This appendix contains sample Customer Order reports.
Date 05/13/2010 Time 16:59:44 XYZ Company Report-#0000 Page 0001
D E T A I L B A C K L O G R E P O R T
Sequence: Customer & P.O. # Cust # range: "All" P.O. # range: "All"
Report units: Stock Sched date range: "Earliest" to "Latest" Print prices ? Y Ship whse:"All" Supply whse:"All"
Report location :Q:\Sup_test\120test_gui/RWWRK/16594496.htm
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Order-# Cust-# P.O.-# Warehouse Item-# Line-# Qty-ordered Qty-balance Sch-date Net-unit-prc
Ord-date Name Description Qty-shipped WIP-at-ship Promise Extended-amt
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5221 1 1245 Shp:Main MLRW-2 1 2 EACH 2 5/15/10 137.75
5/10/10 Elliott Enterprises Sup:Main My Little Red Wagon 0 3 5/15/10 275.50
Model RW-2
5223 5 1245 Shp:Main MLRW-2 1 5 EACH 5 5/17/10 145.50
5/12/10 Sullivan Graphics Design Sup:Main My Little Red Wagon 0 0 5/17/10 727.50
Model RW-2
5225 20 1245 Shp:Main MLRW-3 1 1 EACH 1 5/17/10 45.00
5/12/10 James Holloway Sup:Main New Spy Wagon 0 0 5/17/10 45.00
Shp:Main 8500 3 25 EACH 25 5/17/10 .0787
Sup:Main Ball Bearings - .125 inch 0 0 5/17/10 1.97
Shp:Main 9101 4 2 EACH 2 5/17/10 .0637
Sup:Main Stove Bolt - 3/8x20 3/4" 0 0 5/17/10 .13
5 line records listed Grand totals Qty balance: 35 Amount: 1,050.10
-- End of report --
Date 10/14/2014 Time 20:28:13 Company 00 Report #0100302 Page 0001
B A C K L O G S U M M A R Y
Sched date range: 8/01/14 to "Latest" Cust # range: "All" Ship whse range:"All" Daily totals only? Y
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Sch-date Order-# Ord-date Ship Cust-# Customer-name Cust-PO-# Backlog-amt Ord-disc Net-backlog
whse pct amount
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Daily total for 8/01/14 21,167.76 20,678.78
Grand total for date range 21,167.76 20,678.78
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Date 06/17/2010 Time 10:51:16 XYZ Company Report-#0000 Page 0001
V A L I D C U S T O M E R T Y P E S L I S T
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Cust-type Description
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DIST DISTRIBUTOR
INT INTERNATIONAL
RET RETAIL
WSL WHOLESALE
4 types listed
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Sales Rep Commission Rates List
Date 06/17/2010 Time 11:08:21 XYZ Company Report-#0000 Page 0001
S A L E S R E P C O M M I S S I O N R A T E S L I S T
Sales rep # range: "All"
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Commission
Sales rep Cust-type Product-category % Method
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1 Thomas J. Finch "All" "All" 3.00 Sales
20 Jonathan Harris "All" "All" 3.00 Sales
23 Margaret Rockwell "All" "All" 3.00 Sales
3 Sales rep commission rates listed
-- End of report
Date 02/04/2014 Time 20:14:58 XYZ Company Report-#0000001 Page 0001
O R D E R E D I T L I S T
Order #: 219 Order date: 9/15/10 Cust #: 1 Ship to:
Type: Order Elliott Enterprises Elliott Enterprises
123 Broadway 123 Broadway
Reqd ship: 9/25/10 Cust PO #: FEPA Suite 500 Suite 500
Cancel by: "None" Origin by: Customer Glendale, CA 94994 Glendale, CA 94994
Ship whse: Main Sales rep: Jonathan Harris Cust type: WSL
Suply whse:Main Tax code: Taxable sales L.A. City Terms: 2/10 net 30 Ship zone: Regular wh
Billing status: Ordered F.O.B. SHIPPING POINT Ship via: Truck
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Lin Sch-ship Qty-ordered Qty-to-ship Item-# List-price Ext-price Opn/Cls Comm-% Stk-prc-ratio
Rls Promise Qty-shipped Qty-backord Description Line-disc-% Prd-cat Txbl ? Unit-cost
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1 9/25/10 5 5 EACH MLRW-2 19.0701 90.58 Opn 3.00S 1.000
9/25/10 0 WAGONS 5.00 WAG Y 48.0046EACH
Immediate delivery
1 line records Comments: Sale amt: 90.58 Taxable amt: 90.58
Disc net: 90.58 Ord disc %: .00
Misc chg: .00
Total ship wt: 17.5 Freight: .00
Sales tax: 12.68
Sales rep Commis-amt Total amt 103.26 Total cost amt: 240.02
Cert #: None 20 Jonathan Harris 2.72 Cash recd: .00
Bal due: 103.26
Print pack list ?
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Date 02/04/2014 Time 20:22:05 XYZ Company Report-#0000001 Page 0002
O R D E R E D I T L I S T
Order # range: 219 to 219 Date range: "All" Shipping warehouse: "All"
Grand totals: 1 documents 1 line records Sale amt: 90.58
Disc net: 90.58
Misc chg: .00
Freight: .00
Sales tax: 12.68
Total amt: 103.26
Amt recd: .00
Bal due: 103.26
Regular orders (Type = Order) selected for billing are not included.
-- End of report --
Date 02/04/2014 Time 20:38:36 XYZ Company Report-#0000001 Page 0001
S A L E S S U M M A R Y B Y C U S T O M E R
Customer # range: 1 to 1 Cust type range: "All"
Exclude customers with zero YTD sales ? N Include last year ? N
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Cust-# Name Sls-rep Sales Pct-of Cost-of Gross Pct-of Margin
Type City & State amount sales sales margin margin pct
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1 Elliott Enterprises PTD: 536.45 100.0 170.78 365.67 100.0 68.2
WSL Glendale CA 20 YTD: 3,746.16 100.0 1,435.30 2,310.86 100.0 61.7
1 Customers Grand totals PTD: 536.45 100.0 170.78 365.67 100.0 68.2
YTD: 3,746.16 100.0 1,435.30 2,310.86 100.0 61.7
-- End of report --
Monthly Quantity Sold by Customer and Item
Date 07/15/2014 Time 21:29:28 XYZ Company Report #1001451 Page 0001
M O N T H L Y Q U A N T I T Y S O L D B Y C U S T O M E R & I T E M
Customer # range: 1 to 1 Item totals for each customer ? Y
Months range: 1/14 to 6/14 Report units:Price Item grand totals for all ? N
Customer #: 1 Elliott Enterprises
Glendale, CA 94994
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Item-# Description Mo-Yr Units-sold
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1000 WAGON BODY RED 5/14 1 EACH
Total: 1
427A Reamer - Drillco 5/14 100 EACH
Total: 100
MLGW-1 Wagon Green 5/14 2 EACH
Total: 2
MLRW-2 WAGONS 4/14 1 EACH
5/14 1,211
Total: 1,212
MLRW-4 Wagon Green 5/14 1 EACH
Total: 1
MLRW-75 WAGONS YELLOW 4/14 1- EACH
Total: 1-
SCB0003 SWEMCO Finished Good Example 5/14 300 EACH
Total: 300
7 Items
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