Use the Item/Customer PTD, YTD Analysis program to print month-to-date and year-to-date item/customer information stored in the SA item/customer file.
Report information includes the following: item number, description, customer number and name, ship-to number and name, selling unit of measure, customer number, name, last purchase date and month-to-date and/or year-to-date number of invoices, sales, cost, gross margin ($), gross margin (%) and/or units.
Item and report totals and the total number of items listed are printed. If the print order selected is vendor, the report prints item class totals within vendor and vendor totals. If the print order selected is item class, the report prints vendor totals within item class and item class totals.
1. Time Period
Indicate whether you want to print P-Period-to-date or Y-Year-to-date totals. The program defaults to both.
2. Order
Select the order in which you want the report to print: Item, Alpha, Vendor or Item Class.
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 item, vendor or item class 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 item, vendor or item class codes.
5. Branch
Enter the branch number for which you want to see information. The program defaults to the branch assigned to the terminal on which you are working.
6. Beginning Customer
Enter the code for the customer you want the see first on the report. The program defaults to FIRST. Press F2 to search existing customer codes.
7. Ending Customer
Enter the code for the last customer you want to appear on the report. The program defaults to LAST. Press F2 to search existing customer codes. The beginning and ending customer fields enable you to set a range of customers that appear on the report.
8. Item Type
Select which item types you want included on the report: S-Stocked, N-Nonstocked or U-Uninventoried. The program defaults to all three (SNU).
9. Item Description
Select which item descriptions you want to print: 1, 2, B-Both or N-Neither. Item descriptions 1 and 2 are entered in the IC Item F/M program.
10. Figures
Enter the figures that you want printed on the report. You can enter any combination of S-Sales, C-Cost, G-GM$, P-GM% and U-units. 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 SCGPU.
11. 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).
12. Cutoff
This field allows you to cut off 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.
13. 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.
14. Descending Order
Indicate whether or not you want to print figures in descending order — from highest to lowest. The program defaults to unselected.
15. New Page
If you choose to print the report in Item or Alpha order, this field is skipped. Otherwise, indicate whether you want each vendor or item class to print on a new page. The program defaults to N.
16. Totals Only
If you choose to print the report in Item or Alpha order, this field is skipped. Otherwise, indicate whether you want to print totals only on the report. The program defaults to not selected. 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)