Business Source Report
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Business Source Report
This report provides a summary of documents in a selected date
range by Business Source.
Documents from current, batch and history are included.
The Business Source feature can be activated in the Additional Pop-Up Windows, in the Divisional Contract Parameters to prompt the
operator to enter a Business Source as setup in Business Source Codes, when each document is
created.
The prompts are:
-
- BUSINESS SOURCE, "ALL", OR "SEL"
-
- Type ALL to include all business sources in the report.
- To run the report for a single Business Source, enter a
specific code or select one code from the Business Source Search window.
- Type SEL to open the Select Source
Codes window listing the existing source codes, and delete any
codes that should not be included in the report.
All codes remaining in the selection window will be included.
FROM DATE
- Accept the current month start or enter the starting date for
the report date range.
- TO DATE
- Accept the current month end date or enter the ending date for
the report date range.
USE SOURCE DOCUMENT DATE FOR CONTRACTS AND INVOICES
- Check this box to use the source document date (i.e. from the
source contract, estimate, order, or reservation, etc.) for the
reporting date filter.
If the source document has been deleted, the actual document date
is used.
Uncheck this box to use the actual document date for the
reporting date filter.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSHS05