Grouping Sales for Analysis

Besides tracking sales by part, bill-to customer, and ship-to customer, the Sales Analysis module analyzes sales in aggregate groups.  The following rules specify how an individual line item from a sales order gets included in each group:

·     Company/location.  An order is included in the totals for its selling company/location.  The selling company/location is the financial company/location associated with the selling warehouse.  The selling warehouse is specified on the sales order header in Order Processing.

·     Product class.  An individual order line amount is included in the totals for the item's product class.  Items are assigned to product classes on the Part Master File in Design Engineering.

·     Customer class.  An order is included in customer class totals for its bill-to customer.

·     Salesperson.  An individual order line amount is included in the totals for the line's primary salesperson.  The primary salesperson (salesperson 1) is specified for each line when the order is entered in Order Processing.

·     Sales territory.  An individual order line amount is included in the totals for the sales territory of the line's primary salesperson.