This panel displays a number of Item-related keys that can be used in the statistics. Additional keys can be found on the next panel.
The codes can be referred to in the corresponding print routine. A printout of the report can be obtained via this program and/or the corresponding print routine.
You can define the report to display period or year-to-date information for the following current and/or past year information:
- Lost total sales value
- Lost net sales value
- Lost profit
- Lost quantity
Options
| Select this option to open the selected lost sales statistics print panel. |
Selection fields
- Spec
- This column lists the codes of existing lost sales statistics specifications.
Work with lost sales statistics spec (DIR80103)
This panel displays a number of Item-related keys that can be used in the statistics. Additional keys can be found on the next panel.
Note: The Item segment 1 field will only be displayed if Item segmentation is activated in the system (as defined in the DIS control file).
- Spec
Sequence
- Item code
- Item group
- Account group
- Category 1-6
- Item segment 1
Work with lost sales statistics spec (DIR80104)
This panel is only displayed if Item segmentation is activated in the system (as defined in the DIS control file). On this panel there are additional Item-related keys that can be used in the statistics, (Item segment 2 through 4). Additional keys can be found on the next panel.
Sequence
- Item segment 2
- Item segment 3
- Item segment 4
Work with lost sales statistics spec (DIR80105)
This panel is only displayed if Item segmentation is activated in the system (as defined in the DIS control file). On this panel there are additional Item-related keys that can be used in the statistics, (Item segment 5 and 6 and Primary segment). Additional keys can be found on the next panel.
Sequence
- Item segment 5
- Item segment 6
- Primary segment
Work with lost sales statistics spec (DIR80106)
This panel contains customer-related keys to be defined in the same manner as those on the previous panel. Note: The sequence figures must be entered in an uninterrupted sequence starting with 1. If an error message is indicated for the sequence on this panel the error might be on the previous pages, or there might be an inconsistency between the two.
Sequence
- Customer number
- Customer group
- Account group
- Category 1-3
- Discount group
- Reason code
- Country
- Area
- Salesman
- Handler
- Warehouse
- Order type
- Supplier number
- Net price
- Date
- The range selection is used for indicating this period. The year to date values are calculated from January 1 in the indicated year. Enter the dates from which and to which the previous information selected for the statistics printout should be included on the printout. The dates entered in this selection can be overridden when actually printing the statistics from the Lost sales statistics print routine.
Work with lost sales statistics spec (DIR80107)
This panel contains quotation related keys to be defined in the same manner as those on the previous panel.
Note: The sequence figures must be entered in an uninterrupted sequence starting with 1. If an error message is indicated for the sequence on this panel the error might be on the previous pages, or there might be an inconsistency between the two.
Sequence
- Competitor
- Manufacturer
Work with lost sales statistics spec (DIR80108)
On this panel you can define to display period or year-to-date information for the following current and/or past year information:
- Lost total sales value
- Lost net sales value
- Lost profit
- Lost quantity
- Values
- The following information that can be included on the printout is displayed in the form of a 4×4 matrix. The information corresponding to each value is automatically updated by the system when the user performs any sales associated transactions.
The following values are available:
- Total sales value is the sales value before any discounts.
- Net sales value is the turnover, i.e. total value less discounts.
- Profit is the profit amount for the sales calculated by subtracting the cost value from the lost net sales value. The cost value is calculated according to the defined cost method in the DIS control file.
- Quantity.
- Periods
- The different values can be printed for the following periods:
- The given period.
- From the beginning of the year to the end of the period.
- The corresponding period the previous year.
- From the start of past year to the end of the period past year.
The preferred values are selected by setting the matrix to YES, NO, or %. A YES setting means that the Total sales value for the corresponding key will be printed. A NO setting means that no information for the corresponding key will be printed. By entering %, the Total sales value for the corresponding key will be printed as well as the percentage of the Total sales value that each line represents for the selection.
Note: An asterisk (*) can also be entered in the four Profit related fields. By entering an * in any of these fields, the Profit margin will be printed.
- Edit code (1, 2, 3)
- This code determines the presentation of the figures.
Code Description 1 with decimals (2 for amounts, 0-3 for quantities) 2 without decimals 3 rounded to hundreds, printed with thousand separators The amount 457114.55 will be printed as follows:
1 457,114.55 2 457,115 3 457.1 Be aware that the higher the edit code, the more columns on the list.
- Print details
- Indicate if the invoice/reception line details from the Statistics file should be printed. Normally this field should be set to NO.
- Characters per inch
- Enter the number of characters per inch that should be used for the list. Valid entries are 10 and 15. Remember that 15 allows more columns, but is not accepted by all printers.
Work with lost sales statistics spec, Copy (DIR80109)
- Spec
- Displays the statistics specification(s) you selected to copy.
- New spec
- Enter the new statistics specification that you are creating.