Road Map: Sales by Item by Customer

Use the Sales by Item by Customer Inquiry (SIC) program to display sales and invoice information for an item that has shipped to a customer or all customers.

Before you run this program each time

You should run these programs in this sequence:

  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 Transfer (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, if you have not done so with Sales Order Maintenance (OE).

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

  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 a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You may also have run:

  • Sales Order Archive (OEX) to print a listing of closed sales orders and move them to history.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Order Processing Option) 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) (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.

  • 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.

  • Branch Maintenance (TBM) to set up branches.

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

  • Output Device Maintenance (XDM) to set up the 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.