Report Name (Impromptu Version, Catalog Version)

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Inventory Quantity Exception Report (6.0, 1.5.0)

Shows inventory by store and product category that identifies items with negative on-hand values, items with a committed quantity greater than available, and items with a negative on-hand value including the on order quantity.  Color coded for easy understanding.

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D/L

4/8/02

Chuck Yarrish

Pay When Paid Open Invoice Report (6.0, 1.5.0)

Shows all outstanding unpaid Invoices that have been flagged as Pay When Paid Invoices, which are Invoices whose taxable sales and sales tax have not yet updated the Tax Jurisdiction and Tax Code files.  When the Invoice is paid by the customer, the Tax Jurisdiction and Tax Code files will then be updated with the sales and sales tax amounts.  Note: the Pay When Paid feature is for use only in those states whose legislature allows such. Also, this report does not take luxury tax into account.

The report is sorted and grouped by Tax Jurisdiction with a subtotal for each Tax Jurisdiction; then further sorted in Invoice date order

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D/L

8/1/01

Donna Dalton

Salesman Listing (6.0, 1.5.0)

Displays list of salesman created in system by company, with complete address information, commission percentage, Base Level, Sales MTD and YTD

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D/L

10/01/01

Jack Blovits

Clerk Listing (6.0, 1.5.0)

Displays list of clerks created in system by company, with complete address information, commission percentage, Base Level, Sales MTD and YTD

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D/L

10/01/01 

Jack Blovits

Customer Sales by Month( 6.0, 1.5)

Lists sales for each individual customer by month.  This report includes a  prompt which asks if you would like to see current or historical data.

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D/L

10/01/01

Jen Hanlon

G/L Account & Period Balances (6.0, 1.5)

Shows list of all g/l accounts and balances for all g/l periods (including beginning balance – period 0).  Displays total for all g/l periods by g/l account and also total balance for each g/l period 

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D/L

10/01/01

Jen Hanlon

Customer Mailing Labels (6.0, 1.5)

This is a template based on the customer master file which can be used to create mailing labels. The template contains placeholders for Customer Name, Contact Name, Street, City, State, and Zip Code.

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D/L

10/01/01 

Jen Hanlon

AP Open Item Report (6.0, 1.5)

Lists open invoices including invoice date, due date, G/L period, po number, description and amount.  This report highlights invoices with a combined line balance greater than $1000 with red highlight.. 

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D/L

10/01/01 

Jen Hanlon

Invoice History Report by Customer by Price Code(6.0, 1.5)

Displays sales order number, order date, item number, description, qty shipped, unit cost, price, taxable sales, tax 1 amount, sales total, cost of goods sold

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D/L

10/01/01 

Victor Yates

Inventory Cost & Quantity Report (6.0, 1.5)

This report will show the item number, description, qty shipped, unit cost, price, taxable sales, tax 1 amount, sales total, total sales & tax 1, COGS

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D/L

10/01/01 

Victor Yates

Open Invoice Form Letter (6.0, 1.5)

This is a letter which can be sent out to all customers listing all invoices, payments, their due date or payment date and amount paid or due.  This example includes a bitmap picture of our VERSYSS company logo.

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D/L

10/01/01 

Jen Hanlon

PO History Report (6.0, 1.5)

Displays purchase order history and all items on original purchase order (except for non-inventory and free type lines).

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D/L

10/01/01