Sales-related statistics

Prerequisites
In order to be able to receive this statistical information the following must be defined:

• Sales statistics field must be YES in the Sales order type table
• Sales statistics field must be YES in the Item file/Inventory information panel

Invoice statistics are created at invoicing. During invoicing, statistics are written to BIW (Business Information Warehouse). This can also be possible even if no invoice is printed, as is the case for pending invoices (i.e. periodical invoices where the order is in status 50). If the function PND-INVS is activated in the Function control file, balances for pending invoices will be created in BIW. Invoice sales statistics files are also updated with pending invoices, giving you the possibility to browse pending invoices and also create reports using sales statistics.

Prerequisites
To be able to track lost sales, this function must be activated in the Function control file.

To be able to log statistics for lost sales (i.e. sales and quotations) the Update sales history/Update quote history fields must be set to YES in the Lost sales reason table.

A window prompts in Work with sales orders and Work with sales quotations when you:

• Delete a sales order line
• Delete a sales order
• Delete a quotation
• Decrease the order quantity

and asks you for the reason. This allows you to keep statistics of the lost sales. Note: This window is also displayed in Pick list confirmation if the quantity delivered is less than the ordered quantity and not backlog order should be created.

Prerequisites
In order to be able to receive this statistical information the Orders received statistics field must be set to YES in the Sales order type table.

Orders received statistics are created at:

• Order line entry when you:
• add a new line
• delete an existing line
• change the order discount
• change the amount
• change the quantity
• change the FOC (Free of charge) code
• change the sales price

  Note: The purpose of logging statistics during any of these events is to be able to see, as fast as possible, that the order value has changed.

• Order copy
• Pick list confirmation when:
• you change the quantity
• the system changes the price because Dispatch date pricing has been defined for the item in the Item file and a new price is found.
  Note: This is assuming no manual price has been entered for the line.
• Invoicing for an order structure where the price code for the structure type is 4. This means that:
• the system should add all component’s prices to the parent’s price at invoicing. The result is that the parent’s price increases and the component’s price decreases.

Prerequisites
In order to be able to receive this statistical information the Add to statistics field must be set to YES in the Sales order type table.

Dispatch delay statistics are created at Invoicing. The system compares the Requested date of dispatch and the Actual date of dispatch and calculates the number of days the dispatch has been delayed.