Database Reference
In-Depth Information
shipped, the system decreases units on hand and units allocated by the number of units
of the part or parts that were shipped. The system also increases the MTD and YTD
sales of the part by the amount of the number of units shipped multiplied by the quoted
price.
4. Create an invoice summary record for each invoice printed. These records contain the
invoice number, date, customer, sales rep, invoice total, and freight.
5. Delete the released orders.
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h. Receive payments on account (customer number, date, and amount). The system assigns
each payment a number, adds the payment amount to the total of current payments for the
customer, and subtracts the payment amount from the current balance of the customer.
Report requirements. The following is a list of the reports required by Holt Distributors:
a. Territory List: For each territory, list the number and name of the territory; the number,
name, and address of each sales rep in the territory; and the number, name, and address of
each customer represented by these sales reps.
b. Customer Master List: For each customer, list the customer number, the bill-to address, and
the ship-to address. Also list the number, name, address, city, state, and zip of the sales rep
who represents the customer and the number and name of the territory in which the cus-
tomer is located.
c. Customer Open Order Report: This report lists open orders organized by customer. It is
shown in Figure A-20.
10/16/2013
HOLT DISTRIBUTORS
CUSTOMER OPEN ORDER REPORT
PAGE 1
Order
Number
Customer 1354 - Smith Rentals
Item
Number
Item
Description
Order
Date
Order
Qty
Quoted
Price
Lounge Chair
10/02/2013
12424
AT414
1
$42.00
Customer 1358 -
FIGURE A-20
Open order report (by customer)
d.
Item Open Order Report: This report lists open orders organized by item and is shown in
Figure A-21.
10/16/2013
HOLT DISTRIBUTORS
ITEM OPEN ORDER REPORT
PAGE 1
Item
Number
Item
Description
Customer
Number
Customer
Name
Order
Number
Order
Date
Order
Qty
Quoted
Price
AT414
Lounge Chair
1354
1358
Smith Rentals
Kayland Enterprises
12424
12489
10/02/2013
10/03/2013
1
8
9
$42.00
$42.00
Total on order -
BT222
Arm Chair
1358
Kayland Enterprises
12424
10/03/2013
3
$51.00
FIGURE A-21
Open order report (by item)
