Salesperson/Territory Item Class Multiperiod Analysis (SAR320)

Using Reports

Use the Salesperson/Territory Item Class Multiperiod Analysis program to print item class information by salesperson stored in the SA salesperson item class file in three formats.

Report information includes the following:

Accumulated - salesperson number and name, item class and description, sales, cost, gross margin ($) and/or gross margin (%) for the ending period selected and the range of periods selected.
Comparison - salesperson number and name, item class and description, sales, cost, gross margin ($) and/or gross margin (%) for the ending period selected, the period selected for the comparison, and the percentage difference, and the range of periods selected, range selected for comparison and the percentage difference.
Multiperiod - salesperson number and name, item class and description, sales, cost, gross margin ($) and/or gross margin (%) for each period within the range of periods selected plus a total for each period and for the range of periods.

The total number of salespeople listed is also included.

Templates that store "current period" (or similar values like "system date") resolve to the "current period at the time the report is run" rather than what the "current period" was at the time the template was created. For example: If you save a template for the Salesperson/Territory Item Multiperiod Analysis and select "Current Period" for the Beginning Period field, when that template is selected to run again (either manually or via Job Stream) the current period will be derived based on the setting of Current period in the Nonstatic Control F/M (SAF990) when the report is run not the period when the template was created.

Use the following fields printing the Salesperson/Territory Item Class Multiperiod Analysis:

1. Format

Select the analysis format in which you want the report to print: A-Accumulated, C-Comparison or M-Multiperiod. The program defaults to A.

2. Order

Select the order in which you want the report to print: Salesperson/Territory or Region.

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 salesperson or region 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 salesperson or region 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. Press F2 or $image\find_shg.gif$ to search existing branches. Press F3 or $image\all_shg.gif$ to enter ALL branches.

6. Beginning Item

Enter the code for the first item that you want to appear on the report. The program defaults to FIRST. Press F2 or $image\find_shg.gif$ to search existing customer codes.

7. Ending Item

Enter the code for the last item 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. Beginning Period

Enter the period (PPYY) with which you want the report to begin. The program defaults to the first period of the calculated current year. Click $image\ex_allft_shg.gif$ to enter the first SA period of the calculated current year. Click $image\ex_allrt_shg.gif$ to enter the last SA period of the calculated current year. Click $image\options_shg.gif$ to enter the calculated current SA period. The system calculates the current period using the current system date and the information store in the Company Period & Ending Dates F/M (GLF970) and Standard Period Ending Dates F/M (GLF965) programs.

9. Ending Period

Enter the period (PPYY) with which you want the report to end. The ending period must be within 12 periods of beginning period. The program defaults to the calculated current period. Click the $image\ex_allrt_shg.gif$ button to default to the SA period prior to the current calculated period. Click $image\options_shg.gif$ to enter the current calculated SA period.

10. Number Periods Back

If you selected Comparison format, enter the number of periods back that you want to compare against the beginning and ending periods you entered. For instance, say in the beginning and ending fields you indicate that you want to see Periods 1 and 2 and you want to compare 12 periods back for each. Assuming that your company operates on 12 periods per fiscal year, the report would give you the following comparisons:

Period 1	12 back from Period 1	Period 2	12 periods back from Period 2
Jan. 2006	Jan. 2005	Feb. 2006	Feb. 2005
[figures]	[figures]	[figures]	[figures]

Press Enter (CR) to initially default to 12. If you select Accumulated or Multiperiod formats, this field is disabled.

11. Figures

Enter the figures that you want printed on the report. You can enter any combination of S-Sales, C-Cost, G-GM$ and P-GM%. 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 SCGP. Press F3 or $image\all_shg.gif$ to default to ALL. Press $image\options.gif$ to view options.

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 not selected.

15. New Page

Indicate whether you want each salesperson or region to print on a new page. The program defaults to not selected.

16. Totals Only

Indicate whether you want to print totals only on the report. The program defaults to N. Note: If you select Totals Only and have Descending Order selected as well, the program automatically deselects Descending Orders since it becomes unnecessary.

Salesperson/Territory Item Class Multiperiod Analysis (SAR320)

Using Reports

Use the following fields printing the Salesperson/Territory Item Class Multiperiod Analysis:

See Also