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Documentation > MAC-PAC Reference Library > Distribution > Sales Analysis > Screens > Report Request > SA310S08 - Month End Sales Analysis by Customer Class Report Detail

SA310S08 - Month End Sales Analysis by Customer Class Report Detail

 

 

 

 

WILLIAMS                       SALES ANALYSIS                           7/19/95

 DSP01          MONTH END SALES ANALYSIS BY CUSTOMER CLASS                DETAIL

                                                                               

                                                                               

                        Current Sales Period  10                               

                                                                               

                                                                               

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

             Requestor                                                         

             Printer Location         DOCOUTQ                                  

                                                                               

                                                                               

                                      From           To                        

                                                                                

             Company/Location                                                  

             Customer Class                                                    

                                                                               

                                                                               

                                                                               

                                                                               

                                                                                

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

                                                                               

                                                                               

 

This screen is used to request the Month End Sales by Customer Class Detail and Summary Reports (SA540A and SA540B).  The detail report provides sales activity information for the current sales period by bill-to customer and provides an account of all order shipped during the period.  The summary report lists sales activity for the current period by customer class, and provides an account of all orders shipped during the period.

CURRENT SALES PERIOD

Display only.  This will be the period for which the month-end report request will print. The current sales period is determined by adding one to the last sales period posted (category 435). If the last period posted was the last period of the year, the current sales period will be set to one.

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. 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 COMPANY

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

FROM LOCATION

Optional.  Used to determine company/locations for which data is 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 CUSTOMER CLASS

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

TO CUSTOMER CLASS

Optional.  If entered, the to customer class must be equal to or greater than the from customer class. If the from customer class is entered, the to customer 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.