Customer/Item MTD, YTD Analysis (SAR240)

Using Reports

Use the Customer/Item MTD, YTD Analysis program to print month-to-date and year-to-date customer/item information stored in the SA customer/item file.

Report information includes the following: customer number and name, item and description(s), ship-to number and name, selling unit of measure, last purchase date, number of invoices, and month-to-date and/or year-to-date, sales, cost, gross margin ($), gross margin (%) and/or units. Customer 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.

Use the following fields to print the Customer/Item MTD, YTD Analysis:

1. Time Period

Indicate whether you want to print M-Month-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: 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 or $image\ex_allft_shg.gif$ to enter FIRST. Press F2 or $image\find_shg.gif$ 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 or $image\ex_allrt_shg.gif$ to enter LAST. Press F2 or $image\find_shg.gif$ to search existing customer, salesperson/territory, customer class or zip 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. You can also click F2 or $image\find_shg.gif$ to search for existing branches. Click the $image\all_shg.gif$ or Press F3 or $image\all_shg.gif$ to enter ALL branches.

6. Beginning Item

Enter the code for the first item you want to appear on the report. Press F1 or $image\ex_allft_shg.gif$ to enter the FIRST item on record. Press F2 or $image\find_shg.gif$ to search existing items.

7. Ending Item

Enter the code for the last item that you want to appear on the report. The beginning and ending item entries establish the range of items that the report prints. Press F1 to enter the LAST item on record. Press F2 or $image\find_shg.gif$ to search existing items.

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. The program defaults to Description 1.

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. Press F3 or $image\all_shg.gif$ to default to ALL. Press $image\options.gif$ to view options.

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 customer, alpha or zip code order, this field is skipped. Otherwise, indicate whether you want each salesperson or customer class to print on a new page. The program defaults to unselected.

16. Totals Only

If you choose to print the report in customer, alpha or zip code order, this field is skipped. Otherwise, indicate whether you want to print totals only on the report. The program defaults to unselected. Note: If you select Totals Only and have Descending Order selected as well, the program automatically deselects Descending Orders since it becomes unnecessary.

Customer/Item MTD, YTD Analysis (SAR240)

Using Reports

Use the following fields to print the Customer/Item MTD, YTD Analysis:

See Also