How to print the Markup Analysis report on Sage 300 Inventory Control

Steps:

  1. Open Inventory Control > I/C Price/Sales Analysis Reports > Markup Analysis.
  2. Make your selections in the following fields:
    • Price List [ ] to [ ]. Enter a range or use the Finder to select a range of price lists for the report.
    • Sort by. Specify the order in which to list item records.
    • From [ ] To [ ]. Specify the range of item numbers, categories, segments, or optional field entries to include in the report.
    • Location [ ] to [ ]. Enter a range or use the Finder to select a range of locations for the report.
    • Calculate Markup Based on. Select a costing method for calculating the desired selling price and variance from the base price.
    • Print Items with Absolute Variance over [ ] %. Enter the amount you want to use as the cutoff point for your analysis. The report then lists only those items whose base and desired selling prices vary by the specified percentage or more.
    • Currency. If you use multicurrency accounting, enter a currency or use the Finder to select a currency in which to report figures.
    • Rate Type. If you use multicurrency accounting, enter a rate type or use the Finder to select a rate type to use to calculate currency amounts for the report.
    • Exchange Rate. If you use multicurrency accounting, enter a rate or use the Finder to select an exchange rate for the report.
  3. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.
      • Note: For Web-based clients, the preview screen appears first when you click the Print button.
    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:
      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.
        • You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.
    • If you are printing to e-mail, an e-mail message appears with the report attached.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.