Customer/Item PTD, YTD Inquiry (SAI616)

This program allows you to review a customer’s period-to-date and year-to-date purchases for a specific item. You can also track customer buying patterns for the period or year for each customer location.

Use the following fields to display customer/item month-to-date and year-to-date inquiry information:

1. Customer

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

2. Item

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

3. Customer Item PTD/YTD by Item

If the customer selected has several period-to-date and year-to-date purchases, you can click to open the Customer/Item PTD/YTD file for the specified customer or select $image\excl_left_shg.gif$ $image\excl_right_shg.gif$ to scroll through customer/items to review sales volume of each item.

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, which refers to the ship-to address that is set as the default in the customer’s master file (Customer F/M in Accounts Receivable). Press F2 or $image\find_shg.gif$ to search of the ship-to addresses available for that customer.

5. Show Chart

Select the Show Chart checkbox to indicate you want to view customer/item PTD/YTD 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, units or number of invoices 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.

6. Sales

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

7. Cost

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

8. GM

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

9. GM%

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

10. Units

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

11. # of Inv

Select the # of Inv checkbox to include the number of invoices for the customer/item PTD/YTD information.

When you have finished viewing historical sales information the specified customer/item 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.