The Class Report (RCL) allows you to print the sales and purchase history directly from the Class Maintenance window. You can print the Class Report in four different formats.
The sales figures that print on the Class Report are updated exclusively by the Daily Inventory Update Report (RDI) with Option F. Back office operations performed in the Open Item Maintenance (MOI) window are not reflected in these figures.
You also use the Class Report to perform the end-of-month "roll" of the class records. It is important that you finalize all receiving for the month before the end-of-month Class Report is run.
From the Eagle Browser, click Reports Menu, Inventory Reports, Class Sales/Purchase History (RCL). The Class Report window displays.
If you have set up a Default Report Profile for this report, you can simply click Run to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and click Run. Otherwise, continue with the next step.
From the
page, review the default entries in the fields and make changes if
needed. For a definition of each field, click here.
In the Report Format field, select the format you want.
A: Report Format type A prints each classes' sales and purchase history for the last 13 periods. IMPORTANT: Only select A if you are running or queueing end-of-month.
N: Report Format type N prints a list of classes including only the class number, Store, Name, and Desired GP % (no sales or purchase history).
P: Report Format type P prints a comparison of the purchase history for the current period against one of the older periods or against a year-to-date total. You must specify a comparison period. The left-most columns of data on the printed report are the Current Period; the right-most columns are the figures for comparison period. No sales data appears on this report.
In the Compare Period field, type a period number from 2-13, or a Y for year-to-date, to determine which figures will be compared to the Current Period. This field can only be used when the Report Format is P or S, and is required with either of those formats. The layout of the report is changed from printing sales on the left side and purchases on the right side, to printing the Current Period on the left and the Comparison Period on the right.
IMPORTANT: Only fill in the Update Period and Update Year fields if you are running or queueing end-of-month or end-of-year.
IMPORTANT: Do not use the Options below the line unless instructed to do so by Epicor Customer Support.
For a definition of each field on the screen, click here.
Click .
A page of fields displays.
For a definition of each field, click here.
For a definition of each field, click here.
Click Run if you are running this report now, or click Queue if you are adding this report to a queue. For more information about creating queues, click here.