Customer Order Processing CPR02MNT Help - Elliott Business Software



User Defined Code/Year File Maintenance

User Defined Code/Year File Maintenance

Application Overview

 

This file stores posted invoice history for the user-defined codes in 12-month buckets.  Since this file is updated when COP invoices are posted to A/R, very little maintenance is required.  The List function in the maintenance program serves as a powerful tool for analytical purposes.

 

 

 

Run Instructions

 

Select Yearly User Defined File from the pull down COP Maintenance menu.

 

The following options are available:

 

   Select the desired mode from the file maintenance menu bar.

 

1.   Add: Primarily used to add history to a given year.

 

2.   Change: Used to update blank period buckets, (add historical data), and adjust dollar and quantity amounts.

 

3.   Delete: Used for deleting a year from a code.

 

4.   List: Reporting features with a wide range of selection criteria for reporting and analytical purposes.  The report layout format lists the Code, Year, Month, Sales Amount, Quantity, and Cost.

 

 

       *  Codes must be setup in the User-Defined Code file prior to performing any maintenance.

 

 

 

Selection Criteria For Data To Be Reported

 

 

 

U S E R   D E F I N E D   C O D E   Y E A R   L I S T

                                                                                                                                    

Ranges: Reason Code COOP   Thru COOP                                                                                               

        Year 2000 Thru 2000                                                                                                         

        Month 04 Thru 04                                                                                                           

        Detail Report                                                                                                              

                                                                                                                                   

Code     Description                     Year  Period          Sales Amt         Quantity             Cost                         

                                                                                                                                    

COOP     CO-OP                           2000  April            1,050.19            21.00           957.94                         

                                               YTD              1,050.19            21.00           957.94                          

                                                                                                                                   

Grand Total (YTD) :                                             1,050.19            21.00           957.94                          

Grand Total (Range) :                                           1,050.19            21.00           957.94

 

 

 

Report Example for Code COOP

 

 

 

 

 

 

 

 

 

 

 

 

 

 



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