A/R Sales Register - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Customer

The current customer code will default in this field. If the report has a saved template, the software will apply those saved settings and then set this field to the current customer code.

Job

Enter a job number, or press Enter to print ALL job codes.

Cost group

If the cost center feature is enabled in the Enterprise Installation screen, enter the cost group you want to include on the register, or press Enter to print ALL cost groups on the register. Spectrum compares the cost center assigned in the invoice header with cost centers in the operator’s assigned scheme; if the invoice cost center is not included, then that invoice is not shown on the report.

Because this report is based on cost centers assigned in the header portion of the invoice, it is possible that the report will include invoice information for invoices with detail assigned to disallowed cost centers that the operator is not otherwise permitted to access.

Invoice date

Enter the beginning and ending invoice dates, or press Enter to print from the earliest date on file to the current A/R processing date.

G/L date

Enter the beginning and ending G/L dates, or press Enter to print from the earliest date on file to the current A/R processing date.

Saved Selections

All report starting screens offer a Saved Selections bar and Save Current button that can be used to remember saved user selections the next time this report is accessed. Whenever the Saved Selections bar is available, the Date Calculator feature is also available for date, fiscal year, and fiscal period fields.

Buttons

Save Current

Located in the Saved Selections bar, click this button after you have made your report selections if you think you want to save them for future use. A widow opens that allows you to enter a name for the report "template" that you are saving, and you can set this template as your default. Additional settings allow you to share this template with other operators or to assign it as a system-wide default (thereby ensuring that everyone is seeing the same items).

Preview

After making your report selections, click this button to preview the report in PDF format. From here you can review the information and then print, save or email the file to someone else.

Export

Click this button to open the Export Report window. Here you can choose a report format (including PDF, RPT, RTF, CSV, and XLS), designate a name for the report (or accept the default name) and decide if you want the report to include auto-generated bookmarks.

My Reports

Use the My Reports window to add and maintain any custom Crystal reports. This feature can then be used in conjunction with the report filters feature to set the default report to a custom report.