Account Activity detail report

This report provides a detailed list of all sales transactions (order, debit or credit transactions) that are:

placed on your account FOR your account or,
placed on your account ON BEHALF OF a customer or
placed on your customer's account where you are the reseller of record.

The default sort order for this report is by the Bill-to Party field. You are able to filter the results for a specific date range, product line or product (maintenance, support or product). Quotations are not included in this report.

When to use this report:

Use this report to get a detailed order and line item view of what has been ordered by you or your customer. You can also see line-item detail on any commission credits (aka CPNP Credits/Debits). Use this report to look for the specifics of an order. For a summary view, use the "Account activity summary" report.

See formatting tips for this report below.

Variable Entry: Initial selection criteria

Use the pop-up Select Values list in each field to view and select the possible entries.

Date Range (*)	Date range in which a transaction occurred. To and from dates. Date format of mm/dd/yyyy. Required entry. For instructions on how to enter a date range click here.
Product Line	Select Value(s) from the pop-up list or report will default to all the Sage products and services your company supports. For instructions on how to use the Select Values pop-up list, click here.
M&S Plan Type	Select Maintenance, Product, or Support or the selection will default to all.

Fields within the default report

Bill-To-Party	Account name and Sage account ID responsible for the purchase of this product or service.
Product Line	The Sage Product Line that was sold on the line-item level.
Account	The account who received the product or service. Includes Account name, Sage account ID, City and State.
Transaction Number	The Sage order (front office) number. Numbers beginning with 1 are orders. Numbers beginning with 3 are Credit Memos.
Invoice Number	Displays # if no invoice number was involved.
Date	Actual date the transaction was posted.
Product M&S (L5)	Whether the purchase was for Maintenance, Service or Product.
Transaction Type	Describes the type of transaction. For a list of Sales Transaction types and a description of each, click here.
Material	Sage SKU and description of the item (product or service) on the sales transaction.
Usage	Identifies how the purchase relates to what the customer may currently own. For example: new, renewal, add on. For a list of Usage Type codes and description of each, click here.
Invoiced Sales	Total net amount of the transaction without taxes or shipping charges. This could be a partial or the full amount of the purchase.

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Formatting tips for this report

To undo the last format change you made

Right-click any column title.
Select Back.
Select Back one navigation step.

Add or remove a subtotal results row (yellow bar)

See "Remove a subtotal results row"