Customer/Item Class Inquiry (SAI617)

This program allows you to review customer purchasing patterns in terms of specific groups of items, or item classes.

Use the following fields to display customer/item class inquiry information:

1. Customer

Press Enter (CR) to default to the first record on file or, if you have one selected, the next customer on file. Press F2 or $image\find_shg.gif$ to search.

2. Item Class

Press Enter (CR) to default to the first record on file or the next record on file if you already have an item class selected. Press F2 or $image\find_shg.gif$ to search.

3. Customer/Item Class by Item Class

If the customer selected has several item classes, you can click to open the Customer/Item Class file for the specified item class or select $image\excl_left_shg.gif$ $image\excl_right_shg.gif$ to scroll through customer item classes to review sales volume of each item class.

4. Ship-To

If the selected customer has several locations, you can review sales volume of the item selected at each of the customer’s locations. Press Enter (CR) or $image\same_shg.gif$ to default to SAME ship-to address that is set as the default in the customer’s master file (Customer F/M). Press F2 or $image\find_shg.gif$ to search.the ship-to addresses available for that customer.

5. View

Enter the display code for the inquiry view. You can select from: Accumulated, Comparison, Multiperiod.

The Accumulated format displays the sales dollars, cost, gross margin ($), gross margin (%) and, in item and item class inquiries, units for the current period, previous period, year-to-date, prior year-to-date, prior year, past 6 periods and past 12 periods. When making comparison between year-to-date figures and prior year figures, keep in mind that year-to-date figures include the current period; however, prior-year-to-date figures exclude the current period 12 months ago. As a result, more accurate comparison can be made at the beginning of each period.

The Comparison format provides a historical comparison of the sales dollars, cost, gross margin ($), gross margin (%) and, in item and item class inquiries, units. This format requires you to enter a beginning and ending period as well as the number of past periods to compare. If you select the comparison format, the system displays the dates of the last sale to the customer and the last sale to ship-to location. Historical comparison data will display for:

the current period vs. the corresponding period for the prior year
the entered range of periods for the current year vs. the corresponding range of periods for the prior year
the difference between the two periods in percentage

The Multiperiod format displays the sales dollars, cost, gross margin ($), gross margin (%) and units (for item and item class inquiries only) for the current period and the previous periods you specify.

For the Multiperiod view, the following fields are available:

6. Beginning Pd

Enter the beginning period for the multiperiod view.

7. # Pds

Enter the number of periods to view.

8. Comparison

Select the Comparison checkbox to indicate you want compare mutli- period customer information

9. # Pds Back

Enter the number periods back for the mutiperiod comparison range.

10. Show Chart

Select the Show Chart checkbox to indicate you want to view customer/item class sales information graphically.

When you select this checkbox, FACTS enables the Chart Contents section of the screen, where you can select the types of customer information for the graph. The Chart displays sales, cost, gross margin or units (in item and item class information) in a graphical format based on your selections below. The chart also allows comparison graphing of sales vs. gross margin or any other combination of sales, cost, and gross margin.

11. Sales

Select the Sales checkbox to include sales information for the chart of the specified customer/item class.

12. Cost

Select the Cost checkbox to include cost information for the chart of the specified customer/item class.

13. GM

Select the GM checkbox to include gross margin information for the chart of the specified customer/item class.

14. GM%

Select the GM% checkbox to include gross margin information for the chart of the specified customer/item class.

15. Units

Select the Units checkbox to include units information for the chart of the customer/item class selected.

When you have finished viewing historical sales information the specified customer/item class selected, press the Done button to return to the Customer field. Enter the customer number for the inquiry or press Done to exit the screen.