Customer Multiperiod Analysis (SAR210) field descriptions

Using reports

Use these fields to print the Customer Multiperiod Analysis.

1. Format

Specify 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

Specify 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, specify 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, specify 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

Specify 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 specify ALL branches. Press F2 to search existing branches.

6. Beginning Period

Specify 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

Specify 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, specify the number of periods back that you want to compare against the beginning and ending periods you specified. 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

Specify the figures that you want printed on the report. You can specify 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

Specify 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.