Item/Customer MTD, YTD Analysis (SAR440)

Using Reports

Use the Item/Customer MTD, 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.

Use the following fields to print the Item/Customer 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: 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 or $image\ex_allft_shg.gif$ to enter FIRST. Press F2 or $image\find_shg.gif$ 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 or $image\ex_allrt_shg.gif$ to enter LAST. Press F2 or $image\find_shg.gif$ 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. You can also click the Search button or press F2 or $image\find_shg.gif$ to search for existing branches. Click the $image\all_shg.gif$ or press F1 or $image\all_shg.gif$ to enter ALL branches.

6. Beginning Customer

Enter the code for the customer you want the see first on the report. The program defaults to FIRST. Press F2 or $image\find_shg.gif$ 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 or $image\find_shg.gif$ 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.

Item/Customer MTD, YTD Analysis (SAR440)

Using Reports

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

See Also