Use the Customer Multiperiod Analysis program to print customer information stored in the SA customer file in three formats.
Report information includes the following:
In all three formats report totals are included and if customer class or salesperson/territory print order is selected, then subtotals are printed. The total number of customers listed is also included.
Templates that store "current period" (or similar values like "system date") resolve to the "current period at the time the report is run" rather than what the "current period" was at the time the template was created. For example: If you save a template for the Customer Multiperiod Analysis and select "Current Period" for the Beginning Period field, when that template is selected to run again (either manually or via Job Stream) the current period will be derived based on the setting of Current period in the Nonstatic Control F/M (SAF990) when the report is run not the period when the template was created.
1. Format
Select the format in which you want the report to print: A-accumulated, C-comparison or M-multiperiod format. The program defaults to A.
2. Order
Select the order in which you want the report to print: C-Customer, A-Alpha, S-Salesperson/Territory, K-Customer Class or Z-Zip Code.
3. Beginning Order Choice
Depending on the order you selected set the beginning of the range that you want to appear on the report. Press F1 to default to FIRST. Press F2 to search existing customer, salesperson/territory, customer class or zip codes.
4. Ending order choice
Depending on the order you selected set the end of the range that you want to appear on the report. Press F1 to default to LAST. Press F2 to search existing customer, salesperson/territory, customer class or zip codes.
5. Branch
Enter the branch number for which you are running this report. The program defaults to the branch assigned to the terminal on which you are working. Press F3 to enter ALL branches. Press F2 to search existing branches.
6. Beginning Period
Enter the period (PPYY) with which you want the report to begin. The program defaults to the first period of the calculated current year.The system calculates the current period using the current system date and the information store in the Company Period & Ending Dates F/M (GLF970) and Standard Period Ending Dates F/M (GLF965) programs.
7. Ending Period
Enter the period (PPYY) with which you want the report to end. The ending period must be within 12 periods of beginning period. The program defaults to the calculated current period.
8. Number Of Periods Back
If you selected Comparison format, enter the number of periods back that you want to compare against the beginning and ending periods you entered. For instance, say in the beginning and ending fields you indicate that you want to see Periods 1 and 2 and you want to compare 12 periods back for each. Assuming that your company operates on 12 periods per fiscal year, the report would give you the following comparisons:
|
Period 1 |
12 back from Period 1 |
Period 2 |
12 periods back from Period 2 |
|
Jan. 2006 |
Jan. 2005 |
Feb. 2006 |
Feb. 2005 |
|
[figures] |
[figures] |
[figures] |
[figures] |
Press Enter (CR) to initially default to 12. If you select Accumulated or Multiperiod formats, this field is disabled.
9. Ship-To
The program defaults to S-Summary, but if you have customers with multiple ship-to addresses, this control also gives you the option of printing figures for each ship-to address (D-Detail) or only printing customers with multiple ship-to addresses and breaking down figures for each address (M-Multiple). If you select the Totals Only flag, this control becomes disabled.
10. Figures
Enter the figures that you want printed on the report. You can enter any combination of S-Sales, C-Cost, G-GM$ and P-GM%. If you are printing in Multiperiod or Comparison formats, the program defaults to S-Sales. If you selected the Accumulated format, the program defaults to SCGP. Press F3 to default to ALL.
11. Cutoff
This field allows you to omit customers that show figures either A-Above or B-Below a certain amount (the amount is indicated in the next field). The program defaults to N-No Cutoff.
12. Amount
Enter the cutoff amount for which customers will not print (+/-99999999). The program defaults to 0. If you selected N-No Cutoff in the previous field, this field is disabled.
13. Descending Order
Indicate whether or not you want to print figures in descending order — from highest to lowest. The program defaults to N. If you select the Totals Only flag, this flag is disabled.
14. New Page
If you chose to print your report in salesperson or customer class order, indicate whether you want each customer or salesperson to print on a new page. The program defaults to N. If you selected customer, alpha or zip code order, this field is disabled.
15. Totals Only
If you chose to print your report in salesperson or customer class order, indicate whether to print totals only. The program defaults to N. If you choose to print your report in customer, alpha or zip code order, this field is skipped. Note: If you select Totals Only and have Descending Order selected as well, the program automatically deselects Descending Orders since it becomes unnecessary.
Viewing reports on screen (using the viewer)