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Documentation > MAC-PAC Reference Library > Distribution > Sales Analysis > Screens > Transaction Review > SA300S05 - Sales, Backlog, Forecast Summary Request

SA300S05 - Sales, Backlog, Forecast Summary Request

 

 

 

 

WILLIAMS                    SALES ANALYSIS                              2/02/93

 DSP01             SALES, BACKLOG, FORECAST SUMMARY                            

                           TRANSACTION REVIEW                                  

                                                                               

                  Fin/Stat (1/2)          2                                    

                  Requestor               WILLIAMS                             

                  Output Queue            QPRINT                               

                                                                               

                                          From        To                       

                                                                               

                  Periods Last Year        1           3                       

                  Periods This Year                                            

                  Periods Next Year                                             

                                                                               

                  Backlog                 Y                                    

                                                                               

                  Company/Location                                             

                  Product Class                                                

                  Product Subclass                                              

                                                                               

                                                                               

 F3=Exit             F5=Previous         F6=Next             F9=Entry Mode     

 F14=Delete          F21=New Ref ID                                            

 

This screen is used to review the Sales, Backlog, Forecast Summary and the Sales vs. Forecast Report requests.

FINANCIAL/STATISTICAL (1/2)

Display only.  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

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

PRINTER LOCATION

Display only.  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

Display only.  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

Display only.  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

Display only.  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

Display only.  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

Display only.  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

Display only.  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

Display only.  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

Display only.  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

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

TO COMPANY

Display only.  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

Display only.  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

Display only.  Used to determine which part's 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

Display only.  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

Display only.  Used to determine which part's 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

Display only.  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

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 to menu.

F5   - Display previous transaction.

F6   - Display next transaction.

F9   - Return to the screen from which you requested the transaction review.

F14  - Delete this transaction.

F21  - New Reference ID.