Description

The Sales Analysis module provides a wide range of tools for reporting and forecasting.  The module uses information recorded through the Order Processing module to report sales activity for each sales period in both detailed and summarized form.  Financial (monetary value of sales), statistical information (number of items sold), and gross margin information is reported by company/location, customer, class, product class/subclass, and part.

Online inquiries allow you to view Sales Analysis, Sales Performance, and Sales Forecast data.  The Sales Analysis Inquiry displays sales data for the actual sales for both this year and last year, for the current period, and the year-to-date totals.  Associated forecast data also is displayed, and sales data can be displayed as graphs.  The Sales Performance Inquiry allows you to analyze sales information using multiple screen displays in summary and detail format.  Displays can be modified with user-defined criteria.  Sales information includes data for current period, last year period, this year/last year percentage difference, and year-to-date totals.  The Sales Forecast Inquiry allows you to view a selected forecast against the previous year's forecast and next year's forecast.

Detailed month-end reports list all sales-related transactions for the month.  A sales transaction appears on the month-end reports if it was not posted to the Sales Analysis File in a previous month, and if the transaction has a shipment date on or before the current sales period end date.  One month-end report lists sales by product and another month-end report lists sales by customer.  You may select from a wide variety of additional reports on an as-needed basis.

Note:    The Month-End Sales Analysis reports (SA530A, SA530B ,SA530C ,SA540A, SA540B and SA540C) may contain data that is inconsistent with other Sales Analysis Reports and Inquiries, because the Month-End reports show all activity since the last execution of a final post and previous to the current period-end date.  Differences in values will result if you have created a document (Invoice, Cash Sale, Debit Memo or Credit Memo) in the current period with a shipment date that falls into an already posted period.  When the next final post is executed, all values will be allocated to the appropriate period buckets.

Sales activity may be posted throughout the month to ensure that current sales data is always available.  This is called a sales statistics demand post.  A sales statistics final post is performed to report sales statistic totals by period.  A sales statistics post may only be done once to close the period.