This report displays amounts for sales, profit, invoice discount, and payment discount in LCY, as well as profit percentage, for each customer. The costs and profits are given as both the original and adjusted. The original costs and profits are those that were calculated at the time of posting, and the adjusted costs and profits reflect changes to the original costs of the items in the sales. The cost adjustment amount shown in the report is the difference between the original cost and the adjusted cost.
The figures are divided into three periods. You can select the length of the period, starting on a selected date. There are also columns for amounts before and after the three periods. The report can be used, for example, to analyze earnings from an individual customer and earnings trends.
You can define what is included in the report by setting filters. You can set additional fields on the Customer tab by clicking the Field field, then clicking the AssistButton that appears to the right. You can also determine what is shown in the report by filling in the fields on the Options tab. Fill in the fields as follows:
No.: Enter the numbers of the customers to be included in the report. To see the existing customers, click the Filter field, then click the AssistButton that appears to the right.
Search Name: Enter the search names of the customers to be included in the report.
Customer Posting Group: Enter the customer posting groups to be included in the report. To see the existing customer posting groups, click the Filter field, then click the AssistButton that appears to the right.
Currency Code: Enter the codes for the currencies to be shown in the report. To see the existing currencies, click the Filter field, then click the AssistButton that appears to the right.
Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.
To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort....
Starting Date: Enter a date to specify the beginning of the period covered by the report.
Period Length: Specify the length of each of the three periods; for example, enter "1M" for one month.
Click Print to print out the report. If you want to see the report on the screen before printing, click Preview. If you do not want to print the report now, click Cancel to close the window.