Printing the Sales Journal by Order Type (PSJO)

Purpose: Use the Print Sales Journal by Order Type function to print a detailed audit trail of all sales transactions for the specified date range. The report and includes information on:

• shipments

• returns

• credits

• no charge sales transactions

You can print a report grouped by order type, or for one specified order type, for the specified date range. The system registers a sales transaction when a shipment or return occurs.

The Sales Journal by Order Type report provides this information:

• a detailed listing of sales activity for the specified invoice date range

• totals for each pay type within division and order type

• totals for each division within order types

• totals for each order type

• a grand total for all order types

Understanding this report: The Sales Journal by Order Type provides information about the individual charges on each invoice, grouped by pay type within each division, and division within each order type. The totals on this report are from the Invoice Ship To records.

The individual order charges in the Merchandise, Freight, Add'l frt, Tax, Handling, and Add'l charge columns on the left side of the report are totaled in the Total invoice field on the right side of the report.

How to display this screen: Enter PSJO in the Fast path field at the top of any menu or select Print Sales Journal by Order Type from a menu.

Field	Description
Invoice date range	The date range for this report. The invoice date range represents the dates when shipments occurred. Both fields default to the current date. Numeric, 6 positions (MMDDYY format); required.
Order type	A code which identifies how you received the order, such as by phone, mail, or internet. Enter an order type code if you want to print sales transactions for only one order type. If you do not enter a code in this field, the report will list sales transactions for all order types. You can create, change, or work with order types in the Establishing Order Types (WOTY) menu option. Alphanumeric, 1 position; optional.

Instructions:

1. Enter or verify the date range for which you want to print the Sales Journal by Order Type. The current date defaults to the Invoice from and Invoice to fields.

2. Enter an order type code in the Order type field if you want to print sales transactions for only one order type; otherwise, the report will list sales transactions, by invoice date and pay plan type, for each order type, with page breaks between order types.

3. Select Accept to print or reprint the Sales Journal by Order Type for the specified invoice date.