AM Enterprise 2020 Sample Reports

The Other Listings are reports specifically designed to provide information on various records maintained in the system. These reports provide a wide variety of information including a list of substitute inventory items, salespersons, inventory types, Pay code, revenue code, miscellaneous code, and system remarks.

Salesperson Listing

The Salesperson Listing provides basic information on sales personnel including the salesperson numbers and names, titles, addresses, status, and contact information. This report is useful for reviewing and updating information concerning your sales staff.

You can select to generate this report for active salespersons only, inactive salespersons only, or both active and inactive salespersons.

Substitute Inventory Listing

The Substitute Inventory Listing provides information on the items assigned as substitutes of an item. This report allows you to see both the inventory item and its substitutes. This report is useful for cross-referencing inventory items with the substitute items assigned to them.

You can generate this report only for inventory items assigned with the active status, only for inactive items, or for all items.

Inventory Type Listing

The Inventory Type Listing shows information on the inventory types set up using the Inventory Type Maintenance function. This report is helpful in reviewing the various inventory type records and serves as a guide in determining which inventory type to assign to a new inventory item record.

You can select to show in the report the remarks entered in the inventory type record’s Remarks page.

Pay Code Listing

The Pay Code Listing displays detailed information on the pay codes including each pay code ID and description, the bank account assigned to each pay code, the pay code type, and the specific modules in which the pay code can be used. This report is useful in reviewing the correctness of each pay code’s settings and parameters. The pay codes are set up in the Pay Code Maintenance function.

You can elect to include in this report all payment types or any of the following pay code types: Cash only, Check only, Debit or Credit Card only, C.O.D. only, Terms only, ACH only, or Others only. You may also opt to show the Date Table set up for each Terms pay code.

Revenue Code Listing

The Revenue Code Listing provides detailed information on the revenue codes including the assigned GL Account IDs for recording sales, sales returns, sales discounts and cost of goods sold. Revenue codes are set up using the Revenue Code Maintenance function. This report is useful for reviewing the completeness of the revenue code records and for validating the GL Account IDs assigned to each revenue code.

Miscellaneous Code Listing

The Miscellaneous Code Listing provides information on the pre-defined miscellaneous code types and user-defined codes for each miscellaneous code type. The report shows information such as the miscellaneous type, miscellaneous code, description and status. The report can be used as reference in reviewing the miscellaneous codes and when creating new ones.

You can filter the report for any combination of the following miscellaneous types: buyer, commission, customer class, customer industry, customer territory, email, freight on board, item class, item product line, job title, lost sales order reason, manufacturing class, pay class, price code, refusal reason, ship via, summary statement ID, tier, vendor class, vendor industry, vendor territory, and work shift.

You can further opt to generate the report exclusively for active miscellaneous codes, exclusively for inactive miscellaneous codes, or all miscellaneous codes regardless of status.

System Remarks Listing

The System Remarks Listing provides a list of the user-defined system remarks set up using the System Remark Maintenance function. System remarks are readily accessible for insertion in various transactions throughout the system. This report helps you in reviewing the system remarks available in the system to keep them up-to-date and serves as reference when creating new system remarks to avoid duplication.

You can generate the report for an individual remark code, for a range of remark codes or all remark codes.