Item/Customer Multiperiod Analysis (SAR430)

Using Reports

Use the Item/Customer Multiperiod Analysis program to print customer information by item stored in the SA item/customer file in three formats.

Report information includes the following:

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

In the three formats, 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.

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 Item/Customer 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 to print the Item/Customer 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 the report is 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 existing branches. Click the $image\all_shg.gif$ or press F1 or $image\all_shg.gif$ to enter ALL branches.

6. 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).

7. Beginning Customer

Enter the code for the customer you want the see first on the report. The program defaults to FIRST. Click the Search button or press F2 or $image\find_shg.gif$ to search existing customer codes.

8. Ending Customer

Enter the code for the last customer you want to appear on the report. The program defaults to LAST. Click the Search button or 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.

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. 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).

11. 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.

12. 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.

13. 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.

14. 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.

15. 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.

16. 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.

17. Descending Order

Indicate whether or not you want to print figures in descending order — from highest to lowest. The program defaults to N.

18. 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.

19. 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 Order since it becomes unnecessary.

Item/Customer Multiperiod Analysis (SAR430)

Using Reports

Use the following fields to print the Item/Customer Multiperiod Analysis:

See Also