Sales Order Reports in Sage 100

Sales Order Reports in Sage 100

Sales Order Reports in Sage 100

Accounts Receivable Invoice History Report

• Use the Accounts Receivable Invoice History Report to view a detailed listing of invoice information using Invoice Data Entry. If Sales Order or Job Cost is integrated with Accounts Receivable, you can also access invoice history information for invoices entered in these modules.
  • This report is only available if you selected Yes or Summary at the Retain in Detail field in Accounts Receivable Options.
• Both Accounts Receivable and Sales Order invoices appear.
• You can print a detailed listing of invoice information recorded in Invoice Data Entry.
• Line item detail information is also provided for each invoice if you selected Yes at the Retain in Detail field in Accounts Receivable Options.

Invoice History Printing

• Use the Invoice History Printing report to reprint multiple invoices after they are updated.
  • You can reprint invoices only if you selected Yes at the Retain in Detail field in Account Receivable Options.
• You must print the different types of invoices separately.
• You can choose to reprint only unpaid invoices for open item customers (for collection purposes).
• Unlike Invoice History Inquiry, you can reprint more than one invoice at a time.

Accounts Receivable Trial Balance

• Use the Accounts Receivable Trial Balance report to view a complete recap of the Accounts Receivable invoices.
• The report details receipts and adjustments and other activities which affect Accounts Receivable balances.
  • This report is based on the posting date and it is the suggested report for reconciling to General Ledger.

Deposit Transaction Report

• Use the Deposit Transaction Report to view a list of deposit payment transactions recorded in Sales Order. This report is available only if an option other than None is selected at the Retain Deposit Transaction History field in Accounts Receivable Options.
  • You have the option of including a range of payment types, customers, and transaction dates.
  • Information on the report includes the payment type, invoice number, date, and amount.
  • When the report is printed, you have the option of purging the data included on the report.

Monthly Sales Report

• Use the Monthly Sales Report to produce a recap of sales activities for the period entered in Accounts Receivable. If using divisions, the report sorts by division.
  • You cannot change the period ending dates on this report.
• You should print the report before closing the period.

Sales Analysis by Salesperson

• Use the Sales Analysis by Salesperson report to produce a recap of: total sales, cost of goods sold, and profit percentages for each salesperson.
  • You can select which fiscal year and period to include on the report.
  • You can also determine if period to date, year to date, and prior year totals are provided for the period and year selected.
• The information detailed in this report allows you to compare accounts receivable activity by salesperson and customer. You should print this report before closing the period.

Are you interested in learning about Sales Orders Reports  in Sage 100? Accounting Business Solutions by JCS offers Sage 100 training classes, including Sales Order Reports in Sage 100.  Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started.