Item/Warehouse Multiperiod Analysis (SAR470)

Using Reports

Use the Item/Warehouse Multiperiod Analysis program to print item/ warehouse information stored in the SA item/warehouse file in three formats.

Report information includes the following:

Accumulated - item number and description, warehouse, sales, cost, gross margin ($), gross margin (%) and/or units for the ending period selected and the range of periods selected.
Comparison - item number and description, warehouse, sales, cost, gross margin ($), gross margin (%) and/or units for the ending period selected, the period selected for the comparison, and the % difference, and the range of periods selected, range selected for comparison and the % difference.
Multiperiod - item number and description, warehouse, 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. If printing in item/warehouse order, item totals are printed and, if printing in warehouse/item order, warehouse totals are printed.

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/Warehouse 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.

FACTS Report Formatter and Multiple Output Options

This report has access to the FACTS Report Formatter and Multiple Output option. The Multiple Output option allows you to print to more than one output for each instance of a report. For example, a report can print to Excel, the viewer, and to a printer all in one print run. To access the multiple output feature simply choose the Multiple option from the Print Options screen. The FACTS Report Formatter allows you to expand your reporting capabilities beyond defining a printer (in Printer F/M). To access the FACTS Report Formatter, select Custom Report Layout--> Customize Report from the menu bar.

Use the following fields to print the Item/Warehouse 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 this 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. Warehouse Order

Enter whether to print in I-item/warehouse or W-warehouse/item order. The program defaults to I.

6. Warehouse

Enter up to twenty 2-character warehouse codes side by side to print. The program defaults to the warehouse assigned to the terminal on which you are working. Click the $image\all_shg.gif$ or press F1 select ALL warehouses.

7. Item Type

Select whether you want S-Stocked, N-Nonstocked or U-Uninventoried items to print on the report. The program defaults to all three.

8. Item Description

Enter whether to print item description 1, 2, B-both or N-neither. The descriptions are entered in the Item F/M. The program defaults to Description 1.

9. 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.

10. 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.

11. 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. 2006
[figures]	[figures]	[figures]	[figures]

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

12. Type Of Sales

Enter whether to print W-warehouse, D-direct, B-both or T-total sales on the report. The program defaults to T-total sales.

13. 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.

14. 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.

15. 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.

16. Descending Order

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

17. 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 class to print on a new page. The program defaults to N.

18. 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 N. Note: If you select Totals Only and have Descending Order selected as well, the program automatically deselects Descending Orders since it becomes unnecessary.

Item/Warehouse Multiperiod Analysis (SAR470)

Using Reports

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

See Also