Files opened: CUSTOMER, ORDER, A6ORDSL, SLSMAN, SLSOPN, PROGRAM (if FF special)
Flow of the Program
The program reads through the ORDER file. It uses the SLSMAN field (salesperson) to read & find the corresponding SLSOPN (open commission record). The A6ORDSL file is used if choosing to sort by salesperson.
The fields in the records are checked in the following sequence. If the record meets all the criteria listed, it will print on the report. (Please note: the System Date is the date used when the operator signs into ProfitMaker, this is not necessarily the machine date.)
1. ORDER file - First character in STATUS must be “I” (invoiced)
INVOICE (Invoice #) cannot be 0
INVDATE (invoice date) month & year must be equal to system date
Day must then fall within Inv date range
2. SLSOPN file - ORIGCURR (original or current) must be “C” for current
INVDT (invoice date) month & year must be equal to system date
Day must then fall within Inv date range
INVNO (Invoice #) must be greater than 0
3. ORDER file - UNIT must match unit selected
FF special, OOPRGSRC cannot be blank
If printing FF orders, OOPRGSRC must not be empty (normally “F” but
program doesn’t check actual code, just makes sure it’s not empty).
If printing reg. orders, OOPRGSRC must be empty.
Note: If Company Information is checked to “Print ship date as invoice date”, it will have no affect on this report. Invoice date in both the ORDER file and SLSOPN file will still be updated with the system date at the time of invoicing.
Sort option field names
Name Field name File name
Customer # ACCT_NO ORDER
Customer name ARMNAME CUSTOMER
Salesperson SLSNO A6ORDSL
Invoice # INVOICE ORDER
Invoice date INVDATE ORDER
Order code ORDERCODE ORDER
Program OOPROGNO ORDER
Order type ENTRTYPE ORDER (must have ProfitPlus special, will be FO (Factor Order) or AS (Ad Specialty).
Print primary salesperson only:
Y = uses SLSMAN from order file
N = uses SLSNO from a6ordsl files to get info for 2nd-4th salesperson
Files/Fields from which each invoices detail is printed
Name Field name File name
Cust # ACCT_NO ORDER
Customer name ARMNAME CUSTOMER
Invoice # INVNO SLSOPN
Invoice date INVDATE ORDER
**Sales SALAMT(comm sales/SH) SLSOPN
+ NCSALAMT (non-comm sales/SH)
- GLITEMAMT (G/L line items)
- BDISCAMT (billed discount amt)
- SCSLSAMT (total SH lines price) ORDER
**GL/SH GLITEMAMT (G/L line items) SLSOPN
+ SCSLSAMT (total SH lines price) ORDER
Taxes TAXAMOUNT ORDER
Other SHPCHG ORDER
+ INSURANCE(prior to 8.20) ORDER
**Inv amt Sales (from above calculation)
+ SCSLSAMT(total SH lines price) ORDER
+ GLITEMAMT SLSOPN
+ TAXAMOUNT ORDER
+ SHPCHG ORDER
+ INSURANCE(prior to 8.20) ORDER
Note: Will show actual invoice amt, not reflective of Billed Split %
**Inv cost SALCOST (comm. cost/SH lines) SLSOPN
+ NCSALCOST (non-comm. cost/SH lines) SLSOPN
**GP%/GP amt Sales (from above calculation)
+ GL/SH (from above)
- Inv cost (from above)
SL # 1st SLSMAN ORDER
SL #2nd-4th SLSNO A6ORDSL
Commission COMMBILL SLSOPN
Order # ORDNO ORDER
** When sorting report by salesperson, these amounts will be based on the Sales/Cost Split%-BLSPLIT (Billed Split%) in the slsopn file for that salesperson.
Flow of the Program
The program reads through the ORDER file. It uses the SLSMAN field (salesperson) to read & find the corresponding SLSOPN (open commission record). The A6ORDSL file is used if choosing to sort by salesperson.
The fields in the records are checked in the following sequence. If the record meets all the criteria listed, it will print on the report. (Please note: the System Date is the date used when the operator signs into ProfitMaker, this is not necessarily the machine date.)
1. ORDER file - First character in STATUS must be “I” (invoiced)
INVOICE (Invoice #) cannot be 0
INVDATE (invoice date) month & year must be equal to system date
Day must then fall within Inv date range
2. SLSOPN file - ORIGCURR (original or current) must be “C” for current
INVDT (invoice date) month & year must be equal to system date
Day must then fall within Inv date range
INVNO (Invoice #) must be greater than 0
3. ORDER file - UNIT must match unit selected
FF special, OOPRGSRC cannot be blank
If printing FF orders, OOPRGSRC must not be empty (normally “F” but
program doesn’t check actual code, just makes sure it’s not empty).
If printing reg. orders, OOPRGSRC must be empty.
Note: If Company Information is checked to “Print ship date as invoice date”, it will have no affect on this report. Invoice date in both the ORDER file and SLSOPN file will still be updated with the system date at the time of invoicing.
Sort option field names
Name Field name File name
Customer # ACCT_NO ORDER
Customer name ARMNAME CUSTOMER
Salesperson SLSNO A6ORDSL
Invoice # INVOICE ORDER
Invoice date INVDATE ORDER
Order code ORDERCODE ORDER
Program OOPROGNO ORDER
Order type ENTRTYPE ORDER (must have ProfitPlus special, will be FO (Factor Order) or AS (Ad Specialty).
Print primary salesperson only:
Y = uses SLSMAN from order file
N = uses SLSNO from a6ordsl files to get info for 2nd-4th salesperson
Files/Fields from which each invoices detail is printed
Name Field name File name
Cust # ACCT_NO ORDER
Customer name ARMNAME CUSTOMER
Invoice # INVNO SLSOPN
Invoice date INVDATE ORDER
**Sales SALAMT(comm sales/SH) SLSOPN
+ NCSALAMT (non-comm sales/SH)
- GLITEMAMT (G/L line items)
- BDISCAMT (billed discount amt)
- SCSLSAMT (total SH lines price) ORDER
**GL/SH GLITEMAMT (G/L line items) SLSOPN
+ SCSLSAMT (total SH lines price) ORDER
Taxes TAXAMOUNT ORDER
Other SHPCHG ORDER
+ INSURANCE(prior to 8.20) ORDER
**Inv amt Sales (from above calculation)
+ SCSLSAMT(total SH lines price) ORDER
+ GLITEMAMT SLSOPN
+ TAXAMOUNT ORDER
+ SHPCHG ORDER
+ INSURANCE(prior to 8.20) ORDER
Note: Will show actual invoice amt, not reflective of Billed Split %
**Inv cost SALCOST (comm. cost/SH lines) SLSOPN
+ NCSALCOST (non-comm. cost/SH lines) SLSOPN
**GP%/GP amt Sales (from above calculation)
+ GL/SH (from above)
- Inv cost (from above)
SL # 1st SLSMAN ORDER
SL #2nd-4th SLSNO A6ORDSL
Commission COMMBILL SLSOPN
Order # ORDNO ORDER
** When sorting report by salesperson, these amounts will be based on the Sales/Cost Split%-BLSPLIT (Billed Split%) in the slsopn file for that salesperson.