You use this program to generate a list of selected contracts for a range of buying groups and customers.
| Field | Description |
|---|---|
| Contracts types | |
| All | Select this to generate the report for all contract types. |
| Buying groups | Select this to generate the report for buying group contracts only. |
| Customer | Select this to generate the report for customer contracts only. |
| Price methods |
This option enables you to select the contracts to be included in the report according to the pricing method of the contract. By default, all pricing methods are selected, but you can deselect those for which you do not want to include contracts in the report. The following options are available:
|
| Print options | |
| New page on change |
If you selected to generate the report for All contract types, then the information for each buying group type contract is printed on a new page and the information for each customer type contract is printed on a new page. Similarly, if you selected to generate the report for Buying group contract types only, then the information for each buying group is printed on a new page. If you selected to generate the report for Customer contract types only, then the information for each customer is printed on a new page. |
| Print gross profit percentage | You cannot select this option if FIFO or LIFO costing is in use, irrespective of whether FIFO valuation is required. |
| Warehouse to use for costs |
This is only relevant if you selected either the Mark up cost by a percentage or Print gross profit percentage options. Indicate the warehouse to use to extract the cost. If this is left blank, then the Default warehouse defined against the Company is used if this is defined. |
| Field | Description |
|---|---|
| Buying group selection |
Indicate the buying group(s) for which to generate the report. This option is not available if you selected the Contract types as Customer. |
| Customer selection |
Indicate the customer(s) for which to generate the report. This option is not available if you selected the Contract types as Buying group. The customers you select to include in the report can be filtered according to the Branch(es) you select to include on the Additional Options tab. |
| Stock code selection |
Indicate the range of stock codes for which you want to include contracts in the report. The stock codes you select to include in the report can be filtered according to the Product class(es) you select to include on the Additional Options tab. |
| Contract selection | Indicate the range of contracts to include in the report. |
| Field | Description |
|---|---|
| Supplier selection | Indicate the range of supplier codes for which to include contracts in the report. |
| Product class selection | This enables you to include stock codes for specific product classes only (i.e. it enables you to filter the stock codes selected based on the product class selection made here). |
| Branch selection | This enables you to include customers for specific Accounts Receivable branches only (i.e. it enables you to filter the customer codes selected based on the branch selection made here). |
| Salesperson selection | Indicate the range of salespersons for which to include contracts in the report. |
| Geographic area selection | Indicate the range of geographic areas for which to include contracts in the report. |
| Customer class selection | Indicate the range of customer classes for which to include contracts in the report. |
This options on this tab page enable you to indicate the inclusion of contracts according to a range of contract start or expiry dates.
| Field | Description |
|---|---|
| Date selection | |
| None | Select this to include contracts for all dates in the report. |
| Start | Select this to specify a range of start dates according to which contracts must be included in the report. |
| Expiry before | Select this to specify an Expiry date according to which contracts must be included in the report. |
| Expiry after |
Select this to print contracts that have not yet expired on the date defined in the Expiry date field. |
| Start date selection |
Indicate the range of Start date(s) for which you want to include contracts in the report. This only applies if you selected to include contracts according to a range of Start dates. |
| Print contracts expiring before/after | Enter the Expiry date according to which contracts must be included in the report. All contracts you selected that expire before the date you enter here are included in the report. This only applies if you selected to include contracts according to an expiry date. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).