Start of Fiscal Year:
Current Date:
Fiscal Month:
April 1
8/23/2007
5
Freight Options
Surface Mail
Air Mail
Shipping Cost:
$ 11.50
Courier
Linked Cell:
Weight (lbs):
2.3
Discount Schedule
Units Ordered
20
10
1000
50
2
25
100
250
Part
D-178
B-047
C-098
B-111
D-017
D-178
A-182
B-047
List Price Discount Net Price
$17.95
40%
$10.77
$6.95
40%
$4.17
$2.95
50%
$1.48
$19.95
44%
$11.17
$27.95
20%
$22.36
$17.95
42%
$10.41
$9.95
46%
$5.37
$6.95
48%
$3.61
Page 3
Total
$215.40
$41.70
$1,475.00
$558.60
$44.72
$260.28
$537.30
$903.50
Discount Schedule
Units
Discount
0
20%
4
40%
24
42%
49
44%
99
46%
249
48%
499
50%
Tax Rate
Tax Rate Schedule
If TAXABLE
INCOME
The TAX Is
THEN
Is Over
SCHEDULE X
Single
Income:
Tax Rate:
But Not
Over
This
Amount
$0
$7,000
$0.00
$7,000 $28,400
$700.00
$28,400 $68,800
$3,910.00
$68,800 $143,500 $14,010.00
$143,500 $311,950 $34,926.00
$311,950
-$90,514.50
$30,000
25%
Page 4
Of the
Plus This Excess
%
Over
10%
15%
25%
28%
33%
35%
$0.00
$7,000
$28,400
$68,800
$143,500
$311,950
Customer Accounts
Enter Account Number: 10-0009
Account Name is: Brimson Furniture
Account Number
10-0009
02-0200
01-0045
08-2255
12-1212
12-3456
09-2111
14-1882
14-5741
07-0025
07-4441
16-6658
14-1882
Page 5
Account Name
Brimson Furniture
Chimera Illusions
Door Stoppers Ltd.
Emily's Sports Palace
Katy's Paper Products
Meaghan Manufacturing
O'Donoghue Inc.
Real Solemn Officials
Refco Office Solutions
Renaud & Son
Rooter Office Solvents
Simpson's Ltd.
Voyatzis Designs
EXPENSES January February
Advertising
$4,600
$4,200
Rent
$2,100
$2,100
Supplies
$1,300
$1,200
Salaries
$16,000 $16,000
Utilities
$500
$600
TOTAL
$24,500 $24,100
Month
Total
May
$24,100
March
$5,200
$2,100
$1,400
$16,500
$600
$25,800
April
$4,600
$2,100
$1,300
$16,000
$500
$24,500
May
$4,200
$2,100
$1,200
$16,000
$600
$24,100
June
$5,200
$2,100
$1,400
$16,500
$600
$25,800
July
$4,600
$2,100
$1,300
$16,000
$500
$24,500
August September October November December
$4,200
$5,200
$4,600
$4,200
$5,200
$2,100
$2,100
$2,100
$2,100
$2,100
$1,200
$1,400
$1,300
$1,200
$1,400
$16,000 $16,500 $16,000 $16,000 $16,500
$600
$600
$500
$600
$600
$24,100 $25,800 $24,500 $24,100 $25,800
MATCH() & INDEX()
Enter Account Number: 10-0009
Account Name is: Brimson Furniture
Account Number
10-0009
02-0200
01-0045
08-2255
12-1212
12-3456
09-2111
14-1882
14-5741
07-0025
07-4441
16-6658
14-1882
Page 8
Account Name
Brimson Furniture
Chimera Illusions
Door Stoppers Ltd.
Emily's Sports Palace
Katy's Paper Products
Meaghan Manufacturing
O'Donoghue Inc.
Real Solemn Officials
Refco Office Solutions
Renaud & Son
Rooter Office Solvents
Simpson's Ltd.
Voyatzis Designs
List and Combo Boxes
List
Control
Linked Cells
6" Sonotube
Finley Sprocket
Gangley Pliers
HCAB Washer
LAMF Valve
Langstrom 7" Wrench
S-Joint
Thompson Socket
2
Finley Sprocket
4
HCAB Washer
Page 9
Any-Column Lookup
Part Number
Quantity
D-178
57
Parts Database
Division
4
3
3
2
4
3
1
2
Description
Gangley Pliers
HCAB Washer
Finley Sprocket
6" Sonotube
Langstrom 7" Wrench
Thompson Socket
S-Joint
LAMF Valve
Quantity
Cost
Total Cost
57
856
357
86
75
298
155
482
$10.47
$ 0.12
$ 1.57
$15.24
$18.69
$ 3.11
$ 6.85
$ 4.01
$ 596.79
$ 102.72
$ 560.49
$ 1,310.64
$ 1,401.75
$ 926.78
$ 1,061.75
$ 1,932.82
Page 10
Retail
$
$
$
$
$
$
$
$
17.95
0.25
2.95
19.95
27.95
5.95
9.95
6.95
Gross Margin
71.4%
108.3%
87.9%
30.9%
49.5%
91.3%
45.3%
73.3%
Number
D-178
A-201
C-098
B-111
D-017
C-321
A-182
B-047
Row-and-Column Lookup
Part Number
Field Name
Value
D-178
Cost
10.47
Parts Database
Division
4
3
3
2
4
3
1
2
Description
Gangley Pliers
HCAB Washer
Finley Sprocket
6" Sonotube
Langstrom 7" Wrench
Thompson Socket
S-Joint
LAMF Valve
Quantity
Cost
Total Cost
57
856
357
86
75
298
155
482
$10.47
$ 0.12
$ 1.57
$15.24
$18.69
$ 3.11
$ 6.85
$ 4.01
$ 596.79
$ 102.72
$ 560.49
$ 1,310.64
$ 1,401.75
$ 926.78
$ 1,061.75
$ 1,932.82
Page 11
Retail
$
$
$
$
$
$
$
$
17.95
0.25
2.95
19.95
27.95
5.95
9.95
6.95
Gross Margin
71.4%
108.3%
87.9%
30.9%
49.5%
91.3%
45.3%
73.3%
Number
D-178
A-201
C-098
B-111
D-017
C-321
A-182
B-047
First Name Nancy
Last Name Davolio
Title
Account Manager
First Name
Nancy
Andrew
Janet
Margaret
Steven
Michael
Robert
Laura
Anne
Last Name
Davolio
Fuller
Leverling
Peacock
Buchanan
Suyama
King
Callahan
Dodsworth
Title
Account Manager
Vice President, Sales
Account Manager
Account Manager
Sales Manager
Account Manager
Account Manager
Inside Sales Coordinator
Account Manager
Title Of Courtesy Birth Date
Ms.
8-Dec-48
Dr.
19-Feb-52
Ms.
30-Aug-63
Mrs.
19-Sep-37
Mr.
4-Mar-55
Mr.
2-Jul-63
Mr.
29-May-60
Ms.
9-Jan-58
Ms.
27-Jan-66
Hire Date
1-May-92
14-Aug-92
1-Apr-92
3-May-93
17-Oct-93
17-Oct-93
2-Jan-94
5-Mar-94
15-Nov-94