Road Map: Sales by Customer by Item Inquiry

Use the Sales by Customer by Item Inquiry (SCI) program to display sales and invoice information for items that you have shipped to a customer. See Background for more information.

Before you run this program each time

You should run these programs in this sequence at least once:

  1. Sales Order Maintenance (OE) to enter orders, and optionally obligate items and create shipments.

OR

One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

OR

Quote-to-Order Transer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

  1. (Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines.

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments, if you have not done so with Sales Order Maintenance (OE).

  1. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

    AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. AR Invoice Register (RR) to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Order Processing Options) to enable the option Update sales history by cust by item? so that the system maintains the By Customer By Item file.

  • System Options Maintenance (XM) (Pricing Options) to set the option Round prices to nearest cent?

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Customer Maintenance (CM) to set up customers.

  • Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Product Class Maintenance (TPC) to set up product classes.

  • Price-Contract Maintenance (PCM) program to price, discount, and contract records.

  • Output Device Maintenance (XDM) to set up output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run this program:

  • Sales Invoice Inquiry (SII) to display invoiced sales orders.

  • Sales by Customer Report (SC) to print that shows the gross and net, discount amount and percent, cost, margin amount and percent for sales shipments.

  • Sales by Item Report (SI) to print a list of sales orders by item.

  • Sales by Rep Report (SS) to print a sales commission report that includes orders for which shipments have been created.

  • Sales Order Inquiry (OQ) to display a sales order.

OR

Sales Order Line Inquiry (OIQ) to display a summarized sales order.