Purpose
This procedure is used to create or change Standard Sales Report templates. These are essentially a record of different “settings” that can be used to generate a Sales Report. There are many Standard Sales Report templates delivered with Online Advantage – approximately 500. If there is not a template that does what you require then you can use this routine to add them in as required. There is no limit to the number of templates that can be held in the system.
Each template can be used to produce a Sales report at any time on request. Templates can also be set to run as part of overnight End Of Day (EOD) processing if required. Once a template is created, you can launch the report using the Standard Sales Reports option in the Sales Analysis reporting area. Standard Sales reports are set up to show Sales Quantity, Cost, Value and/or Contribution figures. They can report on Month by Month periods, Current Year, Year To Date, and/or on Last Year information. To write more complex reports with figures beyond what is available in this Standard Reports tool, refer to the User Sales Reports function.
Data Input
Step 1 – Report Code
When creating a new template, enter a new and unique report template code to use. One that does not already exist on the system. If you want to adjust an existing report template then you may search for and select an existing report template code to change.
For details on the use of “codes”, see The Role of “Codes” in Online Advantage
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Step 2 – Details
Report Heading
Enter the report heading for this report template. This heading is automatically printed at the start/top of each page of the report for identification and can also be used to locate this report when needed.
For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Format Code
The “Format” for the columns that appear on the report must be selected for each template from a fixed list made available to the “Standard” reports function. The format determines the type of data that is shown on the report in the columns and how many columns will appear. Below is full list of Format options currently available:
- Quantity and Value Only with Month and Year To Date columns
- Quantity, Value and Contribution with Month and Year To Date columns
- Quantity and Value with Last Year Month and Year To Date columns
- Quantity, Value and Contribution with Last Year Month and Year To Date columns
- Month by Month with Current Year Quantity columns
- Month by Month with Current Year Contribution columns
- Month by Month with Current Year Value columns
- Month by Month with Last Year Quantity columns
- Month by Month with Last Year Contribution columns
- Month by Month with Last Year Value columns
Step 3 – Consolidation
The “Consolidation” section of Standard Sales reports determines what “row” information will appear on the report to go with the “column” format selected previously. A report template must have at least one consolidation group recorded on it in order for the “run” function to know what data should appear in the rows. There can be up to 9 consolidation entries that can be added to a template on the current report format. A schematic of the data elements can be seen here. When using multiple consolidations on a report they should be added in sequence from top down. In other words, the 1st entry on the list is used as the 1st consolidation and grand total for the report, and then next consolidation sits within it, and so on until the last entry is the “detail” of the rows that will appear on the report.
Consolidation Group
Select the consolidation group you would like to add to the report. The generated report will be sorted in sequence by this data element. Sub-totals will also be shown for each “unique” item in this consolidation group within the sequence of the other consolidation groups listed on the report template. Below is the full list of “Consolidation Groups” available for use:
- Buying Group
- Customer Branch
- Customer Category
- Customer Division
- Customer
- Head Office Customer/Account
- Issuing Branch
- Market Segment (Current On Customer)
- Market Segment (On Transaction)
- Sales Rep (Current On Customer)
- Sales Rep (On Transaction)
- Product Division
- Product Category
- Product Group
- Product Class
- Product Material
- Product Section
- Product Type
- Model
- Product
Page Break
Enable/select whether the selected consolidation group is to start a new page for each “unique” data item included on the report.
Click Add to add the consolidation details to the list.
You may edit the details by clicking the details on the list.
Click the delete icon to delete the consolidation details from the list.
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