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Documentation > MAC-PAC Reference Library > Distribution > Sales Analysis > Screens > Report Request > SA310S04 - Sales, Backlog, Forecast Summary Report Detail

SA310S04 - Sales, Backlog, Forecast Summary Report Detail

 

 

WILLIAMS                       SALES ANALYSIS                           7/19/95

 DSP01                SALES, BACKLOG, FORECAST SUMMARY                    DETAIL

                                                                                

                                                                               

                  Fin/Stat (1/2)          1                                    

                  Requestor               WILLIAMS                             

                  Printer Location        DOCOUTQ                              

                                                                               

                                          From        To                        

                                                                               

                  Periods Last Year       01          13                       

                  Periods This Year       01          13                       

                  Periods Next Year       01          13                       

                                                                               

                  Backlog                 Y                                    

                                                                                

                  Company/Location        001  001    001  001                 

                  Product Class                                                

                  Product Subclass                                             

                                                                               

                                                                               

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

                                                                               

                                                                               

 

 

This screen is used to request the Sales, Backlog, Forecast Summary (SA550A) and the Sales vs. Forecast Report (SA550B).  Only parts which have sales forecasts will be printed.  If a statistical report is requested, the part must have a statistical forecast.  If a financial report is requested, a financial forecast must exist for the part.

The Sales, Backlog, Forecast Summary Report compares actual sales figures (including backlog) against the cumulative forecast.  The Actual vs. Forecast Report compares the actual sales figures (not including backlog) against the loaded forecast.

FINANCIAL/STATISTICAL (1/2)

Required.  Used to determine the type of information to be printed on the report.  If a 1 (financial) request is entered, the report will compare monetary sales figures to financial forecasts.  If a 2 (statistical) request is entered, the report will compare statistical sales figures to the statistical forecasts.

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.  No validation is performed on this field.  If an invalid output queue is detected when the request is submitted, the output queue defaults to QPRINT.  If this field is not entered, the output queue defaults from the job description.

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).  This is not a required field, however, at least one period (this year, last year, or next 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 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).  This is not a required field, however, at least one period (this year, last year, or next 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 NEXT YEAR

Optional.  Used to determine which periods from the next sales year will be printed on the report.  If the to sales period next year is requested, but the from period next year is not, the from period will default to 1 (one).  This is not a required field, however, at least one period (this year, last year, or next year) must be requested.

TO PERIOD NEXT YEAR

Optional.  Used to determine the last period of the next sales year that will be printed on the report.  If entered, the to period must be equal to or greater than the from period.  If the from period next year is entered, the to period must also be entered.

BACKLOG PRINT OPTION

Required.  Must be Y (yes) or N (no).  Used to determine if sales backlog will be included on the report.  If backlog is requested, the backlog post program will run prior to printing the report.  Sales backlog (all unshipped sales) will be accumulated into monthly buckets, and the report will compute the forecast variance based on (actual sales plus sales backlog) minus sales forecast (report SA550A).  If backlog is not requested, actual sales will be compared to forecasted sales (report SA550B).

FROM COMPANY

Optional.  Used to determine which company's data is printed on the report.  If no range is entered, all company/locations 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' data 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 PRODUCT CLASS

Optional.  Used to determine which parts' data will be printed on the report.  If entered, only sales of parts with 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 report.

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.

FROM PRODUCT SUBCLASS

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

TO PRODUCT SUBCLASS

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