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Documentation > MAC-PAC Reference Library > Distribution > Sales Analysis > Screens > Report Request > SA310S02 - Sales Analysis by Product Class, Customer Report Detail

SA310S02 - Sales Analysis by Product Class, Customer Report Detail

 

 

 

 

WILLIAMS                       SALES ANALYSIS                           7/19/95

 DSP01           SALES ANALYSIS BY PRODUCT CLASS, CUSTOMER                DETAIL

                                                                               

                                                                               

                 Det/Sum/Both  (1/2/3)    3                                    

                 Requestor                WILLIAMS                             

                 Printer Location         DOCOUTQ                              

                                                                                

                                          From          To                     

                                                                               

                 Periods This Year        01            07                     

                 Periods Last Year        01            13                     

                 Company/Location                                              

                 Territory                                                      

                 Salesperson              BR1           JG1                    

                 Product Class            01            05                     

                                                                               

                                                                               

                                                                               

                                                                                

                                                                               

 F2=Command          F3=Exit             F4=Prompt           F9=Review         

                                                                               

                                                                               

This screen is used to request the Sales Analysis by Product Class/Customer Detail and Summary reports (SA510A and SA510B).  The detail report provides sales information by product to specific customers.  The summary report provides sales information by salesperson by product class.

DETAIL/SUMMARY/BOTH (1/2/3)

Required.  Used to determine the level of detail to be printed on the report.  If D (detail) is entered, sales by bill-to customer will be printed.  If S (summary) is entered, total sales by customer class will be printed.  If B (both) is entered, both detail and summary reports for the entered request range will be printed.

REQUESTOR

Optional.  Used to identify the person requesting the report.  This is a user-defined field; no validation is performed.

PRINTER LOCATION

Optional.  Used to define the output queue in which to print the requested report.  If an output queue is entered, it must exist on the reference file, category C07.  If an output queue is not entered, then it will default to QPRINT.

FROM PERIOD THIS YEAR

Optional.  Used to determine which periods from the current sales year will be printed on the report.  If the to sales period this year is requested but the from period this year is not, the from period defaults to 1 (one).  At least one period (this year or last year) must be requested.

TO PERIOD THIS YEAR

Optional.  Used to determine the last period of the current sales year that will be printed on the report.  If entered, the to period must be equal to or later than the from period.  It cannot be later than the current sales period.  If the from period this year is entered, the to period this year must also be entered.

FROM PERIOD LAST YEAR

Optional.  Used to determine which periods from the previous sales year will be printed on the report.  If the to sales period last year is requested but the from period last year is not, the from period defaults to 1 (one).  At least one period (this year or last year) must be requested.

TO PERIOD LAST YEAR

Optional.  Used to determine the last period of the previous sales year that will be printed on the report.  If entered, the to period must be equal to or later than the from period.  It cannot be later than the last period posted of the previous sales year.  If the from period this year is entered, the to period this year must also be entered.

FROM COMPANY

Optional.  Used to determine which companies are printed on the report.  If no range is entered, all company/location combinations will be printed.  If the from location is entered, the from company must also be entered.

FROM LOCATION

Optional.  Used to determine which company/locations will be printed on the report.  There is no validation of this field.

TO COMPANY

Optional.  If entered, this field must be equal to or greater than the from company.  This is a required field if the from company is entered, or if the to location is entered.

TO LOCATION

Optional.  If entered, the combination of to company and to location must be equal to or greater than the from company and from location.  This field must be entered if the from location is entered.

FROM TERRITORY

Optional.  Used to determine which territories will be printed from on the report.  If the territory range is left blank, data from all territories will be printed on the reports.

TO TERRITORY

Optional.  If entered, the to territory must be equal to or greater than the from territory.  If the from territory is entered, the to territory must also be entered.

FROM SALESPERSON

Optional.  Used to determine the data for which salesperson that will be printed on the report.  If the range is left blank, data for all salespersons will be printed on the reports.

TO SALESPERSON

Optional.  If entered, the to salesperson must be equal or greater than the from salesperson.  If the from salesperson is entered, the to salesperson must also be entered.

FROM PRODUCT CLASS

Optional.  Used to determine which parts will be printed on the report.  If entered, only sales of parts having a product class within the requested range will be printed.  If the product class range is left blank, all parts will be printed on the reports.

TO PRODUCT CLASS

Optional.  If entered, this field must be equal to or greater than the from product class.  If the from product class is entered, the to product class must also be entered.

COMMAND KEYS

Enter - Process request.

F2    - Display a window where a fast path option or mnemonic can be entered.  Fast path allows the next menu selection to be made directly from this screen.  When the window is displayed, pressing F3 will remove it.

F3    - Exit program and return to menu.

F4    - Display a list of values for the field where the cursor is positioned.  If you select one of the items from the list, it will be returned to the application screen.

F9    - Allows to transfer between the transaction review program and transaction entry programs.  When in the transaction review program, F9 will transfer back to the current entry mode.