A/R Customer Sales Analysis - click to view report
This report is similar to the Customer Sales Analysis included in Sage MAS 90 standard reports except it is missing the Cash Receipts column and has a prompt for the prior year date range. The report then pulls the PTD and YTD Sales Dollars from the Customer file and then creates a sub-report based on the date range, to come up with the 2nd Prior Year numbers. This way you can compare 3 years Sales, Cost of Sales and Profit Percentage at once. |
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Accounts Receivable Open Invoice Report - click to view report
This report lists open invoices by Customer and shows Invoice Number, Invoice Date, Due Date, Original Invoice Amount, Payments to Date, and Balance due. A great report for analyzing your Accounts Receivable. |
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AR Aging By Past Due or Invoice Date - click to view report
This is a A/R Aging Report where you have the option of aging by Due Date or Invoice Date. The report is grouped by Customer and Division. It shows the Division, Inv Date, Due Date and Current, 30, 60, 90,120 day and over amounts. The report also shows the days outstanding. |
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AR History w/ Item Description By Customer, Date, and State ranges - click to view report
This report provides a history of invoices by a range of Customers, Dates and States. It shows Invoice #, Invoice Date, Customer PO # Item Descriptions and Invoice Total. |
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Cash Expectations - 8 weeks out
A user can input a base date and this report will display cash expectations 8 weeks into the future instead of the 4 weeks the standard Sage MAS 90, 200 Cash Expectations report supplies. |
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Cash Receipts Report By Salesperson - click to view report
This report is a Cash Receipts report sorted by Salesperson. The report shows Salesperson #, Deposit Date, Deposit #, Customer #, Name, Ck #, Invoice #, Cash Applied, Discount and Balance of Invoice Due. This is a great report to help compute commissions for Salespeople who are paid upon payment of invoices. |
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Commission Based on % off List Price using Table for Rates - click to view report
This report uses a different commission rate depending on the percentage of difference between list and sales price. The report also establishes different commission rates depending on product line. The report is designed to reward salesmen by increasing their commission when they sell at lower discounts. |
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Current Year vs Prior Year Sales Comparison by Salesperson - click to view report
This report gets its data from A/R invoice history. It compares sales by salesperson from current period and year to date to current period last year and year to date last year. It also includes variances and percentages. It can be ran for any date. |
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Customer AR Summary Report - click to view report
This report prints one line per customer showing Customer#, Customer Name, Salesperson #, AR Balance and Credit Limit. The report also shows if the Customer is on Credit Hold. This is a great report for quickly seeing the status of all customers including those with no AR balance. |
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Customer Invoiced Sales Summary - click to view report
This report prints the total quantity of each item invoiced to a customer through Sales Order for a specified time period. The report lists the Item Number, Item Description, Sales Order units of measure and total quantity invoiced. This report only prints if Sales Order is used for entry of invoices. If AR Sales Codes are used to track sales then no data will be returned. |
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Customer Sales Report By Ship to Location - click to view report
This report shows Sales information sorted by Customer and Ship-To Location. The report includes Invoice #, Invoice Date, Ship to Location and Invoice Amount for each Customer. The report provides a subtotal by Ship to Location for each Customer. |
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Gross Sales By Customer and Product Line - click to view report
This report lists Gross Sales by Product line for an inputted date range. The report is sorted by customer with columns for three Product Lines. The Product Line names within the formulas in this Crystal report must be edited to match the Product Line names used in your Sage MAS 90 setup. |
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Payment History report
The standard Sage MAS 90, 200 report only runs a cash receipts report for current month. This customized report is based off of transaction history and displays payment date, invoice number, and customer. Run by user input transaction date range. This report can be run as far back as Accounts Receivable is set to retain paid invoices. |
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Sales Account Analysis - click to view report
This report provides a detail of all sales transactions for Misc Charges (Type 6) Regular Items (Type 4), Misc Items (Type 8) and A/R Sales Codes (Type1) that were charged to Sales and Cost of Sales Accounts in the ARO file. The report lists the Customer Number, Customer Name, Invoice Number, Line Type, Invoice Date, Sales Order #, Unit Price, Quantity, and Amount. When running the report, you input the Customer Number, Start Date, End Date, Beginning G/L Account and Ending G/L Account. |
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Sales Aging Summary Report By Customer or SalesPerson - click to view report
This report is a summary AR Aging report that has the option of being sorted by Customer or Sales Person. It shows Customer, Sales Person, Total Balance, Past Due Balance, Current, Over 30, Over 60 and 90 and Greater. |
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Sales Aging Summary Report By Past Due Balance - click to view report
This report is a summary AR Aging report that is sorted by Past Due Amount. It shows Customer, Sales Person, Total Balance, Past Due Balance, Current, Over 30, Over 60 and Greater. |
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Sales Analysis By Customer - Sorted by YTD Dollars - click to view report
Prints standard Sales Analysis (using PTD/YTD fields in AR) The report is sorted by YTD Dollar Sales per customer and includes the % of total for each customer. |
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Sales Analysis By Customer Type - PTD & YTD by Item - click to view report
This report prints PTD and YTD Sales Dollars, Quantities, Gross Profit Dollars and Gross Profit Percentage for all items sold during one user-defined period. The data includes current year and prior year data and is sorted and subtotaled by customer type with a page break after each customer type. Within each customer type the items are sorted and subtotaled by customer. Grand Totals for all customer types are included at the end of the report. |
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Sales Code Summary By Customer & GL Account - click to view report
This report is used for companies utilizing AR Sales Codes. The report prompts for Beg and End Date and a range of Account Numbers. The report will return a summary of all sales charged to the inputted Account Number Range showing Customer Name, Customer #, Sales Amount and % of Total Sales. |
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Sales Commission Report - click to view report
This report prints a commission report based on the AR Salesperson Commission files and selects records based on user-defined beginning and ending dates. It creates a report that shows each invoice subject to commission. The report is sorted by customer then salesperson and prints a new page for each salesperson. It lists each Invoice, Invoice Date, Payment Date, Invoice Total, Invoice amount subject to commission, Invoice amount paid and Commission amount for the invoice. The report includes subtotals for each customer, each salesperson as well as providing a grand total for all salespeople. Please note that this report works only if the client has commission reporting selected in AR Setup and there is data in the AR Salesperson Commission files. If a client runs the commission register and purges the data in those files this report cannot be reproduced. |
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Sales Dollars By Product Line - By Period - click to view report
This report produces a list of the sales dollars associated with each item shipped for each period in a particular fiscal or calendar year. It is sorted and subtotaled by product line and includes grand totals. |
Sales History By Customer - By Item for PTD,YTD Curr & Prior Yr $ & Units - view report
This report is a breakdown by Customer showing history of items sold for an inputted date. The report returns Current Period Dollars and Units, Year to Date Dollars and Units as well as Total Prior Year Dollars and Units. This report is available for Fiscal Years and can be modified for calendar years. |
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Sales History By Customer - By Month - By Item - click to view report
This report is similar to the Sage MAS 90 standard Inventory Sales History Report. This report is sorted by Customer or Customer/Ship-to. The report lists quantity and dollars by month. You can input a range of years, choose only Dollars, only Quantity, or Dollars and Quantity. |
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Sales History By Customer PTD, YTD Current & Prior Yr - click to view report
This report is a breakdown by Division by Customer showing history of items sold for an inputted period and year. The report returns Current PTD Dollars, Prior PTD Dollars as well as Current YTD and Prior YTD Dollars. |
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Sales History by Sales Code for Current Pd, Prior Yr Pd $ & Unit - click to view report
This report is an extension of AR 154. It shows a breakdown by Salesperson and Customer showing history of items sold for an inputted date and sales code. The report returns Current Period Dollars and Units, Prior Year Period Dollars and Units, Current Year to Date Dollars and Units compared to Prior Year to Date Dollars and Units. The report also shows Total Prior Year Dollars and Units. This report is available for Fiscal Years and can be modified for calendar years. |
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Sales History Report By Customer - click to view report
This report shows Sales History by Customer for any two years specified. The report includes all Invoices, Debit Memos and Credit Memos from Sales Order and Accounts Receivable. This Report is great for looking at sales trends. |
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Sales History Report By Customer & Salesperson - click to view report
This report shows Sales History by Customer and Sales Person for any two years specified. The report includes all Invoices, Debit Memos and Credit Memos from Sales Order and Accounts Receivable. This Report is great for looking at sales trends. |
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Sales History Report By Month - click to view report
This report lists each customer’s monthly sales from both the AR & SO modules for the current & previous years. It sorts customers by the highest to lowest total sales for the current year. |
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Sales Quantities By Product Line - By Period - click to view report
This report lists the quantities of each item shipped for each period in a particular fiscal or calendar period. It is sorted and subtotaled by product line and includes grand totals. |
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Sales Recap By Salesperson, Customer and Supplier - click to view report
This report provides summary information by customer to help identify high volume, high dollar customers. The report sorts by customer number and includes columns for Gross Profit Dollars, # of Invoices, Average GP per Invoice, Total Items Shipped, Average Items per Invoice and Average GP per line item. |
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Salesperson Commission with Product Line Detail - click to view report
This report shows sales information by salesperson sorted by invoice number. The report details Invoice Date, Commission Rate, Invoice Total, Amount Subject to Commission, Gross Profit and Commission Amount. You input a date range to generate the report. |
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YTD Actual Sales - By Salesperson - By Month - click to view report
This report runs YTD Sales by Salesperson for each month. The report gets its data from A/R invoice history and groups invoice totals by the original salesperson on the invoice. It can be run for any period 1-12, assuming a calendar year) and for any year. Any future months are suppressed. A great report for analyzing and comparing salespeople on your sales force. |
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