Customer/Item Data Entry (SAE935)

Use this program to create and maintain the SA customer/ item file that includes sales, costing and unit sales information for the current period and 26 previous periods. The information in this file is used to print the following reports: Customer/Item Multiperiod Analysis and Item/Customer Multiperiod Analysis.

Use the following fields to maintain customer/item sales, cost and unit sales:

1. Customer Number

Enter the customer number. Press F2 or $image\find_shg.gif$ to search.

2. Ship-To

Enter the ship-to number. Press F3 OR $image\same_shg.gif$ to default to same. Press F2 or $image\find_shg.gif$ to search. Press F3 to default to the first ship-to record on file for the customer and item displayed.

3. Item Number

Enter the item number. Press F2 or $image\find_shg.gif$ to search.

In the browser in the lower portion of the screen the system displays any existing sales and cost for previous years and periods. You can select:

$image\edit_shg.gif$ to make changes in the sales and costs values for the highlighted line.

$image\plus_shg.gif$ to add a year and period line, then enter the year in the Year field and select the period from the drop down list in the Period field.

$image\Delete_shg.gif$ to delete the highlighted year and period line.

$image\insert_shg.gif$ to add a line item above the highlighted item in the browser.

4. Sales, Cost and Units

When you add, edit or insert a year and period, enter the sales, costs and units. Amounts entered are rounded to the nearest dollar for all previous periods. Enter the sales (+/-9999999.99), cost (+/-9999999.99), and units (+/-9999999) for the current period.

You can select

$image\save_shg.gif$ to save your changes.

$image\stopsm.gif$ to discard your changes and cancel the entry.

When you are finished working with sales and costing information for the customer/item, press the Done button.

Press Done again to exit the screen.