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  13. Maintain and print statistics...

Maintain and print statistics for lost sales

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You can track this information for sales orders and quotations.

Prerequisites

  • The Lost sales tracking function must be activated in the Function control file.
  • The Update sales history and Update quote history fields must be set to YES in the Lost sales reason table.

Every time you:

  • delete a sales order line
  • delete a sales order
  • delete a quotation
  • decrease the order quantity

the system prompts a window in Work with sales orders/Work with sales quotations asking you for the reason. This information is then stored in the system. This window is also displayed during Pick list confirmation if the quantity delivered is less than the ordered quantity and not backlog order should be created.

You have the possibility of generating the same type of information as that for sales statistics.

For the purpose of this example you will generate a summary list for the:

  • lost total sales value
  • lost net sales value
  • lost profit amount
  • lost quantity

in the current period, listing the information first per handler, then per reason code and finally per customer.

Selection of statistical information

  1. Select the Work with lost sale statistics specifications menu item.
  2. You access the Work with lost sale statistics spec panel. Click Add.
  3. You access the Work with lost sales statistics spec detail panel. (If the Item segmentation function is activated in the DIS control file, the Item segment 1 field is also displayed on this panel.) Enter the name of the specification in the Stat field and the description in the Description field. Leave all other fields blank and click OK.
  4. You access Work with lost sales statistics spec. (If the Item segmentation function is activate in DIS control file, two additional panels will be displayed before the panel above.) Under the Customer column define the following information:
    5. Number
    Enter 3 under the Seq column and set the Sum column to YES.
    Reason code
    Enter 2 under the Seq column and set the Sum column to YES.
    Handler
    Enter 1 under the Seq column and set the Sum column to YES.

    Click OK.

  5. You access the last Work with lost sales statistics spec panel. Define the following information:
    6. Total sales value
    Net sales value
    Profit
    Quantity

    Set the Period column to YES under the category of this year.

    Since, for this example, you are only printing the totals, leave the NO setting in Print details. Complete the printer fields as desired and click OK and then Back to exit the routine.

    You can now print the list.

Print the statistics

  1. Select the Print lost sales statistics list menu item.
  2. Select the applicable record and click OK.
  3. You access Lost sales statistics printout. Leave the default data on the panel as is and click OK or F2 for interactive processing (if the Interactive process field in Work with DC1 user profiles is set to YES for your profile. The system will sort the data in reverse order summarising all customers by reason code and then handler. Note: All handlers (and connecting data) are listed alphabetically.

Output of generation

The spool file will display the information generated based on your selections. The system sorts the data in reverse order summarising all customers by reason code and then handler.

The following columns depict the following information:

  • Total value: This is the lost total sales value, before any discounts.
  • Net value: This is the lost net sales value (i.e. total value less discounts).
  • Profit: This is the lost profit amount for the sales. This is calculated by subtracting the cost value from the lost net sales value. The cost value is calculated according to the define cost method in the DIS control file.
  • Quantity: This is the lost quantity.

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