
0.00
0.00
12
13,227.43
0.00
13,227.43
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
Total for Vendor 01-IBM 01-SOCALGA - Southern California Gas Co. 0001053190
05/31/03 06/30/03
N
0.00
Total for Vendor 01-SOCALGA
AP105
12
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. ACCOUNTS PAYABLE AGED TRIAL BALANCE REPORT
Report Index Report Parameters: Aged as of: 07/12/2003 Report printed in Summary format For Vendors: 00-0000000 through 99-ZZZZZZZ
Next Page
Division: 01 - TRADE ACCOUNTS PAYABLE Vendor #
Name
01-AIRWAY
Airway Property
01-ALLCLIM
Allclimate Maintenance
01-ANDERS
Anders Auto Repair
01-COMPAQ
Compaq Computer Corporation
01-CONT
Container Corporation Of Usa
01-IBM
Ibm Corporation
01-SOCALGA
Southern California Gas Co.
01-STEV
Stevens Supply Total Division: 01 - TRADE ACCOUNTS PAYABLE:
Invoice Balance
Current
30 Days
45 Days
60 Days
90 Days
31,850.00
0.00
28,500.00
3,350.00
0.00
0.00
150.00
0.00
150.00
0.00
0.00
0.00
3,622.83
0.00
908.96
898.00
1,040.50
775.37
48,959.00
0.00
48,959.00
0.00
0.00
0.00
130,635.49
0.00
50,553.60
0.00
80,081.89
0.00
13,227.43
0.00
13,227.43
0.00
0.00
0.00
4,430.27
0.00
4,430.27
0.00
0.00
0.00
154,530.00
0.00
0.00
0.00 154,530.00
0.00
387,405.02
0.00 146,729.26
4,248.00 235,652.39
775.37
AP105
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer File Folder Labels
Number:
BP821
Description:
Provides a quick way to print file folder labels (Avery #5266) customer or a range of customers.
Requirements:
Accounts Receivable
Data Files:
AR1, SY0
Problem:
You want to be able to print Customer labels for file folders for a range of customers, and you don't want to have to print labels for ALL customers.
Solution:
Print the Customer File Folder Labels for the specified range you want to print.
Problem:
In the past, you have had to manually type your customer file folder labels and it takes half a day to type all of your customers.
Solution:
Print the Customer File Folder Labels and select a range of all customers.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 8
Report Index Lexus of Beaverton 01-0000058
Advanced American Diving 02-0015698
The Portland Trail Blazers 01-0000988
Beaverton Honda 02-0065987
The Portland Fire 01-0005697
Winco Foods 02-0098754
Employers Overload 01-0005698
Les Schwab Tire Centers 02-0569787
The Portland Winterhawks 01-0256458
Allen's Appliance Repair 02-ALLENAP
The Portland Beavers 01-0256978
American Concrete Service 02-AMERCON
American Business Futures 01-ABF
A To Z Carpet Supply 02-ATOZ
Avnet Processing Corp 01-AVNET
Autocraft Accessories 02-AUTOCR
Breslin Parts Supply 01-BRESLIN
Bay Pyrotronics Corp. 02-BAYPYRO
Hillsboro Service Center 01-HILLSB
Capri Sailing Ships 02-CAPRI
R & S Supply Corp. 01-RSSUPPL
Custom Craft Products 02-CUSTOM
Shepard Motorworks 01-SHEPARD
Greater Alarm Company 02-GREALAR
Northwest Ford Stores 02-0000085
Jellco Packing 02-JELLCO
Airfilco, Inc. 02-0001500
Orange Door & Window Co. 02-ORANGE
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Collection Reports
Number:
BP822
Description:
This report lists outstanding invoices, by customer, in order of the highest balance. You can choose which aging category to use for the balance.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, SY0
Problem:
The Collection Department wants to be able to see those customers with the highest balances.
Solution:
The Collection Report will sort and print for the highest outstanding balance.
Problem:
The Collection department wants to know the highest outstanding invoice balance on a customer's account.
Solution:
The Collection Report will show the highest to lowest invoice balances.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 9
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. COLLECTIONS REPORT
Report Index
Report Parameters: Report is sorted for the Highest Outstanding Balance Report aged by: 07/12/03 Report is printed for all invoices in Category 3 and greater Customer/ Invoice #
Invoice Date
Due Date
Invoice Balance
Credit Limit: 25,000.00 0.00 0.00
0.00 0.00
6,406.53 4,607.18
Customer: 02-AUTOCR Total:
11,013.71
0.00
0.00
0.00
0.00
11,013.71
Phone: (414) 785-5587 4,335.43 1,915.88 835.43
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 1,915.88 0.00
4,335.43 0.00 835.43
Customer: 01-RSSUPPL Total:
7,086.74
0.00
0.00
0.00
1,915.88
5,170.86
Phone: (415) 887-9654
02/10/2003 03/08/2003 02/07/2003 03/08/2003
2,057.64 2,057.64 1,000.00 1,000.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
2,057.64 2,057.64 1,000.00 1,000.00
Customer: 02-BAYPYRO Total:
6,115.28
0.00
0.00
0.00
0.00
6,115.28
1,178.69 850.00
0.00 0.00
0.00 0.00
0.00 0.00
1,178.69 0.00
0.00 850.00
Customer: 01-ABF Total:
2,028.69
0.00
0.00
0.00
1,178.69
850.00
73 104
Credit Limit: 7,500.00
03/31/2003 04/30/2003
1,751.00
0.00
0.00
0.00
1,751.00
0.00
Customer: 01-AVNET Total:
1,751.00
0.00
0.00
0.00
1,751.00
0.00
Phone: (714) 652-2134
122 96 125 96
Credit Limit: 120,000.00
03/31/2003 04/30/2003 01/31/2003 03/30/2003
Phone: (414) 225-2635
109 84 132
Credit Limit: 20,000.00
03/12/2003 04/07/2003 03/09/2003 04/07/2003
Phone: (414) 655-4787
117 148
Credit Limit: 10,000.00
02/23/2003 03/25/2003 03/20/2003 04/19/2003 01/31/2003 03/02/2003
02-AMERCON American Concrete Service 0000139-IN
120 Days Delq.
0.00 0.00
01-AVNET Avnet Processing Corp 0000142-IN
90 Days
0.00 0.00
01-ABF American Business Futures 0000141-IN 0000122-IN
60 Days
6,406.53 4,607.18
02-BAYPYRO Bay Pyrotronics Corp. 0000130-IN 0000135-IN 0000115-IN 0000134-IN
30 Days
02/15/2003 03/17/2003 01/15/2003 02/14/2003
01-RSSUPPL R & S Supply Corp. 0000119-IN 0000138-IN 0000106-IN
Days
Current
Phone: (714) 675-0101
02-AUTOCR Autocraft Accessories 0000132-IN 0000111-IN
Example 2
73
Credit Limit: 15,000.00
03/20/2003 04/19/2003
1,085.98
0.00
0.00
0.00
1,085.98
0.00
Customer: 02-AMERCON Total:
1,085.98
0.00
0.00
0.00
1,085.98
0.00
84
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. COLLECTIONS REPORT
Report Index
Report Parameters: Report is sorted for the Highest Outstanding Balance Report aged by: 07/12/03 Report is printed for all invoices Current and greater Customer/ Invoice #
Invoice Date
Due Date
Next Page
Invoice Balance
Credit Limit: 0.00 0.00 229,839.95
0.00 0.00
0.00 0.00
Customer: 01-SHEPARD Total:
513,339.95
0.00 283,500.00
229,839.95
0.00
0.00
Phone: (714) 836-4421 35,219.87 10,474.73 10,474.73
0.00 0.00 0.00
0.00 10,474.73 10,474.73
35,219.87 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
Customer: 02-CAPRI Total:
56,169.33
0.00
20,949.46
35,219.87
0.00
0.00
Phone: (714) 675-0101
02/15/2003 05/16/2003 05/31/2003 01/15/2003 05/31/2003
6,406.53 6,406.53 6,406.53 4,607.18 127.25
0.00 0.00 0.00 0.00 0.00
0.00 6,406.53 6,406.53 0.00 127.25
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
6,406.53 0.00 0.00 4,607.18 0.00
Customer: 02-AUTOCR Total:
23,954.02
0.00
12,940.31
0.00
0.00
11,013.71
05/27/2003 05/15/2003 05/31/2003 05/21/2003 05/29/2003 05/31/2003 05/29/2003 05/31/2003 05/15/2003
05/27/2003
05/21/2003 05/29/2003 05/31/2003 06/28/2003 06/30/2003 05/15/2003
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
9,596.76 2,700.00 2,007.94 1,646.13 1,250.00 1,250.00 1,003.97 1,003.97 149.13
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Customer: 01-BRESLIN Total:
20,607.90
0.00
20,607.90
0.00
0.00
0.00
05/08/2003 05/31/2003 02/10/2003 03/08/2003 05/08/2003 05/31/2003 02/07/2003 03/08/2003
117 27 12 148 12
Credit Limit: 2,500.00
9,596.76 2,700.00 2,007.94 1,646.13 1,250.00 1,250.00 1,003.97 1,003.97 149.13
Phone: (415) 887-9654
42 14 12
Credit Limit: 25,000.00
03/17/2003 06/15/2003 06/30/2003 02/14/2003 06/30/2003
Phone: (414) 258-9654
12 43
Credit Limit: 60,000.00
05/01/2003 05/31/2003 05/29/2003 06/28/2003 05/31/2003 06/30/2003
02-BAYPYRO Bay Pyrotronics Corp. 0000163-IN 0000202-IN 0000130-IN 0000135-IN 0000162-IN 0000201-IN 0000115-IN 0000134-IN
120 Days Delq.
0.00 283,500.00 0.00 0.00
01-BRESLIN Breslin Parts Supply 0100040-IN ?30515-PY ?30531-PY 0100044-IN 0000171-IN 0000193-IN 0000172-IN 0000194-IN 0100035-IN
90 Days
283,500.00 229,839.95
02-AUTOCR Autocraft Accessories 0000132-IN 0000165-IN 0000200-IN 0000111-IN 0000208-IN
60 Days
05/31/2003 06/30/2003 04/30/2003 05/30/2003
02-CAPRI Capri Sailing Ships 0000206-IN 0000174-IN 0000203-IN
30 Days
Phone: (414) 445-6544
01-SHEPARD Shepard Motorworks 0100045-IN 0000205-IN
Days
Current
46 0 0 52 44 42 14 12 58
Credit Limit: 20,000.00
06/07/2003 06/30/2003 03/12/2003 04/07/2003 06/07/2003 06/30/2003 03/09/2003 04/07/2003
3,989.83 3,989.83 2,057.64 2,057.64 1,275.00 1,275.00 1,000.00 1,000.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 3,989.83 0.00 0.00 0.00 1,275.00 0.00 0.00
3,989.83 0.00 0.00 0.00 1,275.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 2,057.64 2,057.64 0.00 0.00 1,000.00 1,000.00
Customer: 02-BAYPYRO Total:
16,644.94
0.00
5,264.83
5,264.83
0.00
6,115.28
35 12 122 96 35 12 125 96
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Credit Aging Report
Number:
BP823
Description:
This report is designed to give visibility of all outstanding Credits and prepayments on customer accounts
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, ARB, SY0
Problem:
The Aging report gives you a good picture of your receivables, however, it does not give a good picture of the liabilities (credit memos & prepayments) you may have in your receivables.
Solution:
The Credit Aging Report will show you all Credit Memos or Prepayments that are outstanding.
Problem:
You require customers to prepay for certain items or services and also give credit for returned items. You want to see who has outstanding credits on account to make sure you’ve ordered product for the orders or need to issue refund checks to, without manually viewing every customer on the normal Aged Invoice Report.
Solution:
Print the Credit Aging Report and view only the customers who have an outstanding credit on their account.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 10
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CREDIT AGING REPORT
Report Index Example 2
Report Parameters: Report aged as of: 06/15/03 For the Customer: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Division: 01
EAST SALES OFFICE
Customer/ Invoice #
Invoice Date
Invoice DueDate
Invoice Amount
Invoice Balance
Current Balance
30 Days
60 Days
90 Days
120 Days
-200.00
-200.00
0.00
0.00
-200.00
0.00
0.00
-200.00
-200.00
0.00
0.00
-200.00
0.00
0.00
-58.57 -100.00
-58.57 -100.00
0.00 0.00
0.00 -100.00
0.00 0.00
0.00 0.00
-58.57 0.00
-158.57
-158.57
0.00
-100.00
0.00
0.00
-58.57
-20,000.00
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-20,000.00
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-1,325.00
-1,325.00
0.00
0.00
0.00
-1,325.00
0.00
-500.00
-500.00
0.00
0.00
0.00
0.00
-500.00
-1,825.00
-1,825.00
0.00
0.00
0.00
-1,325.00
-500.00
-200.00
-200.00
0.00
-200.00
0.00
0.00
0.00
-200.00
-200.00
0.00
0.00
0.00
-200.00
0.00
The Portland Winterhawks
-400.00
-400.00
0.00
-200.00
0.00
-200.00
0.00
01-ABF American Business Futures 05/01/2003 0100050-CM 01-ABF American Business Futures
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
01-AVNET Avnet Processing Corp 05/22/2003 0100052-CM 01-AVNET Avnet Processing Corp
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
Total for Division: 01
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Total:
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
01-0000058 Lexus of Beaverton 03/22/2003 0100048-CM 01-0000058 Lexus of Beaverton 01-0000988 The Portland Trail Blazers 02/01/2003 0100047-CM 05/15/2003 0100053-CM 01-0000988
The Portland Trail Blazers
01-0005697 The Portland Fire 04/02/2003 0100045-CM 01-0005697
The Portland Fire
01-0005698 Employers Overload 03/15/2003 0100046-CM 01/15/2003 0100051-CM 01-0005698
Employers Overload
01-0256458 The Portland Winterhawks 05/15/2003 0100049-CM 02/27/2003 0100054-CM 01-0256458
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CREDIT AGING REPORT
Report Index Next Page
Report Parameters: Report aged as of: 06/15/03 For the Customer: 00-0000000 through 99-ZZZZZZZ Report is printed in Summary Format Division: 01
EAST SALES OFFICE
Customer #
Customer Name
Invoice Amt
Inv Balance
Current
30 Days
60 Days
90 Days
01-0000058 01-0000988
Lexus of Beaverton
-200.00
-200.00
The Portland Trail Blazers
-158.57
-158.57
01-0005697
The Portland Fire
-20,000.00
01-0005698
Employers Overload
01-0256458
The Portland Winterhawks
01-ABF 01-AVNET
120 Days
0.00
0.00
-200.00
0.00
0.00
0.00
-100.00
0.00
0.00
-58.57
-20,000.00
0.00
0.00
-20,000.00
0.00
0.00
-1,825.00
-1,825.00
0.00
0.00
0.00
-1,325.00
-500.00
-400.00
-400.00
0.00
-200.00
0.00
-200.00
0.00
American Business Futures
-55.25
-55.25
0.00
-55.25
0.00
0.00
0.00
Avnet Processing Corp
-65.00
-65.00
-65.00
0.00
0.00
0.00
0.00
Total for Division: 01
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Total:
-22,703.82
-22,703.82
-65.00
-355.25
-20,200.00
-1,525.00
-558.57
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Aged Trial Balance Report
Number:
BP824
Description:
Provides an Accounts Receivable Aging that agrees to the General Ledger.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, ARB, ARD, SY0
Problem:
Because you have borrowed against your receivables, your bank wants a current aging of your outstanding receivables. The Standard Aging report does not reconcile to the GL and the AR Trial Balance does not age the invoices.
Solution:
This custom Aged Trial Balance Report will age your open invoices but still ties out to the General Ledger regardless of Invoice Date.
Problem:
You want to print a summarized aging but you don't want 3 lines per customer -- you just want one.
Solution:
The custom Aged Trial Balance report will print only one line per customer.
Problem:
You need to get the aging into Excel but the Standard Aging can't be printed to an Excel file.
Solution:
The custom Aged Trial Balance Report will export to Excel and will appear the same in Excel with the fields formatted as they appear on the screen.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 11
ABC Distribution and Service Corp.
Page: 2 Print Date: 07/12/2001
ACCOUNTS RECEIVABLE AGED TRIAL BALANCE REPORT
Report Index Example 2
Report Parameters: Aged as of: 07/12/2003 Report printed in Detail format For Customers: 00-0000000 through 99-ZZZZZZZ Division: 01 - EAST SALES OFFICE Customer/ Invoice #
Invoice
Date Due
Discount
Discount Amount
Invoice Balance
Current
30 Days
60 Days
Days 120 Days Delq
Credit Limit: 7,500.00
Phone: (414) 225-2635
01-AVNET - Avnet Processing Corp
90 Days
0100052-CM
05/22/03
0.00
-65.00
0.00
-65.00
0.00
0.00
0.00
APR0002-FC
04/30/03 04/30/03
0.00
44.12
0.00
0.00
44.12
0.00
0.00
Total For Customer 01-AVNET:
7,312.37
0.00
5,517.25
44.12
1,751.00
0.00
Credit Limit: 2,500.00
Phone: (414) 258-9654
01-BRESLIN - Breslin Parts Supply
73
?30515-PY
05/15/03
0.00
2,700.00
0.00
2,700.00
0.00
0.00
0.00
?30531-PY
05/31/03
0.00
2,007.94
0.00
2,007.94
0.00
0.00
0.00
0000171-IN
05/29/03 05/29/03
0000172-IN
05/29/03 06/28/03 06/08/03
0000193-IN
05/31/03 05/31/03
0000194-IN
05/31/03 06/30/03 06/10/03
0100035-IN
05/15/03 05/15/03
0100040-IN 0100044-IN
0.00
1,250.00
0.00
1,250.00
0.00
0.00
0.00
44
20.08
1,003.97
0.00
1,003.97
0.00
0.00
0.00
14
0.00
1,250.00
0.00
1,250.00
0.00
0.00
0.00
42
20.08
1,003.97
0.00
1,003.97
0.00
0.00
0.00
12
0.00
149.13
0.00
149.13
0.00
0.00
0.00
58
05/27/03 05/27/03
0.00
9,596.76
0.00
9,596.76
0.00
0.00
0.00
46
05/21/03 05/21/03
0.00
1,646.13
0.00
1,646.13
0.00
0.00
0.00
52
Total For Customer 01-BRESLIN:
20,607.90
0.00
20,607.90
0.00
0.00
0.00
Credit Limit: 10,000.00
Phone: (414) 289-6599
01-HILLSB - Hillsboro Service Center ?30515-PY
05/15/03
0.00
750.00
0.00
750.00
0.00
0.00
0.00
?30531-PY
05/31/03
0.00
2,517.81
0.00
2,517.81
0.00
0.00
0.00
0000164-IN
05/16/03 06/15/03 05/26/03
25.50
1,275.00
0.00
1,275.00
0.00
0.00
0.00
0000195-IN
05/31/03 06/30/03 06/10/03
25.50
1,275.00
0.00
1,275.00
0.00
0.00
0.00
12
0100007-IN
05/23/03 06/22/03 06/02/03
6.44
321.92
0.00
321.92
0.00
0.00
0.00
20
Total For Customer 01-HILLSB:
6,139.73
0.00
6,139.73
0.00
0.00
0.00
Credit Limit: 10,000.00
Phone: (414) 785-5587
01-RSSUPPL - R & S Supply Corp.
27
0000106-IN
01/31/03 03/02/03
0.00
835.43
0.00
0.00
0.00
0.00
835.43
132
0000119-IN
02/23/03 03/25/03
0.00
4,335.43
0.00
0.00
0.00
0.00
4,335.43
109
0000138-IN
03/20/03 04/19/03
0.00
1,915.88
0.00
0.00
0.00
1,915.88
0.00
84
Total For Customer 01-RSSUPPL:
7,086.74
0.00
0.00
0.00
1,915.88
5,170.86
Credit Limit: 0.00
Phone: (414) 445-6544
01-SHEPARD - Shepard Motorworks 0000205-IN
04/30/03 05/30/03 05/10/03
0.00
229,839.95
0.00
0.00
229,839.95
0.00
0.00
43
0100045-IN
05/31/03 06/30/03 06/10/03
12
5,670.00
283,500.00
0.00
283,500.00
0.00
0.00
0.00
Total For Customer 01-SHEPARD:
513,339.95
0.00
283,500.00
229,839.95
0.00
0.00
Total For Division 01:
537,254.31
0.00
318,713.74
229,957.71
-16,679.43
5,262.29
ABC Distribution and Service Corp.
Page: 2 Print Date: 07/12/2001
ACCOUNTS RECEIVABLE AGED TRIAL BALANCE REPORT
Report Index
Report Parameters: Aged as of: 07/12/2003 Report printed in Summary format For Customers: 00-0000000 through 99-ZZZZZZZ
Next Page
Division: 02 - WEST SALES OFFICE Invoice Balance
Current
581.16 13,743.80
Customer #
Name
30 Days
60 Days
90 Days
120 Days
02-ALLENAP
Allen's Appliance Repair
02-AMERCON
American Concrete Service
0.00
290.58
0.00
12,625.84
290.58
0.00
0.00
31.98
1,085.98
02-ATOZ
A To Z Carpet Supply
0.00
8,732.40
0.00
8,732.40
0.00
0.00
0.00
02-AUTOCR
Autocraft Accessories
23,954.02
0.00
12,940.31
0.00
0.00
11,013.71
02-BAYPYRO
Bay Pyrotronics Corp.
16,644.94
0.00
5,264.83
5,264.83
0.00
6,115.28
02-CAPRI
Capri Sailing Ships
56,169.33
0.00
20,949.46
35,219.87
0.00
0.00
02-CUSTOM
Custom Craft Products
16,076.44
0.00
10,236.26
5,840.18
0.00
0.00
02-GREALAR
Greater Alarm Company
825.50
0.00
825.50
0.00
0.00
0.00
02-JELLCO
Jellco Packing
6,789.53
0.00
2,289.69
4,499.84
0.00
0.00
02-ORANGE
Orange Door & Window Co.
263.37
0.00
263.37
0.00
0.00
0.00
Total For Division 02:
143,780.49
0.00
74,418.24
51,147.28
1,085.98
17,128.99
Report Total:
681,034.80
0.00
393,131.98
281,104.99
-15,593.45
22,391.28
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Discounts Taken
Number:
BP825
Description:
Shows the cost of Terms Discounts allowed to Customers. Management can determine the cost of allowing discounts for early payment and weigh those costs against the benefit of lower outstanding receivables. The report will also show which customers have taken discounts past the allowed date.
Requirements:
Accounts Receivable
Data Files:
AR1, AR4, AR6, SY0
Problem:
We offer early payments discounts to our customers to maintain cash flow and keep our receivables low, but how much is it actually costing us?
Solution:
The Discounts Taken report will total Customer discounts for a given payment date range. Use this total to compare to what you might have paid in interest if the invoices had not been paid early.
Problem:
We are happy to offer discounts to our customers who pay within the discount period, but some customers take advantage of the discount even after the discount date has passed. How can we determine who those customers are, and how much it is costing us?
Solution:
Print the Customer Discounts Taken report by Customer for any given period of time. The report will show "Unearned Discounts". This information can be used to evaluate if terms discounts should no longer be extended to the customer.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 12
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CUSTOMER DISCOUNTS TAKEN
Report Index
Report Parameters: For the Period: 07/12/01 through 07/12/03 Report grouped by Terms Code For Customer 00-0000000 through 99-ZZZZZZZ Terms Code/ Invoice # 01
02
Example 2
Customer #
Invoice Date
Invoice DueDate
Discount DueDate
Payment Date
Invoice Amount
Discount Days Past Taken Discount
Unearned Discounts
0000122-IN
01-ABF
01/31/03
03/30/03
03/30/03
05/01/03
850.00
50.00
32
50.00
0000141-IN
01-ABF
03/31/03
04/30/03
03/30/03
05/31/03
1,226.25
50.00
62
50.00
0000142-IN
01-AVNET
03/31/03
04/30/03
04/15/03
05/01/03
1,751.00
25.00
16
25.00
0000192-IN
01-AVNET
05/31/03
06/30/03
05/31/03
05/31/03
606.00
25.00
0
0.00
0100033-IN
01-ABF
05/15/03
06/14/03
06/14/03
05/31/03
1,113.05
10.00
-30
0.00
0100034-IN
01-ABF
05/15/03
06/14/03
05/31/03
2,467.61
100.00
0
0.00
0100043-IN
01-AVNET
05/21/03
06/20/03
04/22/03
05/31/03
1,935.25
25.00
39
25.00
0100048-IN
01-ABF
05/30/03
06/29/03
05/31/03
05/30/03
130.00
10.00
0
0.00
Terms Code 01 Total:
295.00
Net 30 Days
150.00
2% Ten Days, Net 30 Days 0100045-IN
01-SHEPARD
05/31/03
06/30/03
06/10/03
05/31/03
283,500.00
2,500.00
0
0.00
Terms Code 02 Total:
2,500.00
0.00
Report Total:
2,795.00
150.00
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. CUSTOMER DISCOUNTS TAKEN
Report Index Next Page
Report Parameters: For the Period: 07/12/01 through 07/12/03 Report grouped by Customer Number For Customer 00-0000000 through 99-ZZZZZZZ Customer/ Invoice # 01-ABF
Terms Code
Invoice Date
Invoice DueDate
Discount DueDate
Payment Date
Invoice Amount
Discount Days Past Taken Discount
Unearned Discounts
American Business Futures
0000122-IN
01
01/31/03
03/30/03
03/30/03
05/01/03
850.00
50.00
32
50.00
0000141-IN
01
03/31/03
04/30/03
03/30/03
05/31/03
1,226.25
50.00
62
50.00
0100033-IN
01
05/15/03
06/14/03
06/14/03
05/31/03
1,113.05
10.00
-30
0.00
0100034-IN
01
05/15/03
06/14/03
05/31/03
2,467.61
100.00
0
0.00
0100048-IN
01
05/30/03
06/29/03
05/30/03
130.00
10.00
0
0.00
Customer Number 01-ABF Total:
220.00
01-AVNET
05/31/03
100.00
Avnet Processing Corp
0000142-IN
01
03/31/03
04/30/03
04/15/03
05/01/03
1,751.00
25.00
16
0000192-IN
01
05/31/03
06/30/03
05/31/03
05/31/03
606.00
25.00
0
0.00
0100043-IN
01
05/21/03
06/20/03
04/22/03
05/31/03
1,935.25
25.00
39
25.00
Customer Number 01-AVNET Total:
75.00
01-SHEPARD 0100045-IN
25.00
50.00
Shepard Motorworks 02
05/31/03
06/30/03
283,500.00
2,500.00
Customer Number 01-SHEPARD Total:
06/10/03
05/31/03
2,500.00
0
0.00 0.00
Report Total:
2,795.00
150.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
New Customers Accounts
Number:
BP826
Description:
To provide a list of new customers based on the date established in MAS90. The report can be printed for a specified periods of time as a reference for management or for sales people to identify new accounts assigned to them.
Requirements:
Accounts Receivable
Data Files:
AR1, ARB, ARD, SY0
Problem:
The Sales Manager would like to know all of the new accounts that were opened in the current month for this division.
Solution:
Print the New Customer Accounts Report by Division for a specified date range.
Problem:
As a Salesperson you want to know all the new accounts opened during the last quarter.
Solution:
Print the New Customer Accounts Report by Salesperson for the specified date range.
Problem:
Taking a proactive approach to customer service you want to send a letter or something special to all your new clients on a monthly or weekly basis
Solution:
Print the New customer accounts report by customer for a specified date range.
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 13
Page Number: 3 Print Date: 07/12/2001
ABC Distribution and Service Corp. NEW CUSTOMER ACCOUNTS
Report Index
Report Parameters: For the period: 07/12/01 through 07/12/03 Report is sorted by Salesperson
Example 2
Salesperson: 01-0200 Shelly Westland 01-AVNET Avnet Processing Corp 3361 W. Kenosha Powers Building Suite 100 Racine, WI 53120 Primary Contact: Tony Schultz [email protected] 01-HILLSB Hillsboro Service Center 200 Union Street Upper Level Hillsboro, WI 53151 Primary Contact: Pam Wampler
01-RSSUPPL R & S Supply Corp. Eighth Street Annex 4321 W. 43rd Street Milwaukee, WI 53126 Primary Contact: Kent Quinlan
01-SHEPARD Shepard Motorworks 2215 English Ave Milwaukee, WI 53151
Primary Contact: Alan Shepard
Credit Limit:$ 7,500.00 Phone Number:(414) 225-2635 Fax Number: Email Address:[email protected] Contact Phone:(414) 225-2635
Credit Limit:$ 10,000.00 Phone Number:(414) 289-6599 Fax Number: Email Address: Contact Phone:
Credit Limit:$ 10,000.00 Phone Number:(414) 785-5587 Fax Number: Email Address: Contact Phone:
Credit Limit:$ 0.00 Phone Number:(414) 445-6544 Fax Number: Email Address: Contact Phone:
Page Number: 2 Print Date: 07/12/2001
ABC Distribution and Service Corp. NEW CUSTOMER ACCOUNTS
Report Index Next Page
Report Parameters: For the period: 07/12/01 through 07/12/03 Report is sorted by Division Division: 01 - EAST SALES OFFICE Salesperson: 01-0100 Jim Kentley 01-0256978 The Portland Beavers
Primary Contact:
Credit Limit: $ 0.00 Phone Number: Fax Number: Email Address: Contact Phone:
Salesperson: 01-0100 Jim Kentley 01-ABF American Business Futures 2131 N. 14th Street Suite 100 Accounting Department Milwaukee, WI 53205-1204 Primary Contact:Artie Johnson [email protected]
Credit Limit: $ 120,000.00 Phone Number: (414) 655-4787 Fax Number: Email Address: [email protected] Contact Phone:(414) 655-4787
Salesperson: 01-0200 Shelly Westland 01-AVNET Avnet Processing Corp 3361 W. Kenosha Powers Building Suite 100 Racine, WI 53120 Primary Contact:Tony Schultz [email protected]
Credit Limit: $ 7,500.00 Phone Number: (414) 225-2635 Fax Number: Email Address: [email protected] Contact Phone:(414) 225-2635
Salesperson: 01-0100 Jim Kentley 01-BRESLIN Breslin Parts Supply 2035 N. Molalla Ave Suite 15-C Attn: Accounts Receivable Molalla, WI 53266 Primary Contact:Winnie Spackman
Credit Limit: $ 2,500.00 Phone Number: (414) 258-9654 Fax Number: (414) 258-9600 Email Address: Contact Phone:(414) 258-9654
Salesperson: 01-0200 Shelly Westland 01-HILLSB Hillsboro Service Center 200 Union Street Upper Level Hillsboro, WI 53151 Primary Contact:Pam Wampler
Credit Limit: $ 10,000.00 Phone Number: (414) 289-6599 Fax Number: Email Address: Contact Phone:
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales and Cost of Sales Reconciliation
Number:
BP827
Description:
Provides a detailed listing of the Accounts Receivable or Sales Order transactions that are posted to a given Sales or Cost of Sales account for a given period of time.
Requirements:
Accounts Receivable, Inventory
Data Files:
AR1, ARN, AR0, IM1, SY0
Problem:
You want to know what the sales total is so far this month - and you want to know it now!
Solution:
Print the Sales and Cost of Sales Report in Summary Format. You can specify the range of time that you are interested in. This version of the report organizes sales totals by General Ledger Sales Account categories.
Problem:
Now that you see the sales totals for the month, you don't believe them and you want more proof!
Solution:
Print a Sales and Cost of Sales Report in Detail. This version of the report provides specific sales information with subtotals.
Problem:
The gross margin on your financial reports doesn't seem right.
Solution:
Print a Sales and Cost of Sales Report with Invoice Detail. This version of the report totals all sales (and related cost of sales) by General Ledger Sales Account number. Now you have a detailed listing of the sales and related costs that are presented on your financial statements. Look, there's the item that was entered with no cost data!
Accounts Receivable
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 14
Page: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. SALES AND COST OF SALES RECONCILIATION
Report Index
Report Parameters: For the Period: 07/12/2001 through 07/12/2003 Report Printed in Detail Format
400-01-00 Cust # Item #
Example 2
Distribution sales (history) Description
American Business Futures 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK DESK FILE 8" CAP 50 2480-8-50 2481-5-50 DESK FILE 5 1/4" CAP 50 2551-3-50 DESK FILE 3 1/2" CAP 50 6657-24-20-12 SOUND CVR 24.5"W 20"D 12"H LQ 8972 UNIVERSAL 5 1/4" DSDD FLEX DSK D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT GB-EL04MS-14 RJ-11 4 WIRE MOD CABLE 14 FT GB-MD791 MODEM 9600 FAST POLL Total for Customer # 01-ABF: 01-BRESLIN Breslin Parts Supply 2480-8-50 DESK FILE 8" CAP 50 UNIVERSAL 5 1/4" DSDD FLEX DSK 8972 Total for Customer # 01-BRESLIN: 01-SHEPARD Shepard Motorworks D1000 DESK 72" X 30" Total for Customer # 01-SHEPARD: 02-CUSTOM Custom Craft Products ARS-9201 ART SPECIALTY GINGER JAR LAMP GLOB-V-3060-25W GLOBE FOLDING TABLE 30x60 GLOB-V-3096-25W GLOBE FOLDING TABLE 30x96 GLOB-V-3696-25W GLOBE FOLDING TABLE 36x96 PFS-007-CABLE EIA RS232 CABLE 7 CONDUCTOR PFS-007-CONN-F EIA RS232 CONECT 7 CONDUCTOR F PFS-007-CONN-M EIA RS323 CONECT 7 CONDUCTOR M VOG-CM-CASTERS CASTERS (SET OF 4, 2 W/LOCK) VOG-CM-MP-B MODESTY PANEL VOG-CM-MSC STORAGE CUBE WJ-M-2107-B POST BINDER 3/8 X 1 (100) WJ-M-2109-A POST BINDER 3/16 X 1/2 (100) Total for Customer # 02-CUSTOM: 02-GREALAR Greater Alarm Company 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H Total for Customer # 02-GREALAR: 02-JELLCO Jellco Packing 8971 UNIVERSAL 5 1/4" SSDD FLEX DSK GB-EL04MS-14 RJ-11 4 WIRE MOD CABLE 14 FT GB-MD791 MODEM 9600 FAST POLL Total for Customer # 02-JELLCO: 02-ORANGE Orange Door & Window Co. ARS-9101 ART SPECIALTY WALNUT CNDL LAMP ARS-9401 ART SPECIALTY EMP CANDLE LAMP Total for Customer # 02-ORANGE:
Sales Amount
Total Cost
Profit Profit %
319.20 33.20 37.91 23.70 790.00 224.24 130.00 35.90 1,995.00 3,589.15
136.24 15.45 15.96 11.23 484.00 78.40 65.00 9.50 0.00 815.78
182.96 17.75 21.95 12.47 306.00 145.84 65.00 26.40 1,995.00 2,773.37
57.3 53.5 57.9 52.6 38.7 65.0 50.0 73.5 100.0 77.27%
9,130.25 132.50 9,262.75
4,558.64 49.00 4,607.64
4,571.62 83.50 4,655.12
50.1 63.0 50.26%
157,500.00 126,000.00 157,500.00 126,000.00
44.4 44.44%
01-ABF
400-01-00 Total:
283,500.00 283,500.00 1,601.10 179.20 553.65 524.00 180.00 130.00 195.00 204.60 126.00 2,134.00 371.52 142.00 6,341.07
919.44 88.50 327.75 295.40 110.00 82.50 123.75 134.55 82.50 1,158.16 181.80 63.75 3,568.10
681.66 90.70 225.90 228.60 70.00 47.50 71.25 70.05 43.50 975.84 189.72 78.25 2,772.97
42.6 50.6 40.8 43.6 38.9 36.5 36.5 34.2 34.5 45.7 51.1 55.1 43.73%
781.20 135.00 916.20
342.50 67.81 410.31
438.70 67.19 505.89
56.2 49.8 55.22%
111.50 21.54 1,895.25 2,028.29
0.00 5.70 1,107.50 1,113.20
111.50 15.84 787.75 915.09
100.0 73.5 41.6 45.12%
179.90 129.95 309.85
89.75 65.25 155.00
90.15 64.70 154.85
50.1 49.8 49.98%
168,170.03 137,777.28
45.03%
305,947.31
Page: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. SALES AND COST OF SALES RECONCILIATION
Report Index Next Page
Report Parameters: For the Period: 07/12/2001 through 07/12/2003 Report Printed in Summary Format
400-01-00
Distribution sales (history)
Cust #
Name
01-ABF 01-BRESLIN 01-SHEPARD 02-CUSTOM 02-GREALAR 02-JELLCO 02-ORANGE
American Business Futures Breslin Parts Supply Shepard Motorworks Custom Craft Products Greater Alarm Company Jellco Packing Orange Door & Window Co.
Sales Amount
400-01-00 Total:
Total Cost
Profit Profit %
3,589.15 9,262.75 283,500.00 6,341.07 916.20 2,028.29 309.85
815.78 2,773.37 4,607.64 4,655.12 157,500.00 126,000.00 3,568.10 2,772.97 410.31 505.89 1,113.20 915.09 155.00 154.85
305,947.31
168,170.03 137,777.28
548.60 113.09 44.44 510.24 105.93 215.10 99.90 45.03%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Transaction Amount Search
Number:
BP861
Description:
The Transaction Amount Search report is designed to search for transactions that have been posted to Bank Reconciliation
Requirements:
Bank Reconciliation
Data Files:
BR1, GLW, SY0
Problem:
You’ve just checked off all of the cleared checks from your bank statement and you’re out of balance. You know that 90% of the time the problem is a check that didn’t get cleared correctly, so now you have the tedious job of verifying each and every check.
Solution:
Use the Transaction Amount Search to find the check amount that matches your out of balance amount. If that’s the error, you’ll find it in seconds!
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 15
Page Number: 1 Report Date: 04/11/02
ABC Distribution and Service Corp. TRANSACTION AMOUNT SEARCH
Report Index Next Page
Report Parameters: Bank Code: A Search for the transaction amount of: 100.00
Bank Code: A - Security Pacific Checking
DATE
CHECK #
TYPE
REFERENCE #
012598 123156
Manual Manual
01STEV
SRC
PAYEE/COMMENT
DEBITS
BR AP
Tech Computer Sales Stevens Supply
100.00 100.00
CREDITS
CLEARED BANK?
CHECKS 04/12/03 09/28/01
TOTAL FOR CHECKS:
200.00
Y N 0.00
DEPOSITS & ADJUSTMENTS 04/15/03 05/02/03
Adj Dep
ADJUSTMENT DEPOSIT
BR BR
Bank Charges ATM Deposit
100.00
L FOR DEPOSITS & ADJUSTMENTS:
100.00
100.00
300.00
100.00
100.00
REPORT TOTAL:
N N
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
GL Detail Sorted by Source Report
Number:
BP862
Description:
This report is designed to show the detail posting of the GL Accounts for a specified period of time grouped by Source Journal.
Requirements:
General Ledger
Data Files:
GL5, GL8, GL1, SY0
Problem:
Choose as many as apply: Accounts Payable doesn’t match the Trial Balance Report Accounts Receivable doesn’t match the Trial Balance Report Inventory doesn’t match the Inventory Valuation Report Purchases Clearing doesn’t match the PO Clearing Report Work In Process doesn’t match the Work In Process Report
Solution:
The GL Detail Sorted by Source report will help you identify all of the transactions that weren’t generated by the appropriate modules.
Problem:
Postings are going to the wrong General Ledger accounts and you need to identify the erroneous entries and the persons making them.
Solution:
Print the GL Detail Sorted by Source on a weekly basis to locate the problem and provide appropriate training.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 16
Printed: 5/15/2002 Page: 8
ABC Distribution and Service Corp. G/L DETAIL SORTED BY SOURCE REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/15/2003 For Account Number: 000000000 through 999999999 Trans Date
Src Jour
Posting Remarks
Debit
Credit
Net Change
Account #: 200-01-00 Accounts payable - trade
Balance 0.00
AP 5/1/2003 5/2/2003 5/3/2003 5/15/2003
AP-0009 AP-0010 AP-0011 AP-0012
A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 A/P INVOICE ENTRY /DIV: 01 TOTAL FOR AP SOURCE JOURNAL:
-7,190.50 -14,381.00 -3,025.00 -24,596.50
-7,190.50 -21,571.50 -7,190.50 -10,215.50 -10,215.50
14,381.00
A/P CHECK REGISTER /DIV: 01 TOTAL FOR CD SOURCE JOURNAL:
6,150.00 6,150.00
0.00
6,150.00 6,150.00
Total for 200-01-00 :
20,531.00
-24,596.50
6,150.00
14,381.00
CD 5/15/2003
CD-0002
-4,065.50
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Out-of-Balance Source Journal Report
Number:
BP863
Description:
This report is designed to find any out of balance journal based on the date range and source journal selection.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You have printed out the Trial Balance report and is showing outof-balance.
Solution:
Print the Out-of-Balance Source Journal Report to easily identify the journals that need to be corrected.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 17
Printed: 5/13/2002 Page: 1
ABC Distribution and Service Corp. OUT OF BALANCE SOURCE JOURNALS
Report Index Next Page
Report Parameters: For the period: 05/13/2002 to 05/13/2004 For Source Journals: to ZZ
IM-0001 Account # 115-00-03
04/30/03 Posting Remarks Inventory adjustment TOTAL FOR IM-0001:
SO-0003
Debit 106,854.05 106,854.05
Credit
Out of Balance by
0.00
106,854.05
Debit
Credit
Out of Balance by
05/31/03
Account #
Posting Remarks
105-00-01 105-00-02 115-00-01 115-00-01 115-00-01 115-00-01 115-00-01 235-02-00 400-01-00 400-01-00 400-01-00 400-01-00 400-01-00 450-01-00 450-01-00 450-01-00 450-01-00 450-01-00 950-02-04
S/O INVOICE ENTRY - 05/31/03 S/O INVOICE ENTRY - 05/31/03 Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 DIV:02 WEST SALES OFFICE Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 Shepard Motorwork REF:0100045 Greater Alarm Com REF:0100046 Greater Alarm Com REF:0100046 Orange Door & Win REF:0100047 Orange Door & Win REF:0100047 DIV:02 WEST SALES OFFICE TOTAL FOR SO-0003:
283,500.00 1,088.87 -157,500.00 -342.50 -67.81 -89.75 -65.25 -46.73 -283,500.00 -781.20 -135.00 -179.90 -129.95 157,500.00 342.50 67.81 89.75 65.25 137.43 442,791.61
-442,838.09
-46.48
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Monthly Comparative Financial Report
Number:
BP864
Description:
This report is designed to show the detail posting of the GL Accounts based on the wild card (*) GL Account search.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You have just printed out the GL Monthly Trend Report, but you left your magnifying glass at home.
Solution:
Print out the Monthly Comparative Financial Report and give your eyes a rest.
Problem:
Each month you need to perform further analysis on the Monthly Income Statements and combine the data with other statistical information.
Solution:
Export the Monthly Comparative Financial Report to Excel and then analyze to your hearts content.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 18
Page: 1 Report Date: 5/15/2002
ABC Distribution and Service Corp. MONTHLY COMPARATIVE FINANCIAL REPORT INCOME STATEMENT Account #
Description
Jan 31, 03
Feb 28, 03
Mar 31, 03
Report Index
Next Page Apr 30, 03
May 31, 03
Jun 30, 03
Jul 31, 03
Aug 31, 03 Sep 30, 03
Oct 31, 03
Nov 30, 03
Dec 31, 03
YTD AMOUNT
REVENUES 400-01-00
Distribution sales (history)
0
0
0
0
290,044
0
0
0
0
0
0
0
290,044
400-01-01
Distribution sales - East
236,918
220,334
231,350
226,723
267,430
0
0
0
0
0
0
0
1,182,755
400-01-02
Distribution sales - West
122,013
113,472
119,145
116,762
139,997
0
0
0
0
0
0
0
611,389
400-02-00
Service fees
0
0
0
0
3,000
0
0
0
0
0
0
0
3,000
400-02-01
Service fees - East
7,816
7,269
7,632
7,480
14,165
0
0
0
0
0
0
0
44,362
400-02-02
Service fees - West
3,958
3,681
3,865
3,788
5,562
0
0
0
0
0
0
0
20,854
400-03-01
Freight charges - East
5,020
4,668
4,902
4,804
5,359
0
0
0
0
0
0
0
24,753
400-03-02
Freight charges - West
2,362
2,196
2,306
2,260
3,364
0
0
0
0
0
0
0
12,488
425-00-01
Returns & allowances - East
-3,945
-3,669
-3,853
-3,775
-3,775
0
0
0
0
0
0
0
-19,018
425-00-02
Returns & allowances - West
-1,356
-1,261
-1,324
-1,298
-1,298
0
0
0
0
0
0
0
-6,538
372,784
346,689
364,024
356,743
723,848
0
0
0
0
0
0
0
2,164,089
TOTAL REVENUES COST OF SALES 450-01-00
Purchases
0
0
0
0
162,704
0
0
0
0
0
0
0
162,704
450-01-01
Purchases - East
64,727
60,196
63,206
61,942
58,225
0
0
0
0
0
0
0
308,297
450-01-02
Purchases - West
46,110
52,882
55,526
54,416
86,050
0
0
0
0
0
0
0
294,984
450-02-00
Freight
0
0
0
0
555
0
0
0
0
0
0
0
555
450-02-01
Freight - East
2,435
2,459
2,508
2,558
3,364
0
0
0
0
0
0
0
13,324
450-02-02
Freight - West
1,082
1,092
1,114
1,137
1,503
0
0
0
0
0
0
0
5,928
450-03-01
Warehouseman payroll - East
30,281
30,887
31,195
27,169
38,304
0
0
0
0
0
0
0
157,836
450-03-02
Warehouseman payroll - West
7,292
7,438
7,513
5,844
9,014
0
0
0
0
0
0
0
37,101
450-04-01
Serviceman payroll - East
1,858
1,895
1,914
1,666
2,315
0
0
0
0
0
0
0
9,647
450-04-02
Serviceman payroll - West
823
839
848
1,472
1,508
0
0
0
0
0
0
0
5,489
450-10-00
Cost of Goods Sold
0
0
0
0
945
0
0
0
0
0
0
0
945
TOTAL COST OF SALES
154,607
157,689
163,825
156,204
364,486
0
0
0
0
0
0
0
996,812
TOTAL GROSS PROFIT
-218,177
-189,000
-200,199
-200,539
-359,361
0
0
0
0
0
0
0
-1,167,277.29
EXPENSES OPERATING EXPENSES 500-00-00
Other expenses (history)
0
0
0
0
2,573
0
0
0
0
0
0
0
2,573
500-00-03
Warehouse payroll
1,370
1,397
1,411
1,042
1,711
0
0
0
0
0
0
0
6,931
505-00-03
Clerical salaries
1,247
1,272
1,284
1,185
1,557
0
0
0
0
0
0
0
6,545
507-00-03
Sick pay
0
0
0
195
0
0
0
0
0
0
0
0
195
508-00-03
Holiday pay
0
0
0
139
124
0
0
0
0
0
0
0
264
510-00-03
Payroll taxes
5,903
6,021
6,081
183
718
0
0
0
0
0
0
0
18,905
515-00-03
Building maintenance
713
720
735
749
1,275
0
0
0
0
0
0
0
4,193
520-00-03
Depreciation expense
491
491
491
491
491
0
0
0
0
0
0
0
2,454
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Account Transaction Report
Number:
BP865
Description:
The Account Transaction Report is similar to the GL Detail Report in MAS90 except that it allows for advanced account number selection with wild cards.
Requirements:
General Ledger
Data Files:
GL5, GL1, GL8, SY0
Problem:
You want to print out a GL Detail Report but you only want division 10 for all accounts.
Solution:
Print the Account Transaction Report starting with account number ‘*-10-*’ and ending with account Number ‘*-10-*’. This will only pull division ‘10’ account numbers.
Problem:
Now you only want the sales accounts for departments 10 thru 20.
Solution:
Enter the starting account number as ‘4000-10-*’ and the ending account number as ‘4999-20-*’. This will pull your sales account range for all departments between 10 and 20.
General Ledger
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 19
Printed: 5/15/2002 Page: 1
ABC Distribution and Service Corp. ACCOUNT TRANSACTION REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/15/2003 GL Account Search: 100-01-* to 200-01-* Trans Date
Src Jour
Posting Remarks
Account #: 101-01-00 Cash in bank - Reg. checking 5/1/2003 CR-0005 Cash Receipts 5/12/2003 PR-0085 P/R PAYROLL JOURNAL PE:05/12/03 5/15/2003 CD-0002 A/P CHECK REGISTER /DIV: 01 Total for 101-01-00 : Account #: 110-01-00 Note receivable 5/1/2003 CR-0005 st tm note 050103 Short Term Note Receiv Total for 110-01-00 : Account #: 200-01-00 Accounts payable - trade 5/1/2003 AP-0009 A/P INVOICE ENTRY /DIV: 01 5/2/2003 AP-0010 A/P INVOICE ENTRY /DIV: 01 5/3/2003 AP-0011 A/P INVOICE ENTRY /DIV: 01 5/15/2003 AP-0012 A/P INVOICE ENTRY /DIV: 01 5/15/2003 CD-0002 A/P CHECK REGISTER /DIV: 01 Total for 200-01-00 :
Debit
Credit
Net Change
10,000.00
-16,352.66 -6,150.00 -22,502.66
24,753.95 8,401.29 2,251.29 2,251.29
0.00
-10,000.00 -10,000.00
0.00 0.00
-7,190.50 -14,381.00
-7,190.50 -21,571.50 -7,190.50 -10,215.50 -4,065.50 -4,065.50
Balance 14,753.95
10,000.00
2,251.29 10,000.00 0.00 0.00
14,381.00 -3,025.00 6,150.00 20,531.00
-24,596.50
-4,065.50
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Stock Status Summary
Number:
BP841
Description:
The Stock Status report is designed to show the quantity on hand and how long before you run out of stock.
Requirements:
Inventory
Data Files:
IM1, IM2, IM9, IMA, SY0
Problem:
Keeping enough inventory on hand so you don’t run out, but not so much that the cost of carrying that inventory is too high.
Solution:
Print the Stock Status Summary to evaluate how much inventory is on hand and how long it will last (based on the last 12 months of sales).
Problem:
Knowing when to order your inventory so you have some in stock at all times can be difficult.
Solution:
The Stock Status Summary report gives a break down of your inventory showing what is on hand and how long it will last based on the past 12 months of sales.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 20
CV Samples, Inc.
Page Number: 1 Print Date: 07/12/2001
INVENTORY STOCK STATUS SUMMARY
Report Index Example 2
Includes the previous 12 months plus the month of JULY, 2001 Report is sorted by Product Line Code For the Product Line Code: 0000 through ZZZZ For Item: 000000000000000 through ZZZZZZZZZZZZZZZ ITEM #
DESCRIPTION
QTY AVAILABLE
QTY ON HAND
ROLLING 12 MONTHS
MONTH AVG.
MONTHS ON HAND
-2 -1
0 0
2 5
0 0
-12 -2
-9 -2 -8 -8 -11 -5 -5 -5 -4 -1 -1 -1 -3 -1 1 -3 -1 -1 -2 -2 -1 1 1
5 4 6 5 2 1 2 0 4 19 8 12 13 3 3 2 5 4 0 1 1 1 1
8 4 12 9 4 2 1 3 2 34 8 19 25 1 11 7 2 2 1 2 2 -1 5
1 0 1 1 0 0 0 0 0 3 1 2 2 0 1 1 0 0 0 0 0 0 0
-14 -6 -8 -11 -34 -31 -62 -21 -25 0 -2 -1 -1 -12 1 -5 -6 -6 -25 -12 -6 -12 2
-5 -1 -5 -3 1 -3 -1 -1 -1 -1 -1 -1 -1 -1 -1 -1
12 6 6 8 1 12 2 3 1 8 4 4 6 3 2 0
23 3 25 29 1 22 4 4 3 12 1 5 9 1 1 4
2 0 2 2 0 2 0 0 0 1 0 0 1 0 0 0
-3 -4 -2 -1 12 -2 -3 -3 -4 -1 -12 -2 -1 -12 -12 -3
-10
4
35
3
-4
Product Line Code: 0001 RECREATIONAL SERIES 941-4549-G 941-7446-G
RS-REWARD /TAUPE DURSHL/GRAY RS-DESTINY /GREEN DURSHL/GRAY
Product Line Code: 0002 COASTAL SERIES 15014010 15014110 15014210 15024120 15024320 15034020 15034120 15034220 15034320 15114010 15114110 15114210 15124320 15134220 15224120 15314010 15314210 15324120 15334020 15334120 15334320 944-4537-G 944-6447-T
CS DESTINY LX BLUE/GRAY/ASH CS DESTINY LX GREEN/GRAY/ASH CS DESTINY LX GRAY/GRAY/ASH CS DESTINY LX GREEN/TAN/WALNUT CS DESTINY LX TAUPE/TAN/WALNUT CS DESTINY BLUE/WOOD/WALNUT CS DESTINY GREEN/WOOD/WALNUT CS DESTINY GRAY/WOOD/WALNUT CS DESTINY TAUPE/WOOD/WALNUT CS REWARD LX BLUE/GRAY/ASH CS REWARD LX GREEN/GRAY/ASH CS REWARD LX GRAY/GRAY/ASH CS REWARD LX TAUPE/TAN/WALNUT CS REWARD GRAY/WOOD/WALNUT CS EUPHORIA LX GREEN/TAN/WALNU CS VOYAGE LX BLUE/GRAY/ASH CS VOYAGE LX GRAY/GRAY/ASH CS VOYAGE LX GREEN/TAN/WALNUT CS VOYAGE BLUE/WOOD/WALNUT CS VOYAGE GREEN/WOOD/WALNUT CS VOYAGE TAUPE/WOOD/WALNUT CS-REWARD /TAUPE/GRAY CS-VOYAGE /BLUE DURSHL/TAN
Product Line Code: 0003 ULTIMATE SERIES 17114010 17114110 17114210 17124120 17124130 17124320 17134020 17134120 17134320 17214010 17214110 17214210 17224320 17234120 17234320 920-6449-W
US MARQUIS LX BLUE/GRAY/ASH US MARQUIS LX GREEN/GRAY/ASH US MARQUIS LX GRAY/GRAY/ASH US MARQUIS LX GREEN/TAN/WALNUT US MARQUIS LX GREEN/TAN/NONE US MARQUIS LX TAUPE/TAN/WALNUT US MARQUIS BLUE/WOOD/WALNUT US MARQUIS GREEN/WOOD/WALNUT US MARQUIS TAUPE/WOOD/WALNUT US JOURNEY LX BLUE/GRAY/ASH US JOURNEY LX GREEN/GRAY/ASH US JOURNEY LX GRAY/GRAY/ASH US JOURNEY LX TAUPE/TAN/WALNUT US JOURNEY GREEN/WOOD/WALNUT US JOURNEY TAUPE/WOOD/WALNUT US-VOYAGE /TAUPE DURSHL/WOOD
Product Line Code: 0005 AMISH HPS II Product Line Code: 0006 SOCIALIZER 950-4800-S
WATERFALL SPA - 2000
Product Line Code: 0007 LEISURE SERIES
CV Samples, Inc.
Page Number: 1 Print Date: 07/12/2001
INVENTORY STOCK STATUS SUMMARY
Report Index
Includes the previous 12 months plus the month of JULY, 2001 Report is sorted by Item # For the Product Line Code: 0000 through ZZZZ For Item: 000000000000000 through ZZZZZZZZZZZZZZZ ITEM #
DESCRIPTION
020-0008 020-0012 020-0014 020-0017 020-0024 020-0032 020-0033 020-0449 020-0455 020-0809 030-0026 040-0822 040-0823 040-0824 040-0826 040-0831 040-0832 040-0838 040-0840 050-6097 11034010 11034020 11034110 11034120 11034210 11034220 11114110 11114210 11124120 11124320 11134010 11134020 11134120 11134220 11134320 11214010 11214110 11214210 11224320 11234020 11234120 11234220 11234310 11234320 120-6173 13014010 13014110 13014210 13024320 13034020 13034120 13034220
SCREW #8x2.5"DRYWLL BLK BUG/HD BOLT 1/4-20 X 1.25 ACETAL TAN T-NUT 5/16" x 5/8" BRACKET DOOR WASHER ACETAL TAN FOR DOORS NUT CAP 1/4-20 TAN ACETAL PLAS NUT CAP 1/4-20 GRAY ACETAL PLA BOLT HANGER 1/4-20 X 1-3/4 SS NUT WHIZ LOCK 5/16" SCREW #6 X 2" DRYWALL YZ BGL/H CLAMP TENSION 3/4 BLK METAL BASE SCREW #8/#10 COUNTERSUNK COVER SCREW #8/#10 DK.BEIGE COVER SCREW #8/#10 GRAY CLAMP CONDUIT 3" W/BOLT SCREW CANNISTER BASE 1/4-20 COVER SCREW 1/4-20 CNSTR GRAY COVER SCREW HINGED GRAY COVER SCREW HINGED TAN HEAT SINK COMPOUND LS OASIS BLUE/WOOD/ASH LS OASIS BLUE/WOOD/WALNUT LS OASIS GREEN/WOOD/ASH LS OASIS GREEN/WOOD/WALNUT LS OASIS GRAY/WOOD/ASH LS OASIS GRAY/WOOD/WALNUT LS SPIRIT LX GREEN/ GRAY/ASH LS SPIRIT LX GRAY/ GRAY/ASH LS SPIRIT LX GREEN/ TAN/WALNUT LS SPIRIT LX TAUPE/ TAN/WALNUT LS SPIRIT BLUE/WOOD/ASH LS SPIRIT BLUE/WOOD/WALNUT LS SPIRIT GREEN/WOOD/WALNUT LS SPIRIT GRAY/WOOD/WALNUT LS SPIRIT TAUPE/WOOD/WALNUT LS MIRAGE LX BLUE/ GRAY/ASH LS MIRAGE LX GREEN/ GRAY/ASH LS MIRAGE LX GRAY/ GRAY/ASH LS MIRAGE LX TAUPE/ TAN/WALNUT LS MIRAGE BLUE/WOOD/WALNUT LS MIRAGE GREEN/WOOD/WALNUT LS MIRAGE GRAY/WOOD/WALNUT LS MIRAGE TAUPE/WOOD/ASH LS MIRAGE TAUPE/WOOD/WALNUT POLY SHEET(HDPE)84x84x.065 BLK SS 500 LX BLUE/GRAY/ASH SS 500 LX GREEN/GRAY/ASH SS 500 LX GRAY/GRAY/ASH SS 500 LX TAUPE/TAN/WALNUT SS 500 BLUE / WOOD/WALNUT SS 500 GREEN / WOOD/WALNUT SS 500 GRAY / WOOD/WALNUT
Next Page
QTY AVAILABLE
QTY ON HAND
ROLLING 12 MONTHS
MONTH AVG.
MONTHS ON HAND
32,611 2,045 1,057 2,433 183 107 171 100 8 24,196 6,166 1,292 1,733 10,685 96 8,000 1,761 1,682 2,359 18 -1 3 -2 -4 -1 2 1 -3 -9 2 -1 2 2 2 3 4 -3 -4 -8 -7 -3 2 1 1 -1 3 -5 1 -2 -7 3 -2
32,611 2,045 1,057 2,433 183 119 183 100 8 24,196 6,166 1,292 1,733 10,685 96 8,000 1,761 1,682 2,359 18 0 3 0 9 0 2 1 7 7 2 1 2 2 2 3 4 6 7 9 13 9 2 1 1 0 3 3 1 10 12 3 11
4 163 1 10 844 893 864 29 1 130 142 459 225 64 1 6 6 50 50 2 3 23 1 28 2 22 7 18 21 19 3 26 30 30 25 23 6 12 23 24 27 18 1 19 1 14 5 14 13 24 30 15
0 13 0 1 68 72 70 2 0 10 11 37 18 5 0 0 0 4 4 0 0 2 0 2 0 2 1 1 2 2 0 2 2 2 2 2 0 1 2 2 2 1 0 2 0 1 0 1 1 2 2 1
100,989 155 13,093 3,014 3 1 2 43 99 2,306 538 35 95 2,068 1,189 16,516 3,636 417 584 111 -4 2 -25 -2 -6 1 2 -2 -5 1 -4 1 1 1 1 2 -6 -4 -4 -4 -1 1 12 1 -12 3 -12 1 -2 -4 1 -2
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Trial Balance Report
Number:
BP842
Description:
Date sensitive Inventory Trial Balance Report
Requirements:
Inventory
Other Information: This report will possibly have penny rounding differences (ie you may have an amount of 122.34 but actually it is 122.35 the differences are not ever more than .01). The Trial Balance report will not work if the IM5 is out-of-balance with the IM2 & IM3 files. Data Files:
IM1, IM5, IMA, IMC, SY0
Problem:
You forgot to print the Inventory Valuation report at the end of the month!
Solution:
The Inventory Trial Balance Report is a date sensitive report that will meticulously calculate inventory transactions from the beginning of time through your cut off date.
Problem:
Your Sales Department wants to enter invoice items for the new month, but the Inventory module for the current month has not yet been reconciled and closed.
Solution:
The Inventory Trial Balance Report allows you to Invoice transactions in the "future" period, and ignores that period for purposes of tie-out to the General Ledger.
Problem:
As the Inventory Manager you want to see an easy to read Transaction report for a specific Product line.
Solution:
Print the Inventory Trial Balance Report in Detail for a specific Product Line Range.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 21
Page Number: 1 Print Date: 07/12/2001
ABC Distribution and Service Corp. INVENTORY TRIAL BALANCE REPORT
Report Index
Report Parameters: For the month of: 06/30/03 Report is printed with Details Report sorted by Item # Transaction Type
Reference Number
Example 2
Transaction Date
Unit of Measure
Item #: 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 000 - CENTRAL WAREHOUSE Receipt G001010 Receipt G001011 Sale 0100054-IN
06/15/03 06/15/03 06/15/03
Quantity in Stk Units Beginning Balance:
Ending Balance for Warehouse 000: 001 - EAST WAREHOUSE Adjustment 00000002 Issue 00000001 Receipt G001010 Sale 0100055-IN Sale 0100056-IN
06/15/03 06/15/03 06/15/03 06/15/03 06/15/03
06/15/03 06/15/03 06/15/03
Ending Balance for Warehouse 002: Ending Balance for Item 1001-HON-H252:
Beginning Cost: Receipts: Transfers: Invoices: Issues: Adjustments: Cost Adjustments: Physical Inventory: Other: Ending Cost:$
-2,376.26 7,367.90 0.00 -1,507.00 -68.54 67.00 0.00 0.00 0.00 3,483.11
34.269 34.250 34.250
-1,961.74 1,713.45 171.25 -411.00 -488.04
33.500 34.270 34.270 34.250 34.250
27.00 10.00 100.00 -10.00 -12.00
EACH EACH EACH
Extended Cost -2,376.26
-15.00 -23.00 2.00 -2.00 60.00 -5.00 -5.00
EACH EACH EACH EACH EACH Ending Balance for Warehouse 001:
002 - WEST WAREHOUSE Receipt G001010 Sale 0100052-IN Sale 0100053-IN
-71.00 -58.00 50.00 5.00 -12.00
EACH EACH EACH
Unit Cost
-769.00 67.00 -68.54 2,056.20 -171.25 -171.25 943.16
34.270 34.250 34.250
354.48 3,427.00 -342.50 -411.00
88.00
3,027.98
100.00
3,483.11
Page Number: 2 Print Date: 07/12/2001
ABC Distribution and Service Corp. INVENTORY TRIAL BALANCE REPORT
Report Index
Report Parameters: For the month of: 06/30/03 Report is printed in Summary Format Report sorted by Product Line
Next Page
Product Line: C&A - CABLES & ACCESSORIES
Item # PFS-004-CONN-M
Description EUA RS232 CONECT 4 CONDUCTOR M
000 001 002 PFS-007-CABLE
----- Beginning Balance ----Quantity Dollars
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-004-CONN-M
----- Ending Balance ----Quantity Dollars
150.00 -50.00 -17.00
1,125.00 -375.00 -127.50
150.00 -50.00 -17.00
1,125.00 -375.00 -127.50
83.00
622.50
83.00
622.50
-2,800.00 -5,250.00 550.00
-308.00 -577.50 60.50
-2,800.00 -5,250.00 550.00
-308.00 -577.50 60.50
-7,500.00
-825.00
-7,500.00
-825.00
250.00 2,062.50 -125.00 -1,031.25 35.00 288.75
250.00 -125.00 35.00
2,062.50 -1,031.25 288.75
EIA RS232 CABLE 7 CONDUCTOR
000 001 002 PFS-007-CONN-F
EIA RS232 CONECT 7 CONDUCTOR F
000 001 002 PFS-007-CONN-M
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CABLE CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CONN-F
160.00
1,320.00
160.00
1,320.00
-40.00 -40.00 8.00
-330.00 -330.00 66.00
-40.00 -40.00 8.00
-330.00 -330.00 66.00
-72.00
-594.00
-72.00
-594.00
EIA RS323 CONECT 7 CONDUCTOR M
000 001 002
CENTRAL WAREHOUSE EAST WAREHOUSE WEST WAREHOUSE Total For Item PFS-007-CONN-M
Product Line: C&A Totals:
Beginning Cost: Receipts: Transfers: Invoices: Issues: Adjustments: Cost Adjustments: Physical Inventory: Other: Ending Cost:
-1,720.70 3,156.25 0.00 -469.00 0.00 0.00 0.00 0.00 0.00 $
966.55
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
ABC Inventory Analysis
Number:
BP843
Description:
This report is designed to group Inventory Items into three categories based on Year to Date Sales and Issues. ABC analysis is based on the concept that a small percentage of Items will provide the most Sales Revenue (A Items). The next group will contain more Items, but comparatively less Sales Revenue (B Items). The final group will be a large number of Items that have few Sales (C Items). From a management perspective, it is most efficient to expend time, energy and resources on the A Items, and little to no effort on the C Items.
Requirements:
Inventory
Data Files:
IM1, IM2, IM0, SY0
Problem:
I want to make sure that my quantity on hand is always accurate, and be able to identify and research problems quickly, but we don't have the time and resources needed to do a physical count every month?
Solution:
Use the ABC Analysis Report to identify the items that generate the most sales. The average company generates the most sales with only 20% of their Inventory Items (A Items). Find what your company's "A Items" are and dedicate the resources you have to managing these important items.
Problem:
I have one item that makes up 30% of my Inventory Sales and Issues. How can I use ABC Analysis to manage my inventory?
Solution:
Most companies can use the default definition of: "A Items" - top 20% usage, "B Items" - 21% to 50%, and "C Items" - 51% to 80%. However, these defaults can be set to the percentages that make the most sense for your company.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 22
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. ABC ANALYSIS REPORT
Report Index Next Page
A Items make up 20% of Total Inventory Usage B Items make up 50% to 20% of Total Inventory Usage C Items make up 80% to 50% of Total Inventory Usage
ITEM
ITEM DESCRIPTION
A
D1000
DESK 72" X 30"
B
GB-MD750
MODEM 9600 (SYNCHRONOUS)
B
GB-MD791
MODEM 9600 FAST POLL
B
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
C
2551-3-50
DESK FILE 3 1/2" CAP 50
C
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
C
VOG-CM-MSC
STORAGE CUBE
C
2480-8-50
DESK FILE 8" CAP 50
C
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
C
6650-26-16-11
C
ARS-9301
C
8972
UNIVERSAL 5 1/4" DSDD FLEX DSK
C
GB-EQ380-10-MF
CENTRONICS CABLE 10 FT M/F
C
2568-3-25
C C
- - - Quantity Data - - Prior Current Current YTD Use On Hand YTD Use
- - - Cost Data - - Average YTD Use Cost Amount
% of Total Usage
Running Running Inventory Inventory Percent Use
-350.00
0.00
350.00
450.00
157,500.00
19.2%
157,500.00
19.2%
14.00
86.67
85.00
1,413.92
120,183.52
14.6%
277,683.52
33.8%
1.00
86.67
77.00
1,107.50
85,277.50
10.4%
362,961.02
44.2%
62.00
134.58
150.00
242.80
36,419.62
4.4%
399,380.64
48.6%
904.00
2,528.75
2,757.00
11.39
31,402.81
3.8%
430,783.45
52.4%
44.00
125.42
137.00
215.85
29,571.45
3.6%
460,354.90
56.0%
134.00
157.50
180.00
145.06
26,110.08
3.2%
486,464.98
59.2%
11,454.00
1,049.17
1,442.00
15.56
22,431.92
2.7%
508,896.90
61.9%
114.00
222.50
249.00
83.50
20,791.34
2.5%
529,688.24
64.5%
SOUND CVR 26"W 16"D 11"H DM
80.00
133.75
148.00
138.56
20,507.18
2.5%
550,195.42
67.0%
ART SPECIALTY BRONZE LAMP
119.00
246.25
276.00
59.32
16,373.27
2.0%
566,568.68
69.0%
6,347.00
14,333.33
15,609.00
0.98
15,343.65
1.9%
581,912.33
70.8%
232.00
784.17
883.00
16.75
14,790.25
1.8%
596,702.58
72.6%
DESK FILE 3 1/2" CAP 25
1,585.00
2,193.33
2,389.00
5.80
13,851.42
1.7%
610,554.00
74.3%
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
8,617.00
7,163.75
8,021.00
1.48
11,895.14
1.4%
622,449.15
75.8%
GLOB-V-3672-25W
GLOBE FOLDING TABLE 36x72
61.00
161.25
174.00
61.33
10,671.77
1.3%
633,120.91
77.1%
C
ARS-9201
ART SPECIALTY GINGER JAR LAMP
162.00
161.25
202.00
51.17
10,336.11
1.3%
643,457.02
78.3%
C
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
62.00
94.17
117.00
87.08
10,188.86
1.2%
653,645.88
79.6%
Total Inventory Issued and Used Year to Date Based on Average Cost:
$
821,479.60
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Negative Inventory Report
Number:
BP844
Description:
Provides a list of inventory items with negative quantities. Negative on-hand quantities represent a problem that should be researched and corrected.
Requirements:
Inventory
Data Files:
IM1, IM2, IMC, SY0
Problem:
On occasion, you have inventory problems that result in a negative "on hand" balance. You need to review these problems prior to the end of the month so that they can be analyzed and corrected.
Solution:
Print the Negative Inventory report to reveal any negative "on hand" balances. Now you can perform your research, correct the process that went bad, and improve your inventory accuracy.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 23
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/12/2001
NEGATIVE ON-HAND INVENTORY BALANCES
Report Index
Report Parameters: Report uses Unit Cost Method: Standard
Item #
Example 2
Description
Warehouse: 000 - CENTRAL WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
Bin Location
Qty On Hand
Standard Unit Cost
Extended
E-300-10
-25.00
32.75
-818.75
# of Negative Items in Whse 000 : Warehouse: 001 - EAST WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
1
Total Value:
-818.75
E-300-10
-104.00
32.75
-3,406.00
ARS-9101
ART SPECIALTY WALNUT CNDL LAMP
E-200-20
-1.00
44.50
-44.50
ARS-9201
ART SPECIALTY GINGER JAR LAMP
E-200-10
-17.00
47.45
-806.65
ARS-9401
ART SPECIALTY EMP CANDLE LAMP
E-200-40
-1.00
64.75
-64.75
D1000
DESK 72" X 30"
-350.00
450.00
-157,500.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
-1.00
65.00
-65.00
D1400
EXECUTIVE DESK ENSEMBLE
-5.00
850.00
-4,250.00
D1700
SECRETARY DESK ENSEMBLE
-2.00
450.00
-900.00
D2000-C
EXECUTIVE CREDENZA
-1.00
125.00
-125.00
GB-EQ380-5-MM
CENTRONICS CABLE 5 FT M/M
-6.00
12.75
-76.50
A-200-10
# of Negative Items in Whse 001 : Warehouse: 002 - WEST WAREHOUSE 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H
D-200-10
Total Value:
-16.00
22.75
-167,238.40
-364.00
Total Value:
-364.00
Total Negative Value - All Warehouses:
-168,421.15
# of Negative Items in Whse 002 :
The example above is printed by Standard Cost
10
1
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/12/2001
NEGATIVE ON-HAND INVENTORY BALANCES
Report Index
Report Parameters: Report uses Unit Cost Method: Average
Item #
Next Page
Description
Warehouse: 000 - CENTRAL WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
Bin Location
Qty On Hand
Average Unit Cost
Extended
E-300-10
-25.00
34.25
-856.35
# of Negative Items in Whse 000 : Warehouse: 001 - EAST WAREHOUSE 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK
1
Total Value:
-856.35
E-300-10
-104.00
34.25
-3,562.42
ARS-9101
ART SPECIALTY WALNUT CNDL LAMP
E-200-20
-1.00
45.11
-45.11
ARS-9201
ART SPECIALTY GINGER JAR LAMP
E-200-10
-17.00
51.23
-870.96
ARS-9401
ART SPECIALTY EMP CANDLE LAMP
E-200-40
-1.00
65.23
-65.23
D1000
DESK 72" X 30"
-350.00
450.00
-157,500.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
-1.00
65.00
-65.00
D1400
EXECUTIVE DESK ENSEMBLE
-5.00
850.00
-4,250.00
D1700
SECRETARY DESK ENSEMBLE
-2.00
450.00
-900.00
D2000-C
EXECUTIVE CREDENZA
-1.00
125.00
-125.00
GB-EQ380-5-MM
CENTRONICS CABLE 5 FT M/M
-6.00
12.78
-76.70
A-200-10
# of Negative Items in Whse 001 : Warehouse: 002 - WEST WAREHOUSE 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H
D-200-10
Total Value:
-16.00
22.60
-167,460.42
-361.66
Total Value:
-361.66
Total Negative Value - All Warehouses:
-168,678.43
# of Negative Items in Whse 002 :
The example above is printed by Average Cost
10
1
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Tier Aging Report
Number:
BP845
Description:
Aging of on hand inventory based on receipt date.
Requirements:
Inventory
Data Files:
IM1, IM3, SY0
Problem:
You have inventory that is valued with Serialization, Lot Numbers, FIFO or LIFO cost tiers. You would like to know how long some of your inventory has been collecting dust! (Perhaps they could even be returned to a vendor for credit if you knew about them in time.)
Solution:
Using the Inventory Tier Aging Report you can easily isolate "dusty" inventory.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 24
ABC Distribution and Service Corp.
Page: 5 Print Date: 07/12/2001
INVENTORY TIER AGING REPORT
Report Index Report Parameters: Aged as of: 07/12/2003
Next Page
2481-5-50 - DESK FILE 5 1/4" CAP 50 WHS
Receipt Date
Receipt #
Lot/Serial #
000
Unit ---On Hand Balance --Cost Units Cost
-----Current ----Units Cost
----- Over 30 ----Units Cost
----- Over 60 ----Units Cost
----- Over 90 ----Units Cost
06/15/2003
G001010
5698-9856
8.03
250
2,006.75
250
2,006.75
000
06/15/2003
G001010
56987
8.03
578
4,639.61
578
4,639.61
000
01/25/2003
RC-0119
JAN10
7.98
350
2,793.00
350
2,793.00
000
03/25/2003
RC-0225
MAR10
8.02
325
2,607.15
325
2,607.15
Total for Warehouse 000:
1503
12,046.51
828
6,646.36
675
5,400.15
1250
10,033.75 61
486.78
001
06/15/2003
G001010
23698
8.03
1250
10,033.75
001
02/26/2003
TR-0117
JAN10
7.98
61
486.78
Total for Warehouse 001: 02/28/2003
TR-0117
JAN10
002
1311
10,520.53
61
486.78
8.02
315
2,525.36
1250
315
2,525.36
Total for Warehouse 002:
315
2,525.36
315
2,525.36
Total for Item 2481-5-50:
3129
25,092.39
1051
8,412.29
2078
10,033.75
16,680.11
0
0.00
0
0.00
2551-3-50 - DESK FILE 3 1/2" CAP 50 WHS
Receipt Date
Receipt #
Lot/Serial #
Unit ---On Hand Balance --Cost Units Cost
000
06/15/2003
G001010
65887
11.47
000
01/25/2003
RC-0127
JAN10
11.23
25
280.68
25
280.68
000
03/25/2003
RC-0225
MAR10
11.46
225
2,578.05
225
2,578.05
000
05/25/2003
00000004
MAY10
11.46
400
4,583.20
400
4,583.20
05/25/2003
00000004
MAY03
11.46
400
4,583.20
400
4,583.20
Total for Warehouse 000:
2250
25,783.13
800
9,166.40
250
2,858.73
11.23
72
808.34
72
808.34
Total for Warehouse 001:
72
808.34
72
808.34
45
505.22
000
001
02/26/2003
TR-0121
JAN10
1200
13,758.00
-----Current ----Units Cost 1200
1200
----- Over 30 ----Units Cost
----- Over 60 ----Units Cost
----- Over 90 ----Units Cost
13,758.00
13,758.00
002
02/28/2003
TR-0121
JAN10
11.23
45
505.22
002
05/07/2003
TR-7868
MAR10
11.46
120
1,374.96
120
1,374.96
Total for Warehouse 002:
165
1,880.18
120
1,374.96
45
505.22
Total for Item 2551-3-50:
2487
28,471.64
120
1,374.96
367
4,172.28
1200
13,758.00
800
9,166.40
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Low Usage Inventory Report
Number:
BP846
Description:
This report is designed to show all items where the usage (based on the number of months specified) falls below the quantity on hand.
Requirements:
Inventory
Data Files:
IM1, IM2, IM5, SY0
Problem:
Having Inventory is expensive but it is even more expensive when it is not moving off the shelf and making you money.
Solution:
Print the Low Usage Inventory Report to see what items have had low turnover based on the last 6, 12, 18 or 24 months to determine what steps are necessary to move those items (blow out sale, discount, etc.)
Problem:
As an Inventory manager you are running out of warehouse space and you want to free up some room for your more profitable items, but you need to know what items have had low activity and are using up your valuable space.
Solution:
The Low Usage Inventory report will evaluate what items have had low turnover based on the number of months you choose.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 25
Page Number: 1 Print Date: 07/12/2003
ABC Distribution and Service Corp.
LOW USAGE INVENTORY REPORT
0.00
Report Index
As of 07/12/2003 For the last 6 Months. ITEM #
DESCRIPTION
2480-8-50 2481-5-50 2551-3-50 2568-3-25 4886-18-14-3 6650-26-16-11 6655 6657-24-20-12 8953 8971 8972 8973 ARS-9201 ARS-9301 ARS-9401 GB-EL04MS-07 GB-EL04MS-14 GB-EL04MS-25 GB-EQ380-10-MF GB-EQ380-10-MM GB-EQ380-5-MF GB-EQ380-5-MM GB-MD750 GB-MD788 GB-MD789 GLOB-V-3072-25W GLOB-V-3672-25W PFS-004-CABLE PFS-004-CONN-F PFS-007-CABLE PFS-007-CONN-M VOG-CM-CASTERS VOG-CM-CB VOG-CM-MP-B WJ-M-2107-B
DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 25 PAPER CADDY 18"W 14"D 3"H SOUND CVR 26"W 16"D 11"H DM PRINTER STAND W/ BASKET SOUND CVR 24.5"W 20"D 12"H LQ UNIVERSAL 3 1/2" SSDD FLEX DSK UNIVERSAL 5 1/4" SSDD FLEX DSK UNIVERSAL 5 1/4" DSDD FLEX DSK UNIVERSAL 5 1/4" DSHD FLEX DSK ART SPECIALTY GINGER JAR LAMP ART SPECIALTY BRONZE LAMP ART SPECIALTY EMP CANDLE LAMP RJ-11 4 WIRE MOD CABLE 7 FT RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT CENTRONICS CABLE 10 FT M/F CENTRONICS CABLE 10 FT M/M CENTRONICS CABLE 5 FT M/F CENTRONICS CABLE 5 FT M/M MODEM 9600 (SYNCHRONOUS) MODEM 300 (AUTO-ANSWER) MODEM 300 GLOBE FOLDING TABLE 30x72 GLOBE FOLDING TABLE 36x72 EIA RS232 CABLE 4 CONDUCTOR EIA RS232 CONECT 4 CONDUCTOR F EIA RS232 CABLE 7 CONDUCTOR EIA RS323 CONECT 7 CONDUCTOR M CASTERS (SET OF 4, 2 W/LOCK) PRINTOUT CATCHER BASKET MODESTY PANEL POST BINDER 3/8 X 1 (100)
Next Page U/M
LAST RECEIPT DATE
EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH EACH FT EACH FT EACH SET EACH EACH BOX
2003/06/15 2003/06/15 2003/06/15 No Receipt Found 2003/06/15 2003/06/15 No Receipt Found 2003/05/31 No Receipt Found No Receipt Found No Receipt Found No Receipt Found 2003/05/31 No Receipt Found No Receipt Found 2003/05/31 No Receipt Found No Receipt Found 2003/06/15 No Receipt Found 2003/05/31 2003/05/31 2003/05/31 2003/05/31 2003/05/31 No Receipt Found No Receipt Found 2003/06/15 No Receipt Found No Receipt Found 2003/05/31 No Receipt Found 2003/05/31 2003/05/31 No Receipt Found
LAST RECEIPT QUANTITY
USAGE QUANTITY
ON HAND QUANTITY
UNIT COST
AMOUNT
500.00 600.00 1,200.00
673.00 271.00 613.00 540.00 68.00 34.00 10.00 36.00 1,883.00 1,308.00 3,353.00 204.00 62.00 68.00 24.00 102.00 151.00 99.00 241.00 59.00 80.00 44.00 12.00 5.00 6.00 15.00 38.00 12,750.00 136.00 7,500.00 107.00 99.00 48.00 49.00 144.00
1,900.00 1,050.00 1,100.00 775.00 135.00 54.00 18.00 53.00 10,500.00 4,500.00 3,600.00 1,300.00 102.00 87.00 65.00 275.00 169.00 112.00 345.00 90.00 167.00 90.00 16.00 14.00 14.00 32.00 50.00 30,792.00 180.00 9,750.00 255.00 250.00 155.00 65.00 200.00
15.47 8.02 11.45 5.80 22.61 138.57 81.25 242.72 1.48 0.79 0.98 2.47 51.23 59.28 65.23 0.65 0.97 1.85 16.75 16.56 12.75 12.78 1,350.84 67.02 39.32 43.97 61.33 0.09 7.50 0.11 8.20 13.49 28.22 26.77 15.21
29,391.10 8,421.00 12,590.60 4,493.45 3,052.35 7,482.56 1,462.50 12,863.90 15,571.50 3,550.50 3,538.80 3,212.30 5,225.77 5,157.27 4,239.76 178.48 163.09 207.20 5,778.75 1,490.76 2,129.25 1,150.56 21,613.44 938.25 550.41 1,407.14 3,066.60 2,802.07 1,350.00 1,092.00 2,089.98 3,373.25 4,374.41 1,739.86 3,042.00
15.00 5.00 -5.00
25.00
25.00
50.00 100.00 200.00 1.00 1.00 -1.00
2,500.00
25.00 86.00 50.00
178,790.84
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Usage Stock Status
Number:
BP847
Description:
This report is designed to show the total inventory usage broken out by months.
Requirements:
Inventory
Data Files:
IM1, IM5, IMA, IMC, SY0
Problem:
As the Inventory Manager you want to evaluate the movement of your Inventory, knowing what quantity of my inventory was sold, adjusted, issued, or transferred.
Solution:
Print the Inventory Usage Stock Status report to get a breakout of an item’s usage in summary or warehouse detail.
Problem:
Coming up with reorder points for Inventory items can be challenging without knowing the complete Item usage picture.
Solution:
Use the Inventory Usage Stock Status report to see the total Item usage picture in either warehouse detail or summarized for each item.
Problem:
Evaluating trends in your inventory are very important so that as an inventory manager you can manage your inventory and warehouses more efficiently.
Solution:
The Inventory Usage Stock Status report will allow you to evaluate either the quantity or dollar usage for an item.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 26
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index
Report Parameters: For the year: 2003 Report is sorted by Item # Report shows the Dollar Values for the Year Report printed in Warehouse Detail Report printed with Adjustments Item #
Jan
Feb
Example 2
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -68.50 0.00 0.00 0.00 0.00 0.00 $ Sold 0.00 -68.50 0.00 $ Transferred
-34.25 0.00 0.00
-137.00 0.00 -2,578.24
0.00 -937.44 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-239.75 -937.44 -2,646.74
Warehouse: 001 EAST WAREHOUSE $ Issued 0.00 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 68.50
0.00 0.00 0.00
0.00 0.00 0.00
-502.60 -781.20 342.50
-68.54 -814.80 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-571.14 -1,596.00 411.00
Warehouse: 002 WEST WAREHOUSE $ Issued -34.27 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-532.41 0.00 2,235.74
0.00 -1,693.44 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-566.68 -1,693.44 2,235.74
Total for Item #: 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK -102.77 0.00 0.00 -34.25 $ Issued 0.00 0.00 0.00 0.00 $ Sold
-1,172.01 -781.20
-68.54 -3,445.68
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,377.57 -4,226.88
-74.30 0.00
-222.90 -838.25
-185.75 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-520.10 -949.70
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -37.15 0.00 0.00 0.00 -111.45 0.00 $ Transferred Warehouse: 001 EAST WAREHOUSE $ Issued 0.00 0.00 0.00 0.00 $ Sold 0.00 111.45 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
-802.11 0.00 0.00
-185.86 -348.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-987.96 -348.00 111.45
Warehouse: 002 WEST WAREHOUSE $ Issued -74.34 0.00 $ Sold 0.00 $ Transferred
0.00 0.00 0.00
0.00 0.00 0.00
-399.67 0.00 838.25
0.00 -1,132.74 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-474.01 -1,132.74 838.25
Total for Item #: 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK -111.49 0.00 0.00 -74.30 $ Issued 0.00 0.00 0.00 0.00 $ Sold
-1,424.68 0.00
-371.61 -1,480.74
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,982.07 -1,480.74
1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE $ Issued -167.00 0.00 0.00 0.00 -334.00 0.00 $ Transferred
-668.00 -2,922.50
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,002.00 -3,256.50
0.00 0.00 0.00
-167.00 0.00
Page Number: 6 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index Example 3
Report Parameters: For the year: 2003 Report is sorted by Product Line Report shows the Dollar Values for the Year Report printed in Summary by Item Report printed with Adjustments Product Line: WF&A WORKSTATION FURN & ACCESS Item # $ Issued
Jan
Feb
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
0.00
0.00
0.00
0.00
-2,064.14
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-2,064.14
GLOB-V-3696-25W GLOBE FOLDING TABLE 36x96 $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-886.90 -524.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-886.90 -524.00
VOG-CM-CASTERS CASTERS (SET OF 4, 2 W/LOCK) $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-915.58 -204.60
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-915.58 -204.60
VOG-CM-CB PRINTOUT CATCHER BASKET $ Issued 0.00 0.00
0.00
0.00
-1,271.30
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-1,271.30
0.00 0.00
0.00 0.00
0.00 0.00
-1,216.94 -126.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,216.94 -126.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-5,067.78 -2,134.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-5,067.78 -2,134.00 0.00
WJ-M-2107-A POST BINDER 3/16 X 1 (100) $ Issued 0.00 0.00
0.00
0.00
-1,802.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-1,802.00
WJ-M-2107-B POST BINDER 3/8 X 1 (100) $ Issued 0.00 0.00 0.00 0.00 $ Sold
0.00 0.00
0.00 0.00
-1,971.23 -371.52
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,971.23 -371.52
0.00 0.00
0.00 0.00
-1,116.23 -142.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-1,116.23 -142.00
VOG-CM-MP-B MODESTY PANEL $ Issued 0.00 $ Sold
0.00
VOG-CM-MSC STORAGE CUBE $ Issued 0.00 $ Sold $ Transferred
0.00 0.00
WJ-M-2109-A POST BINDER 3/16 X 1/2 (100) $ Issued 0.00 0.00 $ Sold
0.00
0.00
Total for Product Line: WF&A WORKSTATION FURN & ACCESS $ Issued -643.06 0.00 0.00 $ Sold 0.00 0.00 0.00 $ Transferred Grand Total $ Issued:
-362.80
-37,291.11
-876.65
0.00
0.00
0.00
0.00
0.00
0.00
-39,173.62
0.00
-288,956.02
-12,707.42
0.00
0.00
0.00
0.00
0.00
0.00
-301,663.44
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-643.06
0.00
0.00
-362.80
-103,952.37
-1,197.19
0.00
0.00
0.00
0.00
0.00
0.00
-106,155.42
$ Sold:
0.00
0.00
0.00
0.00
-300,654.72
-20,895.77
0.00
0.00
0.00
0.00
0.00
0.00
-321,550.49
$ Transferred:
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. INVENTORY USAGE STOCK STATUS
Report Index
Report Parameters: For the year: 2003 Report is sorted by Item # Report shows the Quantity Values for the Year Report printed in Warehouse Detail Report excluding Adjustments Item #
Jan
Feb
Next Page
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -2.00 0.00 0.00 0.00 0.00 0.00 Qty Sold 0.00 -2.00 0.00 Qty Transferred
-1.00 0.00 0.00
-4.00 0.00 -76.00
0.00 -12.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-7.00 -12.00 -78.00
Warehouse: 001 EAST WAREHOUSE Qty Issued 0.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 2.00
0.00 0.00 0.00
0.00 -2.00 0.00
-15.00 -25.00 10.00
-2.00 -10.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-17.00 -37.00 12.00
Warehouse: 002 WEST WAREHOUSE Qty Issued -1.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-16.00 -41.00 66.00
0.00 -22.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-17.00 -63.00 66.00
Total for Item #: 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK -3.00 0.00 0.00 -1.00 Qty Issued 0.00 0.00 0.00 -2.00 Qty Sold
-35.00 -66.00
-2.00 -44.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-41.00 -112.00
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -1.00 0.00 0.00 0.00 -3.00 0.00 Qty Transferred
-2.00 0.00
-6.00 -23.00
-5.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-14.00 -26.00
Warehouse: 001 EAST WAREHOUSE Qty Issued 0.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 3.00
0.00 0.00 0.00
0.00 -2.00 0.00
-22.00 -3.00 0.00
-5.00 -4.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-27.00 -9.00 3.00
Warehouse: 002 WEST WAREHOUSE Qty Issued -2.00 0.00 Qty Sold 0.00 Qty Transferred
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-11.00 -7.00 23.00
0.00 -14.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
-13.00 -21.00 23.00
Total for Item #: 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK -3.00 0.00 0.00 -2.00 Qty Issued 0.00 0.00 0.00 -2.00 Qty Sold
-39.00 -10.00
-10.00 -18.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-54.00 -30.00
1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK Warehouse: 000 CENTRAL WAREHOUSE Qty Issued -2.00 0.00 0.00 0.00 -4.00 0.00 Qty Transferred
-8.00 -35.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
-12.00 -39.00
-2.00 0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Top 50 Items Report
Number:
BP848
Description:
This report is designed to show your top 50 items sold and all other items included in an 'Other' category.
Requirements:
Inventory
Data Files:
IM1, IM9, SY0
Problem:
You are trying to assess what your best items are in terms of turnover. You have a good idea, but are not absolutely sure which items they are and how they rank.
Solution:
Print the Top 50 Items Report in order to rank the items by Month-to-Date sales or Year-to-Date sales.
Problem:
You want to evaluate your sales for the year and make sure your revenue is not too dependent on a single item.
Solution:
Print out the Top 50 Items Report by Year.
Inventory Management
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 27
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. TOP 50 ITEMS
Report Index
Report Parameter: Report is based on Month to Date Profit Report ran for the Month: May, 2003
Example 2
Item Number
Item Description
D1000 2480-8-50 2551-3-50 VOG-CM-MSC 6657-24-20-12 6652-28-24-15 8972 GB-MD791 8953 1001-HON-H252 GB-MD750 ARS-9301 6650-26-16-11 GB-EQ380-10-MF 2568-3-25 ARS-9201 1001-HON-H254 WJ-M-2107-B WJ-M-2107-A 8971 WJ-M-2109-A 1001-HON-H252LK 2481-5-50 ARS-9101 ARS-9401 1001-HON-H254LK GLOB-V-3060-25W GB-EQ380-5-MF GLOB-V-3672-25W 4886-18-14-3 PFS-007-CONN-F PFS-004-CABLE GB-EQ380-10-MM GLOB-V-3096-25W 8973 PFS-004-CONN-M VOG-CM-CB GLOB-V-3696-25W GLOB-V-3072-25W VOG-CM-CASTERS GB-EQ380-5-MM VOG-CM-MP-B 6655 PFS-004-CONN-F PFS-007-CABLE PFS-007-CONN-M GB-EL04MS-14 GB-EL04MS-25 GB-EL04MS-07 GB-MD789 Others
DESK 72" X 30" DESK FILE 8" CAP 50 DESK FILE 3 1/2" CAP 50 STORAGE CUBE SOUND CVR 24.5"W 20"D 12"H LQ SOUND CVR 28"W 24"D 15"H LQ UNIVERSAL 5 1/4" DSDD FLEX DSK MODEM 9600 FAST POLL UNIVERSAL 3 1/2" SSDD FLEX DSK HON 2 DRAWER LETTER FLE W/O LK MODEM 9600 (SYNCHRONOUS) ART SPECIALTY BRONZE LAMP SOUND CVR 26"W 16"D 11"H DM CENTRONICS CABLE 10 FT M/F DESK FILE 3 1/2" CAP 25 ART SPECIALTY GINGER JAR LAMP HON 4 DRAWER LETTER FLE W/O LK POST BINDER 3/8 X 1 (100) POST BINDER 3/16 X 1 (100) UNIVERSAL 5 1/4" SSDD FLEX DSK POST BINDER 3/16 X 1/2 (100) HON 2 DRAWER LETTER FLE W/ LCK DESK FILE 5 1/4" CAP 50 ART SPECIALTY WALNUT CNDL LAMP ART SPECIALTY EMP CANDLE LAMP HON 4 DRAWER LETTER FLE W/ LCK GLOBE FOLDING TABLE 30x60 CENTRONICS CABLE 5 FT M/F GLOBE FOLDING TABLE 36x72 PAPER CADDY 18"W 14"D 3"H EIA RS232 CONECT 7 CONDUCTOR F EIA RS232 CABLE 4 CONDUCTOR CENTRONICS CABLE 10 FT M/M GLOBE FOLDING TABLE 30x96 UNIVERSAL 5 1/4" DSHD FLEX DSK EUA RS232 CONECT 4 CONDUCTOR M PRINTOUT CATCHER BASKET GLOBE FOLDING TABLE 36x96 GLOBE FOLDING TABLE 30x72 CASTERS (SET OF 4, 2 W/LOCK) CENTRONICS CABLE 5 FT M/M MODESTY PANEL PRINTER STAND W/ BASKET EIA RS232 CONECT 4 CONDUCTOR F EIA RS232 CABLE 7 CONDUCTOR EIA RS323 CONECT 7 CONDUCTOR M RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT RJ-11 4 WIRE MOD CABLE 7 FT MODEM 300 MODEM 300 (AUTO-ANSWER) Report Total:
MTD Qty
YTD Qty
MTD Sales
MTD Profit
YTD Sales
YTD Profit
% Month Profit
350 140 230 37 23 19 1,200 1 1,251 56 6 30 19 97 265 37 16 117 120 850 97 17 110 28 9 26 14 27 27 46 115 8,500 29 15 109 167 25 11 2 69 18 41 3 80 2,250 67 76 49 40 2 1
350 617 1,090 135 101 82 5,796 37 6,037 112 42 100 82 344 1,183 138 52 556 578 3,721 383 53 493 110 45 66 57 128 128 82 554 41,055 137 15 524 721 119 51 38 254 85 193 39 289 10,866 321 319 234 103 38 37
283,500 17,979 14,798 14,940 15,362 13,299 9,225 11,381 8,157 9,954 20,258 7,909 8,428 7,243 6,305 6,040 7,682 4,458 3,919 3,005 3,323 3,206 3,134 3,660 2,985 4,717 2,688 2,399 3,539 2,501 3,070 2,228 2,011 2,380 1,569 2,604 2,256 2,096 1,494 2,110 1,310 2,058 1,424 1,606 1,355 1,391 577 468 261 417 628
126,000 9,539 7,976 7,138 6,649 6,608 5,933 5,846 5,349 5,021 4,967 3,975 3,696 3,676 3,338 2,772 2,599 2,275 2,091 2,009 1,873 1,865 1,859 1,825 1,495 1,493 1,392 1,379 1,293 1,236 1,090 1,081 1,023 1,012 1,002 977 929 914 857 790 749 732 612 586 530 508 433 285 195 181 228
283,500 46,562 63,150 50,193 60,924 55,972 39,413 134,861 31,618 31,625 127,604 30,740 34,671 28,070 26,900 18,090 29,484 18,263 17,167 12,699 12,090 11,437 12,480 13,747 12,791 14,499 10,679 9,662 15,653 5,514 13,154 9,754 7,810 2,380 6,785 10,424 9,672 11,532 9,010 7,241 4,838 9,261 7,518 5,920 5,385 5,493 2,285 1,837 966 5,185 7,453
126,000 26,290 35,231 25,397 27,766 28,883 25,882 57,150 21,091 13,880 29,167 16,085 15,872 14,896 14,737 8,832 10,667 9,657 9,467 8,534 7,003 6,832 7,625 7,104 6,657 4,945 5,734 5,734 6,087 2,784 4,991 4,926 4,147 1,012 4,426 4,154 4,202 5,294 5,352 2,938 2,864 3,521 1,410 2,285 2,230 2,137 1,742 1,147 732 2,372 2,658
50.83% 3.85% 3.22% 2.88% 2.68% 2.67% 2.39% 2.36% 2.16% 2.03% 2.00% 1.60% 1.49% 1.48% 1.35% 1.12% 1.05% 0.92% 0.84% 0.81% 0.76% 0.75% 0.75% 0.74% 0.60% 0.60% 0.56% 0.56% 0.52% 0.50% 0.44% 0.44% 0.41% 0.41% 0.40% 0.39% 0.37% 0.37% 0.35% 0.32% 0.30% 0.30% 0.25% 0.24% 0.21% 0.21% 0.17% 0.11% 0.08% 0.07% 0.09%
539,307
247,877
1,403,959
650,528
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. TOP 50 ITEMS
Report Index
Report Parameter: Report is based on Year to Date Sales Report ran for the Month: June, 2003
Next Page
Item Number
Item Description
D1000 GB-MD791 GB-MD750 2551-3-50 6657-24-20-12 6652-28-24-15 2480-8-50 VOG-CM-MSC 8972 1001-HON-H252 1001-HON-H254 6650-26-16-11 8953 ARS-9301 GB-EQ380-10-MF 2568-3-25 WJ-M-2107-B ARS-9201 WJ-M-2107-A 1001-HON-H254LK GLOB-V-3672-25W 2481-5-50 ARS-9101 PFS-007-CONN-F 1001-HON-H252LK ARS-9401 8971 WJ-M-2109-A GLOB-V-3696-25W GLOB-V-3060-25W PFS-004-CONN-M PFS-004-CABLE VOG-CM-CB GB-EQ380-5-MF VOG-CM-MP-B GLOB-V-3072-25W GB-EQ380-10-MM 6655 GB-MD788 VOG-CM-CASTERS 8973 PFS-004-CONN-F 4886-18-14-3 PFS-007-CONN-M PFS-007-CABLE GB-MD789 GB-EQ380-5-MM GLOB-V-3096-25W GB-EL04MS-14 GB-EL04MS-25 Others
DESK 72" X 30" MODEM 9600 FAST POLL MODEM 9600 (SYNCHRONOUS) DESK FILE 3 1/2" CAP 50 SOUND CVR 24.5"W 20"D 12"H LQ SOUND CVR 28"W 24"D 15"H LQ DESK FILE 8" CAP 50 STORAGE CUBE UNIVERSAL 5 1/4" DSDD FLEX DSK HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK SOUND CVR 26"W 16"D 11"H DM UNIVERSAL 3 1/2" SSDD FLEX DSK ART SPECIALTY BRONZE LAMP CENTRONICS CABLE 10 FT M/F DESK FILE 3 1/2" CAP 25 POST BINDER 3/8 X 1 (100) ART SPECIALTY GINGER JAR LAMP POST BINDER 3/16 X 1 (100) HON 4 DRAWER LETTER FLE W/ LCK GLOBE FOLDING TABLE 36x72 DESK FILE 5 1/4" CAP 50 ART SPECIALTY WALNUT CNDL LAMP EIA RS232 CONECT 7 CONDUCTOR F HON 2 DRAWER LETTER FLE W/ LCK ART SPECIALTY EMP CANDLE LAMP UNIVERSAL 5 1/4" SSDD FLEX DSK POST BINDER 3/16 X 1/2 (100) GLOBE FOLDING TABLE 36x96 GLOBE FOLDING TABLE 30x60 EUA RS232 CONECT 4 CONDUCTOR M EIA RS232 CABLE 4 CONDUCTOR PRINTOUT CATCHER BASKET CENTRONICS CABLE 5 FT M/F MODESTY PANEL GLOBE FOLDING TABLE 30x72 CENTRONICS CABLE 10 FT M/M PRINTER STAND W/ BASKET MODEM 300 (AUTO-ANSWER) CASTERS (SET OF 4, 2 W/LOCK) UNIVERSAL 5 1/4" DSHD FLEX DSK EIA RS232 CONECT 4 CONDUCTOR F PAPER CADDY 18"W 14"D 3"H EIA RS323 CONECT 7 CONDUCTOR M EIA RS232 CABLE 7 CONDUCTOR MODEM 300 CENTRONICS CABLE 5 FT M/M GLOBE FOLDING TABLE 30x96 RJ-11 4 WIRE MOD CABLE 14 FT RJ-11 4 WIRE MOD CABLE 25 FT RJ-11 4 WIRE MOD CABLE 7 FT Report Total:
MTD Qty
YTD Qty
MTD Sales
MTD Profit
YTD Sales
YTD Profit
% Year Sales
0 0 0 5 0 0 120 0 0 22 27 0 0 0 28 0 0 0 0 5 0 75 0 0 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 0 0 0 0 0 0 0 0
350 37 42 1,095 101 82 737 135 5,796 134 79 82 6,037 100 372 1,183 556 138 578 71 128 568 110 554 67 45 3,721 383 51 57 721 41,055 119 128 193 38 137 39 37 254 524 289 89 321 10,866 38 85 15 319 234 103
0 0 0 511 0 0 4,613 0 0 3,446 5,319 0 0 0 869 274 0 0 0 2,462 0 1,606 0 0 1,481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 315 0 0 0 0 0 0 0 0
0 0 0 252 0 0 2,290 0 0 1,939 1,645 0 0 0 400 128 0 0 0 806 0 885 0 0 815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 157 0 0 0 0 0 0 0 0
283,500 134,861 127,604 63,661 60,924 55,972 51,175 50,193 39,413 35,071 34,803 34,671 31,618 30,740 28,940 27,174 18,263 18,090 17,167 16,962 15,653 14,086 13,747 13,154 12,918 12,791 12,699 12,090 11,532 10,679 10,424 9,754 9,672 9,662 9,261 9,010 7,810 7,518 7,323 7,241 6,785 5,920 5,829 5,493 5,385 5,185 4,838 2,380 2,285 1,837 1,096
126,000 57,150 29,167 35,483 27,766 28,883 28,580 25,397 25,882 15,818 12,312 15,872 21,091 16,085 15,297 14,865 9,657 8,832 9,467 5,751 6,087 8,510 7,104 4,991 7,647 6,657 8,534 7,003 5,294 5,734 4,154 4,926 4,202 5,734 3,521 5,352 4,147 1,410 2,593 2,938 4,426 2,285 2,940 2,137 2,230 2,372 2,864 1,012 1,742 1,147 797
19.90% 9.46% 8.96% 4.47% 4.28% 3.93% 3.59% 3.52% 2.77% 2.46% 2.44% 2.43% 2.22% 2.16% 2.03% 1.91% 1.28% 1.27% 1.20% 1.19% 1.10% 0.99% 0.96% 0.92% 0.91% 0.90% 0.89% 0.85% 0.81% 0.75% 0.73% 0.68% 0.68% 0.68% 0.65% 0.63% 0.55% 0.53% 0.51% 0.51% 0.48% 0.42% 0.41% 0.39% 0.38% 0.36% 0.34% 0.17% 0.16% 0.13% 0.08%
20,896
9,317
1,424,855
659,845
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee File Folder Labels
Number:
BP901
Description:
Employee File Folder Labels printed in alphabetical order, or by employee number.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
You want to be able to print file folder labels with just the employee name and number.
Solution:
.
Problem:
Every year, you have to manually type your employee file folder labels and it takes half a day to type all of your employees.
Solution:
Print the Employee File Folder Labels and select a range of all employees.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 28
JERRY A. THOMAS 11-0000100
DAVID SAMPSON 13-0000260
ALLEN JENKINS 11-0000105
SCOTT TOMELLI 13-0000270
ARTHUR SHAW 11-0000130
ELIZABETH GOMEZ 13-0000280
MICHAEL THOMPSON 11-0000140
HELEN ELLISON 13-0000290
HARVEY ALLENDAR 11-0000150
JAMES JOHNSON 13-0000300
SUSAN AVILLA 11-0000160
HENRY MULLINGS 14-0000310
MARTHA JOHNSON 11-0000170
JOSEPH JEFFRIES 14-0000320
JEFFERY JENKINS 11-0000180
SUSAN SONLEY 14-0000330
JAMES JAMESON 11-0000190
MICHAEL HARRINGTON 21-0000340
JOHN GRASS 11-0000200
KENT KENDRICK 21-0000350
WILLIAM JONES 11-0000210
RICHARD BUNKALL 21-0000360
ROBERT HADLEY 12-0000220
MARY E. STORCH 22-0000370
MANUEL RODRIGUEZ 13-0000230
SHERWIN TILTON 23-0000380
SUSAN MILLER 13-0000240
WALTER FRASIER 23-0000390
JERRY JOHNSON 13-0000250
ANTHONY JAMIESON 23-0000400
The example above is printed by Employee Number and includes only Active Employees
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Time Card Labels
Number:
BP902
Description:
Prints labels for Time Cards with name, employee number, and Payroll period date range.
Requirements:
Payroll
Data Files:
PR1
Problem:
You are entering time cards and are frustrated because you can never read the employees names on the Time Cards. They either never fill out all the information, or even when they do, you simply can't read their handwriting.
Solution:
Before handing out the time cards, print out the Time Card Labels and stick them on the Time Cards so they will always have a legible employee name and employee number.
Problem:
It is a new week and you hate having to write in or type up all the Time Cards.
Solution:
Sometimes it's simple tasks that can be so time consuming! Print out the Time Card Labels and stick the labels on the time cards, then you can move on to a much more productive task.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 29
Report Index
11-0000100 THOMAS, JERRY A.
11-0000210 JONES, WILLIAM
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000105 JENKINS, ALLEN
12-0000220 HADLEY, ROBERT
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000130 SHAW, ARTHUR
13-0000230 RODRIGUEZ, MANUEL
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000140 THOMPSON, MICHAEL
13-0000240 MILLER, SUSAN
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000150 ALLENDAR, HARVEY
13-0000250 JOHNSON, JERRY
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000160 AVILLA, SUSAN
13-0000260 SAMPSON, DAVID
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000170 JOHNSON, MARTHA
13-0000270 TOMELLI, SCOTT
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000180 JENKINS, JEFFERY
13-0000280 GOMEZ, ELIZABETH
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000190 JAMESON, JAMES
13-0000290 ELLISON, HELEN
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
11-0000200 GRASS, JOHN
13-0000300 JOHNSON, JAMES
06/17/2001 to 06/23/2001
06/17/2001 to 06/23/2001
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee Census Report 401K
Number:
BP903
Description:
This report pulls information from the employee masterfile showing items such as Name, DOB, DOH, SS#, Compensation, 401(k) contribution, Employer match, etc.
Requirements:
Payroll
Data Files:
PR1, PR4, SY0
Problem:
Several reports must be printed and compiled to gather the information needed by the 401K Plan Administrators.
Solution:
Use the Census Report 401K to get all of the information needed by Plan Administrators, the Payroll Department, and Human Resources. All of the information is in one place.
Problem:
Different 401K Deduction Codes have been set up in MAS 90/200 to track regular employee contributions separate from owner contributions and management contributions. You would like to be able to print a report showing all contributions despite the employee type.
Solution:
The Census Report 401K allows for the selection of multiple Employee Deduction codes and Employer Contribution codes. Just select all of the codes that apply and the amounts will be combined to form one clean, concise report. If you do decide to report the amounts separately, you can also print the report for one deduction code at a time.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 30
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. EMPLOYEE CENSUS REPORT 401K Report Parameters: Employee Deduction codes: 06 Employer Contribution codes: 12 Name
Sex
HARVEY ALLENDAR SUSAN AVILLA BUDDY BAKER WAYNE BROWN RICHARD BUNKALL HELEN ELLISON WALTER FRASIER ELIZABETH GOMEZ JOHN GRASS ROBERT HADLEY MICHAEL HARRINGTON JAMES JAMESON ANTHONY JAMIESON JOSEPH JEFFRIES ALLEN JENKINS JEFFERY JENKINS MARTHA JOHNSON JERRY JOHNSON JAMES JOHNSON WILLIAM JONES KENT KENDRICK LEWIS LAWTON JOHN LEWIS MARY MAYTON SUSAN MILLER HENRY MULLINGS AVERY PHILLIPS MANUEL RODRIGUEZ DAVID SAMPSON LESLIE SAMUELS CHARLES SEIFERT ARTHUR SHAW JOELLEN SMITHSON SUSAN SONLEY TERRY SPARKMAN MARY E. STORCH JERRY A. THOMAS JOHN THOMPSON MICHAEL THOMPSON SHERWIN TILTON SCOTT TOMELLI EUGENE WAMPLER KEITH WILMINGTON
M F M M M F M F M M M M M M M M F M M M M M M F F M M M M F M M F F F F M M M M M M M
Report Index
HOURS WORKED CODE 1 = 1,000 HOURS OR MORE 2 = 501 TO 999 3 = 500 HOURS OR LESS
Birth Date
Hire Date
Hours
07/15/68 09/19/75 03/25/79 10/15/58 05/14/48 08/15/55 03/16/58 07/17/55 01/01/59 03/31/66 05/06/69 12/01/60 05/24/25 03/25/66 05/06/75 12/25/65 10/12/75 05/15/48 02/20/42 05/22/73 06/15/58 03/25/68 10/25/67 10/22/69 05/31/48 03/13/75 03/13/55 03/22/66 03/13/29 02/16/80 03/15/58 05/15/73 02/15/37 03/26/66 02/15/62 03/15/26 12/25/69 04/19/70 06/15/69 03/25/69 06/15/35 03/25/64 10/15/58
03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/88 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/01/88 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 01/15/02 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03 03/31/03
2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 1 1 1 1 2 2 2 3 2 2 2 2 2 2 3 2 2 2 2 2 3 2 1 1 2 2 2 2
Date of Termination
05/31/2003
05/31/2003
Next Page
Soc. Sec. #
Annual Salary
401 (K) Contrib
Matching Contrib
239-98-5463 399-85-4632 489-11-2349 234-98-7643 452-16-7548 356-72-1345 167-54-8911 435-67-2134 546-32-1984 632-19-8435 134-52-1675 854-63-2198 675-48-9112 721-34-5216 865-31-2399 985-46-3219 998-54-6321 198-43-5672 567-21-3452 463-21-9843 345-21-6754 911-23-4987 498-76-4310 349-87-6431 219-84-3567 672-13-4521 653-12-3998 321-98-4356 984-35-6721 987-64-3109 112-34-9876 312-39-9854 891-12-3498 213-45-2167 548-91-1234 521-67-5489 986-53-1239 531-23-9985 123-99-8546 216-75-4891 843-56-7213 754-89-1123 123-49-8764
25,376.00 26,399.88 16,931.20 27,600.04 30,160.00 37,190.40 37,960.00 34,798.40 30,305.60 22,796.80 29,120.00 31,200.00 39,000.00 20,400.12 28,808.00 29,399.76 27,892.80 34,798.40 36,004.80 36,836.80 28,080.00 24,000.08 96,000.00 29,999.84 37,190.40 21,599.76 30,908.80 36,004.80 38,396.80 84,000.00 20,400.12 24,003.20 15,408.12 22,794.72 32,344.00 16,640.00 28,808.00 29,120.00 25,313.60 38,480.00 33,592.00 31,720.00 19,800.04
30.50 25.38 20.35 26.54 36.25 44.70 45.63 41.83 36.43 27.40 35.00 37.50 46.88 19.62 62.33 28.27 33.53 41.83 43.28 44.28 33.75 23.08 0.00 28.85 44.70 20.77 0.00 43.28 46.15 0.00 19.62 28.85 14.82 21.92 31.10 40.00 62.33 0.00 30.43 46.25 40.38 30.50 19.04
18.30 15.23 12.21 15.92 21.75 26.82 27.38 25.10 21.86 16.44 21.00 22.50 28.13 11.77 20.78 16.96 20.12 25.10 25.97 26.57 20.25 13.85 0.00 17.31 26.82 12.46 0.00 25.97 27.69 0.00 11.77 17.31 8.89 13.15 18.66 24.00 20.78 0.00 18.26 27.75 24.23 18.30 11.42
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Employee Census Report Disability
Number:
BP904
Description:
This report pulls information from the employee masterfile showing items such as Name, DOB, Compensation, and Occupation.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
Your insurance company wants you to provide information about your employees on a regular basis, but the data is not all contained on one MAS 90/200 report.
Solution:
Print the Employee Census Report – Disability, and you will have the information most insurance companies are looking for all on one report.
Problem:
You would like to print employee salary information by Occupation, but your occupations are entered in the Sort field, not by Labor Code.
Solution:
The Employee Census Report – Disability will allow you to choose which field contains your Occupation identifier.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 31
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. EMPLOYEE CENSUS REPORT DISABILITY
Description
Report Index Next Page Annual BirthDate Salary
Name
Sex
Occupation
HARVEY ALLENDAR
M
0000001
Warehouseperson
07/15/68
25,376.00
SUSAN AVILLA
F
0000001
Warehouseperson
09/19/75
26,399.88
BUDDY BAKER
M
0000001
Warehouseperson
03/25/79
16,931.20
WAYNE BROWN
M
0000004
Clerical
10/15/58
27,600.04
RICHARD BUNKALL
M
0000001
Warehouseperson
05/14/48
30,160.00
HELEN ELLISON
F
0000003
Driver
08/15/55
37,190.40
WALTER FRASIER
M
0000003
Driver
03/16/58
37,960.00
ELIZABETH GOMEZ
F
0000003
Driver
07/17/55
34,798.40
JOHN GRASS
M
0000001
Warehouseperson
01/01/59
30,305.60
ROBERT HADLEY
M
0000002
Serviceperson
03/31/66
22,796.80
MICHAEL HARRINGTON
M
0000001
Warehouseperson
05/06/69
29,120.00
JAMES JAMESON
M
0000001
Warehouseperson
12/01/60
31,200.00
ANTHONY JAMIESON
M
0000003
Driver
05/24/25
39,000.00
JOSEPH JEFFRIES
M
0000004
Clerical
03/25/66
20,400.12
ALLEN JENKINS
M
0000001
Warehouseperson
05/06/75
28,808.00
JEFFERY JENKINS
M
0000001
Warehouseperson
12/25/65
29,399.76
MARTHA JOHNSON
F
0000001
Warehouseperson
10/12/75
27,892.80
JERRY JOHNSON
M
0000003
Driver
05/15/48
34,798.40
JAMES JOHNSON
M
0000003
Driver
02/20/42
36,004.80
WILLIAM JONES
M
0000001
Warehouseperson
05/22/73
36,836.80
KENT KENDRICK
M
0000001
Warehouseperson
06/15/58
28,080.00
LEWIS LAWTON
M
0000004
Clerical
03/25/68
24,000.08
JOHN LEWIS
M
0000005
Officers
10/25/67
96,000.00
MARY MAYTON
F
0000004
Clerical
10/22/69
29,999.84
SUSAN MILLER
F
0000003
Driver
05/31/48
37,190.40
HENRY MULLINGS
M
0000004
Clerical
03/13/75
21,599.76
AVERY PHILLIPS
M
0000001
Warehouseperson
03/13/55
30,908.80
MANUEL RODRIGUEZ
M
0000003
Driver
03/22/66
36,004.80
DAVID SAMPSON
M
0000003
Driver
03/13/29
38,396.80
LESLIE SAMUELS
F
0000005
Officers
02/16/80
84,000.00
CHARLES SEIFERT
M
0000004
Clerical
03/15/58
20,400.12
ARTHUR SHAW
M
0000001
Warehouseperson
05/15/73
24,003.20
JOELLEN SMITHSON
F
0000004
Clerical
02/15/37
15,408.12
SUSAN SONLEY
F
0000004
Clerical
03/26/66
22,794.72
TERRY SPARKMAN
F
0000004
Clerical
02/15/62
32,344.00
MARY E. STORCH
F
0000002
Serviceperson
03/15/26
16,640.00
JERRY A. THOMAS
M
0000001
Warehouseperson
12/25/69
28,808.00
JOHN THOMPSON
M
0000001
Warehouseperson
04/19/70
29,120.00
MICHAEL THOMPSON
M
0000001
Warehouseperson
06/15/69
25,313.60
SHERWIN TILTON
M
0000003
Driver
03/25/69
38,480.00
SCOTT TOMELLI
M
0000003
Driver
06/15/35
33,592.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Workers' Compensation Detail
Number:
BP905
Description:
Prints and separates out employee wages that are subject to Workers' Compensation.
Requirements:
Payroll
Other Information: Perpetual Payroll History must be turned on in MAS 90/200, and have data for the correct period in it for this report to work. Data Files:
PR_22, PR_23, PR1, PRD, PRH, SY0
Problem:
The standard MAS90 Payroll Workers' Compensation report does not provide enough detail to reconcile the Workers' Compensation accrual in the Payroll module.
Solution:
Print the Workers' Compensation Detail Report to see employee wages that are subject to Workers' Compensation for the date range selected.
Problem:
The calculation method in the Workers' Comp Setup in the Payroll module was originally set as "monthly" when it should have been "quarterly" or "annual".
Solution:
Print the Workers' Compensation Detail Report to show wages subject for Workers' Comp for any date range you desire, as long as the Perpetual History exists for that same date range.
Problem:
Wages were paid earlier in the year that you didn't know were subject to Workers' Compensation, and now you find out they are.
Solution:
The Workers' Compensation Detail report shows a detail of hours worked and wages by employee by check for the date range you enter.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 32
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. WORKERS' COMPENSATION PAY CALCULATION
Report Index Example 2
Report Parameters: For Check Dates 05/01/2003 through 05/31/2003 Report is printed with Details
Employee
Check #
Workers' Comp Code: 21
21
22
23
23
0000340
0000350
0000370
0000380
0000390
0000001
Rate:
HARRINGTON, MICHAEL 004105 004144 004183 004222
Totals Hours Ave. Rate
Amount
Straight time Hours Amount
Over time Hours Amount
Double Time Hours Amount
W/C Wages
0.07 55.00 50.00 45.00 40.00 190.00
14.00 14.00 14.00 14.00
770.00 700.00 630.00 560.00 2,660.00
55.00 50.00 45.00 40.00 190.00
770.00 700.00 630.00 560.00 2,660.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
770.00 700.00 630.00 560.00 2,660.00
004106 004145 004184 004223
55.00 50.00 45.00 40.00 190.00
13.50 13.50 13.50 13.50
742.50 675.00 607.50 540.00 2,565.00
55.00 50.00 45.00 40.00 190.00
742.50 675.00 607.50 540.00 2,565.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
742.50 675.00 607.50 540.00 2,565.00
004108 004147 004186 004225
55.00 50.00 45.00 40.00 190.00
16.00 16.00 16.00 16.00
880.00 800.00 720.00 640.00 3,040.00
55.00 50.00 45.00 40.00 190.00
880.00 800.00 720.00 640.00 3,040.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
880.00 800.00 720.00 640.00 3,040.00
004109 004148 004187 004226
55.00 50.00 45.00 40.00 190.00
18.50 18.50 18.50 18.50
1,017.50 925.00 832.50 740.00 3,515.00
55.00 50.00 45.00 40.00 190.00
1,017.50 925.00 832.50 740.00 3,515.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
1,017.50 925.00 832.50 740.00 3,515.00
004110 004149 004188 004227
55.00 50.00 45.00 40.00
18.25 18.25 18.25 18.25
1,003.75 912.50 821.25 730.00
55.00 50.00 45.00 40.00
1,003.75 912.50 821.25 730.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
1,003.75 912.50 821.25 730.00
KENDRICK, KENT
STORCH, MARY E.
TILTON, SHERWIN
FRASIER, WALTER
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. WORKERS' COMPENSATION PAY CALCULATION
Report Index Next Page
Report Parameters: For Check Dates 05/01/2003 through 05/31/2003 Report is printed in Summary Format
Employee
Check #
Workers' Comp Code:
0000001
Rate:
Totals Hours Ave. Rate
Amount
Straight time Hours Amount
Over time Hours Amount
Double Time Hours Amount
W/C Wages
0.07
21
0000340
HARRINGTON, MICHAEL
190.00
2,660.00
190.00
2,660.00
0.00
0.00
0.00
0.00
2,660.00
21
0000350
KENDRICK, KENT
190.00
2,565.00
190.00
2,565.00
0.00
0.00
0.00
0.00
2,565.00
22
0000370
STORCH, MARY E.
190.00
3,040.00
190.00
3,040.00
0.00
0.00
0.00
0.00
3,040.00
23
0000380
TILTON, SHERWIN
190.00
3,515.00
190.00
3,515.00
0.00
0.00
0.00
0.00
3,515.00
23
0000390
FRASIER, WALTER
190.00
3,467.50
190.00
3,467.50
0.00
0.00
0.00
0.00
3,467.50
23
0000400
JAMIESON, ANTHONY
190.00
3,562.50
190.00
3,562.50
0.00
0.00
0.00
0.00
3,562.50
31
0000500
BAKER, BUDDY
190.00
1,546.60
190.00
1,546.60
0.00
0.00
0.00
0.00
1,546.60
1,330.00
20,356.60
1,330.00 20,356.60
0.00
0.00
0.00
0.00
20,356.60
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
New Hire / Review Report
Number:
BP906
Description:
This report shows all employees for a specified date range based on Hire Date or Review date.
Requirements:
Payroll
Data Files:
PR1, SY0
Problem:
Reviews can be time consuming and a nuisance, it would be nice to have a quick list of who is up for review.
Solution:
Print the New Hire/Review Report sorted based on Review date.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 33
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. NEW HIRE/REVIEW REPORT
Report Index
Report Parameters: Report is sorted by Hire Date Printed for 03/01/03 to 03/31/03
Example 2
Employee #
Name
Hire Date
11-0000110 11-0000120 11-0000130 11-0000140 11-0000150 11-0000160 11-0000170 11-0000180 11-0000190 11-0000200 11-0000210 12-0000220 13-0000230 13-0000240 13-0000250 13-0000260 13-0000270 13-0000280 13-0000290 13-0000300 14-0000310 14-0000320 14-0000330 21-0000340 21-0000350 21-0000360 22-0000370 23-0000380 23-0000390 23-0000400 24-0000410 24-0000420 31-0000500 34-0000510 44-0000450 44-0000460 44-0000470 44-0000480 44-0000490
AVERY PHILLIPS JOHN THOMPSON ARTHUR SHAW MICHAEL THOMPSON HARVEY ALLENDAR SUSAN AVILLA MARTHA JOHNSON JEFFERY JENKINS JAMES JAMESON JOHN GRASS WILLIAM JONES ROBERT HADLEY MANUEL RODRIGUEZ SUSAN MILLER JERRY JOHNSON DAVID SAMPSON SCOTT TOMELLI ELIZABETH GOMEZ HELEN ELLISON JAMES JOHNSON HENRY MULLINGS JOSEPH JEFFRIES SUSAN SONLEY MICHAEL HARRINGTON KENT KENDRICK RICHARD BUNKALL MARY E. STORCH SHERWIN TILTON WALTER FRASIER ANTHONY JAMIESON EUGENE WAMPLER TERRY SPARKMAN BUDDY BAKER JOELLEN SMITHSON LEWIS LAWTON CHARLES SEIFERT KEITH WILMINGTON WAYNE BROWN MARY MAYTON
03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003 03/31/2003
Benefit Code Benefit Description A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A A
1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service
Notes
Page Number: 1 Print Date: 07/13/2001
ABC Distribution and Service Corp. NEW HIRE/REVIEW REPORT
Report Index Next Page
Report Parameters: Report is sorted by Review Date Printed for 06/30/03 to 06/30/03 Employee #
Name
Review Date
13-0000260 13-0000270 13-0000280 13-0000290 13-0000300 14-0000310 14-0000320
DAVID SAMPSON SCOTT TOMELLI ELIZABETH GOMEZ HELEN ELLISON JAMES JOHNSON HENRY MULLINGS JOSEPH JEFFRIES
06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003 06/30/2003
Benefit Code Benefit Description A A A A A A A
1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service 1-5 Years of Service
Notes
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
W-2 Summary Report
Number:
BP907
Description:
This report is designed to print out the W-2 information showing the Total summary for the Company, Department or Detailed by Employee.
Requirements:
Payroll
Other Information: This Report is provided for informational purposes only. If this report (or information from this report) is used for reporting to the government then the verification of the data for accuracy is the responsibility of the reporting company. Data Files:
PR1, PR3, PRC, SY0
Problem:
You need to review pertinent W-2 Information, but the data is on multiple reports or multiple screens. It would be so much easier if all of the information were in one place.
Solution:
Use the W-2 Summary Report to see Employee constant data, benefit schedule, filing status, wages, taxes, and withholding information, all on one report. The report can also be printed for Department Totals and Company Totals.
Problem:
Every year, when employees receive their W-2's, the Payroll Department is inundated with questions from employees who want to verify their correct Social Security number, find out their current filing status, or just get more detail about the information included on their W-2.
Solution:
Include the W-2 Summary Report with each Employee's W-2 to provide them with additional information entered in MAS90 but not reflected on the W-2. Alternatively, the W-2 Summary could be provided to Employees to verify information before W-2s are actually printed.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 34
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Company Summary
Example 2
ABC - ABC Distribution and Service Corp. Federal ---------- Wage Summary ---------Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
---------- Tax Summary ----------
330,981.67 330,926.27 Withholding Tax: 330,926.27 FICA Withheld: 330,926.27 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 286,383.72
3.05 56,855.31 17,011.21 4,798.47 17,011.21 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
CA ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
136,346.86 136,346.86 136,346.86 0.00 117,666.92
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
---------- Other ----------
0.00 12,257.77 2,377.33 0.00
WI ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
194,634.81 194,579.41 0.00 0.00 194,579.41
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
The example above is printed in Company Summary
0.00 12,211.29 0.00 0.00
---------- Other ----------
55.40 0.00 29.00 0.00 0.00 0.00
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Department Summary
Example 3
11 - EAST - WAREHOUSEMEN Federal ---------- Wage Summary ---------Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
---------- Tax Summary ----------
105,162.13 105,106.73 Withholding Tax: 105,106.73 FICA Withheld: 105,106.73 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 90,485.48
3.05 15,739.97 5,426.34 1,524.08 5,426.34 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
55.40 0.00 0.00 0.00 0.00 0.00
WI ---------- Wage Summary ---------Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
105,162.13 105,106.73 0.00 0.00 105,106.73
---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
---------- Other ----------
0.00 6,427.28 0.00 0.00
The example above is printed in Department Summary
Report Index Next Page
Page Number: 1 Print Date: 7/12/2001
ABC Distribution and Service Corp. W-2 SUMMARY REPORT
Report Index
Report Parameters: Report Printed in Employee Detail
Next Page
Employee #: 11-0000100
Name: JERRY A. THOMAS Address 4121 W. 35th Street Apartment 201 MILWAUKEE, WI 53151 Benefit Schedule: A - 1-5 Years of Service
Filing Status: M W/C Code: ---------- Wage Summary ----------
Federal
Gross Wages: Withholding Wages: FICA Wages: Medicare Wages: SDI Wages: SUI Wages: Unemployment Wages:
WI
Gross Wages: Withholding Wages: SDI Wages: SUI Wages: Unemployment Wages:
Exemptions: Dependant: 3 Personal: 0 ---------- Tax Summary ----------
8,678.57 EIC: 8,650.87 Withholding Tax: 8,650.87 FICA Withheld: 8,650.87 MedicareWithheld: SDI Withheld: 0.00 SUI Withheld: 0.00 7,000.00
Filing Status: M W/C Code: ---------- Wage Summary ---------8,678.57 8,650.87 0.00 0.00 8,650.87
SS#: 986-53-1239 Phone #: 4148845621 Emergency Contact: Judy Thomas Contact Phone #: 4145312399
3.05 1,018.40 423.56 125.44 423.56 0.00
Exemptions: Dependant: 3 Personal: 0 ---------- Tax Summary ---------Withholding Tax: SDI Withheld: SUI Withheld:
The example above is printed by Employee Detail
491.43 0.00 0.00
---------- Other ---------Pension Plan: Cafeteria Plan: Allocated Tips: Fringe Benefit: Nonqualified Plan: Dependent Care:
27.70 0.00 0.00 0.00 0.00 0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Data Entry Audit Report by Last Name
Number:
BP908
Description:
Prints the Data Entry Audit Report by Employee Last Name.
Requirements:
Payroll
Data Files:
PR1, PR6, PR7, PRC, PRD, SY0
Problem:
Your employee numbers are sequentially assigned and it makes it difficult finding or reviewing entries on the data entry report.
Solution:
Print out the Data Entry Audit Report by Last Name and it will print the audit report alphabetically.
Problem:
Sometimes your data entry is out of balance, however, you didn't have time to carefully review the Data Entry Audit report and you missed the "this entry is out of balance" message for one of the employees. You updated and now you are out-of-balance and have to spend more time reversing and making journal entries to correct the problem.
Solution:
When you print the Data Entry Audit Report by Last Name, if any entry is out-of-balance it will print at the top of every page in bold letters that there is an out-of-balance entry.
Problem:
You need to check the Payroll Data Entry Audit Report for one specific employee, but you can't remember what his department number is. Since the standard MAS90 Payroll Data Entry Audit report prints by Department Number, you have to search through the departments until you find the employee.
Solution:
Since the Data Entry Audit Report by Last Name prints alphabetically, as long as you know your ABC's, you should be able to find the employee almost immediately.
Payroll
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 35
*** WARNING ONE OR MORE CHECKS ARE OUT OF BALANCE ***Report Index Do not print checks or update until this is fixed!!! Example 2 ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/13/2001
PAYROLL DATA ENTRY AUDIT REPORT 11 - EAST - WAREHOUSEMEN Earn/ Ded Code
11-00001001 E D D D D
01 03 04 06 12
FED FED FED WI
Description
ST
LOC
W/C
Dept
Regular Health Insur Credit Union 401k Plan
761.75 WI
0001212
11
FED FED FED WI
Hours
Amount
CHECK AMOUNT:
385.63
13.850
55.00
761.75
TOTAL EARNINGS:
55.00
761.75
5.000%
761.75
60.00 100.00 38.09
TOTAL DEDUCTIONS:
761.75
198.09
3.000%
761.75
22.85
TOTAL EMPLOYER CONTRIBUTION:
761.75
22.85
0.00
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING
11-00001051
D
0000001
-60.00 -100.00 -38.09
401k Employer
16.05
D D D
Rate
JERRY A. THOMAS
161.98
E
Labor Code
01 03 04 06 12
TOTAL TAXES:
Health Insur Credit Union 401k Plan 401k Employer
385.63
*** THIS CHECK IS OUT OF BALANCE *** CHECK AMOUNT:
ALLEN JENKINS Regular
761.75 WI
0001569
-60.00 -50.00 -38.09 0.00
11
0000001
179.64
434.02
13.850
55.00
761.75
TOTAL EARNINGS:
55.00
761.75
5.000%
761.75
60.00 50.00 38.09
TOTAL DEDUCTIONS:
761.75
148.09
3.000%
761.75
22.85
TOTAL EMPLOYER CONTRIBUTION:
761.75
22.85
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING
0.00
65.71 44.87 10.49 40.91 161.98
TOTAL TAXES:
81.87 44.87 10.49 42.41 179.64 819.65
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/13/2001
PAYROLL DATA ENTRY AUDIT REPORT 11 - EAST - WAREHOUSEMEN Earn/ Ded Code
11-00001501 E D D D
01 03 06 12
FED FED FED WI
Description
ST
Report Index
Next Page
LOC
W/C
Dept
Labor Code
HARVEY ALLENDAR Regular Health Insur 401k Plan 401k Employer
671.00 WI
Rate
Hours
Amount
CHECK AMOUNT:
458.88
12.200
55.00
671.00
TOTAL EARNINGS:
55.00
671.00
5.000%
671.00
60.00 33.55
TOTAL DEDUCTIONS:
671.00
93.55
3.000%
671.00
20.13
TOTAL EMPLOYER CONTRIBUTION:
671.00
20.13
0001569
11
0000001
-60.00 -33.55 0.00
36.63 39.52 9.24 33.18 118.57
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING 118.57
TOTAL TAXES:
458.88
0.00 11-00001601 E D D D
FED FED FED WI
01 03 06 12
CHECK AMOUNT:
SUSAN AVILLA Regular Health Insur 401k Plan 401k Employer
698.07 WI
12.692
55.00
698.07
TOTAL EARNINGS:
55.00
698.07
5.000%
698.07
60.00 34.90
TOTAL DEDUCTIONS:
698.07
94.90
3.000%
698.07
20.94
TOTAL EMPLOYER CONTRIBUTION:
698.07
20.94
0001536
-60.00 -34.90 0.00
11
0000001
FEDERAL WITHHOLDING F.I.C.A MEDICARE WITHHOLDING STATE WITHHOLDING 109.26 0.00
493.91
TOTAL TAXES:
24.33 41.12 9.62 34.19 109.26 952.79
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Inventory Purchasing Buy Card
Number:
BP881
Description:
Shows historical purchase history of an item.
Requirements:
Purchase Order
Data Files:
POM, POP, SY0
Problem:
You want to know who has been giving you the best deal on a specific item.
Solution:
Print the Purchasing Buy Card report to show recent purchase activity for that item.
Problem:
As the Purchasing Agent, you are always looking for a better deal on product that you are buying. You need a picture of your recent purchase history to get a idea of what you buy, and what you have been paying for it.
Solution:
Print the Purchase Buy card report for a range of items for a specified period of time.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 36
Page Number: 4 Print Date: 07/12/2001
CV Samples, Inc. INVENTORY PURCHASING BUY CARD
Report Index Next Page
Report Parameters: For the period: 07/01/00 through 07/31/00 For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Product Line: 0000 through ZZZZ Receipt Date
PO #
Item #: 080-0054 TAPE 4" MASKING 0016147 07/05/2000 0016164 07/17/2000 0016173 07/24/2000 Item #: 080-0056 TAPE 2" DUCT 0016147 07/05/2000 0016164 07/17/2000 Item #: 080-0058 TAPE 4" DUCT 0016147 07/05/2000 0016164 07/17/2000 0016173 07/24/2000
Vendor #
Vendor Name
00-W375 00-W375 00-W375
00-W375 00-W375
00-W375 00-W375 00-W375
Item #: 090-0060 ACETONE 357#/PER 0016155 00-F705 07/06/2000 Item #: 090-0072 MAT 1.5-oz 50"W SLIT 4" 0016155 00-F705 07/06/2000
Qty Recvd
Unit Cost
Extension
West Coast Paper Company West Coast Paper Company West Coast Paper Company Item #: 080-0054 Total:
32.00 24.00 32.00
3.05 3.05 3.05
97.60 73.20 97.60
West Coast Paper Company West Coast Paper Company Item #: 080-0056 Total:
24.00 72.00
West Coast Paper Company West Coast Paper Company West Coast Paper Company Item #: 080-0058 Total:
96.00 72.00 60.00
Item #: 220-0115 CATALYST RED DYED 0016155 00-F705 07/06/2000 Item #: 230-0122 SOLEM 0016155 07/06/2000
00-F705
Item #: 300-0121 PIPE 3/4 SCH 40 PVC 0016149 00-S150 07/05/2000 0016170 00-S150 07/19/2000
FRP Supply Item #: 090-0072 Total:
88.00
Item #: 300-0122 PIPE 1/2" SCH 40 PVC 0016170 00-S150 07/19/2000
FRP Supply Item #: 220-0115 Total:
192.00
FRP Supply Item #: 230-0122 Total:
6,000.00
Item #: 300-0123 PIPE 1" SCH 40 PVC RIGID 0016176 00-S150 07/25/2000
Saffron
Item #: 300-0124 PIPE 1 1/2" RIGID PVC SCH.40 0016170 00-S150 07/19/2000 0016176 00-S150 07/25/2000
Saffron Saffron
Saffron
Item #: 300-0134 PIPE 6" SCH 40 PVC RGD 480/LIF
0.85
1.75
336.00 336.00
1.75
336.00 336.00
0.25
1,500.00 1,500.00
0.18 0.18
54.00 54.00 108.00
0.13
26.00 26.00
0.26
100.00
26.00 26.00
0.43 0.43
300.00
2,100.00
5,757.90 5,757.90
200.00
2,100.00 Item #: 300-0125 Total:
74.80 74.80
600.00
200.00 100.00 Item #: 300-0124 Total:
Item #: 300-0125 PIPE 2" RIGID SCH 40 0016170 00-S150 07/19/2000
0.85
6,000.00
100.00 Item #: 300-0123 Total:
278.46 278.46
192.00
200.00 Item #: 300-0122 Total:
0.39
192.00
300.00 300.00
620.16 465.12 387.60 1,472.88
6,774.00 192.00
Saffron
6.46 6.46 6.46
88.00 6,774.00
73.92 221.76 295.68
714.00
FRP Supply Item #: 220-0114 Total:
Item #: 300-0121 Total:
3.08 3.08
228.00 714.00
Saffron Saffron
268.40
96.00
FRP Supply Item #: 090-0060 Total:
Item #: 200-0111 FIBERGLASS CHOP HYBON 6100-205 0016155 00-F705 FRP Supply 07/06/2000 Item #: 200-0111 Total: Item #: 220-0114 CATALYST 50% CLR 46-702 REICH 0016155 00-F705 07/06/2000
88.00
86.00 43.00 129.00
0.57
1,197.00 1,197.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Open Purchase Order Report
Number:
BP882
Description:
Provides a listing of open Purchase Orders, which allows the user to specify the date ranges based on planned receipt dates. Also allows the user to include Vendor ranges.
Requirements:
Purchase Order
Data Files:
PO1, PO2, SY0
Problem:
You need to print out an Open Purchase Order Report, but you have some old Purchase Orders that you do not want included in the list.
Solution:
Use the Purchase Order number range to enter in your own starting order number, through the last open order.
Problem:
You're planning to meet with a Vendor and want a listing of all the Vendor's outstanding PO's for the discussion.
Solution:
Print out the Open P/O Report and enter in a Vendor Number Range.
Problem:
Your manager has asked for a listing of all PO's due over the next two months to review potential cash flow constraints.
Solution:
Print out the Open P/O Report and enter in an Order Date Range.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 37
Page Number: 1 Print Date: 07/12/2001
CV Samples, Inc. OPEN PURCHASE ORDERS BY NUMBER OR VENDOR
Report Index Example 2
Report Parameters: Sorted by Purchase Order Number For Order Dates: 10/01/2000 through 10/31/2000 For Vendor Number: 00-0000000 through 99-ZZZZZZZ For Purchase Order Number: 0000000 through 9999999 For the Order Status: Open (Open & New) Vendor
Item #
Purchase Order #: 0036887 00-V653
VISSCHER *LX_MS_77+1/2SL *18CCKD36+3/4 *SP_FS1010MS *DT_TB 890-1085 *LX4X31+15/16SS
Purchase Order #: 0036913 00-T502
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036917 00-T502
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036916 00-T502
SKY LIGHT STRAPING SCREW PACKAGE TAHOE BLUE METAL PANELS KIT SCREEN SKY LIGHT CAP
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036915 00-T502
Date Ordered: 10/18/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
Purchase Order #: 0036914 00-T502
Item Description
IN-LINE W/90 PLUG
Date Ordered: 10/23/2000
TOWER MANUFACTURING CORP. 740-0569 CORD GFCI
IN-LINE W/90 PLUG
Required Date
Qty Bckordrd
Qty Ordered
Qty Recvd
Unit Cost
Extended Amt
Date Required: 10/23/2000
10/23/2000
0.00
1.00
0.00
63.00
63.00
10/23/2000
0.00
40.00
0.00
2.80
112.00
10/23/2000
0.00
1.00
0.00
5.00
5.00
10/23/2000
0.00
8.00
0.00
30.00
240.00
10/23/2000
0.00
1.00
0.00
66.00
66.00
10/23/2000
0.00
1.00
0.00
2.95
2.95
Purchase Order # 0036887 Total:
488.95
Date Required: 01/08/2001
01/08/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036913 Total:
7,200.00
Date Required: 02/05/2001
02/05/2001
600.00
12.00
7,200.00
Purchase Order # 0036914 Total:
7,200.00
0.00
0.00
Date Required: 02/26/2001
02/26/2001
600.00
12.00
7,200.00
Purchase Order # 0036915 Total:
7,200.00
0.00
0.00
Date Required: 03/26/2001
03/26/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036916 Total:
7,200.00
Date Required: 05/07/2001
05/07/2001
0.00
600.00
0.00
12.00
7,200.00
Purchase Order # 0036917 Total:
7,200.00
Report Total:
$36,488.95
Page Number: 1 Print Date: 07/12/2001
CV Samples, Inc. OPEN PURCHASE ORDERS BY NUMBER OR VENDOR
Report Index Next Page
Report Parameters: Sorted by Vendor Number For Order Dates: 07/01/2000 through 07/31/2000 For Vendor Number: 00-0000000 through 99-ZZZZZZZ For Purchase Order Number: 0000000 through 9999999 For the Order Status: Backorders PO #
Item #
Item Description
Required Date
Qty Bckordrd
Qty Ordered
Qty Recvd
Unit Cost
Extended Amt
08/07/00
0.00
7,186.00
7,185.00
0.59
0.59
Vendor 00-A500 Total:
0.59
Vendor #: 00-A500 American Products 0036146
320-6609
JET ISO BARBED BACK
Vendor #: 00-S150 Saffron 0016160
310-0158
BUSHING RDCR 2" x 1-1/2" SPxSL
07/11/00
0.00
1,450.00
1,443.00
0.50
3.50
310-0170
ELL STREET 90 3/4" SPxSL
07/11/00
0.00
500.00
498.00
0.39
0.78
310-0167
BUSHING RDCR 1-1/2"x3/4" SPxSL
07/11/00
0.00
300.00
298.00
0.48
0.97
310-0164
ADAPTER MALE 3/4"x1/2" MHTxSL
07/11/00
0.00
200.00
199.00
0.58
0.58
310-0155
BUSHING REDUCR 1.5"x1/2" SPxSL
07/11/00
0.00
200.00
199.00
0.30
0.30
310-0771
CROSS 2" SLIP
07/11/00
0.00
130.00
127.00
2.00
5.99
310-0154
BUSHING RDCR 1"x 1/2" SPxSL
07/11/00
0.00
2,100.00
2,099.00
0.22
0.22
310-0142
ELL STREET 90 1/2" SPxSL
07/11/00
0.00
1,600.00
1,575.00
0.67
16.75
310-0141
ELL 90 2" SLIP
07/11/00
0.00
1,050.00
1,045.00
0.83
4.15
310-0148
ELL 45 1-1/2" SLIP
07/11/00
0.00
250.00
249.00
0.60
0.60
Vendor 00-S150 Total:
33.84
Report Total:
$34.43
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Expected Delivery Report
Number:
BP883
Description:
Prints Open Orders based on the Expected Delivery Date on the PO.
Requirements:
Accounts Payable, Purchase Order
Data Files:
PO1, PO2, SY0, AP1
Problem:
Planning for Vendor delivery is always a challenge. Since Vendors are out of your control, you need some method to review what should be coming in, so you can call to confirm delivery dates.
Solution:
With this report, you are given a way to anticipate delivery problems. Print the Expected Delivery Report for a specific delivery date range. It will alert you to items that should be received during that time. It will provide you all of the information you need to contact the vendor and confirm delivery. You get an "at-a-glance" view of what supplier to call, their contact person, the telephone number, the items to ask about, and a history of transactions with the vendor.
Problem:
Your parts should have been here a week ago, and they still haven't arrived from the Vendor. You need an "at-a-glance" view of what supplier to call, their contact person, the telephone number, the items to ask about, and a history of transactions with the vendor.
Solution:
Print the Expected Delivery Report for a specific date range. It will alert you to items that should have been received, and give you all of the information you need to contact the vendor about the problem.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 38
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. EXPECTED DELIVERY REPORT BY VENDOR
Report Index Example 2
Report Parameters: For Expected Delivery Dates: 06/01/2003 through 06/30/20 For Vendors 00-0000000 through 99-ZZZZZZZ Report includes New and Open Status Vendor: 01-AIRWAY Airway Property Phone: (714) 665-0980 Contact Information: Leo Henry Phone: (714) 665-0980Ext. 5852 [email protected] DELIV. DATE/ ITEM #
VENDOR ITEM NUMBER
06/30/2003 PO: 0010019
Purchase History: Period to Date Purchases: Year to Date Purchases: Prior Year Purchases:
DESCRIPTION
UNIT COST ORDERED
RECEIVED
REMAINING BACKORDER
PO Date: 06/15/2003
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
06/30/2003 PO: 0010019
UNIT/ MEAS
$65,105.00 $75,605.00 $45,500.00
EACH
215.85
3.00
0.00
3.00
0.00
PO Date: 06/15/2003
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
CASE
148.30
22.00
0.00
22.00
0.00
6655
PRINTER STAND W/ BASKET
EACH
81.25
13.00
0.00
13.00
0.00
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
EACH
14.28
5.00
0.00
5.00
0.00
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
EACH
215.85
10.00
0.00
10.00
0.00
83.55
5.00
0.00
5.00
0.00
1,546.20
2.00
0.00
2.00
0.00
1001-HON-H254
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK EACH
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. EXPECTED DELIVERY REPORT BY VENDOR
Report Index Next Page
Report Parameters: For Expected Delivery Dates: 06/01/2003 through 06/30/20 For Vendors 00-0000000 through 99-ZZZZZZZ Report includes All Order Status expect Complete Vendor: 01-AIRWAY Airway Property Phone: (714) 665-0980 Contact Information: Leo Henry Phone: (714) 665-0980Ext. 5852 [email protected] DELIV. DATE/ ITEM #
VENDOR ITEM NUMBER
06/25/2003 PO: 0010017
Purchase History: Period to Date Purchases: Year to Date Purchases: Prior Year Purchases:
DESCRIPTION
UNIT/ MEAS
$65,105.00 $75,605.00 $45,500.00
UNIT COST ORDERED
RECEIVED
REMAINING BACKORDER
PO Date: 06/05/2003
2551-3-50
2551-3-50
DESK FILE 3 1/2" CAP 50
CASE
1,146.50
2.00
0.00
2.00
2.00
2481-5-50
2481-5-50
DESK FILE 5 1/4" CAP 50
CASE
401.35
1.00
0.00
1.00
1.00
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
1,546.20
5.00
0.00
5.00
5.00
EACH
215.85
3.00
0.00
3.00
0.00
06/30/2003 PO: 0010019
PO Date: 06/15/2003
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
06/30/2003 PO: 0010019
PO Date: 06/15/2003
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
CASE
148.30
22.00
0.00
22.00
0.00
6655
PRINTER STAND W/ BASKET
EACH
81.25
13.00
0.00
13.00
0.00
6657-24-20-12
SOUND CVR 24.5"W 20"D 12"H LQ
EACH
14.28
5.00
0.00
5.00
0.00
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ
EACH
215.85
10.00
0.00
10.00
0.00
83.55
5.00
0.00
5.00
0.00
1,546.20
2.00
0.00
2.00
0.00
1001-HON-H254
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK EACH
2480-8-50
2480-8-50
DESK FILE 8" CAP 50
CASE
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Vendor On-Time Delivery Report
Number:
BP884
Description:
This report lists vendors, the number of orders you have placed, the average lead-time, and average days late, as well as a percentage of time that the orders arrive on time.
Requirements:
Purchase Order
Data Files:
POM, POP, SY0
Problem:
As the Purchasing Agent, you know which vendor is giving you the best deal, but you are more interested in getting your parts in on time. You want to know which vendors are getting your orders to you when you need them.
Solution:
Print the Vendor on-time delivery report by Vendor.
Problem:
As the Production Manager, you run a tight production schedule. Time and money are precious commodities. When a shipment arrives late, it costs you time, money and a few extra gray hairs.
Solution:
Print out the Vendor on Time Delivery report by Item to see which vendors are getting their deliveries to you on time.
Problem:
As a distributor, you want to have goods to deliver when the orders come in. If you have too little inventory, you can't deliver to your customers, but if you have too much, management is unhappy because you are tying up capital in inventory. You have had a hard time guessing how much lead-time to give between time of ordering and when you receive it in your warehouse.
Solution:
Print out the Vendor on Time delivery report by Item to see how much time it is taking for your deliveries to get delivered.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 39
Page Number: 1 Print Date: 07/18/2001 Report Index
ABC Distribution and Service Corp. Vendor On-Time Delivery Report
Report Parameters: For the period 06/01/2003 through 06/30/2003 Report is printed by Vendor in Item Detail For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Vendor #: 00-0000000 through 99-ZZZZZZZ Vendor #/ Item # Item Description
Example 2
Number of orders
Average Lead Time
Avg # of Days Late
Percent of on time
1.00 1.00 1.00 1.00 1.00 1.00
22.50 22.50 20.00 20.00 20.00 20.00
-2.50 -2.50 0.00 0.00 0.00 0.00
50% 50% 100% 100% 100% 100%
1.00
21.25
-1.25
75%
1.00 1.00
15.00 15.00
15.00 15.00
100% 100%
Vendor 01-IBM Total:
1.00
15.00
15.00
100%
01-STEV STEVENS SUPPLY 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 2480-8-50 DESK FILE 8" CAP 50 2481-5-50 DESK FILE 5 1/4" CAP 50 2551-3-50 DESK FILE 3 1/2" CAP 50 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM Vendor 01-STEV Total:
2.00 2.00 2.00 2.00 1.00 1.00 1.00 1.00 2.00
15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00 15.00
-13.75 -13.75 -12.50 -13.33 -15.00 -15.00 -15.00 -15.00 -12.50
0% 0% 0% 0% 0% 0% 0% 0% 0%
2.00
15.00
-13.91
0%
01-UNITED UNITED COMPUTERS 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM 6652-28-24-15 SOUND CVR 28"W 24"D 15"H LQ Vendor 01-UNITED Total:
1.00 1.00 1.00
16.00 16.00 16.00
10.00 10.00 10.00
100% 100% 100%
1.00
16.00
10.00
100%
01-AIRWAY Airway Property 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O LK 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11 SOUND CVR 26"W 16"D 11"H DM Vendor 01-AIRWAY Total: 01-IBM IBM CORPORATION GB-EQ380-10-MF PFS-004-CABLE
Page Number: 1 Print Date: 07/18/2001 Report Index Next Page
ABC Distribution and Service Corp. Vendor On-Time Delivery Report
Report Parameters: For the period 06/01/2003 through 06/30/2003 Report is printed in summary by Vendor For Item #: 000000000000000 through ZZZZZZZZZZZZZZ For Vendor #: 00-0000000 through 99-ZZZZZZZ Vendor #
Vendor Name
01-AIRWAY 01-IBM 01-STEV 01-UNITED
Airway Property IBM CORPORATION Stevens Supply UNITED COMPUTERS
Number of orders
Average Lead Time
Avg # of Days Late
Percent of on time
1.00 1.00 2.00 1.00
21.25 15.00 15.00 16.00
-1.25 15.00 -13.91 10.00
75% 100% 0% 100%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Purchase Price Variance Report
Number:
BP885
Description:
To provide the user with information on what they are receiving in inventory in at against a Standard Cost.
Requirements:
Inventory, Purchase Order
Data Files:
IM1, POM, POP, SY0
Problem:
My Inventory Items are not valued at Standard Cost, but for management purposes I would like to compare my Vendor purchase against a "Standard".
Solution:
Use the Purchase Price Variance report to show the differences between the purchase price and the Standard Cost entered in the MAS90 Standard Cost field. You will have valuable management information without changing you costing method. The report can be printed by Vendor to isolate those Vendors with higher actual costs.
Problem:
My Inventory Items are valued at Standard Cost, but my Standard Cost amount must be way off because my Purchases Variance Account is out of control. How can I identify the problem and reevaluate my Standard Costs.
Solution:
Print the Purchase Price Variance report in Summary by Inventory Item to quickly identify items where the Average Cost varies greatly from Standard Cost.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 40
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Example 2
Report Parameters: Report is Sorted by Item Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Item # / PO #
Receipt Date
Source Journal
Transaction Date User ID
1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 BP 0010010 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 0010017 0010017 0010018
06/25/2003 PO-0003 06/30/2003 PO-0004 06/25/2003 PO-0003
06/25/03 06/30/03 06/25/03
BP BP BP Total for Item #: 1001-HON-H252
1001-HON-H252LK - HON 2 DRAWER LETTER FLE W/ LCK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/30/03 BP 0010017 06/30/2003 PO-0004 0010018
06/25/2003 PO-0003
06/25/03
BP Total for Item #: 1001-HON-H252LK
1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/25/03 BP 0010018 06/25/2003 PO-0003 Total for Item #: 1001-HON-H254 1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 06/15/03 BP 0010014 06/15/2003 PO-0002 06/15/03 BP 0010014 06/15/2003 PO-0002 06/25/03 BP 0010017 06/25/2003 PO-0003 06/25/03 BP 0010018 06/25/2003 PO-0003 Total for Item #: 1001-HON-H254LK 2480-8-50 - DESK FILE 8" CAP 50 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002
06/15/03 06/15/03 06/15/03
BP BP BP Total for Item #: 2480-8-50
2481-5-50 - DESK FILE 5 1/4" CAP 50 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002 0010014 06/15/2003 PO-0002
06/15/03 06/15/03 06/15/03
BP BP BP Total for Item #: 2481-5-50
2551-3-50 - DESK FILE 3 1/2" CAP 50 0010014 06/15/2003 PO-0002
06/15/03
BP Total for Item #: 2551-3-50
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 06/15/03 0010014 06/15/2003 PO-0002 06/25/03 0010017 06/25/2003 PO-0003
BP BP Total for Item #: 4886-18-14-3
6650-26-16-11 0010010 0010014 0010017 0010018
- SOUND CVR 26"W 16"D 11"H DM 06/15/03 06/15/2003 PO-0002 06/15/03 06/15/2003 PO-0002 06/25/2003 PO-0003 06/25/2003 PO-0003
06/25/03 06/25/03
BP BP BP BP Total for Item #: 6650-26-16-11
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
5.00
34.25
171.25
32.75
7.50
50.00 60.00 100.00
34.25 34.25 34.25
1,712.50 2,055.00 3,425.00
32.75 32.75 32.75
75.00 90.00 150.00
10.00 45.00
34.25 34.25
342.50 1,541.25
32.75 32.75
15.00 67.50
10.00
34.27
342.70
32.75
15.20
280.00
34.25
9,590.20
32.75
420.20
55.00 85.00
37.15 37.15
2,043.25 3,157.75
35.75 35.75
77.00 119.00
35.00 30.00
37.15 37.17
1,300.25 1,115.13
35.75 35.75
49.00 42.63
12.00 16.00
37.17 37.17
446.05 594.74
35.75 35.75
17.05 22.74
233.00
37.16
8,657.17
35.75
327.42
10.00
83.50
835.00
82.50
10.00
22.00 30.00
83.55 83.55
1,838.06 2,506.44
82.50 82.50
23.06 31.44
62.00
83.54
5,179.50
82.50
64.50
110.00
87.25
9,597.50
86.50
82.50
25.00 22.00 10.00
87.25 87.30 87.30
2,181.25 1,920.60 873.00
86.50 86.50 86.50
18.75 17.60 8.00
167.00
87.26
14,572.35
86.50
126.85
5.00 3.00 5.00
1,545.30 1,545.30 1,545.30
7,726.50 4,635.90 7,726.50
15.75 15.75 15.75
7,647.75 4,588.65 7,647.75
13.00
1,545.30
20,088.90
15.75
19,884.15
12.00 5.00 25.00
401.10 401.10 401.10
4,813.20 2,005.50 10,027.50
7.98 7.98 7.98
4,717.44 1,965.60 9,828.00
42.00
401.10
16,846.20
7.98
16,511.04
12.00
1,145.80
13,749.60
11.23
13,614.88
12.00
1,145.80
13,749.60
11.23
13,614.88
15.00 5.00
22.60 22.61
339.06 113.03
22.75 22.75
-2.19 -0.72
20.00
22.60
452.09
22.75
-2.91
12.00
138.56
1,662.74
137.80
9.14
5.00 15.00
138.56 138.56
692.81 2,078.43
137.80 137.80
3.81 11.43
15.00
138.56
2,078.43
137.80
11.43
47.00
138.56
6,512.41
137.80
35.81
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Example 3
Report Parameters: Report is Sorted by Item Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed in Summary Format
Item #
ItemDescription
1001-HON-H252 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK
1001-HON-H254 1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK
2480-8-50 2481-5-50 2551-3-50
DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50
4886-18-14-3 6650-26-16-11
PAPER CADDY 18"W 14"D 3"H SOUND CVR 26"W 16"D 11"H DM
6652-28-24-15
SOUND CVR 28"W 24"D 15"H LQ Report Total:
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
280.00 233.00 62.00
34.25 37.16 83.54
9,590.20 8,657.17 5,179.50
32.75 35.75 82.50
420.20 327.42 64.50
167.00 13.00
87.26 1,545.30
14,572.35 20,088.90
86.50 15.75
126.85 19,884.15
42.00 12.00
401.10 1,145.80
16,846.20 13,749.60
7.98 11.23
16,511.04 13,614.88
20.00 47.00 55.00
22.60 138.56 215.85
452.09 6,512.41 11,871.75
22.75 137.80 215.85
-2.91 35.81
107,520.17
50,981.93
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. PURCHASE PRICE VARIANCE REPORT
Report Index Next Page
Report Parameters: Report is Sorted by Vendor Number For the period: 06/01/03 through 06/30/03 For the vendors: 00-0000000 through 99-ZZZZZZZ Report is printed with Details Item # / PO #
Receipt Date
Source Journal
Transaction Date User ID
Vendor #: 01-AIRWAY - Airway Property 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/25/03 PO-0003 06/25/03 0010017 BP 06/25/03 PO-0003 06/25/03 0010017 BP 0010017 0010017 0010017 0010017 0010017 0010017
06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003 06/30/03 PO-0004
06/25/03 06/25/03 06/25/03 06/25/03 06/30/03
06/30/03 PO-0004
06/30/03
BP BP BP BP BP BP Total for Item #: 2551-3-50
Qty Recv'd
Unit Cost
Amount
Std Cost
Variance
10.00 30.00
34.25 37.17
342.50 1,115.13
32.75 35.75
15.00 42.63
22.00 22.00 5.00
83.55 87.30 22.61
1,838.06 1,920.60 113.03
82.50 86.50 22.75
23.06 17.60 -0.72
15.00 45.00
138.56 34.25
2,078.43 1,541.25
137.80 32.75
11.43 67.50
12.00
37.17
446.05
35.75
17.05
161.00
58.35
9,395.05
57.15
193.55
9,395.05
Vendor # 01-AIRWAY Total: Vendor #: 01-STEV - STEVENS SUPPLY 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 PO-0002 06/15/03 0010014 BP 06/15/03 PO-0002 06/15/03 0010014 BP 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010014 0010018 0010018 0010018 0010018 0010018
06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002 06/15/03 PO-0002
06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03 06/15/03
06/15/03 PO-0002 06/15/03 PO-0002 06/25/03 PO-0003 06/25/03 PO-0003 06/25/03 PO-0003
06/15/03 06/15/03 06/25/03 06/25/03 06/25/03
06/25/03 PO-0003 06/25/03 PO-0003
06/25/03 06/25/03
BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP BP Total for Item #: 6650-26-16-11
50.00 60.00
34.25 34.25
1,712.50 2,055.00
32.75 32.75
75.00 90.00
100.00 55.00
34.25 37.15
3,425.00 2,043.25
32.75 35.75
150.00 77.00
85.00 35.00
37.15 37.15
3,157.75 1,300.25
35.75 35.75
119.00 49.00
10.00 110.00 25.00
83.50 87.25 87.25
835.00 9,597.50 2,181.25
82.50 86.50 86.50
10.00 82.50 18.75
5.00 3.00
1,545.30 1,545.30
7,726.50 4,635.90
15.75 15.75
7,647.75 4,588.65
5.00 12.00 5.00
1,545.30 401.10 401.10
7,726.50 4,813.20 2,005.50
15.75 7.98 7.98
7,647.75 4,717.44 1,965.60
25.00 12.00
401.10 1,145.80
10,027.50 13,749.60
7.98 11.23
9,828.00 13,614.88
15.00 5.00
22.60 138.56
339.06 692.81
22.75 137.80
-2.19 3.81
10.00 16.00 30.00
34.27 37.17 83.55
342.70 594.74 2,506.44
32.75 35.75 82.50
15.20 22.74 31.44
10.00 15.00
87.30 138.56
873.00 2,078.43
86.50 137.80
8.00 11.43
698.00
120.94
84,419.38
48.21
50,771.74
84,419.38
Vendor # 01-STEV Total: Vendor #: 01-UNITED - UNITED COMPUTERS 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 06/15/03 PO-0002 06/15/03 0010010 BP 06/15/03 PO-0002 06/15/03 0010010 BP Total for Item #: 6652-28-24-15
193.55
50,771.74
5.00 12.00
34.25 138.56
171.25 1,662.74
32.75 137.80
7.50 9.14
72.00
190.36
13,705.74
190.13
16.64
Vendor # 01-UNITED Total:
13,705.74
16.64
Report Total:
107,520.17
50,981.93
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Purchase Order Receiving Form
Number:
BP886
Description:
This report is a form for receiving to record the number of items received by Purchase Order. It shows the vendor's part number, your part number, the quantity ordered, what has already been received, and has a place to record what you are currently receiving.
Requirements:
Accounts Payable, Inventory, Purchase Order
Data Files:
AP1, PO1, PO2, SY0
Problem:
The receiving clerks do a good job receiving the items, but by the time accounting gets the receipt to enter the goods that were received, sometimes it is hard to read. The receipt gets put through abuse, and reading through the spilled coffee, footprints and the other damage is impossible.
Solution:
Print out the Receiving form by PO. You can make this available to the receiving department also, so they can print the clean copy.
Problem:
When receiving the goods, the receiving clerk or the accounting dept is always trying to match the Vendors part number to your part number. In the process, mistakes are made and time is wasted.
Solution:
Print out the PO Receiving form, which contains both your Item number and the Vendors.
Purchase Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 41
Report Index Next Page
PO Receiving Form Purchase Order Number : 0010014 Purchase Order Date .....: 05/31/2003 Receive By Date ............: 05/31/2003 Vendor ID ......................: 01-STEV
Vendor Item #
Ship To: ABC DISTRIBUTING COMPANY 3191 AIRPORT LOOP COSTA MESA, CA 92626
Vendor : STEVENS SUPPLY P.O. BOX 40-A SANTA CLARA, CA 95052
Our Inventory ID
Item Description
Quantity Ordered
Already Received
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
10.00
10.00
2480-8-50
DESK FILE 8" CAP 50
2.00
2.00
/CABLES
MP9550 ADAPTOR CABLES
20.00
20.00
/C
PLEASE SEND TO THE ATTENTION OF JAMES BEAL
51265-25-2616
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
5.00
5.00
12451-15-1814
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
15.00
15.00
2551-3-50
DESK FILE 3 1/2" CAP 50
12.00
12.00
2481-5-50
DESK FILE 5 1/4" CAP 50
25.00
25.00
2481-5-50
DESK FILE 5 1/4" CAP 50
5.00
5.00
2480-8-50
DESK FILE 8" CAP 50
5.00
5.00
2480-8-50
DESK FILE 8" CAP 50
3.00
3.00
2481-5-50
DESK FILE 5 1/4" CAP 50
12.00
12.00
2480-8-50
DESK FILE 8" CAP 50
5.00
5.00
56985-15-2541
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
25.00
25.00
56985-15-2541
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
110.00
110.00
56985-15-2540
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
10.00
10.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
35.00
35.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
85.00
85.00
56985-15-2520
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
100.00
100.00
56985-15-2520
1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
60.00
60.00
56985-15-2521
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
55.00
55.00
56985-15-2520
Total number of items:
22
Quantity Received
Initial: _______________________________
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Predicted Sales Report
Number:
BP921
Description:
This report combines all invoices and open orders that are to ship for the time specified, to predict what the sales would be.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
In order to evaluate what your sales are going to be for the month or a specific period of time, you have to combine the open order report with the sales history report for the month.
Solution:
Print the Predicted Sales Report to get the total dollar amount of both the “already invoiced” sales combined with Open Orders to be shipped for a specific period of time.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 42
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. PREDICTED SALES REPORT
Report Index Next Page
Report Parameters: For the period: 05/01/2003 through 05/31/2003 Report is sorted by Customer Number Report is printed in Summary Format Invoice #/ Order #
Invoice/ Ship Date Customer #
Customer Name
Extension
Customer: 01-ABF American Business Futures 0100033-IN 0100042-IN 0200086-CM
05/15/03 05/21/03 05/31/03
01-ABF 01-ABF 01-ABF
American Business Futures American Business Futures American Business Futures Total for Customer 01-ABF:
451.06 826.25 -165.75 1,111.56
Avnet Processing Corp Total for Customer 01-AVNET:
1,935.25 1,935.25
Breslin Parts Supply Total for Customer 01-BRESLIN:
1,572.50 1,572.50 4,619.31
Customer: 01-AVNET Avnet Processing Corp 0100043-IN
05/21/03
01-AVNET
Customer: 01-BRESLIN Breslin Parts Supply 0100044-IN
05/21/03
01-BRESLIN
Total Invoice Amount
Sales Orders Customer: 01-ABF American Business Futures 0000153 01-ABF 05/13/03
American Business Futures
485.06
Total for Customer 01-ABF: Customer: 01-BRESLIN Breslin Parts Supply 0000116 01-BRESLIN 05/31/03 0000152
05/11/03
01-BRESLIN
485.06
Breslin Parts Supply
3,368.80
Breslin Parts Supply
422.80
Total for Customer 01-BRESLIN: Customer: 01-HILLSB Hillsboro Service Center 0000161 01-HILLSB 05/31/03
3,791.60
Hillsboro Service Center
80.25
Total for Customer 01-HILLSB: Customer: 02-ALLENAP Allen's Appliance Repair 0000143 02-ALLENAP 05/15/03
80.25
Allen's Appliance Repair
9,914.81
Total for Customer 02-ALLENAP:
9,914.81
Customer: 02-AMERCON American Concrete Service American Concrete Service 0000149 02-AMERCON 05/23/03 0000162
05/31/03
02-AMERCON
3,201.56
American Concrete Service
621.00
Total for Customer 02-AMERCON: Customer: 02-ATOZ A To Z Carpet Supply 0000156 02-ATOZ 05/31/03
3,822.56
A To Z Carpet Supply
159.60
Total for Customer 02-ATOZ: Customer: 02-CUSTOM Custom Craft Products 0000112 02-CUSTOM 05/01/03 0000157
05/31/03
02-CUSTOM
159.60
Custom Craft Products
4,739.95
Custom Craft Products
777.00
Total for Customer 02-CUSTOM: Customer: 02-GREALAR Greater Alarm Company 0000159 02-GREALAR 05/31/03
5,516.95
Greater Alarm Company
3,500.00
Total for Customer 02-GREALAR: Customer: 02-JELLCO Jellco Packing 0000111 02-JELLCO 05/01/03
3,500.00
Jellco Packing
9,231.00
Total for Customer 02-JELLCO: Customer: 02-ORANGE Orange Door & Window Co. 0000164 02-ORANGE Orange Door & Window Co. 05/31/03
9,231.00 3,239.00
Total for Customer 02-ORANGE: Total Sales Orders:
3,239.00 39,740.83
Total Predicted Sales for the Peroid
44,360.14
The example above is printed by Customer Number and it is in Summary Format
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales To Date
Number:
BP922
Description:
This report prints Sales to Date for a date range you specify. It can be printed in summary or in detail, and will sort by product line, or by salesperson.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
You are reviewing the income statement, and you want to know the break down of your revenue by salesperson.
Solution:
Print the Sales to Date Report by Salesperson in summary or detail.
Problem:
As the marketing director for your company, you need to know which product line is contributing most of the revenue with the highest amount of profit so you can evaluate which area to spend most of your budgeted marketing dollars.
Solution:
Print out the Sales to Date report by Product Line in summary format.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 43
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. SALES TO DATE
Report Index Example 2
Report Parameters: For the period: 05/01/03 through 05/31/03 Report is printed with Details Report is Sorted by Salesperson 400-01-00 - Distribution sales (history) Invoice #
Inv Date
Salesperson: Jim Kentley 0100033 5/15/2003
Customer #
Customer Name
Sales Amt
Total Cost
Profit
Profit %
87%
01-ABF
American Business Futures
4,538.28
589.59
3,948.69
5/15/2003
01-ABF
American Business Futures
7,402.83
145.74
7,257.09
98%
5/15/2003
01-BRESLIN
Breslin Parts Supply
149.13
49.00
100.13
67%
0100040
5/27/2003
01-BRESLIN
Breslin Parts Supply
9,596.76
4,558.64
5,038.13
52%
0100041
5/31/2003
01-ABF
American Business Futures
38.20
15.45
22.75
60%
0100042
5/21/2003
01-ABF
American Business Futures
2,592.75
387.50
2,205.25
85%
0100044
5/21/2003
01-BRESLIN
Breslin Parts Supply
1,646.13
280.00
1,366.13
83%
0100048
5/30/2003
01-ABF
American Business Futures
130.00
65.00
65.00
50%
0200086
5/31/2003
01-ABF
American Business Futures
-179.30
-82.50
-96.80
54%
25,914.78
6,008.42
19,906.36
77%
3,870.50
277.50
3,593.00
93%
283,500.00
157,500.00
126,000.00
44%
287,370.50
157,777.50
129,593.00
45%
1,720.41
919.44
800.97
47%
272.08
5.70
266.38
98%
1,925.86
410.31
1,515.55
79%
619.70
155.00
464.70
75%
0100034 0100035
Total for Salesperson 01-0100: Salesperson: Shelly Westland 0100043 5/21/2003 0100045
5/31/2003
01-AVNET
Avnet Processing Corp
01-SHEPARD
Shepard Motorworks Total for Salesperson 01-0200:
Salesperson: Harvey Earlwright 0100037 02-CUSTOM 5/15/2003
Custom Craft Products
0100038
5/16/2003
02-JELLCO
Jellco Packing
0100046
5/31/2003
02-GREALAR
Greater Alarm Company
0100047
5/31/2003
02-ORANGE
Orange Door & Window Co. Total for Salesperson 02-0300:
4,538.05
1,490.45
3,047.60
67%
Total for Sales GL Account 400-01-00:
317,823.33
165,276.37
152,546.96
48%
The example above is printed by Salesperson # and it is printed with Details
Page Number: 1 Print Date: 7/10/2001
ABC Distribution and Service Corp. SALES TO DATE
Report Index
Report Parameters: For the period: 05/01/03 through 05/31/03 Report is printed in Summary Format Report is Sorted by Product Line
Next Page
400-01-00 - Distribution sales (history)
Product Line
Description
C&A
Sales Amt
Total Cost
Profit
Profit %
CABLES & ACCESSORIES
2,603.65
15.20
2,588.45
99%
DC
DATA COMMUNICATIONS
2,467.61
0.00
2,467.61
100%
FD&A
FLEXIBLE DISKS & ACCESS.
13,323.84
4,728.68
8,595.16
65%
7,930.08
862.50
7,067.58
89%
2,097.50
551.81
1,545.69
74%
289,400.65
159,118.18
130,282.47
45%
317,823.33
165,276.37
152,546.96
48%
Miscellaneous Item PS&A
PRINTER SUPPLIES & ACCESS
WF&A
WORKSTATION FURN & ACCESS Total for Sales GL Account 400-01-00:
The example above is printed by Product Line Code and it is in Summary Format
Report Index
Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Unshipped Orders
Number:
BP923
Description:
This report lists open Orders based on a ship date and sorted by customer.
Requirements:
Accounts Receivable, Sales Order
Data Files:
AR1, SO1, SO2, SY0
Problem:
You need to prioritize customer orders for shipment to make certain that you meet customer deadlines. You also want to be certain that you have enough employees in the warehouse to get all of the order volume processed for the day.
Solution:
Print the Unshipped Orders report in one of the several available sort options. If you select "by Customer", then you will have all orders for each customer organized by ship date. If you select "by Ship Date", then you will have an overall picture of the shipment demand for the required time period.
Problem:
Your salespeople would like to have a report that makes it easy for them to follow up on any past due shipments for their customers. They can follow up with shipping and/or call the customer to alert them to any problems.
Solution:
Print the Unshipped Orders report using today's date so that it will only include past due shipments.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 44
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. UNSHIPPED ORDERS REPORT
Report Index Example 2
Report Parameters: To be ship between: 05/01/2003 and 05/31/2003 Report sorted by Ship Date Ship Date/ Order #
Order Date
Ship Date
Customer #
Item #
Item Description
GB-MD750 GB-MD791
MODEM 9600 (SYNCHRONOUS) MODEM 9600 FAST POLL
To Be Shipped
Unit Price
Extended Amount
1.00 3.00
1,650.000 1,895.250
1,650.00 5,685.75
05/01/03 0000111
05/01/03
05/01/03 02-JELLCO 02-JELLCO
Total for Order # 0000111:
7,335.75
Total for Ship Date 05/01/03:
7,335.75
05/31/03 0000115
05/18/03
05/31/03 01-ABF 01-ABF
D1400 D1700
EXECUTIVE DESK ENSEMBLE SECRETARY DESK ENSEMBLE
0000158
05/15/03
05/31/03 02-AUTOCR
D1000
DESK 72" X 30"
0000159
05/18/03
05/31/03 02-GREALAR D1700 02-GREALAR D1400
SECRETARY DESK ENSEMBLE EXECUTIVE DESK ENSEMBLE
0000160
05/18/03
05/31/03 01-RSSUPPL D2000-C 01-RSSUPPL D1400
EXECUTIVE CREDENZA EXECUTIVE DESK ENSEMBLE
0000162
05/22/03
05/31/03 02-AMERCON VOG-CM-MP-B 02-AMERCON 6655
MODESTY PANEL PRINTER STAND W/ BASKET
05/31/03
05/31/03 02-ORANGE
SOUND CVR 26"W 16"D 11"H D
4.00 2.00
1,700.000 900.000
2.00
900.000
2.00 1.00
900.000 1,700.000
1.00 1.00
800.000 1,700.000
2.00 3.00
42.000 179.000
8,600.00
Total for Order # 0000115:
Total for Order # 0000158:
05/31/03 01-0000988 01-0000988 01-0000988
6650-26-16-11 CHROME KIT 4886-18-14-3
SOUND CVR 26"W 16"D 11"H D CHROME LUGGAGE AND SIDE R PAPER CADDY 18"W 14"D 3"H
84.00 537.00 621.00
1.00
259.000
259.00 259.00
Total for Order # 0000164: 05/31/03
800.00 1,700.00 2,500.00
Total for Order # 0000162:
0000171
1,800.00 1,700.00 3,500.00
Total for Order # 0000160:
6650-26-16-11
1,800.00 1,800.00
Total for Order # 0000159:
0000164
6,800.00 1,800.00
1.00 2.00 1.00
259.000 700.000 45.000
259.00 1,400.00 45.00
Total for Order # 0000171:
1,704.00
Total for Ship Date 05/31/03:
18,984.00
Report Total:
26,319.75
Page Number: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. UNSHIPPED ORDERS REPORT
Report Index Next Page
Report Parameters: To be ship between: 05/01/2003 and 05/31/2003 Report sorted by Item # Item Number/ Order #
Order Date
Ship Date
To Be Shipped
Unit Price
BP
1.00
45.000
Total for Item # 4886-18-14-3:
1.00
Customer #
Customer Name
User Id
01-0000988
The Portland Trail Blazers
Extended Amount
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 0000171
05/31/03
05/31/03
45.00 45.00
6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000164 0000171
05/31/03 05/31/03
05/31/03 05/31/03
02-ORANGE 01-0000988
Orange Door & Window Co. The Portland Trail Blazers
TAI BP
1.00 1.00
Total for Item # 6650-26-16-11:
2.00
259.000 259.000
259.00 259.00 518.00
6655 - PRINTER STAND W/ BASKET 0000162
05/22/03
05/31/03
02-AMERCON
American Concrete Service
TAI
3.00
Total for Item # 6655:
3.00
179.000
537.00 537.00
CHROME KIT - CHROME LUGGAGE AND SIDE RAILS 0000171
05/31/03
05/31/03
01-0000988
The Portland Trail Blazers
BP
2.00
Total for Item # CHROME KIT:
2.00
700.000
1,400.00 1,400.00
D1000 - DESK 72" X 30" 0000158
05/15/03
05/31/03
02-AUTOCR
Autocraft Accessories
2.00
Total for Item # D1000:
900.000
2.00
1,800.00 1,800.00
D1400 - EXECUTIVE DESK ENSEMBLE 0000115 0000159 0000160
05/18/03 05/18/03 05/18/03
05/31/03 05/31/03 05/31/03
01-ABF 02-GREALAR 01-RSSUPPL
American Business Futures Greater Alarm Company R & S Supply Corp.
101 BP
4.00 1.00 1.00
Total for Item # D1400:
6.00
1,700.000 1,700.000 1,700.000
6,800.00 1,700.00 1,700.00 10,200.00
D1700 - SECRETARY DESK ENSEMBLE 0000115 0000159
05/18/03 05/18/03
05/31/03 05/31/03
01-ABF 02-GREALAR
American Business Futures Greater Alarm Company
101 BP
2.00 2.00
Total for Item # D1700:
4.00
900.000 900.000
1,800.00 1,800.00 3,600.00
D2000-C - EXECUTIVE CREDENZA 0000160
05/18/03
05/31/03
01-RSSUPPL
R & S Supply Corp.
1.00
Total for Item # D2000-C:
800.000
1.00
800.00 800.00
GB-MD750 - MODEM 9600 (SYNCHRONOUS) 0000111
05/01/03
05/01/03
02-JELLCO
Jellco Packing
1.00
Total for Item # GB-MD750:
1,650.000
1.00
1,650.00 1,650.00
GB-MD791 - MODEM 9600 FAST POLL 0000111
05/01/03
05/01/03
02-JELLCO
Jellco Packing
3.00
Total for Item # GB-MD791:
1,895.250
3.00
5,685.75 5,685.75
VOG-CM-MP-B - MODESTY PANEL 0000162
05/22/03
05/31/03
02-AMERCON
American Concrete Service
TAI
2.00
Total for Item # VOG-CM-MP-B:
2.00
Report Total:
42.000
84.00 84.00 26,319.75
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Open Order/Invoice Report
Number:
BP924
Description:
Customer Open Invoice Aging, including Open Orders.
Requirements:
Accounts Receivable
Other Information: Utilizes the "Ship Date" field in Sales Order, and assumes an expected ship date will be entered if you are running the report to look at late shipments. This report uses the Accounts Receivable Invoice History file. Data Files:
AR1, SY0
Problem:
Your salespeople need a concise report that they can use to prepare for customer meetings. They need to know what orders are pending for the customer. Are the orders past due? Is the customer getting in a credit problem?
Solution:
Print the customer Open Order/Invoice Detail Report and your salesperson has all of the information at his fingertips!
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 45
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp
CUSTOMER OPEN ORDER/INVOICE REPORT
Report Index Example 2
Report Parameters: Invoices Aged as of 05/31/03 Report is printed in Summary Format Aging is perfomed by Due Date For Customer #: 00-0000000 through 99-ZZZZZZZ Inv Bal
Current
30 Days
60 Days
90 Days
120 Days
0.00
0.00
0.00
0.00
0.00
0.00
0.00
27,893.18
7,067.21
24,686.52
-2,503.61
850.00
1,700.00
7,774.02
9,297.07
16,599.50
297.12
1,785.00
1,190.00
7,669.70
11,788.10
11,192.02
15,859.80
9.40
626.84
0.00
0.00
2,845.42
-395.89
2,814.48
48.75
1,000.00
2,000.00
0.00
9,580.49
5,259.00
1,915.88
4,335.43
13,006.29
2,493.75
1,057,349.85 513,339.95 1,057,349.85
0.00
0.00
0.00
0.00
Order Amt
Inv Amt
01-ABF - American Business Futures 0.00
01-AVNET - Avnet Processing Corp 485.06
01-BRESLIN - Breslin Parts Supply 7,254.78
25,541.32
01-HILLSB - Hillsboro Service Center 3,811.60
01-RSSUPPL - R & S Supply Corp. 71.62
01-SHEPARD - Shepard Motorworks 0.00
27,010.35
02-ALLENAP - Allen's Appliance Repair 0.00
02-AMERCON - American Concrete Service 9,984.21
633.89
581.16
569.54
0.95
18.95
31.70
0.00
15,835.58
13,743.80
12,625.84
1,117.96
2,091.78
0.00
0.00
8,732.40
8,557.76
3,207.40
6,921.00
0.00
0.00
45,981.44
23,954.02
12,940.31
12,813.06
15,620.89
4,607.18
0.00
32,069.54
16,644.94
10,319.06
2,996.49
10,499.49
8,254.50
0.00
56,169.33
95,885.36
23,877.70
32,961.66
0.00
0.00
19,216.07
11,517.54
11,287.18
117.18
4,476.31
3,335.40
0.00
808.99
825.50
808.99
0.00
0.00
0.00
0.00
5,055.91
5,055.91
0.00
0.00
0.00
0.00
Report Total: 687,305.45 1,280,619.10
43,898.28
81,187.35
34,125.07
17,937.47
02-ATOZ - A To Z Carpet Supply 3,646.71
02-AUTOCR - Autocraft Accessories 4,430.20
18,686.16
02-BAYPYRO - Bay Pyrotronics Corp. 0.00
02-CAPRI - Capri Sailing Ships 1,240.88
02-CUSTOM - Custom Craft Products 0.00
152,724.72
02-GREALAR - Greater Alarm Company 5,300.14
02-JELLCO - Jellco Packing 3,153.50
02-ORANGE - Orange Door & Window Co. 8,343.13
5,055.91
The example above is printed by Due Date and it is in Summary Format
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp
CUSTOMER OPEN ORDER/INVOICE REPORT
Report Index Next Page
Report Parameters: Invoices Aged as of 05/31/03 Report is printed in Detail Format Aging is perfomed by Invoice Date For Customer #: 00-0000000 through 99-ZZZZZZZ Invoice/ Order Date
Invoice #/ Order #
Due Date/ Ship Date
Invoice/Order Amount
Invoice Balance
Current
30 Days
60 Days
90 Days
90 Days
4/30/2003 5/1/2003
850.00 850.00 1,226.25 2,416.25 85.00 2,416.25 -55.25 2,032.54 265.86 666.53 1,113.05 2,467.61 38.20 864.25 -1,000.50 130.00 7,774.02 -2,557.50 43.89 -2,500.00
0.00 850.00 1,178.69 0.00 85.00 0.00 -55.25 0.00 0.00 0.00 613.05 2,467.61 38.20 0.00 -1,250.50 130.00 7,774.02 -2,557.50 43.89 -2,250.00
0.00 0.00 0.00 7,248.75 0.00 4,832.50 0.00 4,065.08 531.72 1,333.06 2,226.10 2,467.61 38.20 1,728.50 0.00 130.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 85.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 43.89 -5,000.00
0.00 0.00 2,452.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 -55.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -2,001.00 0.00 7,774.02 -2,557.50 0.00 0.00
Total for Customer 01-ABF:
27,893.18
7,067.21
24,601.52
-4,871.11
2,452.50
0.00
3,160.27
Days Delq
01-ABF - American Business Futures Open Invoices 1/31/2003 1/31/2003 3/31/2003 5/29/2003 4/30/2003 5/31/2003 5/2/2001 5/23/2003 5/28/2003 5/28/2003 5/15/2003 5/15/2003 5/31/2003 5/21/2003 5/2/2001 5/30/2003 4/26/2001 4/26/2001 4/30/2003 5/1/2003
0000101-IN 0000122-IN 0000141-IN 0000169-IN 0000190-IN 0000191-IN 0004578-CM 0100009-IN 0100011-IN 0100012-IN 0100033-IN 0100034-IN 0100041-IN 0100042-IN 0100047-CM 0100048-IN 0100052-IN 0100053-CM APR0001-FC THYTR-PP
3/2/2003 3/30/2003 4/30/2003 6/28/2003 5/30/2003 6/30/2003 6/22/2003 6/27/2003 6/27/2003 6/14/2003 6/14/2003 6/30/2003 6/20/2003 6/29/2003 5/26/2001
90 62 31 -28 1 -30 -22 -27 -27 -14 -14 -30 -20 -29 735 31 30
Open Orders 5/11/2003
0000153
5/13/2003
485.06
Open Order Total:
485.06
1 Open Orders
01-AVNET - Avnet Processing Corp Open Invoices 1/31/2003 2/28/2003 3/31/2003 5/29/2003 5/31/2003 5/21/2003 5/2/2001 4/26/2001 4/30/2003 5/1/2003
0000102-IN 0000123-IN 0000142-IN 0000170-IN 0000192-IN 0100043-IN 0100046-CM 0100051-IN APR0002-FC THYUIO-PP
3/2/2003 3/30/2003 4/30/2003 6/28/2003 6/30/2003 6/20/2003 5/26/2001 4/30/2003 5/1/2003
595.00 595.00 1,751.00 4,041.00 606.00 1,935.25 -1,000.00 7,669.70 44.12 -2,500.00
0.00 0.00 0.00 3,542.00 606.00 935.25 -1,500.00 7,669.70 44.12 -2,000.00
0.00 0.00 0.00 12,123.00 606.00 3,870.50 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 44.12 -5,000.00
0.00 0.00 5,253.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 1,785.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 -2,000.00 7,669.70 0.00 0.00
Total for Customer 01-AVNET:
25,541.32
9,297.07
16,599.50
-4,955.88
5,253.00
1,785.00
5,669.70
Open Orders 4/20/2003 4/26/2001
0000105 0000181
4/20/2003 4/26/2001
7,193.50 61.28
Open Order Total:
7,254.78
2 Open Orders
The example above is printed by Invoice Date and in with Details
90 62 31 -28 -30 -20 735 31 30
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Back Ordered Items Available to Ship
Number:
BP925
Description:
A report showing items with a Back Order Status, with Inventory Quantity available.
Requirements:
Inventory, Sales Order
Data Files:
IM2, IMC, SO1, SO2, SY0
Problem:
You've just received a huge shipment of product and you want to make sure you fill the back orders before shipping current orders.
Solution:
Print the Back Ordered Items Available Report with the sort option of printing by ship date. Any back orders that have quantity available in inventory will be printed, and the Customers who have been waiting longest will appear first.
Problem:
Product arrives and is entered in the system throughout the day. You need a process for making sure that backorders are getting filled as soon as possible.
Solution:
Print the Back Ordered Items Available Report at the beginning of each day to plan what will be packaged and shipped before new orders are processed.
Problem:
Product has arrived for customers who have the item backordered, but there isn't enough of the item to fill all customer orders.
Solution:
Print the Back Ordered Items Available Report to "pick and choose" which of your customers you want to ship the limited item to.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 46
Page: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. BACK ORDERED ITEMS AVAILABLE TO SHIP
Report Index Example 2
Report Parameters: Report is printed by Item Number For Ship Dates 5/1/2002 through 5/31/2003 For Sales Order Number 0000000 through ZZZZZZZ For Customers 00-0000000 through 99-ZZZZZZZ
Quantity Order #
Order Date
Ship Date
Customer #
Item: 1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 02-AMERCON 0000149 05/23/03 05/23/03
Ship to Name
WHS
American Concrete Service
002
Total for Item 1001-HON-H252: Item: 1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item 1001-HON-H254: Item: 1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item 1001-HON-H254LK: Item: 2480-8-50 - DESK FILE 8" CAP 50 0000149 05/23/03 05/23/03
02-AMERCON
American Concrete Service
002
Total for Item 2480-8-50: Item: 2551-3-50 - DESK FILE 3 1/2" CAP 50 0000149 05/23/03 05/23/03
02-AMERCON
American Concrete Service
002
Total for Item 2551-3-50: Item: 6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000105 01-AVNET 04/20/03 04/20/03
001
Avnet Processing Corp
Total for Item 6650-26-16-11: Item: 6657-24-20-12 - SOUND CVR 24.5"W 20"D 12"H LQ 0000153 01-ABF 05/11/03 05/13/03
American Business Futures
001
Total for Item 6657-24-20-12: Item: 8953 - UNIVERSAL 3 1/2" SSDD FLEX DSK 0000152 05/11/03 05/11/03
01-BRESLIN
Breslin Parts Supply
001 Total for Item 8953:
Item: 8972 - UNIVERSAL 5 1/4" DSDD FLEX DSK 0000153 05/11/03 05/13/03
01-ABF
American Business Futures
001
Total for Item 8972: Item: GB-EQ380-10-MF - CENTRONICS CABLE 10 FT M/F 0000149 02-AMERCON 05/23/03 05/23/03
American Concrete Service
002
Total for Item GB-EQ380-10-MF:
The example above is printed by Item Number
Ordered
B/O On Hand
35.00
10.00
35.00
10.00
5.00
2.00
5.00
2.00
6.00
2.00
6.00
2.00
25.00
20.00
25.00
20.00
10.00
5.00
10.00
5.00
10.00
10.00
10.00
10.00
3.00
1.00
3.00
1.00
100.00
100.00
100.00
100.00
100.00
20.00
100.00
20.00
50.00
28.00
50.00
28.00
19.00
9.00
1.00
210.00
170.00
5.00
7.00
655.00
47.00
15.00
Page: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. BACK ORDERED ITEMS AVAILABLE TO SHIP
Report Index
Report Parameters: Report is printed in Customer Number Order For Ship Dates 5/1/2003 through 5/31/2003 For Sales Order Number 0000000 through ZZZZZZZ For Customers 00-0000000 through 99-ZZZZZZZ
Next Page
Quantity Order #
Order Date
Ship Date Customer #
Customer: 01-ABF - American Business Futures 0000153 05/11/03 05/13/03 01-ABF
Customer: 01-BRESLIN - Breslin Parts Supply 0000152 05/11/03 05/11/03 01-BRESLIN
Ordered
B/O On Hand
Item #
Item Description
8972 6657-24-20-12
UNIVERSAL 5 1/4" DSDD FLEX DSK SOUND CVR 24.5"W 20"D 12"H LQ
001 001
100.00 3.00
20.00 1.00
47.00 7.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
001
100.00
100.00
655.00
HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK DESK FILE 8" CAP 50 DESK FILE 3 1/2" CAP 50 CENTRONICS CABLE 10 FT M/F
002 002 002 002 002 002
35.00 5.00 6.00 25.00 10.00 50.00
10.00 2.00 2.00 20.00 5.00 28.00
19.00 9.00 1.00 210.00 170.00 15.00
Customer: 02-AMERCON - American Concrete Service 0000149 05/23/03 05/23/03 02-AMERCON 1001-HON-H252 1001-HON-H254 1001-HON-H254LK 2480-8-50 2551-3-50 GB-EQ380-10-MF
WHS
The example above is printed by Customer Number
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Orders to Ship Today
Number:
BP926
Description:
This report is designed to show all orders that are to ship today.
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, IM2, SO1, SO2, SY0
Problem:
You have a pile of picking sheets sitting on your desk that need to go out today but trying to get them organized and prioritized can be a challenge to say the least.
Solution:
Print the Orders to Ship Today report by Ship Via to show which orders are priority shipments and what inventory is on hand to fulfill those orders.
Problem:
Sometimes you don’t have enough inventory on hand to fulfill all the orders that need to ship. Then it becomes a matter of allocating the available inventory to your best customers.
Solution:
Print the Orders to Ship Today report sorted by Customer to help you determine which customers to allocate inventory to.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 47
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Item # Item #/ Order #
Example 2
Quantity Order Date Ship Date
Status
Ship Via
Customer #
Item #
Shipped
On Hand
Backorder
UPS RED
01-0000988
4886-18-14-3
1.00
4.00
0.00
4886-18-14-3 - PAPER CADDY 18"W 14"D 3"H 0000171
05/31/03
05/31/03
New
6650-26-16-11 - SOUND CVR 26"W 16"D 11"H DM 0000164
05/31/03
05/31/03
0000171
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
1.00
29.00
0.00
New
UPS RED
01-0000988
6650-26-16-11
1.00
29.00
0.00
New
02-AMERCON
6655
3.00
3.00
0.00
6655 - PRINTER STAND W/ BASKET 0000162
05/22/03
05/31/03
CHROME KIT - CHROME LUGGAGE AND SIDE RAILS 0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
CHROME KIT
2.00
-61.00
0.00
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
UPS BLUE
01-ABF
D1400
4.00
0.00
0.00
1.00
0.00
1.00
D1000 - DESK 72" X 30" 0000158
05/15/03
D1400 - EXECUTIVE DESK ENSEMBLE 0000115
05/18/03
05/31/03
New
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
0000160
05/18/03
05/31/03
New
UPS RED
01-RSSUPPL
D1400
1.00
0.00
0.00
New
UPS BLUE
01-ABF
D1700
2.00
-2.00
0.00
New
UPS BLUE
02-GREALAR
D1700
2.00
-2.00
0.00
New
UPS RED
01-RSSUPPL
D2000-C
1.00
-4.00
0.00
New
02-AMERCON
VOG-CM-MP-B
2.00
45.00
0.00
D1700 - SECRETARY DESK ENSEMBLE 0000115 0000159
05/18/03 05/18/03
05/31/03 05/31/03
D2000-C - EXECUTIVE CREDENZA 0000160
05/18/03
05/31/03
VOG-CM-MP-B - MODESTY PANEL 0000162
05/22/03
05/31/03
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index Example 3
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Customer Customer/ Order #
Quantity Order Date Ship Date
Status
Ship Via
Item #
UPS RED
4886-18-14-3
Shipped
On Hand
Backorder
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
6655
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
-380.00
0.00
01-0000988 The Portland Trail Blazers 0000171
05/31/03
05/31/03
New
01-ABF American Business Futures 0000115
05/18/03
05/31/03
New
UPS BLUE
01-RSSUPPL R & S Supply Corp. 0000160
05/18/03
05/31/03
New
UPS RED
02-AMERCON American Concrete Service 0000162
05/22/03
05/31/03
New
02-AUTOCR Autocraft Accessories 0000158
05/15/03
05/31/03
New
UPS BLUE
D1000
2.00
New
UPS BLUE
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
6650-26-16-11
1.00
29.00
0.00
02-GREALAR Greater Alarm Company 0000159
05/18/03
05/31/03
02-ORANGE Orange Door & Window Co. 0000164
05/31/03
05/31/03
New
UPS BLUE
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index Example 4
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Ship Via Ship Via/ Order #
Quantity Order Date Ship Date
Status
Ship Via
Customer #
Item #
02-AMERCON
6655
Shipped
On Hand
Backorder
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
MAIL 0000162
05/22/03
05/31/03
New
UPS BLUE 0000115
05/18/03
05/31/03
New
UPS BLUE
01-ABF
0000158
05/15/03
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
29.00
0.00
0000164
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
1.00
05/18/03
05/31/03
New
UPS RED
01-RSSUPPL
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
4886-18-14-3
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
UPS RED 0000160 0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
Page: 1 Print Date: 07/18/2001
ABC Distribution and Service Corp. ORDERS TO SHIP TODAY
Report Index
Report Parameters: For Orders to ship 05/31/03 Report includes all Orders Report Sorted by Warehouse Warehouse/ Order # Order Date Ship Date
Next Page
Quantity Status
Ship Via
Customer #
Item #
Shipped
On Hand
Backorder
UPS BLUE
01-ABF
D1400
4.00
0.00
0.00
D1700
2.00
-2.00
0.00
001 - EAST WAREHOUSE 0000115
05/18/03
05/31/03
New
0000158
05/15/03
05/31/03
New
UPS BLUE
02-AUTOCR
D1000
2.00
-380.00
0.00
0000159
05/18/03
05/31/03
New
UPS BLUE
02-GREALAR
D1400
1.00
0.00
1.00
D1700
2.00
-2.00
0.00
D1400
1.00
0.00
0.00
D2000-C
1.00
-4.00
0.00
6655
3.00
3.00
0.00
VOG-CM-MP-B
2.00
45.00
0.00
1.00
29.00
0.00
0000160 0000162
05/18/03 05/22/03
05/31/03 05/31/03
New New
UPS RED MAIL
01-RSSUPPL 02-AMERCON
0000164
05/31/03
05/31/03
New
UPS BLUE
02-ORANGE
6650-26-16-11
0000171
05/31/03
05/31/03
New
UPS RED
01-0000988
4886-18-14-3
1.00
4.00
0.00
6650-26-16-11
1.00
29.00
0.00
CHROME KIT
2.00
-61.00
0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Deposit Reconciliation
Number:
BP927
Description:
The deposit reconciliation is designed to help in the reconciliation of prepayments applied to Sales Orders.
Requirements:
Accounts Receivable, Sales Order
Data Files:
AR_13, SO1, SY0
Problem:
You have GL Asset Accounts that have deposits from clients. But who are the deposits from?
Solution:
Print the Deposit Reconciliation report to show all deposits on Open Orders and all Cash Receipt deposits to GL Accounts.
Problem:
It is the end of the month and you are trying to reconcile your credit card statement with customer deposits.
Solution:
Print the Deposit Reconciliation report and see all GL Cash receipts broken out by GL Account.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 48
Page Number: 1 Print Date: 7/11/2001
ABC Distribution and Service Corp. DEPOSIT RECONCILIATION SO #/ SO Date/ Deposit # Deposit Date Payment Type: AMEX 5/11/2003 0000152 0000182
Report Index
Check #
Customer #
GL Account #: 111-00-00 01-BRESLIN
Customer Name Breslin Parts Supply
02-BAYPYRO Bay Pyrotronics Corp.
4/26/2001
Total for AMEX: Payment Type: CHECK 4/26/2001 0000181
GL Account #: 000123
01-AVNET
Avnet Processing Corp Total for CHECK:
Order Amt
Next Page Deposit Amt
432.80
0.00
1,446.49
0.00
1,879.29
0.00
64.32
1,000.00
64.32
1,000.00
Cash Receipts GL Account Number: 111-00-00 5/1/2003 AMEX 00010 5/1/2003 AMEX 00010
02-BAYPYRO 01-BRESLIN
Bay Pyrotronics Corp. Breslin Parts Supply GL Account Number: 111-00-00 Total:
1,446.49 432.80 1,879.29
GL Account Number: 175-00-00 5/1/2003 00010 VISA
01-ABF
American Business Futures GL Account Number: 175-00-00 Total:
1,500.00 1,500.00
GL Account Number: 201-00-00 5/1/2003 00010 1554
01-AVNET
Avnet Processing Corp GL Account Number: 201-00-00 Total:
1,000.00 1,000.00
Report Index Next Page
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Gross Profit History Journal
Number:
BP928
Description:
The Gross Profit History Journal provides the ability to reprint the Gross Profit Journal for AR or SO after the Journal has been updated.
Requirements:
Accounts Receivable, Sales Order
Data Files:
ARN, ARO, SY0
Problem:
It is the end of the month and your trial balance is not balancing. You discover that a Sales Journal was updated out-of-balance to the GL.
Solution:
Print out the Gross Profit History Journal and enter in the date the Sales Journal was updated on and you will have a reprint of the Gross Profit Journal for that day sorted by Source Journal.
Problem:
In Reviewing your COGS account you notice that the account has an unusually high number. You check and find that only SO has posted to the account.
Solution:
Print out the Gross Profit Journal for the specified date range. This will provide all the transaction detail that was posted from AR and SO sorted by Journal.
Sales Order
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 49
Page: 1 Printed: 5/16/2002
ABC Distribution and Service Corp. GROSS PROFIT HISTORY JOURNAL
Report Index Next Page
Report Parameters: For the period: 05/16/2003 through 05/31/2003 Inv #
Sls Acct
Inv Date Item #
COGS Acct
Source Journal: AR-0004 Transaction Date: 05/21/03 0100042-IN 05/21/03 Slsprsn #: 0100 WIDGET 400-01-00 450-10-00 200-DA 400-01-00 450-10-00 WDPACK 400-01-00 450-10-00 0100043-IN
0100044-IN
0100053-IN
0100054-IN
0999857-IN
COGS Amt
Gross Profit Net
Profit %
Invoice Total
Customer #: 01-ABF American Business Futures 165.75 82.50 83.25 50.23 88.00 25.00 63.00 71.59 572.50 280.00 292.50 51.09 864.25
200-DA WIDGET MCONTR
Total for invoice # 0100042-IN: 826.25 387.50 438.75 53.10% Slsprsn #: 0200 Customer #: 01-AVNET Avnet Processing Corp 400-01-00 450-10-00 880.00 250.00 630.00 71.59 400-01-00 450-10-00 55.25 27.50 27.75 50.23 400-02-00 450-10-00 1,000.00 0.00 1,000.00 100.00
1,935.25
MCONTR WDPACK
Total for invoice # 0100043-IN: 1,935.25 277.50 1,657.75 85.66% Slsprsn #: 0100 Customer #: 01-BRESLIN Breslin Parts Supply 400-02-00 450-10-00 1,000.00 0.00 1,000.00 100.00 400-01-00 450-10-00 572.50 280.00 292.50 51.09
05/21/03
05/21/03
Total for invoice # 0100044-IN:
1,572.50
280.00
1,292.50
82.19%
1,646.13
Total for Source Journal AR-0004:
4,334.00
945.00
3,389.00
78.20%
11,690.76
Source Journal: AR-0005 Transaction Date: 05/31/03 0100051-IN 08/22/03 Slsprsn #: 0100 WIDGET 400-01-00 450-10-00 0100052-IN
Sales Amt
Customer #: 01-ABF American Business Futures 1,052.20 275.00 777.20 73.86 1,052.20
WIDGET
Total for invoice # 0100051-IN: 1,052.20 275.00 777.20 73.86% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 3,761.00 1,375.00 2,386.00 63.44
3,761.00
WIDGET
Total for invoice # 0100052-IN: 3,761.00 1,375.00 2,386.00 63.44% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 2,762.50 1,375.00 1,387.50 50.23
2,762.50
WIDGET
Total for invoice # 0100053-IN: 2,762.50 1,375.00 1,387.50 50.23% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 1,381.25 687.50 693.75 50.23
1,381.25
200-DA
Total for invoice # 0100054-IN: 1,381.25 687.50 693.75 50.23% Slsprsn #: 0100 Customer #: 01-ABF American Business Futures 400-01-00 450-10-00 1,195.00 200.00 995.00 83.26 Total for invoice # 0999857-IN:
1,195.00
200.00
995.00
83.26%
1,195.00
Total for Source Journal AR-0005:
10,151.95
3,912.50
6,239.45
61.46%
10,151.95
08/05/03
08/01/03
07/31/03
08/15/03
Source Journal: SO-0001 Transaction Date: 05/31/03 0100040-IN 05/27/03 Slsprsn #: 0100 2480-8-50 400-01-00 450-01-00
Customer #: 01-BRESLIN Breslin Parts Supply 9,130.25 4,558.64 4,571.62
50.07
Total for invoice # 0100040-IN:
9,130.25
4,558.64
4,571.62
50.07%
9,596.76
Total for Source Journal SO-0001:
9,130.25
4,558.64
4,571.62
50.07%
9,596.76
Source Journal: SO-0002 Transaction Date: 05/31/03 0100041-IN 05/31/03 Slsprsn #: 0100 2480-8-50 400-01-00 450-01-00
Customer #: 01-ABF 33.20
American Business Futures 15.45 17.75 53.46
Total for invoice # 0100041-IN:
33.20
15.45
17.75
53.46%
38.20
Total for Source Journal SO-0002:
33.20
15.45
17.75
53.46%
38.20
Source Journal: SO-0003 Transaction Date: 05/31/03 0100045-IN 05/31/03 SO #: 0000166 Slsprsn #: 0200 D1000 400-01-00 450-01-00
Customer #: 01-SHEPARD Shepard Motorworks 283,500.00 157,500.00 126,000.00 44.44
05/31/03
SO #: 0000167 1001-HON-H252 4886-18-14-3
Total for invoice # 0100045-IN: 283,500.00 157,500.00 126,000.00 44.44% Slsprsn #: 0300 Customer #: 02-GREALAR Greater Alarm Company 400-01-00 450-01-00 781.20 342.50 438.70 56.16 400-01-00 450-01-00 135.00 67.81 67.19 49.77
283,500.00
0100046-IN
05/31/03
SO #: 0000168 ARS-9101 ARS-9401
Total for invoice # 0100046-IN: 916.20 410.31 505.89 55.22% Slsprsn #: 0300 Customer #: 02-ORANGE Orange Door & Window Co. 400-01-00 450-01-00 179.90 89.75 90.15 50.11 400-01-00 450-01-00 129.95 65.25 64.70 49.79
1,100.36
0100047-IN
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Invoice Gross Margin Review
Number:
BP941
Description:
This report is designed to show all Invoices that fall outside of a certain gross margin range. This allows for easy identification of invoices that need correction before updating.
Requirements:
Accounts Receivable, Inventory, Sales Order
Other Information: The Sales Journal must be printed or previewed prior to printing this report in order for MAS90/200 to calculate the costs. Data Files:
AR1, ARD, IM1, SO5, SO6, SY0
Problem:
Due to incorrect or missing cost data in the Inventory Masterfile, you have large swings in your profit margin. You need to know when profit margins are outside an acceptable range.
Solution:
Use the Gross Margin Review Report to quickly identify items that are showing extremely high or extremely low profits. Since the report uses the data entry files, errors can be located and corrected before updating.
Problem:
Your Salespeople are practically giving away product in order to maintain sales quotas or increase commissions.
Solution:
Use the Gross Margin Report to review sales daily. Find out which sales are below minimum margin requirements and take action quickly!
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 50
Page Number: 1 Print Date: 07/16/2001
ABC Distribution and Service Corp. INVOICE GROSS MARGIN REVIEW
Report Index Next Page
Report Parameters Excludes Gross Profit between 0.00% and 20.00%
INVOICE # 0100057-IN
0100059-IN
0100060-IN
0100061-IN
0100062-IN
0100063-IN
0100064-IN
0100065-IN
0100066-IN
0100067-IN
0100068-IN
0100069-IN
0100070-IN
0100071-IN
0100072-IN
SALES ACCOUNT
COGS ACCOUNT
NET SALES AMOUNT
COGS AMOUNT
GROSS PROFIT AMT
PROFIT %
400-01-00
450-01-00
159.60
68.50
91.10
57.08%
TOTAL FOR INVOICE 0100057-IN:
159.60
68.50
91.10
57.08%
400-01-00 400-01-00
450-01-00 450-01-00
372.90 399.00
176.59 171.35
196.31 227.65
52.64% 57.06%
TOTAL FOR INVOICE 0100059-IN:
771.90
347.94
423.96
54.92%
400-01-00
450-01-00
262.00
167.00
95.00
36.26%
TOTAL FOR INVOICE 0100060-IN:
262.00
167.00
95.00
36.26%
400-01-00
450-01-00
654.75
436.25
218.50
33.37%
TOTAL FOR INVOICE 0100061-IN:
654.75
436.25
218.50
33.37%
400-01-00 400-01-00 400-01-00
450-01-00 450-01-00 450-01-00
270.00 174.00 33.20
174.50 74.32 15.45
95.50 99.68 17.75
35.37% 57.29% 53.45%
TOTAL FOR INVOICE 0100062-IN:
477.20
264.27
212.93
44.62%
400-01-00 400-01-00
450-01-00 450-01-00
635.35 159.60
417.50 68.54
217.85 91.06
34.29% 57.06%
TOTAL FOR INVOICE 0100063-IN:
794.95
486.04
308.91
38.86%
450-01-00
87.00
37.17
49.83
57.27%
TOTAL FOR INVOICE 0100064-IN:
87.00
37.17
49.83
57.27%
400-01-00 400-01-00 400-01-00
450-01-00 450-01-00 450-01-00
635.35 45.00 259.00
417.50 22.61 138.56
217.85 22.39 120.44
34.29% 49.76% 46.50%
TOTAL FOR INVOICE 0100065-IN:
939.35
578.67
360.68
38.40%
400-01-00 400-01-00
450-01-00 450-01-00
635.35 261.00
417.50 111.51
217.85 149.49
34.29% 57.27%
TOTAL FOR INVOICE 0100066-IN:
896.35
529.01
367.34
40.98%
400-01-00 400-01-00
450-01-00 450-01-00
393.00 79.80
250.50 34.27
142.50 45.53
36.26% 57.06%
TOTAL FOR INVOICE 0100067-IN:
472.80
284.77
188.03
39.77%
400-01-00 400-01-00
450-01-00 450-01-00
179.00 635.35
81.25 417.50
97.75 217.85
54.61% 34.29%
TOTAL FOR INVOICE 0100068-IN:
814.35
498.75
315.60
38.75%
400-01-00
450-01-00
21.14
7.42
13.73
64.92%
TOTAL FOR INVOICE 0100069-IN:
21.14
7.42
13.73
64.92%
400-01-00
450-01-00
159.60
68.54
91.06
57.06%
TOTAL FOR INVOICE 0100070-IN:
159.60
68.54
91.06
57.06%
400-01-00 400-01-00
450-01-00 450-01-00
890.01 21.14
408.65 7.42
481.36 13.73
54.08% 64.92%
TOTAL FOR INVOICE 0100071-IN:
911.15
416.07
495.09
54.34%
400-01-00
450-01-00
777.00
415.69
361.31
46.50%
TOTAL FOR INVOICE 0100072-IN:
777.00
415.69
361.31
46.50%
ITEM # 1001-HON-H252
2481-5-50 1001-HON-H252
1001-HON-H254
1001-HON-H254LK
1001-HON-H254LK 1001-HON-H252LK 2480-8-50
1001-HON-H254 1001-HON-H252
1001-HON-H252LK
1001-HON-H254 4886-18-14-3 6650-26-16-11
1001-HON-H254 1001-HON-H252LK
1001-HON-H254 1001-HON-H252
6655 1001-HON-H254
8953
1001-HON-H252
1001-HON-H252LK 8953
6650-26-16-11
400-01-00
INVOICE TOTAL
159.20
832.07
277.72
694.04
505.83
842.65
92.66
939.35
954.61
496.44
863.21
22.52
169.18
965.82
741.26
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Top 50 Customer report
Number:
BP942
Description:
Prints the top 50 customers in order of MTD or YTD sales.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, SY0
Problem:
You are trying to assess who your best customers are. You have a good idea, but are not sure who they are and how they rank.
Solution:
Print the Top 50 Customers Report and it will rank the customers by Month-to-Date sales or Year-to-Date sales.
Problem:
You want to evaluate your sales for the year to make sure your revenue is not too dependent on a single customer.
Solution:
Print out the Top 50 Customers Report by Year.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 51
Page Number: 1 Print Date: 07/16/2001
ABC Distribution and Service Corp. TOP 50 CUSTOMERS REPORT
Report Index
Report Parameters: Report Sort: Month For the current date of: 05/31/03 RANK 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51
Next Page
CUSTOMER #
NAME
01-SHEPARD 02-0005720 02-0005705 02-0005620 01-0000058 01-BRESLIN 02-ALLENAP 02-CUSTOM 02-0005700 01-0256458 01-ABF 01-0000988 02-AMERCON 02-JELLCO 01-AVNET 01-0005698 01-0005500 02-0005605 02-0005500 02-0003000 02-GREALAR 02-0569787 02-0005000 02-0005600 02-0065987 02-0000085 01-0000987 02-0005502 01-0002564 01-0005700 02-0005501 01-0005714 01-0005697 02-0006000 01-0005705 02-ORANGE 01-0002000 01-0005711 01-0005713 01-0005712 01-0005715 01-0005716 01-0005510 01-RSSUPPL 02-ATOZ 01-0005600 02-0005505 02-0001500 01-0005710 02-0098754 Others
Shepard Motorworks AccountTemps NASCAR United States Post Office Lexus of Beaverton Breslin Parts Supply Allen's Appliance Repair Custom Craft Products Crystal Decisions The Portland Winterhawks American Business Futures The Portland Trail Blazers American Concrete Service Jellco Packing Avnet Processing Corp Employers Overload Panasonic Electronic Services State of the Art, Inc. Dilbert Inc. Morton Tree Services Greater Alarm Company Les Schwab Tire Centers Lowe's Home Impovement Stores Jackson School Properties Beaverton Honda Northwest Ford Stores Shell Oil General Motors Trader Joes CBS Sports, Inc. Bart Simpson & Co. Fred Meyers Credit Dept. The Portland Fire The Hemstreet Group Harolds Sanitary Service Orange Door & Window Co. AT&T Media Services Honda Motor Sports Evergreen Landscaping General Motors Credit Dept. Postal Annex Mailboxes Etc Maxim, Inc. R & S Supply Corp. A To Z Carpet Supply ACME Football, Inc Intel Corp. Airfilco, Inc. Sage, Inc. Winco Foods Others GRAND TOTAL:
MTD TOTALS
YTD TOTALS
As of 05/31/03
Thru 05/31/03
283,500.00 28,125.00 20,950.00 20,355.70 15,855.70 10,835.25 9,915.68 7,118.07 5,174.00 4,494.25 4,149.74 3,650.00 3,201.64 2,028.29 1,870.25 1,767.05 1,423.90 1,319.15 1,087.75 939.35 916.20 911.15 896.35 847.50 814.35 794.95 771.90 769.50 654.75 635.35 619.00 609.00 477.20 472.80 399.00 309.85 262.00 261.00 261.00 174.00 174.00 174.00 159.60 159.60 159.60 114.75 109.50 87.00 45.90 21.14 8.46 440,831.17
283,500.00 28,125.00 20,950.00 20,355.70 15,655.70 10,835.25 9,915.68 7,118.07 5,174.00 4,294.25 4,149.74 3,594.75 3,201.64 2,028.29 1,870.25 17.05 1,423.90 1,319.15 1,087.75 939.35 916.20 911.15 896.35 847.50 814.35 794.95 771.90 769.50 654.75 635.35 619.00 609.00 -19,522.80 472.80 399.00 309.85 262.00 261.00 261.00 174.00 174.00 174.00 159.60 159.60 159.60 114.75 109.50 87.00 45.90 21.14 8.46 418,625.92
Percent of Month Sales 64.31% 6.38% 4.75% 4.62% 3.60% 2.46% 2.25% 1.61% 1.17% 1.02% 0.94% 0.83% 0.73% 0.46% 0.42% 0.40% 0.32% 0.30% 0.25% 0.21% 0.21% 0.21% 0.20% 0.19% 0.18% 0.18% 0.18% 0.17% 0.15% 0.14% 0.14% 0.14% 0.11% 0.11% 0.09% 0.07% 0.06% 0.06% 0.06% 0.04% 0.04% 0.04% 0.04% 0.04% 0.04% 0.03% 0.02% 0.02% 0.01% 0.00% 0.00%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Lost Sales by Reason
Number:
BP943
Description:
This report is designed to show canceled orders by reason.
Requirements:
Accounts Receivable, Sales Order
Other Information: Must use cancellation codes in order to be able to use this report, otherwise the data will not exist in MAS 90 to run it. Data Files:
AR1, ARB, ARD, SO_03, SO_04, SO_09, SY0
Problem:
It seems like a lot of Sales Orders are being deleted before the shipment takes place. You don't know if this is due to simple data entry errors or if it is a sign of customer dissatisfaction.
Solution:
MAS90 Reason Codes can be set up to track all of the cancellation reasons that are important to your company. Then use the Lost Sales by Reason Report to figure out how you can work on keeping all of the sales you make.
Problem:
You've got Cancellation Reason Codes clearly defined in MAS90 and all employees are trained to use them properly. Now how can you get all of this great information out of MAS90 in a format you can actually use.
Solution:
The Lost Sales by Reason Report groups together all of your cancelled orders by Reason Code, for any date range you specify. They can be further grouped by Customer or by Salesperson, and viewed in detail or summary.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 52
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. LOST SALES BY REASON
Report Index
Report Parameters: For Order Dates: 05/01/2003 through 05/31/2003 Report is sorted by Salesperson Report is printed in Summary Format Order # Reason Lost: DELAY Salesperson: 01-0200 0000165 Reason Lost: PRICE Salesperson: 01-0100 0000116 Salesperson: 01-0200 0000170 Salesperson: 02-0400 0000163 Reason Lost: SHIP Salesperson: 01-0200 0000161
Order Date
Customer #
Delayed Purchase Decision Shelly Westland 05/31/2003
01-SHEPARD
Better Price Found
Example 2
Customer Name
Extension
Number of Sales Orders: 1
858.00
Shepard Motorworks Number of Sales Orders: 3
Jim Kentley 05/19/2003
01-BRESLIN
Breslin Parts Supply
3,368.80
Shelly Westland 05/31/2003
01-0002564
Trader Joes
2,116.10
Ginny Hernandez 05/29/2003
02-BAYPYRO
Bay Pyrotronics Corp.
Unable to Ship In Time Shelly Westland 05/14/2003
01-HILLSB
635.35
Number of Sales Orders: 1
80.25
Hillsboro Service Center Report Total:
7,058.50
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. LOST SALES BY REASON
Report Index
Report Parameters: For Order Dates: 04/01/2003 through 07/17/2003 Report is sorted by Month Report is printed with Details
Order #
Order Date
Reason Lost: DELAY May, 2003 0000165
05/31/03
Reason Lost: PRICE May, 2003 0000116
05/19/03 05/19/03 05/19/03 05/19/03
Salesperson #
Item #
Delayed Purchase Decision
01-0200
Next Page
Unit Qty Price Ordered
Item Description Number of Sales Orders: 1
6657-24-20-12
Better Price Found
SOUND CVR 24.5"W 20"D 12"H LQ
2.00
858.00
Order # 0000165 Total:
2.00
858.00
May, 2003 Total:
2.00
858.00
DELAY Total:
2.00
858.00
135.00
3.00
405.00
115.95 1,700.00 800.00
4.00 1.00 1.00
463.80 1,700.00 800.00
127.07
9.00 5.00
3,368.80 635.35
87.00 31.95
5.00 2.00 5.00
635.35 174.00 159.75
10.95 164.00
13.00 10.00
142.35 1,640.00
Order # 0000170 Total:
30.00
2,116.10
May, 2003 Total:
44.00
6,120.25
PRICE Total:
44.00
6,120.25
1.00 15.00
45.00 35.25
Order # 0000161 Total:
16.00
80.25
May, 2003 Total:
16.00
80.25
SHIP Total:
16.00
80.25
Report Total:
62.00
7,058.50
01-0100
1001-HON-H254L HON 4 DRAWER LETTER FLE W/
01-0100 01-0100
ARS-9301 D1400
ART SPECIALTY BRONZE LAMP EXECUTIVE DESK ENSEMBLE
01-0100
D2000-C
EXECUTIVE CREDENZA Order # 0000116 Total: HON 4 DRAWER LETTER FLE W/O
05/29/03
02-0400
1001-HON-H254
0000170
05/31/03
01-0200 01-0200
Order # 0000163 Total: 1001-HON-H252L HON 2 DRAWER LETTER FLE W/ 2480-8-50 DESK FILE 8" CAP 50
01-0200 01-0200
2568-3-25 6655
05/31/03
Reason Lost: SHIP May, 2003 0000161
05/14/03 05/14/03
429.00
Number of Sales Orders: 3
0000163
05/31/03 05/31/03
Extension
Unable to Ship In Time
DESK FILE 3 1/2" CAP 25 PRINTER STAND W/ BASKET
Number of Sales Orders: 1
01-0200
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
01-0200
8971
UNIVERSAL 5 1/4" SSDD FLEX
45.00 2.35
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales Discount Report
Number:
BP944
Description:
To show the discounts given to customers by customer or by salesperson
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, ARD, ARN, ARO, IM1, SY0
Problem:
Keeping the customer happy is important. Giving a customer discounts on items helps to accomplish that. However, there is a point when giving discounts can have a negative impact on your bottom line. Which customers are receiving discounts and what is the discount amount by customer?
Solution:
The Sales Discount Report printed out by Customer will show the discounts given to customers based on the Item standard price.
Problem:
Giving discounts gives customers an incentive to purchase products from you, but which of our salespeople are actually giving discounts?
Solution:
Print the Sales Discount report by salesperson to see an analysis of the discounts given by each salesperson.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 53
ABC Distribution and Service Corp.
Page Number: 3 Print Date: 07/17/2001
SALES DISCOUNT REPORT
Report Index Example 2
Report Parameters: For the period: 07/17/2001 through 07/17/2003 For Customer 00-0000000 to 99-ZZZZZZZ For Salesperson 00-0000 to 99-ZZZZ Report sorted by Salesperson Item #
Item Description
Disc %
Disc Amount
Extension
7.77% 3.09% 5.43%
12.40 19.65 32.05
159.60 635.35 794.95
5.43%
32.05
794.95
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Invoice: 0100085-IN Total:
12.92% 12.92%
80.00 80.00
619.00 619.00
Customer: 02-0005501 Total:
12.92%
80.00
619.00
5.25% 11.11% 8.18%
5.55 2,250.00 2,255.55
105.70 20,250.00 20,355.70
8.18%
2,255.55
20,355.70
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Invoice: 0100069-IN Total:
5.25% 5.25%
1.11 1.11
21.14 21.14
Customer: 02-0098754 Total:
5.25%
1.11
21.14
7.53% 5.25% 6.39%
66.99 1.11 68.10
890.01 21.14 911.15
Qty Std Price
Actual Unit Diff Price in Price
Salesperson: 02-0200 Jonathan Miller Total: Invoice: 0100063-IN 1001-HON-H252 1001-HON-H254
Invoice Date: 05/31/03 HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/O LK
2.00 5.00
86.00 131.00
79.80 127.07
6.20 3.93
Invoice: 0100063-IN Total: Customer: 02-0000085 Total: Customer: 02-0003000 Morton Tree Services Invoice: 0100065-IN 1001-HON-H254
Invoice Date: 05/31/03 HON 4 DRAWER LETTER FLE W/O LK
5.00
131.00
127.07
3.93
Invoice: 0100065-IN Total: Customer: 02-0003000 Total: Customer: 02-0005501 Bart Simpson & Co. Invoice: 0100085-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
20.00
34.95
30.95
4.00
Customer: 02-0005620 United States Post Office Invoice: 0100080-IN 8953 D1000
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK DESK 72" X 30"
25.00 25.00
4.45 900.00
4.23 810.00
0.22 90.00
Invoice: 0100080-IN Total: Customer: 02-0005620 Total: Customer: 02-0065987 Beaverton Honda Invoice: 0100068-IN 1001-HON-H254
Invoice Date: 05/31/03 HON 4 DRAWER LETTER FLE W/O LK
5.00
131.00
127.07
3.93
Invoice: 0100068-IN Total: Customer: 02-0065987 Total: Customer: 02-0098754 Winco Foods Invoice: 0100069-IN 8953
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK
5.00
4.45
4.23
0.22
Customer: 02-0569787 Les Schwab Tire Centers Invoice: 0100071-IN Invoice Date: 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 8953 UNIVERSAL 3 1/2" SSDD FLEX DSK
11.00 5.00
87.00 4.45
80.91 4.23
6.09 0.22
Invoice: 0100071-IN Total: Customer: 02-0569787 Total: Salesperson: 02-0200 Jonathan Miller Total:
6.39%
68.10
911.15
6.44%
2,476.11
23,972.64
12.92% 12.92%
100.00 100.00
773.75 773.75
12.92%
100.00
773.75
5.20% 5.20%
0.44 0.44
8.46 8.46
Salesperson: 02-0300 Harvey Earlwright Total: Customer: 02-0005500 Dilbert Inc. Invoice: 0100074-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
25.00
34.95
30.95
4.00
Invoice: 0100074-IN Total: Customer: 02-0005500 Total: Customer: 02-0005610 World Vision Laser Centers Invoice: 0100079-IN 8953
Invoice Date: 05/31/03 UNIVERSAL 3 1/2" SSDD FLEX DSK
2.00
4.45
4.23
0.22
Invoice: 0100079-IN Total:
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALES DISCOUNT REPORT
Report Index
Report Parameters: For the period: 07/17/2001 through 07/17/2003 For Customer 00-0000000 to 99-ZZZZZZZ For Salesperson 00-0000 to 99-ZZZZ Report sorted by Customer Item #
Item Description
Next Page
Qty Std Price
Actual Unit Diff Price in Price
Disc %
Disc Amount
Extension
5.25% 11.11% 8.18%
5.55 1,750.00 1,755.55
105.70 15,750.00 15,855.70
8.18%
1,755.55
15,855.70
7.77% 17.70% 12.73%
31.00 66.00 97.00
399.00 372.90 771.90
12.73%
97.00
771.90
3.09% 3.09%
20.25 20.25
654.75 654.75
3.09%
20.25
654.75
8.37% 8.37%
2.00 2.00
23.90 23.90
8.37%
2.00
23.90
7.77% 7.77%
12.40 12.40
159.60 159.60
7.77%
12.40
159.60
8.71% 8.71%
10.00 10.00
114.75 114.75
8.71%
10.00
114.75
5.27% 5.27%
1.75 1.75
33.20 33.20
5.27%
1.75
33.20
7.53% 13.67% 10.60%
91.70 75.00 166.70
1,218.30 548.75 1,767.05
10.60%
166.70
1,767.05
3.09% 3.09%
19.65 19.65
635.35 635.35
3.09%
19.65
635.35
Customer: 01-0000058 Lexus of Beaverton Invoice: 0100086-IN 8953 CHROME KIT
Invoice Date: 05/31/03 Salesperson: 01-0100 UNIVERSAL 3 1/2" SSDD FLEX DSK 25.00 CHROME LUGGAGE AND SIDE RAILS 25.00
4.45 700.00
4.23 630.00
0.22 70.00
Invoice: 0100086-IN Total: Customer: 01-0000058 Lexus of Beaverton Customer: 01-0000987 Shell Oil Invoice: 0100059-IN 1001-HON-H252 2481-5-50
Invoice Date: 05/31/03 Salesperson: 01-0100 HON 2 DRAWER LETTER FLE W/O LK 5.00 DESK FILE 5 1/4" CAP 50 22.00
86.00 19.95
79.80 16.95
6.20 3.00
Invoice: 0100059-IN Total: Customer: 01-0000987 Shell Oil Customer: 01-0002564 Trader Joes Invoice: 0100061-IN Invoice Date: 05/31/03 Salesperson: 01-0200 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 5.00
135.00
130.95
4.05
Invoice: 0100061-IN Total: Customer: 01-0002564 Trader Joes Customer: 01-0005500 Panasonic Electronic Services Invoice: 0100073-IN 2568-3-25
Invoice Date: 05/31/03 DESK FILE 3 1/2" CAP 25
Salesperson: 01-0100 2.00
12.95
11.95
1.00
Invoice: 0100073-IN Total: Customer: 01-0005500 Panasonic Electronic Services Customer: 01-0005510 Maxim, Inc. Invoice: 0100093-IN 1001-HON-H252
Invoice Date: 05/31/03 Salesperson: 01-0200 HON 2 DRAWER LETTER FLE W/O LK 2.00
86.00
79.80
6.20
Invoice: 0100093-IN Total: Customer: 01-0005510 Maxim, Inc. Customer: 01-0005600 ACME Football, Inc Invoice: 0100090-IN 2551-3-50
Invoice Date: 05/31/03 DESK FILE 3 1/2" CAP 50
Salesperson: 01-0200 5.00
24.95
22.95
2.00
Invoice: 0100090-IN Total: Customer: 01-0005600 ACME Football, Inc Customer: 01-0005697 The Portland Fire Invoice: 0100062-IN 2480-8-50
Invoice Date: 05/31/03 DESK FILE 8" CAP 50
Salesperson: 01-0100 1.00
34.95
33.20
1.75
Invoice: 0100062-IN Total: Customer: 01-0005697 The Portland Fire Customer: 01-0005698 Employers Overload Invoice: 0100088-IN 1001-HON-H254 2551-3-50
Invoice Date: 05/31/03 Salesperson: 01-0100 HON 4 DRAWER LETTER FLE W/O LK 10.00 DESK FILE 3 1/2" CAP 50 25.00
131.00 24.95
121.83 21.95
9.17 3.00
Invoice: 0100088-IN Total: Customer: 01-0005698 Employers Overload Customer: 01-0005700 CBS Sports, Inc. Invoice: 0100091-IN 1001-HON-H254
Invoice Date: 05/31/03 Salesperson: 01-0200 HON 4 DRAWER LETTER FLE W/O LK 5.00
131.00
127.07
3.93
Invoice: 0100091-IN Total: Customer: 01-0005700 CBS Sports, Inc. Customer: 01-0005705 Harolds Sanitary Service Invoice: 0100092-IN
Invoice Date: 05/31/03
Salesperson: 01-0200
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Commission Reporting
Number:
BP945
Description:
Detailed calculations of commissions, with or without cost and profit information.
Requirements:
Accounts Receivable, Inventory
Other Information: This report doesn't actually calculate commissions, but instead gives you all of the cost/profit information for a period of time in order to correctly be able to calculate commissions. Data Files:
AR1, ARN, ARO, SY0
Problem:
Your sales commission structures are both complicated and ever changing! It takes you hours to prepare a report to pay commissions!
Solution:
Print the Salesperson Commission report to an Excel file so that you can easily manipulate the data to meet your specific needs (when exported to Excel, the report keeps its format.)
Problem:
Your salespeople want to have a copy of every invoice that is subject to commission so that they can double check to make sure they are being paid correctly.
Solution:
Print a report for each salesperson that details each invoice. In fact, if they are not in the office, you can e-mail it to them.
Problem:
You use a sliding scale for commissions, and standard software cannot calculate commissions based on a sliding scale.
Solution:
Print the Salesperson Commission Report to an Excel file and easily calculate your commissions in Excel.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 54
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/10/2001
SALESPERSON COMMISSION DETAIL
Report Index
Report Parameters: For the period 5/1/2003 through 5/31/2003 For Salespersons 00-0000 to 99-ZZZZ Report is printed in Summary Format Report does not include Profit Calculation and Cost of Goods Sold Report is sorted by Customer Number Product Line
Example 2
Description
Extend Amt Comm %
Total Comm
Salesperson: 01-0100 Jim Kentley Customer: 01-ABF American Business Futures C&A
CABLES & ACCESSORIES
35.90
DC
DATA COMMUNICATIONS
FD&A
FLEXIBLE DISKS & ACCESS.
Miscellaneous Item Line PS&A
PRINTER SUPPLIES & ACCESS
WF&A
WORKSTATION FURN & ACCESS
10.00
3.59
1,995.00
10.00
199.50
274.39
10.00
27.44
660.50
10.00
66.05
790.00
10.00
79.00
449.20
10.00
44.92
4,204.99
10.00
420.50
9,262.75
10.00
926.28
1,572.50
10.00
157.25
Total for Customer # 01-BRESLIN: Total for Salesperson 01-0100:
10,835.25 15,040.24
10.00 10.00
1,083.53 1,504.02
1,935.25
8.00
154.82
Total for Customer # 01-AVNET:
1,935.25
8.00
154.82
283,500.00
8.00
22,680.00
283,500.00 285,435.25
8.00 8.00
22,680.00 22,834.82
1,601.10
11.50
184.13
1,601.10
11.50
184.13
Total for Customer # 01-ABF: Customer: 01-BRESLIN Breslin Parts Supply FD&A
FLEXIBLE DISKS & ACCESS.
Miscellaneous Item Line
Salesperson: 01-0200 Shelly Westland Customer: 01-AVNET Avnet Processing Corp Miscellaneous Item Line Customer: 01-SHEPARD Shepard Motorworks WF&A
WORKSTATION FURN & ACCESS Total for Customer # 01-SHEPARD: Total for Salesperson 01-0200:
Salesperson: 02-0300 Harvey Earlwright Customer: 02-CUSTOM Custom Craft Products WF&A
WORKSTATION FURN & ACCESS Total for Customer # 02-CUSTOM:
Customer: 02-GREALAR Greater Alarm Company PS&A
PRINTER SUPPLIES & ACCESS
135.00
11.50
15.53
WF&A
WORKSTATION FURN & ACCESS
781.20
11.50
89.84
916.20
11.50
105.36
Total for Customer # 02-GREALAR: Customer: 02-JELLCO Jellco Packing C&A
CABLES & ACCESSORIES
FD&A
FLEXIBLE DISKS & ACCESS. Total for Customer # 02-JELLCO:
21.54
7.20
1.55
111.50
7.20
8.03
133.04
7.20
9.58
309.85
11.50
35.63
309.85 2,960.19
11.50 10.27
35.63 334.70
Customer: 02-ORANGE Orange Door & Window Co. WF&A
WORKSTATION FURN & ACCESS Total for Customer # 02-ORANGE: Total for Salesperson 02-0300:
ABC Distribution and Service Corp.
Page: 1 Print Date: 7/10/2001
SALESPERSON COMMISSION DETAIL
Report Index
Report Parameters: For the period 5/1/2003 through 5/31/2003 For Salespersons 00-0000 to 99-ZZZZ Report is printed in Detail Report includes Profit Calculation and Cost of Goods Sold Report is sorted by Invoice number Invoice Date Invoice #
Customer #
Next Page
Unit Price
Extend Amt
COGS
Gross Profit
Gross Profit %
Comm %
Total Comm
2481-5-50 2.00 18.95 2551-3-50 1.00 23.70 6657-24-20-12 2.00 395.00 8972 80.00 2.80 1001-HON-H252 4.00 79.80 GB-EL04MS-14 10.00 3.59 GB-MD791 1.00 1,995.00 8972 50.00 2.65 8971 -20.00 2.23 2480-8-50 295.00 30.95 2480-8-50 1.00 33.20 200-DA 1.00 88.00 WDPACK 1.00 572.50 WIDGET 3.00 55.25 MCONTR 1.00 1,000.00 WDPACK 1.00 572.50 D1000-BBW/LIGHT 1.00 130.00 WIDGET -3.00 55.25 Total for Salesperson # 01-0100:
37.91 23.70 790.00 224.24 319.20 35.90 1,995.00 132.50 -44.66 9,130.25 33.20 88.00 572.50 165.75 1,000.00 572.50 130.00 -165.75
15.96 11.23 484.00 78.40 136.24 9.50 0.00 49.00 -15.60 4,558.64 15.45 25.00 280.00 82.50 0.00 280.00 65.00 -82.50
21.95 12.47 306.00 145.84 182.96 26.40 1,995.00 83.50 -29.06 4,571.62 17.75 63.00 292.50 83.25 1,000.00 292.50 65.00 -83.25
57.90 52.62 38.73 65.04 57.32 73.54 100.00 63.02 65.07 50.07 53.45 71.59 51.09 50.23 100.00 51.09 50.00 50.23
10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
3.79 2.37 79.00 22.42 31.92 3.59 199.50 13.25 -4.47 913.03 3.32 8.80 57.25 16.58 100.00 57.25 13.00 -16.58
15,040.24
5,992.82
9,047.42
60.15
10.00
1,504.02
880.00 1,000.00 55.25 283,500.00
250.00 0.00 27.50 157,500.00
630.00 1,000.00 27.75 126,000.00
71.59 100.00 50.23 44.44
8.00 8.00 8.00 8.00
70.40 80.00 4.42 22,680.00
Item #
Qty Shipped
Salesperson: 01-0100 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100033-IN 05/15/03 0100034-IN 05/15/03 0100034-IN 05/15/03 0100034-IN 05/15/03 0100035-IN 05/16/03 0100039-CM 05/27/03 0100040-IN 05/31/03 0100041-IN 05/21/03 0100042-IN 05/21/03 0100042-IN 05/21/03 0100042-IN 05/21/03 0100044-IN 05/21/03 0100044-IN 05/30/03 0100048-IN 05/31/03 0200086-CM
Jim Kentley 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-ABF 01-BRESLIN 01-ABF 01-BRESLIN 01-ABF 01-ABF 01-ABF 01-ABF 01-BRESLIN 01-BRESLIN 01-ABF 01-ABF
Salesperson: 01-0200 05/21/03 0100043-IN 05/21/03 0100043-IN 05/21/03 0100043-IN 05/31/03 0100045-IN
Shelly Westland 01-AVNET 01-AVNET 01-AVNET 01-SHEPARD
285,435.25
157,777.50
127,657.75
44.72
8.00
22,834.82
Salesperson: 02-0300 05/15/03 0100037-IN 05/16/03 0100038-IN 05/16/03 0100038-IN 05/31/03 0100046-IN 05/31/03 0100046-IN 05/31/03 0100047-IN 05/31/03 0100047-IN
Harvey Earlwright 02-CUSTOM ARS-9201 18.00 88.95 02-JELLCO 8971 50.00 2.23 02-JELLCO GB-EL04MS-14 6.00 3.59 02-GREALAR 1001-HON-H252 10.00 78.12 02-GREALAR 4886-18-14-3 3.00 45.00 02-ORANGE ARS-9101 2.00 89.95 02-ORANGE ARS-9401 1.00 129.95 Total for Salesperson # 02-0300:
1,601.10 111.50 21.54 781.20 135.00 179.90 129.95
919.44 0.00 5.70 342.50 67.81 89.75 65.25
681.66 111.50 15.84 438.70 67.19 90.15 64.70
42.57 100.00 73.54 56.16 49.77 50.11 49.79
11.50 7.20 7.20 11.50 11.50 11.50 11.50
184.13 8.03 1.55 89.84 15.53 20.69 14.94
2,960.19
1,490.45
1,469.74
49.65
10.27
334.70
Report Total:
303,435.68
165,260.77
138,174.91
45.54
9.79
24,673.55
200-DA MCONTR WIDGET D1000
10.00 88.00 1.00 1,000.00 1.00 55.25 350.00 810.00 Total for Salesperson # 01-0200:
The example above is printed by Invoice Number and is in Detail Format with Profit Calculations
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Item Sales by Customer/Customer Sales by Item
Number:
BP946
Description:
This report is designed to show sales history by Customer or by Item showing the MTD and YTD sales and profit for a specified date.
Requirements:
Accounts Receivable (Inventory, Sales Order)
Data Files:
AR1, ARN, ARO, SY0
Problem:
You are about to re-negotiate the contract for sales of product to your customer, so you need to know how much you have sold to them so far this year and how much profit you've made on those sales.
Solution:
Print the Customer Sales by Item Report for a selected customer to get an idea of how current sales look to make decisions about future pricing.
Problem:
You've just launched the new Pro Grip 2002 and you want to market it to the purchasers of the Pro Grip 2001.
Solution:
Print the Item Sales by Customer Report for the Pro Grip 2001 Item Number. Now you've got a list of sales leads, based on the customers who bought the item this month and this year. Print the report as of 12/31/2001 if you would also like to see customer purchases from last year.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 55
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. Item Sales by Customer
Report Index
Report Parameters: Report shows Item Sales by Customer Report ran as of: 05/31/03 For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Customer # Item #
Item Description
Example 2
Month to Date Qty
Year to Date Qty
Month to Date Sales
Month to Date Profit
Year to Date Sales
Year to Date Profit
0.00 0.00 0.00
2.00 25.00 5.00
0.00 0.00 0.00
0.00 0.00 0.00
174.00 423.75 59.75
136.83 415.72 53.92
0.00 25.00
1.00 25.00
0.00 105.70
0.00 104.22
45.00 105.70
22.39 104.22
0.00 25.00
15.00 25.00
0.00 15,750.00
0.00 15,450.00
1,680.00 15,750.00
1,624.00 15,450.00
15,855.70
15,554.22
18,238.20
17,807.09
01-0000058 - Lexus of Beaverton 1001-HON-H252LK 2481-5-50
HON 2 DRAWER LETTER FLE W/ LCK DESK FILE 5 1/4" CAP 50
2568-3-25 4886-18-14-3
DESK FILE 3 1/2" CAP 25 PAPER CADDY 18"W 14"D 3"H
8953 C1200-CHAIR CHROME KIT
UNIVERSAL 3 1/2" SSDD FLEX DSK FIVE-WHEEL SECRETARIAL CHAIR CHROME LUGGAGE AND SIDE RAILS Total for Customer 01-0000058:
01-0000987 - Shell Oil 1001-HON-H252 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK
2481-5-50 6650-26-16-11
DESK FILE 5 1/4" CAP 50 SOUND CVR 26"W 16"D 11"H DM Total for Customer 01-0000987:
5.00 0.00 22.00
5.00 2.00 122.00
399.00 0.00 372.90
364.73 0.00 364.87
399.00 174.00 2,067.90
364.73 136.83 2,051.85
0.00
5.00
0.00
0.00
1,230.25
1,199.25
771.90
729.60
3,871.15
3,752.66
01-0000988 - The Portland Trail Blazers D1000-SR WIDGET
SECRETARIAL RETURN 8" x 10" Widgets Total for Customer 01-0000988:
25.00
25.00
3,750.00
3,675.00
3,750.00
3,675.00
0.00
-1.00
0.00
0.00
-55.25
-82.75
3,750.00
3,675.00
3,694.75
3,592.25
01-0002000 - AT&T Media Services 1001-HON-H254 2480-8-50 6655
HON 4 DRAWER LETTER FLE W/O LK DESK FILE 8" CAP 50 PRINTER STAND W/ BASKET
2.00
4.00
262.00
178.50
524.00
357.00
0.00 0.00
5.00 2.00
0.00 0.00
0.00 0.00
159.75 358.00
144.30 276.75
C1200-CHAIR FINISH
FIVE-WHEEL SECRETARIAL CHAIR CUSTOM FURNITURE FINISH Total for Customer 01-0002000:
0.00 0.00
5.00 0.00
0.00 0.00
0.00 0.00
560.00 12.00
504.00 12.00
262.00
178.50
1,613.75
1,294.05
654.75
567.50
654.75
567.50
654.75
567.50
654.75
567.50
23.90 1,400.00
18.07 1,100.00
23.90 1,400.00
18.07 1,100.00
1,423.90
1,118.07
1,423.90
1,118.07
01-0002564 - Trader Joes 1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK Total for Customer 01-0002564:
5.00
5.00
01-0005500 - Panasonic Electronic Services 2568-3-25
DESK FILE 3 1/2" CAP 25
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS Total for Customer 01-0005500:
2.00 2.00
2.00 2.00
01-0005510 - Maxim, Inc. 1001-HON-H252
HON 2 DRAWER LETTER FLE W/O LK
2481-5-50 6657-24-20-12 DESK-1000
DESK FILE 5 1/4" CAP 50 SOUND CVR 24.5"W 20"D 12"H LQ Desk - 72" X 30" Total for Customer 01-0005510:
2.00 0.00
3.00 100.00
159.60 0.00
125.33 0.00
245.60 1,695.00
177.08 1,686.97
0.00 0.00
2.00 5.00
0.00 0.00
0.00 0.00
858.00 8,500.00
615.29 7,650.00
159.60
125.33
11,298.60
10,129.34
114.75
103.52
114.75
103.52
114.75
103.52
114.75
103.52
01-0005600 - ACME Football, Inc 2551-3-50
DESK FILE 3 1/2" CAP 50 Total for Customer 01-0005600:
5.00
5.00
01-0005697 - The Portland Fire 1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
2.00
2.00
174.00
136.84
174.00
136.84
1001-HON-H254LK 2480-8-50
HON 4 DRAWER LETTER FLE W/ LCK DESK FILE 8" CAP 50
MCONTR
Monthly Maintenance Billing
2.00 1.00 0.00
2.00 1.00 -20.00
270.00 33.20 0.00
182.75 17.75 0.00
270.00 33.20 -20,000.00
182.75 17.75 -20,000.00
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. Customer Sales by Item
Report Index Next Page
Report Parameters: Report shows Customer Sales by Item Report ran as of: 05/31/03 For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Item # Customer #
Customer Name
MTD Quantity
YTD Quantity
MTD Sales
MTD Profit
YTD Sales
YTD Profit
1001-HON-H252 - HON 2 DRAWER LETTER FLE W/O LK 01-0000987
Shell Oil
5.00
5.00
399.00
364.73
399.00
364.73
01-0005510
Maxim, Inc.
2.00
2.00
159.60
125.33
159.60
125.33
01-0005705
Harolds Sanitary Service
5.00
5.00
399.00
364.73
399.00
364.73
01-ABF
American Business Futures
4.00
4.00
319.20
285.14
319.20
285.14
01-RSSUPPL
R & S Supply Corp.
2.00
2.00
159.60
125.35
159.60
125.35
02-0000085
Northwest Ford Stores
2.00
2.00
159.60
125.33
159.60
125.33
02-0006000
The Hemstreet Group
1.00
1.00
79.80
45.53
79.80
45.53
02-ALLENAP
Allen's Appliance Repair
12.00
12.00
937.44
903.19
937.44
903.19
02-AMERCON
American Concrete Service
10.00
10.00
756.00
721.75
756.00
721.75
02-ATOZ
A To Z Carpet Supply
2.00
2.00
159.60
125.33
159.60
125.33
02-GREALAR
Greater Alarm Company Total for Item 1001-HON-H252:
10.00
10.00
781.20
746.95
781.20
746.95
4,310.04
3,933.36
4,310.04
3,933.36
1001-HON-H252LK - HON 2 DRAWER LETTER FLE W/ LCK 01-0005697
The Portland Fire
2.00
2.00
174.00
136.84
174.00
136.84
01-0005711
Honda Motor Sports
3.00
3.00
261.00
223.83
261.00
223.83
01-0005712
General Motors Credit Dept.
2.00
2.00
174.00
136.83
174.00
136.83
01-0005713
Evergreen Landscaping
3.00
3.00
261.00
223.83
261.00
223.83
01-0005714
Fred Meyers Credit Dept.
7.00
7.00
609.00
534.66
609.00
534.66
01-0005715
Postal Annex
2.00
2.00
174.00
136.83
174.00
136.83
01-0005716
Mailboxes Etc
2.00
2.00
174.00
136.83
174.00
136.83
02-0001500
Airfilco, Inc.
1.00
1.00
87.00
49.83
87.00
49.83
02-0005000
Lowe's Home Impovement Stores
3.00
3.00
261.00
223.83
261.00
223.83
02-0005605
State of the Art, Inc.
2.00
2.00
174.00
136.83
174.00
136.83
02-0005700
Crystal Decisions
2.00
2.00
174.00
136.83
174.00
136.83
02-0569787
Les Schwab Tire Centers
11.00
11.00
890.01
852.86
890.01
852.86
02-ALLENAP
Allen's Appliance Repair Total for Item 1001-HON-H252LK:
14.00
14.00
1,132.74
1,095.78
1,132.74
1,095.78
4,545.75
4,025.60
4,545.75
4,025.60
1001-HON-H254 - HON 4 DRAWER LETTER FLE W/O LK 01-0002000
AT&T Media Services
01-0005698
Employers Overload
01-0005700 02-0000085
2.00
2.00
262.00
178.50
262.00
178.50
10.00
10.00
1,218.30
1,134.80
1,218.30
1,134.80
CBS Sports, Inc.
5.00
5.00
635.35
551.85
635.35
551.85
Northwest Ford Stores
5.00
5.00
635.35
551.85
635.35
551.85
02-0003000
Morton Tree Services
5.00
5.00
635.35
551.85
635.35
551.85
02-0005000
Lowe's Home Impovement Stores
5.00
5.00
635.35
551.85
635.35
551.85
02-0006000
The Hemstreet Group
3.00
3.00
393.00
309.50
393.00
309.50
02-0065987
Beaverton Honda
5.00
5.00
635.35
551.85
635.35
551.85
02-ALLENAP
Allen's Appliance Repair
25.00
25.00
2,947.50
2,864.00
2,947.50
2,864.00
02-AMERCON
American Concrete Service Total for Item 1001-HON-H254:
2.00
2.00
254.14
170.64
254.14
170.64
8,251.69
7,416.69
8,251.69
7,416.69
1001-HON-H254LK - HON 4 DRAWER LETTER FLE W/ LCK 01-0002564
Trader Joes
5.00
5.00
654.75
567.50
654.75
567.50
01-0005697
The Portland Fire
2.00
2.00
270.00
182.75
270.00
182.75
02-ALLENAP
Allen's Appliance Repair
3.00
3.00
405.00
317.75
405.00
317.75
02-AMERCON
American Concrete Service Total for Item 1001-HON-H254LK:
2.00
2.00
261.90
174.65
261.90
174.65
1,591.65
1,242.65
1,591.65
1,242.65
200-DA - 22" Widget with Hinges
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Sales Detail by Product Line
Number:
BP947
Description:
Shows sales amount, cost, quantities, and profit by Product Line.
Requirements:
Accounts Receivable, Inventory
Other Information: This report uses the Accounts Receivable Invoice History file, and assumes you posted Cost of Goods Sold when you invoiced through the Accounts Receivable or Sales Order modules. Data Files:
AR1, ARN, ARO, IM1, SY0
Problem:
Sales and Cost of Sales accounts are organized by region, so how can we find out which product sales are really contributing to our bottom line?
Solution:
The Sales Detail Report by Product Line will help you analyze sales and profit to see which products provide great margins, and which others are just barely above cost.
Problem:
I'm supposed to be presenting the Sales Detail by Product Line information to Sales and Management, but we don't have time to go over the whole report.
Solution:
The report always includes a synopsis of the total sales, costs, profits, and profit percent with just one line per Product Line on the last page of the report. Use this executive summary to determine where you would like to spend your time in more detailed analysis.
Sales Review
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 56
Page Number: 1
ABC Distribution and Service Corp.
rint Date: 07/17/2001
SALES DETAIL REPORT BY PRODUCT LINE
Report Index
Report Parameters: For the period 05/01/2003 through 05/31/2003 Report is printed in Detail For Customers 00-0000000 to 99-ZZZZZZZ For Product Line to ZZZZ
Example 2
C&A - CABLES & ACCESSORIES Cutomer/ Invoice #
Date
Item #
Item Description
01-ABF - American Business Futures 0100034-IN 05/15/03 GB-EL04MS-14
Qty Shipped
Total Cost
Sales Amount
Gross Margin
GM %
10.00
9.50
35.90
26.40
73.54
9.50
35.90
26.40
73.5%
Total for Customer 01-ABF: 02-0005700 - Crystal Decisions 0100081-IN 05/31/03 BB1850
A-B SWITCH - 25-PIN
2.00
Total for Customer 02-0005700: 02-AMERCON - American Concrete Service 0100052-IN 05/01/03 GB-EQ380-10-MF
CENTRONICS CABLE 10 FT M/F
28.00
Total for Customer 02-AMERCON: 02-CUSTOM - Custom Craft Products 0100050-IN 05/01/03 PFS-007-CABLE 0100050-IN 05/01/03 PFS-007-CONN-F 0100050-IN 05/01/03 PFS-007-CONN-M
EIA RS232 CABLE 7 CONDUCTOR 1,000.00 EIA RS232 CONECT 7 CONDUCTOR F 10.00 EIA RS323 CONECT 7 CONDUCTOR M 15.00 Total for Customer 02-CUSTOM:
02-JELLCO - Jellco Packing 0100038-IN 05/16/03 GB-EL04MS-14
0.00
5,000.00
5,000.00
100.00
0.00
5,000.00
5,000.00
100.0%
469.00
869.40
400.40
46.05
469.00
869.40
400.40
46.1%
110.00 82.50 123.75
180.00 130.00 195.00
70.00 47.50 71.25
38.89 36.54 36.54
316.25
505.00
188.75
37.4%
6.00
5.70
21.54
15.84
73.54
Total for Customer 02-JELLCO:
5.70
21.54
15.84
73.5%
Total for Product Line C&A:
800.45
6,431.84
5,631.39
87.6%
*** SUMMARY ***
Total Cost
Total Sales
Total Gross Profit
Gross Profit %
Total for Product Line C&A:
800.45
6,431.84
5,631.39
88%
Total for Product Line DC:
1,147.04
3,959.75
2,812.71
71%
Total for Product Line FD&A:
9,823.91
20,112.53
10,288.62
51%
Total for Product Line Miscellaneous Charge:
0.00
0.00
0.00
0%
Total for Product Line PS&A:
1,517.21
2,814.00
1,296.79
46%
Total for Product Line Sales Code:
0.00
0.00
0.00
0%
Total for Product Line WF&A:
233,243.17
403,765.05
170,521.88
42%
Report Total:
246,531.78
437,083.17
190,551.39
44%
Page Number: 1
ABC Distribution and Service Corp.
rint Date: 07/17/2001
SALES DETAIL REPORT BY PRODUCT LINE
Report Index
Report Parameters: For the period 05/01/2003 through 05/31/2003 Report is printed in Summary Format For Customers 00-0000000 to 99-ZZZZZZZ For Product Line to ZZZZ
Next Page
C&A - CABLES & ACCESSORIES
Customer #
Name
01-ABF 02-0005700 02-AMERCON 02-CUSTOM 02-JELLCO
American Business Futures Crystal Decisions American Concrete Service Custom Craft Products Jellco Packing Total for Product Line C&A:
Total Cost
Sales Amount
Gross Margin
GM %
9.50 0.00 469.00 316.25 5.70
35.90 5,000.00 869.40 505.00 21.54
26.40 5,000.00 400.40 188.75 15.84
73.5% 100.0% 46.1% 37.4% 73.5%
800.45
6,431.84
5,631.39
87.6%
*** SUMMARY ***
Total Cost
Total Sales
Total Gross Profit
Gross Profit %
Total for Product Line C&A:
800.45
6,431.84
5,631.39
88%
Total for Product Line DC:
1,147.04
3,959.75
2,812.71
71%
Total for Product Line FD&A:
9,823.91
20,112.53
10,288.62
51%
Total for Product Line Miscellaneous Charge:
0.00
0.00
0.00
0%
Total for Product Line PS&A:
1,517.21
2,814.00
1,296.79
46%
Total for Product Line Sales Code:
0.00
0.00
0.00
0%
Total for Product Line WF&A:
233,243.17
403,765.05
170,521.88
42%
Report Total:
246,531.78
437,083.17
190,551.39
44%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer Open Item Invoice
Number:
BP961
Description:
The Customer Open Item Invoice is designed to combine the Open Sales Orders with the Sales History to give a complete view of the customer open orders and sales history by Item or Product Line.
Requirements:
Accounts Receivable, Sales Order, Inventory
Data Files:
AR1, ARN, ARO, SY0
Problem:
As a salesperson you are about to go and visit a customer and you need to have all the sales history along with any open orders and quotes for that customer. However, you don’t want to have to print multiple reports to get that information.
Solution:
Print the Customer Open Item Invoice report to see all Open Orders, Quotes and Sales History by Item.
Problem:
As the sales manager or purchasing manager, forecasting sales and inventory requirements can be a challenge. You would like to have all of an item’s sales information in one spot.
Solution:
Print the Customer Open Item Invoice report by Product Line to see all Open Orders, Quotes, and Sales History by Item Number.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 57
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. CUSTOMER OPEN ITEM INVOICE
Report Index
Report Parameters: Report Date: 05/31/03 Report is printed by Customer # For the Customer #: 00-0000000 through 99-ZZZZZZZ For the Product Line #: 0000 through ZZZZ For Salesperson: 00-0000 through 99-ZZZZ
Example 2
Salesperson: 01-0100 Jim Kentley Customer #/ Item #
Open Orders Description
01-0000058 - Lexus of Beaverton 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
Open Quotes
MTD as of 05/31/03
Current YTD
Qty
Dollars
Qty
Dollars
Qty
Dollars
Qty
Dollars
Prior YTD Qty
Dollars
10.00
809.10
15.00
1,213.65
0.00
0.00
2.00
174.00
5.00
421.95
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
593.25
70.00
1,186.50
0.00
0.00
25.00
423.75
10.00
169.50
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
142.35
0.00
0.00
0.00
0.00
5.00
59.75
10.00
109.50
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
45.00
25.00
1,012.50
0.00
0.00
1.00
45.00
1.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
43.61
0.00
0.00
25.00
105.70
25.00
105.70
13.00
56.12
CHROME KIT
CHROME LUGGAGE AND SIDE
0.00
0.00
5.00
3,395.00
25.00
15,750.00
25.00
15,750.00
10.00
6,510.00
Total for Customer 01-0000058: 01-0000987 - Shell Oil 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O
15,855.70
16,558.20
7,312.07
0.00
0.00
0.00
0.00
5.00
399.00
5.00
399.00
5.00
417.10
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
0.00
0.00
2.00
174.00
5.00
421.95
2481-5-50
DESK FILE 5 1/4" CAP 50
0.00
0.00
0.00
0.00
22.00
372.90
122.00
2,067.90
55.00
932.25
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
0.00
0.00
0.00
0.00
0.00
0.00
5.00
1,230.25
2.00
518.00
Total for Customer 01-0000987: 01-0000988 - The Portland Trail Blazers D1000-SR SECRETARIAL RETURN Total for Customer 01-0000988: 01-0005500 - Panasonic Electronic Services 2568-3-25 DESK FILE 3 1/2" CAP 25 CHROME KIT
CHROME LUGGAGE AND SIDE
771.90 0.00
0.00
0.00
0.00
25.00
3,750.00
3,871.15 25.00
3,750.00
3,750.00
2,289.30 0.00
3,750.00
0.00 0.00
0.00
0.00
0.00
0.00
2.00
23.90
2.00
23.90
0.00
0.00
0.00
0.00
0.00
0.00
2.00
1,400.00
2.00
1,400.00
0.00
0.00
Total for Customer 01-0005500: 01-0005697 - The Portland Fire 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
174.00
2.00
174.00
0.00
0.00
1001-HON-H254LK HON 4 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
270.00
2.00
270.00
0.00
0.00
2480-8-50
0.00
0.00
0.00
0.00
1.00
33.20
1.00
33.20
0.00
0.00
DESK FILE 8" CAP 50
Total for Customer 01-0005697: 01-0005698 - Employers Overload 1001-HON-H254 HON 4 DRAWER LETTER FLE W/O 2551-3-50
DESK FILE 3 1/2" CAP 50
Total for Customer 01-0005698: 01-0005715 - Postal Annex 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ Total for Customer 01-0005715:
1,423.90
1,423.90
477.20
0.00
477.20
0.00
0.00
0.00
0.00
0.00
10.00
1,218.30
10.00
1,218.30
0.00
0.00
0.00
0.00
0.00
0.00
25.00
548.75
25.00
548.75
0.00
0.00
1,767.05 0.00
0.00
0.00
0.00
2.00
174.00 174.00
1,767.05 2.00
174.00 174.00
0.00 0.00
0.00 0.00
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. CUSTOMER OPEN ITEM INVOICE
Report Index
Report Parameters: Report Date: 05/31/03 Report is printed by Product Line For the Customer #: 00-0000000 through 99-ZZZZZZZ For the Product Line #: 0000 through ZZZZ For Salesperson: 00-0000 through 99-ZZZZ
Next Page
Salesperson: 01-0100 Jim Kentley Product Line/ Item #
Open Orders Description
C&A CABLES & ACCESSORIES GB-EL04MS-14 Total for Product Line C&A: DC DATA COMMUNICATIONS GB-MD791 Total for Product Line DC: FD&A FLEXIBLE DISKS & ACCESS. 2480-8-50 DESK FILE 8" CAP 50
Open Quotes
MTD as of 05/31/03
Current YTD
Qty
Dollars
Qty
Dollars
Qty
Dollars
Qty
Dollars
0.00
0.00
0.00
0.00
10.00
35.90
10.00
35.90
35.90 0.00
0.00
0.00
0.00
1.00
1,995.00
Prior YTD Qty
0.00
35.90 1.00
1,995.00
1,995.00
Dollars
0.00 0.00
0.00
1,995.00
0.00 0.00
0.00
0.00
0.00
0.00
297.00
9,196.66
297.00
9,196.66
0.00
0.00
0.00
0.00
0.00
0.00
24.00
410.81
149.00
2,529.56
65.00
1,101.75
0.00
0.00
41.00
901.70
41.00
901.70
0.00
0.00
0.00
0.00
2.00
23.90
7.00
83.65
10.00
109.50
25.00
105.70
25.00
105.70
13.00
56.12
2481-5-50
DESK FILE 5 1/4" CAP 50
2551-3-50
DESK FILE 3 1/2" CAP 50
0.00
0.00
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
142.35
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
43.61
0.00
0.00
8971
0.00
0.00
0.00
0.00
-20.00
-44.66
-20.00
-44.66
0.00
0.00
8972
0.00
0.00
0.00
0.00
130.00
356.74
130.00
356.74
0.00
0.00
Total for Product Line FD&A: PS&A PRINTER SUPPLIES & ACCESS 4886-18-14-3 PAPER CADDY 18"W 14"D 3"H 6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
6657-24-20-12 Total for Product Line PS&A: WF&A WORKSTATION FURN & ACCESS 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O
10,950.84
1,267.37
1.00
45.00
25.00
1,012.50
0.00
0.00
1.00
45.00
1.00
45.00
0.00
0.00
0.00
0.00
0.00
0.00
5.00
1,230.25
2.00
518.00
1.00
429.00
0.00
0.00
2.00
790.00
2.00
790.00
0.00
0.00
790.00 0.00
0.00
0.00
0.00
1001-HON-H252LK HON 2 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
4.00
348.00
1001-HON-H254
0.00
0.00
0.00
0.00
10.00
1,218.30
1001-HON-H254LK HON 4 DRAWER LETTER FLE W/
0.00
0.00
0.00
0.00
2.00
270.00
CHROME KIT
CHROME LUGGAGE AND SIDE
0.00
0.00
5.00
3,395.00
27.00
17,150.00
D1000
HON 4 DRAWER LETTER FLE W/O
13,129.34
9.00
718.20
2,065.25 9.00
563.00
718.20
5.00
417.10
8.00
696.00
10.00
843.90
10.00
1,218.30
0.00
0.00
2.00
270.00
0.00
0.00
27.00
17,150.00
10.00
6,510.00
DESK 72" X 30"
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-BBW/LIGHT BOOK BIN W/FLUORESCENT LIGHT
0.00
0.00
0.00
0.00
6.00
130.00
6.00
130.00
0.00
0.00
D1000-CD
DESK CENTER DRAWER
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-FC
FILING CABINET
0.00
0.00
0.00
0.00
10.00
0.00
10.00
0.00
0.00
0.00
D1000-LHDS
DESK DRAWER SET - LEFT HAND
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
D1000-LOCK
LOCK SET FOR D1000 DRAWER
0.00
0.00
0.00
0.00
5.00
0.00
5.00
0.00
0.00
0.00
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Most Recent Items Sold
Number:
BP962
Description:
This report is designed to show the Items sold by salesperson based on a date range specified.
Requirements:
Accounts Receivable, Sales Order, Inventory
Data Files:
AR1, ARN, ARO, SY0
Problem:
As the Sales Manager you want to know who sold what and to whom.
Solution:
Print the Most Recent Items Sold report by product line to see what salesperson sold which items and how many for a specified date range.
Problem:
At the end of every month you need to provide a report of which customers you sold to and what you sold to them.
Solution:
The Most Recent Items Sold report by customer will provide information on what customers you sold to and what you sold to them.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 58
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp MOST RECENT ITEMS SOLD
Report Index Example 2
Report Parameters: For the Product Line Item through ZZZZ For Salesperson: 00-0000 through 99-9999 For Customer #: 00-0000000 through 99-ZZZZZZZ For the Period 05/20/03 through 05/31/03 Report Sorted by Customer # Salesperson: 01-0100 Jim Kentley Customer/ Invoice #
Date
Item #
01-0000058 Lexus of Beaverton 0100086-IN 05/31/03 8953 0100086-IN 05/31/03 CHROME KIT
Item Description
Product Line
UNIVERSAL 3 1/2" SSDD FLEX DSK CHROME LUGGAGE AND SIDE RAILS
FD&A WF&A
Total for Customer 01-0000058: 01-0000987 Shell Oil 0100059-IN 05/31/03 1001-HON-H252 0100059-IN 05/31/03 2481-5-50
HON 2 DRAWER LETTER FLE W/O LK DESK FILE 5 1/4" CAP 50
WF&A FD&A
Total for Customer 01-0000987: 01-0000988 The Portland Trail Blazers 0100087-IN 05/31/03 D1000-SR
SECRETARIAL RETURN
WF&A
Total for Customer 01-0000988: 01-0005500 Panasonic Electronic Services 0100073-IN 05/31/03 2568-3-25 0100073-IN 05/31/03 CHROME KIT
DESK FILE 3 1/2" CAP 25 CHROME LUGGAGE AND SIDE RAILS
FD&A WF&A
Total for Customer 01-0005500: 01-0005697 The Portland Fire 0100062-IN 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 0100062-IN 05/31/03 1001-HON-H254LK HON 4 DRAWER LETTER FLE W/ LCK 0100062-IN 05/31/03 2480-8-50 DESK FILE 8" CAP 50
WF&A WF&A FD&A
Total for Customer 01-0005697: 01-0005698 Employers Overload 0100088-IN 05/31/03 1001-HON-H254 0100088-IN 05/31/03 2551-3-50
HON 4 DRAWER LETTER FLE W/O LK DESK FILE 3 1/2" CAP 50
WF&A FD&A
Total for Customer 01-0005698: 01-0005715 Postal Annex 0100100-IN 05/31/03 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK
WF&A
Total for Customer 01-0005715: 01-0256458 The Portland Winterhawks 0100089-IN 05/31/03 2551-3-50 0100089-IN 05/31/03 D1700
DESK FILE 3 1/2" CAP 50 SECRETARY DESK ENSEMBLE
FD&A WF&A
Total for Customer 01-0256458: 01-ABF American Business Futures 0100042-IN 05/21/03 200-DA 0100041-IN 05/31/03 2480-8-50 0100048-IN 05/30/03 D1000-BBW/LIGHT 0100042-IN 05/21/03 WDPACK 0100042-IN 05/21/03 WIDGET 0200086-CM 05/31/03 WIDGET
22" Widget with Hinges DESK FILE 8" CAP 50 BOOK BIN W/FLUORESCENT LIGHT Widget 10 Pack 8" x 10" Widgets 8" x 10" Widgets
Misc. Item FD&A WF&A Misc. Item Misc. Item Misc. Item
Total for Customer 01-ABF: 01-BRESLIN Breslin Parts Supply 0100040-IN 05/27/03 2480-8-50 0100044-IN 05/21/03 MCONTR 0100044-IN 05/21/03 WDPACK
DESK FILE 8" CAP 50 Monthly Maintenance Billing Widget 10 Pack
FD&A Misc. Item Misc. Item
Quantity
Price
Extension
25.00 25.00
4.23 630.00
105.70 15,750.00
50.00 5.00 22.00
15,855.70 79.80 16.95
27.00 25.00
771.90 150.00
25.00 2.00 2.00
11.95 700.00
87.00 135.00 33.20
121.83 21.95
87.00
21.95 873.00
329.25 4,365.00 4,694.25
88.00 33.20 130.00 572.50 55.25 55.25
4.00 295.00 1.00 1.00
174.00 174.00
20.00 1.00 1.00 1.00 1.00 3.00 -3.00
1,218.30 548.75 1,767.05
2.00 15.00 5.00
174.00 270.00 33.20 477.20
35.00 2.00
23.90 1,400.00 1,423.90
5.00 10.00 25.00
3,750.00 3,750.00
4.00 2.00 2.00 1.00
399.00 372.90
88.00 33.20 130.00 572.50 165.75 -165.75 823.70
30.95 1,000.00 572.50
9,130.25 1,000.00 572.50
Total for Customer 01-BRESLIN:
297.00
10,702.75
Total for Salesperson 01-0100:
469.00
40,440.45
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp MOST RECENT ITEMS SOLD
Report Index
Next Page
Report Parameters: For the Product Line Item through ZZZZ For Salesperson: 00-0000 through 99-9999 For Customer #: 00-0000000 through 99-ZZZZZZZ For the Period 05/20/03 through 05/31/03 Reported Sorted by Product Line Salesperson: 01-0100 Jim Kentley Product Line/ Invoice #
Date
Item #
FD&A FLEXIBLE DISKS & ACCESS. 0100040-IN 05/27/03 2480-8-50 0100041-IN 05/31/03 2480-8-50 0100062-IN 05/31/03 2480-8-50 0100059-IN 05/31/03 2481-5-50 0100088-IN 05/31/03 2551-3-50 0100089-IN 05/31/03 2551-3-50 0100073-IN 05/31/03 2568-3-25 0100086-IN 05/31/03 8953
Miscellaneous Item 0100042-IN 05/21/03 0100044-IN 05/21/03 0100042-IN 05/21/03 0100044-IN 05/21/03 0100042-IN 05/21/03 0200086-CM 05/31/03
200-DA MCONTR WDPACK WDPACK WIDGET WIDGET
WF&A WORKSTATION FURN & ACCESS 0100059-IN 05/31/03 1001-HON-H252 0100062-IN 05/31/03 1001-HON-H252LK 0100100-IN 05/31/03 1001-HON-H252LK 0100088-IN 05/31/03 1001-HON-H254 0100062-IN 05/31/03 1001-HON-H254LK 0100073-IN 05/31/03 CHROME KIT 0100086-IN 05/31/03 CHROME KIT 0100048-IN 05/30/03 D1000-BBW/LIGHT 0100087-IN 05/31/03 D1000-SR 0100089-IN 05/31/03 D1700
Item Description
Customer #
Quantity
Price
Extension
DESK FILE 8" CAP 50 DESK FILE 8" CAP 50 DESK FILE 8" CAP 50 DESK FILE 5 1/4" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 50 DESK FILE 3 1/2" CAP 25 UNIVERSAL 3 1/2" SSDD FLEX DSK
01-BRESLIN 01-ABF 01-0005697 01-0000987 01-0005698 01-0256458 01-0005500 01-0000058
295.00 1.00 1.00 22.00 25.00 15.00 2.00 25.00
30.95 33.20 33.20 16.95 21.95 21.95 11.95 4.23
9,130.25 33.20 33.20 372.90 548.75 329.25 23.90 105.70
Total for Product Line FD&A :
386.00
22" Widget with Hinges Monthly Maintenance Billing Widget 10 Pack Widget 10 Pack 8" x 10" Widgets 8" x 10" Widgets
01-ABF 01-BRESLIN 01-ABF 01-BRESLIN 01-ABF 01-ABF
1.00 1.00 1.00 1.00 3.00 -3.00
Total for Product Line Miscellaneous Item:
4.00
HON 2 DRAWER LETTER FLE W/O HON 2 DRAWER LETTER FLE W/ HON 2 DRAWER LETTER FLE W/ HON 4 DRAWER LETTER FLE W/O HON 4 DRAWER LETTER FLE W/ CHROME LUGGAGE AND SIDE CHROME LUGGAGE AND SIDE BOOK BIN W/FLUORESCENT LIGHT SECRETARIAL RETURN SECRETARY DESK ENSEMBLE
01-0000987 01-0005697 01-0005715 01-0005698 01-0005697 01-0005500 01-0000058 01-ABF 01-0000988 01-0256458
5.00 2.00 2.00 10.00 2.00 2.00 25.00 1.00 25.00 5.00
10,577.15 88.00 1,000.00 572.50 572.50 55.25 55.25
88.00 1,000.00 572.50 572.50 165.75 -165.75 2,233.00
79.80 87.00 87.00 121.83 135.00 700.00 630.00 130.00 150.00 873.00
399.00 174.00 174.00 1,218.30 270.00 1,400.00 15,750.00 130.00 3,750.00 4,365.00
Total for Product Line WF&A :
79.00
27,630.30
Total for Salesperson 01-0100:
469.00
40,440.45
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Salesperson Sales and Profit Report
Number:
BP963
Description:
Shows the Gross Profit and Gross Profit Percentage on a line-byline basis for any invoice in the date range selected.
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, SY0
Problem:
It is difficult to review gross margin for a single line item on a customer invoice because you sell some items at little margin and other items at a huge margin. However, you are interested in making sure that the overall margin is being maintained, both by invoice, by customer, and by salesperson.
Solution:
Print the Salesperson Sales and Profit report to get a concise review of overall gross margin - by invoice, by customer, and by salesperson.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 59
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALESPERSON SALES AND PROFIT
Report Index
Report Parameters: For the period: 05/20/2003 and 05/31/2003 For Salesperson: 00-0000 through 99-ZZZZ Report is printed in Detail Format Report prints one Salesperson per page Customer/ Invoice #
Date
Example 2
Total Sales
Total COGS
Profit
Profit %
Salesperson: 01-0100 Jim Kentley 01-0000058 Lexus of Beaverton 05/31/03 0100086-IN Total for Customer 01-0000058:
15,855.70 15,855.70
7,537.08 7,537.08
8,318.62 8,318.62
52.50% 52.50%
01-0000987 Shell Oil 05/31/03 0100059-IN Total for Customer 01-0000987:
771.90 771.90
347.94 347.94
423.96 423.96
54.90% 54.90%
01-0000988 The Portland Trail Blazers 05/31/03 0100087-IN Total for Customer 01-0000988:
3,750.00 3,750.00
1,875.00 1,875.00
1,875.00 1,875.00
50.00% 50.00%
01-0005500 Panasonic Electronic Services 05/31/03 0100073-IN Total for Customer 01-0005500:
1,423.90 1,423.90
611.65 611.65
812.25 812.25
57.00% 57.00%
01-0005697 The Portland Fire 0100062-IN 05/31/03 Total for Customer 01-0005697:
477.20 477.20
264.27 264.27
212.93 212.93
44.60% 44.60%
01-0005698 Employers Overload 05/31/03 0100088-IN Total for Customer 01-0005698:
1,767.05 1,767.05
1,115.68 1,115.68
651.37 651.37
36.90% 36.90%
01-0005715 Postal Annex 05/31/03 0100100-IN Total for Customer 01-0005715:
174.00 174.00
74.34 74.34
99.66 99.66
57.30% 57.30%
01-0256458 The Portland Winterhawks 05/31/03 0100089-IN Total for Customer 01-0256458:
4,694.25 4,694.25
6,852.16 6,852.16
-2,157.91 -2,157.91
-46.00% -46.00%
01-ABF American Business Futures 05/31/03 0100041-IN 05/21/03 0100042-IN 05/30/03 0100048-IN 05/31/03 0200086-CM Total for Customer 01-ABF:
33.20 826.25 130.00 -165.75 823.70
15.45 387.50 65.00 -82.50 385.45
17.75 438.75 65.00 -83.25 438.25
53.50% 53.10% 50.00% 50.20% 53.20%
01-BRESLIN Breslin Parts Supply 0100040-IN 05/27/03 05/21/03 0100044-IN Total for Customer 01-BRESLIN:
9,130.25 1,572.50 10,702.75
4,558.64 280.00 4,838.64
4,571.61 1,292.50 5,864.11
50.10% 82.20% 54.80%
Total for Salesperson 01-0100:
40,440.45
23,902.21
16,538.24
40.90%
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
SALESPERSON SALES AND PROFIT
Report Index Next Page
Report Parameters: For the period: 05/20/2003 and 05/31/2003 For Salesperson: 00-0000 through 99-ZZZZ Report is printed in Summary Format
Customer #
Name
Salesperson: 01-0100 Jim Kentley 01-0000058 Lexus of Beaverton 01-0000987 Shell Oil 01-0000988 The Portland Trail Blazers 01-0005500 Panasonic Electronic Services 01-0005697 The Portland Fire 01-0005698 Employers Overload 01-0005715 Postal Annex 01-0256458 The Portland Winterhawks 01-ABF American Business Futures 01-BRESLIN Breslin Parts Supply Total for Salesperson 01-0100: Salesperson: 01-0200 Shelly Westland 01-0002000 AT&T Media Services 01-0002564 Trader Joes 01-0005510 Maxim, Inc. 01-0005600 ACME Football, Inc 01-0005700 CBS Sports, Inc. 01-0005705 Harolds Sanitary Service 01-0005710 Sage, Inc. 01-0005711 Honda Motor Sports 01-0005712 General Motors Credit Dept. 01-0005713 Evergreen Landscaping 01-0005714 Fred Meyers Credit Dept. 01-0005716 Mailboxes Etc 01-AVNET Avnet Processing Corp 01-RSSUPPL R & S Supply Corp. 01-SHEPARD Shepard Motorworks Total for Salesperson 01-0200: Salesperson: 02-0200 Jonathan Miller 02-0000085 Northwest Ford Stores 02-0001500 Airfilco, Inc. 02-0003000 Morton Tree Services 02-0005501 Bart Simpson & Co. 02-0005502 General Motors 02-0005620 United States Post Office 02-0065987 Beaverton Honda 02-0098754 Winco Foods 02-0569787 Les Schwab Tire Centers Total for Salesperson 02-0200: Salesperson: 02-0300 Harvey Earlwright 02-0005500 Dilbert Inc. 02-0005610 World Vision Laser Centers 02-0005705 NASCAR 02-0006000 The Hemstreet Group 02-CUSTOM Custom Craft Products 02-GREALAR Greater Alarm Company 02-ORANGE Orange Door & Window Co. Total for Salesperson 02-0300:
Total Sales
Total COGS
Profit
Profit %
15,855.70 771.90 3,750.00 1,423.90 477.20 1,767.05 174.00 4,694.25 823.70 10,702.75
7,537.08 347.94 1,875.00 611.65 264.27 1,115.68 74.34 6,852.16 385.45 4,838.64
8,318.62 423.96 1,875.00 812.25 212.93 651.37 99.66 -2,157.91 438.25 5,864.11
52.50% 54.90% 50.00% 57.00% 44.60% 36.90% 57.30% -46.00% 53.20% 54.80%
40,440.45
23,902.21
16,538.24
40.90%
262.00 654.75 159.60 114.75 635.35 399.00 45.90 261.00 174.00 261.00 609.00 174.00 1,870.25 159.60 283,500.00
167.00 436.25 68.54 56.14 417.50 171.35 22.45 111.51 74.34 111.51 260.19 74.34 277.50 68.50 157,500.00
95.00 218.50 91.06 58.61 217.85 227.65 23.45 149.49 99.66 149.49 348.81 99.66 1,592.75 91.10 126,000.00
36.30% 33.40% 57.10% 51.10% 34.30% 57.10% 51.10% 57.30% 57.30% 57.30% 57.30% 57.30% 85.20% 57.10% 44.40%
289,280.20
159,817.12
129,463.08
44.80%
794.95 87.00 939.35 619.00 769.50 20,355.70 814.35 21.14 911.15
486.04 37.17 578.67 309.24 339.54 11,287.08 498.75 7.42 416.07
308.91 49.83 360.68 309.76 429.96 9,068.62 315.60 13.72 495.08
38.90% 57.30% 38.40% 50.00% 55.90% 44.60% 38.80% 64.90% 54.30%
25,312.14
13,959.98
11,352.16
44.80%
1,087.75 8.46 20,950.00 472.80 777.00 916.20 309.85
540.69 2.97 10,750.00 284.77 415.69 410.31 155.00
547.06 5.49 10,200.00 188.03 361.31 505.89 154.85
50.30% 64.90% 48.70% 39.80% 46.50% 55.20% 50.00%
24,522.06
12,559.43
11,962.63
48.80%
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Open Orders Entered by User ID
Number:
BP964
Description:
This report is designed for review of Orders entered by User ID.
Requirements:
Accounts Receivable, Sales Order
Other Information: MAS90/200 security must be turned on. Data Files:
AR1, ARD,SO1, SO2, SY0
Problem:
The Order entry people do a great job but they have a hard time checking the orders they have entered into the system and there isn’t any report that shows just their orders.
Solution:
Print out the Open Orders by User ID report.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 60
ABC Distribution and Service Corp.
Page Number: 1 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index Example 2
Report Parameters: Report is sorted by Sales Order Number Report shows only Back Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ SO #/ SO #
Item #
Item Description
Slsprsn #
Qty Ordered
Unit Price
Extension
Customer: 01-BRESLIN Breslin Parts Supply 100.00 0.00 100.00 4.23
422.80
Qty Shipped
Qty Back Ordered
User ID: BP 0000152
Order Date: 05/11/2003
8953
Ship Date: 05/11/2003
01-0100 UNIVERSAL 3 1/2" SSDD FLEX DSK Order # 0000152 Total:
0000174
Order Date: 04/15/2003
Ship Date: 04/15/2003
422.80
1001-HON-H254
01-0200 HON 4 DRAWER LETTER FLE W/O LK
2480-8-50
DESK FILE 8" CAP 50
10.00
0.00
2568-3-25
DESK FILE 3 1/2" CAP 25
10.00
0.00
Order # 0000174 Total:
Total for User ID BP :
Customer: 01-0002564 Trader Joes 5.00 0.00 5.00
127.07
635.35
10.00
30.95
309.50
10.00
10.95
109.50 1,054.35 1,477.15
ABC Distribution and Service Corp.
Page Number: 2 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index Example 3
Report Parameters: Report is sorted by Customer Report shows only Open Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ Customer/ SO # Item #
Qty Ordered
Qty Back Ordered
Unit Price
Extension
Salesperson: 01-0100 Jim Kentley 10.00 0.00 0.00
Item Description
Qty Shipped
User ID: BP Customer: 01-0000058 Lexus of Beaverton 0000172
Order Date: 04/15/2003
Ship Date: 04/15/2003
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
80.91
809.10
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
0.00
0.00
16.95
593.25
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
0.00
0.00
10.95
142.35
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
4.36
0000175
Order Date: 04/15/2003
Order # 0000172 Total: Ship Date: 04/15/2003 Salesperson: 01-0100 Jim Kentley
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
43.61 1,633.31
10.00
0.00
0.00
125.55
1,255.50
1.00
0.00
0.00
45.00
45.00
10.00
0.00
0.00
4.36
43.61
Order # 0000175 Total:
1,344.11 2,977.42
Total for Customer 01-0000058: Customer: 01-0000988 The Portland Trail Blazers 0000171
Order Date: 05/31/2003
Ship Date: 05/31/2003
Salesperson: 01-0100 Jim Kentley 1.00 0.00 0.00
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
45.00
45.00
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
1.00
0.00
0.00
259.00
259.00
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS
2.00
0.00
0.00
700.00
1,400.00
Order # 0000171 Total:
1,704.00 1,704.00
Total for Customer 01-0000988: Customer: 02-GREALAR Greater Alarm Company 0000159
Order Date: 05/18/2003
Ship Date: 05/31/2003
D1400
EXECUTIVE DESK ENSEMBLE
D1700
SECRETARY DESK ENSEMBLE
Salesperson: 02-0300 Harvey Earlwright 1.00 0.00 1.00 1,700.00
Order # 0000159 Total:
2.00
0.00
0.00
900.00
1,700.00 1,800.00
Total for Customer 02-GREALAR:
3,500.00 3,500.00
Total for User ID BP :
8,181.42
ABC Distribution and Service Corp.
Page Number: 2 Print Date: 07/17/2001
OPEN ORDERS BY USER ID
Report Index
Report Parameters: Report is sorted by Salesperson Report shows All Orders For the Salesperson: 00-0000 through 99-ZZZZ For the User ID: 000 through ZZZ Salesperson/ SO # Item #
Next Page
Qty Ordered
Item Description
Qty Shipped
Qty Back Ordered
Unit Price
Extension
4.23
422.80
User ID: BP Salesperson: 01-0100 Jim Kentley 0000152
Order Date: 05/11/2003
8953
Ship Date: 05/11/2003
Customer: 01-BRESLIN Breslin Parts Supply
UNIVERSAL 3 1/2" SSDD FLEX DSK
100.00
0.00
100.00
Order # 0000152 Total:
0000171
Order Date: 05/31/2003
Ship Date: 05/31/2003
422.80
Customer: 01-0000988 The Portland Trail Blazers
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
6650-26-16-11
SOUND CVR 26"W 16"D 11"H DM
1.00
0.00
0.00
259.00
259.00
CHROME KIT
CHROME LUGGAGE AND SIDE RAILS
2.00
0.00
0.00
700.00
1,400.00
Order # 0000171 Total:
0000172
Order Date: 04/15/2003
Ship Date: 04/15/2003
1,704.00
Customer: 01-0000058 Lexus of Beaverton
1001-HON-H252LK
HON 2 DRAWER LETTER FLE W/ LCK
10.00
0.00
0.00
80.91
809.10
2481-5-50
DESK FILE 5 1/4" CAP 50
35.00
0.00
0.00
16.95
593.25
2568-3-25
DESK FILE 3 1/2" CAP 25
13.00
0.00
0.00
10.95
142.35
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
1.00
0.00
0.00
45.00
45.00
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
4.36
43.61
Order # 0000172 Total:
0000175
Order Date: 04/15/2003
Ship Date: 04/15/2003
1,633.31
Customer: 01-0000058 Lexus of Beaverton
1001-HON-H254LK
HON 4 DRAWER LETTER FLE W/ LCK
4886-18-14-3
PAPER CADDY 18"W 14"D 3"H
8953
UNIVERSAL 3 1/2" SSDD FLEX DSK
10.00
0.00
0.00
125.55
1,255.50
1.00
0.00
0.00
45.00
45.00
10.00
0.00
0.00
4.36
43.61
Order # 0000175 Total:
1,344.11 5,104.22
Total for Salesperson 01-0100: Salesperson: 01-0200 Shelly Westland 0000174
Order Date: 04/15/2003
Ship Date: 04/15/2003
Customer: 01-0002564 Trader Joes
1001-HON-H254
HON 4 DRAWER LETTER FLE W/O LK
2480-8-50 2568-3-25
5.00
0.00
5.00
127.07
635.35
DESK FILE 8" CAP 50
10.00
0.00
10.00
30.95
309.50
DESK FILE 3 1/2" CAP 25
10.00
0.00
10.00
10.95
109.50
Order # 0000174 Total:
1,054.35 1,054.35
Total for Salesperson 01-0200: Salesperson: 02-0300 Harvey Earlwright 0000159
Order Date: 05/18/2003
Ship Date: 05/31/2003
Customer: 02-GREALAR Greater Alarm Company
D1400
EXECUTIVE DESK ENSEMBLE
1.00
0.00
1.00
1,700.00
1,700.00
D1700
SECRETARY DESK ENSEMBLE
2.00
0.00
0.00
900.00
1,800.00
Order # 0000159 Total:
Total for Salesperson 02-0300:
3,500.00 3,500.00
Total for User ID BP :
9,658.57
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Customer/Item Ranking by Salesperson
Number:
BP965
Description:
Top Customers/Items Sales History report grouped by Salesperson
Requirements:
Accounts Receivable
Data Files:
AR1, ARN, ARO, SY0
Problem:
Your salespeople don't really know who their top customers are. How then, do the salespeople know the customers they should be focusing their time on?
Solution:
Print the Customer Sales Option of the Ranking Report. This version of the report lists your Top 10 Customers; their month-todate and year-to-date gross sales and profit, and the related percentage of your total sales.
Problem:
What are the best selling items for a salesperson?
Solution:
Print the Item Option of the Ranking report. You'll be able to review the top selling items for each Sales Rep sorted by Sales Dollars and Gross Profit Dollars.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 61
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. SALESPERSON TOP 10 REPORT
Report Index Example 2
Report Parameters: The Aging Date is 05/31/03 Report printed for the Top Ten Customers Report is sorted by the Current Month To Date Sales For the Salesperson #: 00-0000 through 99-ZZZZ Customer #
Customer Name
Month to Date Sales
Month to Year to Year to Date Profit Date Sales Date Profit
Salesperson: 01-0100 Jim Kentley 01-0000058 01-BRESLIN 01-0256458 01-ABF 01-0000988 01-0005698 01-0005500 01-0000987 01-0005697 01-0005715
Lexus of Beaverton Breslin Parts Supply The Portland Winterhawks American Business Futures The Portland Trail Blazers Employers Overload Panasonic Electronic Services Shell Oil The Portland Fire Postal Annex Total for Salesperson 01-0100:
15,855.70 10,835.25 4,694.25 4,149.74 3,750.00 1,767.05 1,423.90 771.90 477.20 174.00
15,554.22 10,538.82 2,354.52 3,383.81 3,675.00 1,672.32 1,118.07 729.60 337.34 136.83
21,176.70 11,258.05 4,694.25 4,634.80 3,694.75 517.05 1,423.90 3,871.15 -19,522.80 174.00
20,545.48 10,960.13 2,354.52 3,624.83 3,592.25 396.82 1,118.07 3,752.66 -19,662.66 136.83
43,898.99
39,500.53
31,921.85
26,818.93
283,500.00 1,935.25 654.75 635.35 609.00 399.00 262.00 261.00 261.00 174.00 653.85
283,050.00 1,882.75 567.50 551.85 534.66 364.73 178.50 223.83 223.83 136.83 525.71
283,500.00 1,935.25 654.75 635.35 609.00 399.00 1,613.75 261.00 261.00 174.00 11,792.85
283,050.00 1,882.75 567.50 551.85 534.66 364.73 1,294.05 223.83 223.83 136.83 10,529.71
289,345.20
288,240.18
301,835.95
299,359.73
20,355.70 939.35 911.15 814.35 794.95 769.50 619.00 87.00 21.14
19,904.22 694.68 872.52 649.60 677.18 429.96 603.54 49.83 19.66
20,355.70 939.35 911.15 814.35 794.95 769.50 619.00 87.00 21.14
19,904.22 694.68 872.52 649.60 677.18 429.96 603.54 49.83 19.66
25,312.14
23,901.18
25,312.14
23,901.18
20,950.00 7,118.07 2,028.29 1,087.75 916.20 472.80 309.85 8.46
18,082.50 6,514.54 919.84 945.62 859.35 355.03 199.73 6.98
20,950.00 7,118.07 2,028.29 1,087.75 916.20 472.80 309.85 8.46
18,082.50 6,514.54 919.84 945.62 859.35 355.03 199.73 6.98
32,891.42
27,883.58
32,891.42
27,883.58
Salesperson: 01-0200 Shelly Westland 01-SHEPARD 01-AVNET 01-0002564 01-0005700 01-0005714 01-0005705 01-0002000 01-0005711 01-0005713 01-0005712 Others
Shepard Motorworks Avnet Processing Corp Trader Joes CBS Sports, Inc. Fred Meyers Credit Dept. Harolds Sanitary Service AT&T Media Services Honda Motor Sports Evergreen Landscaping General Motors Credit Dept. ALL OTHER CUSTOMERS Total for Salesperson 01-0200:
Salesperson: 02-0200 Jonathan Miller 02-0005620 02-0003000 02-0569787 02-0065987 02-0000085 02-0005502 02-0005501 02-0001500 02-0098754
United States Post Office Morton Tree Services Les Schwab Tire Centers Beaverton Honda Northwest Ford Stores General Motors Bart Simpson & Co. Airfilco, Inc. Winco Foods Total for Salesperson 02-0200:
Salesperson: 02-0300 Harvey Earlwright 02-0005705 02-CUSTOM 02-JELLCO 02-0005500 02-GREALAR 02-0006000 02-ORANGE 02-0005610
NASCAR Custom Craft Products Jellco Packing Dilbert Inc. Greater Alarm Company The Hemstreet Group Orange Door & Window Co. World Vision Laser Centers Total for Salesperson 02-0300:
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. SALESPERSON TOP 10 REPORT
Report Index
Report Parameters: The Aging Date is 05/31/03 Report printed for the Top Ten Items Report is sorted by the Current Year To Date Sales For the Salesperson #: 00-0000 through 99-ZZZZ Item Number
Item Description
Next Page
Month to Date Sales
Month to Year to Year to Date Profit Date Sales Date Profit
Salesperson: 01-0100 Jim Kentley CHROME KIT 2480-8-50 D1700 D1000-SR 2481-5-50 1001-HON-H254 GB-MD791 C1200-CHAIR 1001-HON-H254LK 6650-26-16-11 Others
CHROME LUGGAGE AND SIDE RAILS DESK FILE 8" CAP 50 SECRETARY DESK ENSEMBLE SECRETARIAL RETURN DESK FILE 5 1/4" CAP 50 HON 4 DRAWER LETTER FLE W/O LK FIVE-WHEEL SECRETARIAL CHAIR HON 4 DRAWER LETTER FLE W/ LCK SOUND CVR 26"W 16"D 11"H DM ALL OTHER ITEMS Total for Salesperson 01-0100:
17,150.00 9,196.65 4,365.00 3,750.00 410.81 1,218.30 1,995.00 0.00 270.00 0.00 5,543.23
16,550.00 9,150.29 3,028.25 3,600.00 394.80 1,134.80 1,995.00 0.00 182.75 0.00 3,464.63
17,150.00 9,382.35 4,365.00 3,750.00 2,699.06 2,436.60 1,995.00 1,680.00 1,525.50 1,230.25 -14,291.91
16,550.00 9,320.53 3,028.25 3,600.00 2,658.97 2,269.56 1,995.00 1,624.00 1,351.00 1,199.25 -16,777.63
43,898.99
39,500.53
31,921.85
26,818.93
283,500.00 0.00 0.00 1,479.00 897.35 1,000.00 880.00 0.00 718.20 654.75 215.90
283,050.00 0.00 0.00 1,255.97 730.35 1,000.00 855.00 0.00 615.41 567.50 165.95
283,500.00 8,500.00 1,695.00 1,479.00 1,159.35 1,000.00 880.00 858.00 804.20 654.75 1,305.65
283,050.00 7,650.00 1,686.97 1,255.97 908.85 1,000.00 855.00 615.29 667.16 567.50 1,102.99
289,345.20
288,240.18
301,835.95
299,359.73
20,250.00 1,906.05 977.01 700.00 619.00 259.00 179.00 159.60 147.98 69.50 45.00
19,800.00 1,655.55 902.69 400.00 603.54 120.44 97.75 125.33 143.53 29.96 22.39
20,250.00 1,906.05 977.01 700.00 619.00 259.00 179.00 159.60 147.98 69.50 45.00
19,800.00 1,655.55 902.69 400.00 603.54 120.44 97.75 125.33 143.53 29.96 22.39
25,312.14
23,901.18
25,312.14
23,901.18
15,750.00 3,400.00 2,134.00 1,895.25 1,800.00 1,601.10 861.00
15,450.00 2,225.00 1,989.23 787.75 1,350.00 1,550.02 792.48
15,750.00 3,400.00 2,134.00 1,895.25 1,800.00 1,601.10 861.00
15,450.00 2,225.00 1,989.23 787.75 1,350.00 1,550.02 792.48
Salesperson: 01-0200 Shelly Westland D1000 DESK-1000 2481-5-50 1001-HON-H252LK 1001-HON-H254 MCONTR 200-DA 6657-24-20-12 1001-HON-H252 1001-HON-H254LK Others
DESK 72" X 30" Desk - 72" X 30" DESK FILE 5 1/4" CAP 50 HON 2 DRAWER LETTER FLE W/ LCK HON 4 DRAWER LETTER FLE W/O LK Monthly Maintenance Billing 22" Widget with Hinges SOUND CVR 24.5"W 20"D 12"H LQ HON 2 DRAWER LETTER FLE W/O LK HON 4 DRAWER LETTER FLE W/ LCK ALL OTHER ITEMS Total for Salesperson 01-0200:
Salesperson: 02-0200 Jonathan Miller D1000 1001-HON-H254 1001-HON-H252LK CHROME KIT 2480-8-50 6650-26-16-11 6655 1001-HON-H252 8953 GB-MD789 Others
DESK 72" X 30" HON 4 DRAWER LETTER FLE W/O LK HON 2 DRAWER LETTER FLE W/ LCK CHROME LUGGAGE AND SIDE RAILS DESK FILE 8" CAP 50 SOUND CVR 26"W 16"D 11"H DM PRINTER STAND W/ BASKET HON 2 DRAWER LETTER FLE W/O LK UNIVERSAL 3 1/2" SSDD FLEX DSK MODEM 300 ALL OTHER ITEMS Total for Salesperson 02-0200:
Salesperson: 02-0300 Harvey Earlwright CHROME KIT D1400 VOG-CM-MSC GB-MD791 D1700 ARS-9201 1001-HON-H252
CHROME LUGGAGE AND SIDE RAILS EXECUTIVE DESK ENSEMBLE STORAGE CUBE MODEM 9600 FAST POLL SECRETARY DESK ENSEMBLE HON 2 DRAWER LETTER FLE W/O LK
Report Index
Crystal
Example 1
Report Digest for MAS90/MAS200 Report Title:
Prior Year Sales Comparison
Number:
BP966
Description:
The Prior Year Sales Comparison is designed to provide a comprehensive comparison between the current year and prior year for either Item Sales by Salesperson, or Customer Sales by Salesperson
Requirements:
Accounts Receivable, Inventory, Sales Order
Data Files:
AR1, ARN, ARO, SY0
Problem:
Item #200596 has always been your best seller, and still is, but it just seems that you’re not making as much money from the sales of the item as you did last year. Which salespeople are selling the item and how much profit are they making this year compared to last year?
Solution:
Print the Prior Year Sales Comparison report by Item Number to see the month and year comparative sales analysis by Salesperson.
Problem:
Trying to get a report that has both current year and prior year comparative sales information usually is created from several reports entered into Excel and then performing calculations.
Solution:
The Prior Year Sales Comparison report will provide a current to prior year comparison by Salesperson and sorted by Customer or Item Number.
Salesperson Tools
Crystal Crystal Vision Report Digest Copyright 2001 Bennett/Porter & Associates, Inc. Page 62
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. PRIOR YEAR COMPARISON REPORT
Report Index Example 2
Report Parameters: Report as of : 05/31/03 Report is sorted by Customer For the salespeople: 00-0000 through 99-ZZZZ For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Current: May, 2003
Prior: May, 2002
Month Profit Variance
YTD May, 2003
Sales
Year Year Sales Profit Profit Profit% Variance Variance
Sales
32.76% 34.11%
7,312 2,289
3,946 18.04% 1,213 23.78%
1,847 812
50.11% 54.19%
0 0
0 0
-19,523 517
-19,787 676
61.53% 26.10%
0 0
100 -8,842 3,072
174 4,694 4,635
100 -8,842 3,294
57.27% -0.43% 58.55%
10,835
5,948
11,258
6,222
43,899
12,572
31,922
-2,652
Customer #
Sales
Profit Profit %
Sales
01-0100 Jim Kentley 01-0000058 01-0000987 01-0000988
15,856 772
8,319 117.31% 424 109.70%
0 0
0 0
0.00% 0.00%
15,856 772
8,319 424
21,177 3,871
10,534 2,491
3,750 1,424
1,875 50.00% 812 108.38%
0 0
0 0
0.00% 0.00%
3,750 1,424
1,875 812
3,695 1,424
477 1,767
213 146.11% 651 80.31%
0 0
0 0
0.00% 0.00%
477 1,767
213 651
174 4,694 4,150
100 57.27% -8,842 -4.27% 3,072 887.03%
0 0 0
0 0 0
0.00% 0.00% 0.00%
174 4,694 4,150
10,835
5,948 264.18%
0
0
0.00%
0
0
0.00%
01-0005500 01-0005697 01-0005698 01-0005715 01-0256458 01-ABF 01-BRESLIN Slsprsn 01-0100 Total:
43,899
12,572
25.58%
Profit Profit %
Month Sales Variance
Profit Profit %
PYTD May, 2002
13,865 1,582
6,588 1,278
0.00% 0.00%
3,695 1,424
1,847 812
0 0
0.00% 0.00%
-19,523 517
-19,787 676
0 0 0
0 0 0
0.00% 0.00% 0.00%
174 4,694 4,635
100 -8,842 3,294
65.82%
0
0
0.00%
11,258
6,222
39.54%
9,601
5,159
7.59%
22,320
-7,811
Page Number: 1 Print Date: 07/17/2001
ABC Distribution and Service Corp. PRIOR YEAR COMPARISON REPORT
Report Index Report Parameters: Report as of : 05/31/03 Report is sorted by Item Number For the salespeople: 00-0000 through 99-ZZZZ For the item #: 000000000000000 through ZZZZZZZZZZZZZZ For the Customer: 00-0000000 through 99-ZZZZZZZ Current: May, 2003 Item # 01-0100 Jim Kentley 1001-HON-H252 1001-HON-H252LK 1001-HON-H254 1001-HON-H254LK 200-DA 2480-8-50 2481-5-50 2551-3-50 2568-3-25 4886-18-14-3 6650-26-16-11 6657-24-20-12 8953 8971 8972 C1200-CHAIR CHROME KIT D1000 D1000-BBW/LIGHT D1000-CD D1000-FC D1000-LHDS D1000-LOCK D1000-SR D1700 GB-EL04MS-14 GB-MD791 MCONTR SAMPLE VOG-CM-MP-B WDPACK WIDGET Slsprsn 01-0100 Total:
Next Page
Prior: May, 2002
Month Profit Variance
YTD May, 2003 Sales
PYTD May, 2002
Sales
Profit Profit %
Sales
718 348
411 114.37% 199 114.56%
0 0
0 0
0.00% 0.00%
718 348
411 199
718 696
411 399
38.12% 38.19%
417 844
383 96 63
31.46% 35.37% 71.59%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,218 270 88
383 96 63
2,437 1,526 88
766 479 63
31.45% 32.94% 71.59%
0 0 0
9,197 411
4,607 156.98% 218 110.54%
0 0
0 0
0.00% 0.00%
9,197 411
4,607 218
9,382 2,699
4,700 1,423
51.76% 38.35%
902 24 0
441 150.32% 12 51.24% 0 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
902 24 0
441 12 0
902 193 45
441 94 22
0 790
0 306
0.00% 38.73%
0 0
0 0
0.00% 0.00%
0 790
0 306
1,230 1,219
106 -45
69 -29
64.92% 65.07%
0 0
0 0
0.00% 0.00%
106 -45
69 -29
229 128.06% 0 0.00% 9,050 109.52%
0 0 0
0 0 0
0.00% 0.00% 0.00%
357 0 17,150
1,218 270 88
357 0 17,150
Profit Profit %
Month Sales Variance
Profit Profit %
Sales
Year Year Sales Profit Profit Profit% Variance Variance 246 19.64% 472 18.65%
301 -148
165 -74
0.00% 0.00% 0.00%
2,437 1,526 88
766 479 63
0 1,102
0 0.00% 580 15.04%
9,382 1,597
4,700 843
50.11% 37.32% 24.88%
0 110 45
0 0.00% 51 11.70% 22 24.88%
902 84 0
441 43 0
1,075 492
43.70% 41.04%
518 0
241 23.25% 0 0.00%
712 1,219
834 492
529 -45
343 -29
43.28% 65.07%
56 0
37 21.88% 0 0.00%
472 -45
306 -29
229 0 9,050
413 1,680 17,150
266 840 9,050
64.33% 50.00% 36.51%
0 0 6,510
0 0.00% 0 0.00% 3,510 17.97%
413 1,680 10,640
266 840 5,540
0 0 0
0 130
-2,250 -260
0.00% 50.00%
0 0
0 0
0.00% 0.00%
0 130
-2,250 -260
0 130
-2,250 -260
0.00% 25.00%
0 0
0 0
0.00% 0.00%
0 130
-2,250 -260
0 0 0
-100 -2,700 -350
0.00% 0.00% 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
0 0 0
-100 -2,700 -350
0 0 0
-100 -2,700 -350
0.00% 0.00% 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
0 0 0
-100 -2,700 -350
0 3,750
-75 1,125
0.00% 50.00%
0 0
0 0
0.00% 0.00%
0 3,750
-75 1,125
0 3,750
-75 1,125
0.00% 25.00%
0 0
0 0
0.00% 0.00%
0 3,750
-75 1,125
4,365 36
-2,319 26
-53.12% 73.54%
0 0
0 0
0.00% 0.00%
4,365 36
-2,319 26
4,365 36
-2,319 -53.12% 26 73.54%
0 0
0 0
0.00% 0.00%
4,365 36
-2,319 26
1,995 1,000 0
1,995 100.00% 1,000 100.00% 0 0.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,995 1,000 0
1,995 1,000 0
1,995 -19,000 -1,250
1,995 100.00% -19,000 100.00% 25 -2.00%
0 0 0
0 0 0
0.00% 0.00% 0.00%
1,995 -19,000 -1,250
1,995 -19,000 25
0 1,145
-134 0.00% 585 102.18%
0 0
0 0
0.00% 0.00%
0 1,145
-134 585
0 1,145
-134 585
0.00% 51.09%
0 0
0 0
0.00% 0.00%
0 1,145
-134 585
-55
-28 150.68%
0
0
0.00%
-55
-28
-111
-56
50.23%
0
0
0.00%
-111
-56
0
0
0.00%
43,899
12,572
31,922
-2,652
39.54%
9,601
5,159
7.59%
22,320
-7,811
43,899
12,572
25.58%
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