In our previous blog on AR customer we had discussed about AR Customer – OE Invoices inquiry which provides information about OE invoices and OE credit/debit note with the details of the customer. In this blog we will discuss about OE sales tab which gives us information about the sales details of a customer.
To inquire about the OE Sales of a customer, the user needs to select a particular customer in the AR Customer Inquiry screen as shown in below screenshot.
Go to Account Receivable –> A/R Customers–> Customer Inquiry.
New Stuff: Form 26Q file generated in TDS-Part2
The OE Sales tab contains two grid list which gives information sales processed in Order entry module.
First list contains information of all the items sold to selected customers in the order entry.
This list provides information of sales for each item and fiscal period, including year of sales, total quantity of item sold for that fiscal period, sales count (no of invoices), sales amount, cost of sales, return count (number of sales return) and return amount (amount of sales return).
The second list contains information of sales invoices for item and period selected in the first grid.
Also this tab provides the following options:
• Choose whether to display information in ascending or descending order.
• User can drill down to the original entry form in order entry by double clicking on transaction number, which opens document inquiry form and allows you to get additional information for the transaction.
• User can view the order in the O/E Order Entry form by double clicking on order number
• User can view the item record in Inventory Control by double clicking on item number.
Please refer the below screen shots for drill down to Document entry, Order entry and Item record.
Just to summarize, the customer Inquiry form provides a ready reference to all the information that exists for sales in the Sage ERP 300 system.