V Slide 3V 1.0Slide 3 Report Sales & Stock – Report Important reports: - Sales Record (R-FSS003) - Stock Balance (Group by Category) (R-FSS011B) - Stock Balance (Group by Stock Code) (R-FSS011A) - Stock Ledger (R-FSS010) - Stock Profit Report (R-FSS009)
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V 03.02.01 Slide 1V 1.0 Slide 1
FMP/Sales & Stock
FMP – Sales & Stock
Account Clerk
SchoolPrincipal
FMP
FMPCommon Setup
Budgeting
Bookkeeping
Staff Cost
Capital Asset Register
Sales & StockOther Registers
1. Setup2. Maintenance3. Pre-Year End4. Year End5. Enquiry6. Report6. Report
V 03.02.01 Slide 2V 1.0 Slide 2Report
Sales & Stock – Report
• User can generate English or Chinese Sales and Stock reports through this report function.
• User can view the reports of the following categories:
• All Categories• Setup
• e.g. List of Stock Analysis Code, List of Stock Master• Voucher List
• e.g. Incomplete Purchase/Purchase Adjustment Voucher List
• Pre-Year End• e.g. Stock Balance, Stock Profit Report
• Year End• e.g. Stock Balance, Stock Profit Report
• Stocktake Worksheet• e.g. Stocktake Worksheet by Location
V 03.02.01 Slide 3V 1.0 Slide 3Report
Sales & Stock – Report
• Important reports:
- Sales Record (R-FSS003)- Stock Balance (Group by Category) (R-FSS011B)- Stock Balance (Group by Stock Code) (R-FSS011A)- Stock Ledger (R-FSS010)- Stock Profit Report (R-FSS009)
V 03.02.01 Slide 4V 1.0 Slide 4Setup Report
Reports under Setup Category
V 03.02.01 Slide 5V 1.0 Slide 5Voucher List Report
Reports under Voucher List Category
V 03.02.01 Slide 6V 1.0 Slide 6Registers & Other Report
Reports under Registers & Others Category
V 03.02.01 Slide 7V 1.0 Slide 7Pre-Year End Report
Reports under Pre-Year End Category
V 03.02.01 Slide 8V 1.0 Slide 8Year End Report
Reports under Year End Category
V 03.02.01 Slide 9V 1.0 Slide 9Stocktake Worksheet Report
Reports under Stocktake Worksheet Category
V 03.02.01 Slide 10V 1.0 Slide 10
Generate ReportGenerate Report
• Report can be generated in a preview pop-up window or stored in Report Management – Repository.
• 4 different formats can be selected for report generation – PDF, WORD, RICHTEXT and EXCEL.
• User may edit the generated report in WORD, RICHTEXT and EXCEL format.
• The following report can be generated in PDF format only and it is not allowed for amendment:
• List of Deleted Vouchers
V 03.02.01 Slide 11V 1.0 Slide 11Generate Report
Step 1. Click [Sales & Stock] [Report] from the left menu.
Step 2. Select one of the categories and language.
Step 3. Click [Search] button.
Generate Report
V 03.02.01 Slide 12V 1.0 Slide 12Generate Report
Step 4. Click the report name hyperlink
Generate Report
V 03.02.01 Slide 13V 1.0 Slide 13Generate Report
Step 5. Click the report template hyperlink
Generate Report
V 03.02.01 Slide 14V 1.0 Slide 14Generate Report
Step 6. Enter the print criteria
Generate Report
V 03.02.01 Slide 15V 1.0 Slide 15Generate Report
Generate Report Two ways to generate reports:
Option 1: Generate report in a preview pop-up window
Option 2: Generate and store the report in Report Management – Repository.
Option 1: Generate report in a preview pop-up window
Step 7a. Click [Preview & Print] button
V 03.02.01 Slide 16V 1.0 Slide 16Generate Report
Generate Report
Option 1: Generate report in a preview pop-up window
Step 7b. Print the report to local print queue or save to local hard disk from the pop-up window
V 03.02.01 Slide 17V 1.0 Slide 17Generate Report
Generate Report
Option 2: Generate and store the report in Report Management – Repository.
Step 7a. Click [To File] button
V 03.02.01 Slide 18V 1.0 Slide 18Generate Report
Option 2: Generate and store the report in Report Management – Repository.
Step 7b. Fill in the report description in the pop-up dialog box
Step 7c. Click [OK] button
Generate Report
V 03.02.01 Slide 19V 1.0 Slide 19
Generate Report
Option 2: Generate and store the report in Report Management – Repository.
Step 7d. User can click the hyperlink to go to Report Repository to download the report or click [Report Management] [Repository] from the left menu to download the report later
Generate Report
V 03.02.01 Slide 20V 1.0 Slide 20
Generate Report
Generate Report List of reports generated under Report Management - Repository