Printing the Sales Journal Summary (PSJM)

Printing the Sales Journal Summary (PSJM)

Purpose: Use this report as an audit trail of consolidated sales information for an entity, offer, period, or invoice date. This report summarizes all invoice records by offer or invoice date for a month and shows how these invoices were posted.

This report shows your cost for the items sold, the price at which you sold these items, and the corresponding gross profit dollars and gross profit percentage you realized from these sales. The totals on this report are from the Invoice Ship To records.

This report is typically used by the Accounting department to reconcile the month's sales figures.

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

Field	Description
Start date	The earliest date for which you want to print sales figures on this report. Only invoices printed on this date, and up to the date in the End date field will be included. This field defaults to the current date. Numeric, 6 positions (in user date format); required.
End date	The last date for which you want to print sales figures on this report. Only invoices printed up to this date, starting from the date in the Start date field will be included. This field defaults to the current date. Numeric, 6 positions (in user date format); required.
By period	Controls whether to print the Sales Journal Summary by Period. This report sorts in offer code sequence within period, and provides consolidated sales information for each offer, in relation to accounting period. Totals are provided for each period, and a grand total of sales for all periods is provided at the bottom of the report. Valid values are: • Selected = Run the Sales Journal Summary by Period, which summarizes sales information by period. • Unselected (default) = Do not run this report.
By offer	Controls whether to print the Sales Journal Summary by Offer. This report provides consolidated sales information for each offer. A grand total of sales for all offers is provided at the bottom of the report. This report is sorted in alphanumeric offer code sequence. Valid values are: • Selected = Run the Sales Journal Summary by Offer, which summarizes sales information by offer. • Unselected (default) = Do not run this report.
By merch$ (By merchandise dollars, descending)	Controls whether to print the Sales Journal Summary by Descending Dollars. This report sorts in descending (highest-to-lowest) dollar order for each offer within each period, and provides consolidated sales information for each offer, within each accounting period. A grand total of sales for all periods is provided at the bottom of the report. Valid values are: • Selected = Run the Sales Journal Summary by Descending Dollars, which summarizes sales information by descending dollar value. • Unselected (default) = Do not run this report.
By invoice date	Controls whether to print the Sales Journal Summary by Invoice Date. This report sorts by invoice date and division, and provides consolidated sales information for each offer. A grand total of sales for all periods is provided at the bottom of the report. Valid values are: • Selected = Run the Sales Journal Summary by Invoice Date, which summarizes sales information by invoice date and division • Unselected (default) = Do not run this report.
By entity/offer	Controls whether to print the Sales Journal Summary by Entity/Offer. This report sorts in offer code sequence within entity, and provides consolidated sales information for each offer, in relation to entity. Totals are provided for each entity, and a grand total of sales for all entities is provided at the bottom of the report. Valid values include: • Selected = Run the Sales Journal Summary by Entity/Offer, which summarizes sales information by entity. • Unselected (default) = Do not run this report.

Note: You must select at least one of the sort selection fields described above (By period; By offer; By merch$ descending; By invoice date; By entity/offer). A report prints for each sort selected.

Instructions:

1. Verify or enter the range of dates for which you want to report sales information.

2. Select the desired report by selecting the By period, By offer, By merch$ descending, By invoice date and/or By entity/offer field(s).

3. Select OK to submit the report(s) for printing.

You produce the:

• Sales Journal Summary by Period

• Sales Journal Summary by Offer

• Sales Journal Summary by Descending Dollars

• Sales Journal Summary by Invoice Date

• Sales Journal Summary by Entity/Offer

Printing the Sales Journal by Pay Type (PSJP)

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