Sales Period to Date

Enter the domestic currency amount sold to the customer during this period. The sales PTD amount only needs to be entered when initially setting up the customer. When invoices, debits or credits are posted, the currency amount of the transaction posts to this field. Invoices and debits increase this field, and credits decrease it. The Net Merchandise amount is the only amount posted to this field. Miscellaneous charges, sales tax, and freight charges are not included in this amount.

To clear this field when changing from the current period to the next period, use the A/R Period/Year End Procedure. This procedure has the option to clear only the Sales PTD amounts.