Sales Analysis - Down To Earth Business Software

Down To Earth
Business Software
Sales Analysis
User’s Reference Manual
Version 7 series
Revised July 2006
Down To Earth Solutions
Datavision, Inc.
11170 Sun Center Drive, Suite 300
Rancho Cordova, CA 95670
Sales & Support: 916-853-2780
Fax: 916-852-0676
www.datvsn.com
www.datvsn.com/d2esupport
First Printing: July 2004
The information contained in this document is subject to change without notice and should not be
interpreted as a declaration by Datavision, Inc. Datavision assumes no responsibility for any errors that
may appear in this document.
The software described in this document is the propriety property of Datavision and is protected by
copyright and trade secret laws. It is furnished only under license of the software. This manual and the
described software may only be used in accordance with the terms and conditions of said license. Use of
Down To Earth software without proper licensing is illegal and subject to prosecution.
Copyright 2004 - 2006
Sales Analysis
Table of Contents
1
Getting Started ....................................................................................................................... 5
2
The Maintenance Menu Column .......................................................................................... 6
2.1
2.2
2.3
2.4
3
The Transaction Menu Column.......................................................................................... 15
3.1
3.2
3.3
3.4
3.5
3.6
3.7
4
Printing a standard Sales Analysis report ................................................................................27
Printing a Week analysis .........................................................................................................30
Printing a Forecast Report .......................................................................................................31
Custom Reports and Processes ................................................................................................32
Printing queued reports............................................................................................................32
The Miscellaneous Menu Column ...................................................................................... 34
5.1
5.2
6
Making a standard sales inquiry ..............................................................................................16
Forecasting demand for a single item ......................................................................................17
Forecasting demand for multiple items ...................................................................................19
Analyzing item purchases........................................................................................................20
Forecast sales inquiry ..............................................................................................................22
Create sales forecast ................................................................................................................22
Modify sales forecast (budgets)...............................................................................................23
The Reports Menu Column................................................................................................. 26
4.1
4.2
4.3
4.4
4.5
5
Extracting sales history data ......................................................................................................7
Maintaining sales analysis data .................................................................................................8
Defining codes.........................................................................................................................10
Setting up your company .........................................................................................................12
Purging sales summary history records ...................................................................................34
Build forecast history...............................................................................................................35
Appendix A: Procedures .................................................................................................... 36
6.1
6.2
6.3
6.4
Manipulating sales analysis data .............................................................................................36
Working with the Sales Analysis application ..........................................................................36
Changing a sales analysis code................................................................................................37
“Hand altering” sales data .......................................................................................................38
7
Appendix B: Troubleshooting / Common Down To Earth & DBL errors .................... 39
8
Appendix C: ASCII displayable characters ..................................................................... 40
9
Appendix D: Record Layouts............................................................................................. 41
10 Index...................................................................................................................................... 43
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Sales Analysis
Sales Analysis
The Down To Earth Sales Analysis application provides a method to define custom reporting
criteria and sorting using data from the Sales Order and Line history, Inventory item, Customer
master (Tab), and Name/Address master files.
Although standard Sales Analysis codes are included with the standard application, you can also
define you own criteria. The process begins by editing any of the predefined Sales Analysis
codes or creating your own combination of sorting fields. For example, a report can list values by
Category, within Item, within Customer, prompting for a range for each field. Another example
could be to list all the Items sold within the Ship To ID.
The next step is to extract the sales order and line history records and summarize them based on
the Sales Analysis codes defined. You can extract data for a single year or for many years of
historical data and for a single SA code or for all codes. Periodically you should also Update the
summary file with the current records or opt to Re-pull all the data to insure the analysis reports
are up to date.
Standard reports offer the option of any of the Sales Analysis codes defined and the choice of the
report format and values reported. For example, you can report values for the current
Month/Quarter/Year, Past year/Current year, Month average, or choose quantities/price/cost to
name a few. Optionally, you can report sales dollars, cost dollars, or sales quantity in the format
specified.
In addition to the basic reporting, The Down To Earth Sales Analysis application offers the
choice of
! Standard inquiry options for specific data based on SA codes in either bar graph (where
you choose the ascii character to use for graphing or chart form
! Forecast sales demand for a single item or a group of items
! Analyze item purchases
The Sales Analysis application does require that the Down To Earth Inventory, Sales Order Entry,
Accounts Receivable, and Name/Address applications have been installed. In addition, it is
strongly suggested to retain a minimum of 24 months or more of Sales Order history before
forecasting is accurate. Also not that the best time to start using Sales Analysis is at the
beginning of a new accounting month or period.
Sales Analysis
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5
Getting Started
1 Getting Started
Select “Sales Analysis” from the Sales menu column to access the Sales Analysis
application and display its main menu. Before you begin using Sales Analysis, you
must perform the following functions in the order specified below:
1. Determine how sales data will be collected and analyzed in your company.
Follow the instructions in the section, “Setting up your company.”
2. Define the sales analysis codes you will use for inquiries and reports. You can
define up to 16 codes (1-16). Follow the instructions in the section, “Defining
sales analysis records.” Or utilize the standard codes included with your
distribution. Select “Codes !” from the Maintenance menu column, then
“Other !,” and “Sales analysis” from the submenu.
3. Extract and summarize the sales data you need, for the SA codes you’ll be using.
This data will be pulled from the order history files of the Sales Order Entry
application and stored in the Sales Analysis summary file until the Sales Analysis
history file is purged. Follow the instructions in the section, “Extracting sales
history data.”
!
(07/04 – Rev 07/06)
NOTE: Periodically you will want to update the original summarized records by
selecting Update instead of Repull when extracting the data.
Sales Analysis
6
The Maintenance Menu Column
2 The Maintenance Menu Column
Most DTE Master and Transaction maintenance window entry allows for ID code
creation ‘on the fly’ by using the “Field maintenance” shortcut for that field.
However, because Sales Analysis is actually reporting records previously posted, this
feature does not apply within the application.
The individual codes identified for use with Sales Analysis must be defined prior to
Extracting the data as the extraction is done based on the SA code definition. Select
“Codes” to define any application, system wide code (such as Terms, Tax, Item
category, etc) used throughout Down To Earth. Once the SA code is defined, the
records can be extracted.
In addition, from the Maintenance column you can
! Set up the company for which you are processing sales analysis
information.
! Define factors affecting the sales data and reports, such as the date used as
a basis for pulling sales data and the symbols used for bar graphs.
! Add, change, or delete information on sales analysis codes used to organize
data for inquiries and reports.
“Locate record” and “Find” shortcut: If you’re using any Maintenance menu
selection throughout DTE to change an existing record, you can use the “Locate
record” shortcut to search for the record by any of the field choices displayed, based
on the record key(s). This function only applies to DTE codes and Company
maintenance selections for the Sales Analysis application. It does not apply for
Extraction/Re-pull or Sales Analysis Maintenance processes except for the actual
Analysis code itself.
Use the “Find” shortcut to search for a previously defined code during data entry if
not already known. Most “Find” shortcuts do not offer search options but instead
simply display a list of valid codes to use for data entry.
" Non–Windows environments display the message, “Find (Locate)” on the
information line when your cursor is placed in a field or the shortcut key is
enabled when you pull down the Records or Input menu columns. Any
keyboard equivalent defined for your system is displayed in the menu
column list.
" Windows environments either indicate the “Locate record” shortcut is
allowed by enabling the Binoculars button or displaying a “Find” button next
to the field with three periods. Either click on the enabled button or use the
equivalent keyboard key as noted when you pull down the Records menu
column.
For example, to locate a DTE Control record, use the “Locate record” shortcut to
display the search options for Company code and Specification (Control). Wildcards
are allowed along with several “Locate record” shortcut search options. Use the
Sales Analysis
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7
The Maintenance Menu Column
“Find” shortcut when the cursor is in the Analysis code field to list all Sales Analysis
codes previously defined. Please refer to the General Concepts User’s Reference
manual for complete descriptions and additional examples.
Keyboard shortcuts: For your system’s actual keyboard shortcuts, pull down the
General or Records menu column for Windows environments, within a menu column
selection. Pull down the General, Records, and/or Input menu columns for the
keyboard shortcuts in a non–Windows environment.
2.1 Extracting sales history data
The Sales Analysis application obtains its summarized historical information from
the Down To Earth Sales Order Entry invoice header history (oeihdr.ism) and
invoice line history (oeilin.ism) files. Line item sales data is transferred and
summarized into the Sales Analysis history file (sasumh.ism) and retained until
purged.
The Sales Analysis history file is used to produce sales history reports, inquiries, and
to forecast future demand. You should have six to 12 months of posted invoice data
in Sales Order Entry history for any accurate forecasting. If you are forecasting
demand for items with a strong seasonality factor, such as automobiles or toys, you
should consider 24 months of sales history to be an absolute minimum.
After the bulk of the Sales Order history is extracted for each Analysis code (Repull
option), you should also select the Update option on a set schedule. Updating the
data once each day, week, or month keeps the Sales Analysis current with all sales
statistics.
Re-pull or Update: To extract and summarize sales data, select “Extract sales
history” from the Maintenance menu column. Down To Earth displays the Sales
Analysis Extract window. You can replace existing SA summarized records by
choosing to Repull the data or Update the existing summary records with current
activity since the last update. You must run this process for each individual year
separately, however can choose to extract records for a single code or all analysis
codes.
Hand-altered data: Data can also be altered with a manual entry to adjust for trends
that may not be reflected with the Sales Analysis data pulled from the Sales Order
entry file. For additional information on hand-altered records, see the “Amounts
window” heading in the next section, “Maintaining sales analysis data”
Sales Analysis Extract window
Year: Enter the year of the sales data you want repulled or updated with Sales Order
line history. This year must be in the range 1980 to 2050.
Analysis code: Enter the sales analysis code to extract history for. This code must be
previously defined by selecting “ Codes !,” then “Other !,” and “Sales analysis”
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Sales Analysis
8
The Maintenance Menu Column
from the Maintenance menu column. To extract the history records for all analysis
codes, press <Enter> for an asterisk, *, the default.
Option: Press <Enter> to choose the default and Update the existing sales analysis
record(s) or choose Repull to remove existing records and extract all records again.
You would choose Repull the first time the records are extracted, if any custom
changes moved key fields within the data records, or if any mass changes were
executed. For example if you ran the Inventory process, “Change item ID” to replace
the item history, you need to repull Analysis codes affected.
" Choosing Update brings the existing Sales Analysis history file up to date by
adding new data from the Sales Order Entry history file to the data that has
previously been pulled. This process only extracts sales records that have not
already been identified as summarized. You should update the SA summary
records on a regular basis to insure the SA data is current. Your business
should establish internal procedures to determine how often the Update
should be run.
" Choose Repull to rebuild the sales analysis by
1. Clearing all records currently in the Sales Analysis history file for the
analysis code(s) entered.
2. Resetting the flags for all records except those marked as hand-altered.
3. Pull all new data from the order line history for the year indicated.
When entry is completed, the cursor returns to the Year field. Use the “Go” shortcut
to start the process. When completed, the menu column displays.
2.2 Maintaining sales analysis data
The Sales Analysis application is used to analyze existing sales data and to forecast
future demand for one or more items. In planning your sales strategy, you may want
to consider how an increase or decrease in the sales of an item may affect your
overall financial picture. This can be accomplished by adding new or changing
existing sales data. Selecting “Sales maintenance” allows you to adjust live data with
new values.
The sales maintenance function allows you to manipulate your sales, cost, or quantity
data artificially for a specific analysis code. When the Sales Analysis Maintenance
window is displayed, you are automatically in “Add” mode as if you used the “Add”
shortcut. You are allowed a single record for the combination of Analysis code,
Year, and Record type. If the values entered in those three fields match a record in
the sales history file (sasumh.ism), that data is automatically displayed.
Purging ‘hand altered’ data: Sales analysis records created or edited via this menu
selection can not be deleted and will not be replaced with the standard Repull option
of the sales history extract. To delete sales maintenance records, you must first purge
the Sales Analysis history (via the “Purge history” selection of the Miscellaneous
menu column), then extract the data again with the Repull option.
Sales Analysis
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9
The Maintenance Menu Column
Sales Analysis Maintenance window
Analysis code: Enter the sales analysis code for which you want to adjust sales
data.. This code must already be defined via the Codes !, Other !, Sales analysis
code maintenance routine.
You are then prompted for a single entry value for the fields defined as the key fields
for the analysis code entered. For example, if the analysis code key fields were
Customer and Item, you are prompted for a customer ID and an item ID respectively.
If correct, press <Enter> or click on OK to enter that value and prompt for the next
field.
The values you enter and their corresponding description display in the bottom
portion of the Sales Analysis Maintenance window for visual verification.
Year: Enter the year of the sales data that applies, in the format YYYY. The value
entered n this field must be between 1980 and 2050.
Record type: Select the type of record you want displayed or press <Enter> to
accept the default of Sales. Your choices are
Sales (The dollar amount generated from sales during the specified year.)
Costs (The cumulative cost of all units sold during the specified year.)
Quantities (The number of units sold during the specified year.)
Use the “Go” shortcut to display the Amounts window and enter data for the calendar
months, January though December. To enter zero for all months, use the “Fill
defaults” shortcut and press <enter> or click OK. See the next section for details of
each Amounts window field of entry.
Amounts window
The Amounts window displays twelve fields, one for each month (Jan through Dec)
of the year you specified. Any actual detail amounts display in the respective period
as the default value for that period. Enter the new amount for each month of sales,
quantity, or cost, depending on what you selected in the Record type field of the
previous window.
If you enter an amount that is different from the original amount, this sales record is
flagged as ‘hand-altered,’ and future Sales Order Entry extracts will not replace it.
" If you choose the Extraction option Update, new data is added to the file
without changing the ‘hand-altered’ record.
" Choosing the Extraction option to Repull will not repull the original record.
You must purge the SA history (via the “Purge history,” Miscellaneous menu
column selection) then Repull the Sales Order history.
When you’re sure your data is correct, press <Enter> or click OK to process the sales
maintenance data. The cursor returns to the Analysis code field for additional entry.
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Sales Analysis
10
The Maintenance Menu Column
When all entry is complete, use the “Exit” shortcut to return to the Maintenance
menu column.
2.3 Defining codes
Before you begin reporting, you must define any Sales Analysis codes that are unique
for your company. There are several predefined codes included with the standard
distribution, however, you may also choose to define codes specific to your needs.
Select “Codes !” from the Maintenance menu column to define the various codes
used by all the applications in Down To Earth. Although you can define or edit any
of the application codes from this menu selection, only the Sales Analysis codes are
actually referenced within the Sales Analysis application user’s reference manual.
!
NOTE: For more detailed information regarding each input field within the Sales
Analysis code Maintenance or any other Codes Maintenance window, please refer to
the Name/Address chapter of your Down To Earth User Reference manual, Defining
codes section.
From the “Codes !” selection, choose either “Sales !,” “Item !,” “Purchasing !,”
or “Other !” to display the respective code selection menu. To define Sales
Analysis codes, choose “Other !” then “Sales Analysis” for the Sales Analysis code
Maintenance window.
Codes
Sales
Finance Charge
Folder type (Calls)
Geographic area
Group (Names)
Literature
Mail
Product
Project
Sales Representative
Sales tax
Ship via
Terms (Payable)
Terms (Receivable)
Territory
Sales Analysis
!
Sales
Item
Purchasing
Other
Item
Category
Catalog
Commission
Location
Unit of Measure
Warranty
!
!
!
!
Purchasing
Other
Buyer
Rejection
Receive addr
Activity status
Cost Center type
Cost Center Category
Sales Analysis
Fixed Asset GL
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11
The Maintenance Menu Column
Code limits: You can define up to sixteen different sales analysis codes, with up to
six segments for each. The total characters defined for the six segments must total no
more than 40 characters and/or digits. For purposes of the SA codes only, you can
reduce the length of the segment by the maximum number of characters used if
necessary to meet the 40 character limit. This does not change the actual data file,
only how the Sales Analysis application looks at the data.
For example, the item ID field is 24 characters. If you’re only using 15 of those 24
characters for your ID, the key length can be defined as 15 within the SA code. This
provides 9 more characters to incorporate for a different SA code.
Field Definitions: Each segment refers to a field contained within the data file(s)
being accessed. The below table example lists the contents of the Sales Analysis
(UTF:safile.ddf) file for the Sales Order Invoice Line history file. This example
includes all the Down To Earth fields available for sorting and printing the reports
and inquiries in the Sales Analysis application oeilin.ism file.
1
1
1
1
1
1
1
Data
File
Field
Name
Data
Start
Data
Length
Report
Header
Starting/Ending
Screen Prompt
OEILIN
OEILIN
OEILIN
OEILIN
OEILIN
OEILIN
OEILIN
CUST
ITEM
LOC
CATG
UOM
COMS
RLTY
021
029
053
086
089
092
095
08
24
03
03
03
03
03
CUSTMR
ITEM-ID
LOC
CAT
UOM
CMS
RLTY
Customer Id
Item Id
Location Code
Category Code
Unit of Measure Code
Commission Code
Royalty Code
For a complete detailed table of all files and fields available, see the “Sales Analysis
Code Maintenance window” section within the “Codes !,” “Other !” Maintenance
Menu column” section of the Name/Address User’s Reference manual. This section
also includes the detailed description of each field of entry required for creating
custom Sales Analysis codes.
Entry Information: Choose the “Add record” shortcut to add a new record, the
“Edit record” shortcut to edit the displayed record, or the “Exit” shortcut to return to
the Menu column. You can also utilize the “Locate record,” “Next record,” “Last
record,” “Prior record,” or “First record” shortcuts to display a specific record in the
entry window. You can use the “Help” shortcut for a brief description of any
individual field. To cancel your input, use the “Cancel process” shortcut, the “Delete
record” shortcut deletes the active record displayed, and be sure to use the “Update
record” shortcut if any changes are made.
!
(07/04– Rev 07/06)
NOTE: All companies utilizing the Sales Analysis application use the same codes;
therefore, you can define the codes once, while logged into any company, and then
use them again for any other company.
Sales Analysis
12
The Maintenance Menu Column
2.4 Setting up your company
Select “Company” from the Maintenance menu column to enter the information that
Down To Earth requires to process data for the current company.
This menu entry allows you to designate the character to use for bar graphs, if the
data is to be stored by calendar month or G/L fiscal periods defined, which key stores
the item ID as the first segment, which date to pull data by, and if Sales Analysis
should use the Net sale (minus discounts) or Gross sale.
DTE Controls Maintenance summary: The DTE Control variable and field
definition is created via the System Manager application, “DTE Controls” in the
Maintenance menu column. This method of creating Company controls allows for
customization of the Company options for each application. (Please refer to your
System Manager User ‘s Reference manual for more information re creating custom
control variables.)
Defining the values for the standard DTE Control variables already in place are
entered via the “Company” selection of each application and those values written to
the UTF:smctrl.ism file. The Company, Application code, and Variable assigned
automatically display at the top of the window, as well as a brief instruction message
as help for its function at the bottom.
Not all Controls allow change within the application but are visible for information.
In addition, some Controls, such as the data files, are considered system files and are
only accessible via System Manager.
Changing DTE control values: Changing the value of a DTE controls variable
requires you to completely exit Down To Earth and return again. When you re-enter
that application, the change has taken affect.
Entry Information: Select “Company” to display the (Company) Control
Maintenance window. Choose the “Edit record” shortcut to edit the displayed record.
You can also use the “Locate record,” “Next record,” “Last record,” “Prior record,”
or “First record” shortcuts to display a specific record. A brief help description is
automatically displayed for each input field in lieu of the “Help” shortcut. Use the
“Cancel process” shortcut to cancel any input or the “Exit” shortcut to return to the
Menu column. Be sure to use the “Update record” shortcut if any changes are made.
(Company) Control Maintenance window
Company code: Display only. The code of the current company is displayed in this
field.
Application: Display only. The application code assigned for the current
application loaded.
Control: Display only. The variable assigned to the control of the function being
defined. The order of the records displayed is alphabetical, by this field.
Sales Analysis
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13
The Maintenance Menu Column
!
NOTE: Please see chart following each field description for the standard
specifications of each option within the current application.
Spec type: Display only. This field identifies the specification code assigned to the
current variable. Please see chart to follow for standard specifications for each
option within the application. The different types codes are:
" ITM:parameter - A parameter value entered by the user and not chosen from
a selection window. The current fiscal year, your A/P Aging periods, the
next invoice number, etc. are examples.
" FIL:data file - Not displayed within the individual application Company
maintenance window. This identifies the data files and location (FIL) and is
only displayed within the System Manager, “DTE controls” menu selection.
" SEL:selection - An option to be selected from a list of displayed choices.
Yes/No values, the type of accounting basis - Cash or Accrual, printing an
A/P proof list in order of entry or by vendor ID are just a couple of examples.
" RPT:report - Links the particular custom report specified to the “Custom
reports” menu function in the Reports menu column.
" ACT:glaacct - Specifying the default account to be used for posting
transactions is identified as this type of control.
Data type: Display only. Identifies this variable as Alpha/numeric, Date, or
Numeric only field.
Alpha Value: Displayed only if the Data type field value is Alpha/numeric. Enter
one of the choices as displayed in the available list or enter the text required as
indicated for the particular variable. (An example is Yes or No to answer a question
or the default G/L account numbers.)
Date: Enabled only if the Data type field value is Date. Enter the date that applies
to the variable being defined. (An example is Last A/P Check date, automatically
updated with each check post.)
Number: Enabled only if the Data type field value is Numeric. Enter the numeric
value that applies to the variable being defined. (An example is the G/L current
fiscal year.)
Entered: Display only. The date this record was originally entered.
Changed: Display only. The date this record was last changed.
Company Maintenance Options
Bar graph character: Enter the ASCII value of the character you want used to
create the horizontal bar charts displayed by the Graph option of the “Standard
inquiry” function. Any displayable ASCII character can be used.
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Sales Analysis
14
The Maintenance Menu Column
For example, you would enter the ASCII value 124 to display vertical bars ( | )or 171
to display the left bracket ( < ). For a complete table of the most common characters
used for display, please see Appendix C in this manual.
Control
BARGRAPH
Spec type
Data type
ITM:parameter
Numeric
Alpha value
Date
Number
1 - 256
Period store date: Enter your choice to have data stored in the Sales Analysis files
according to the Calendar month or based on the previously defined Fiscal periods
from the General Ledger application. If the DTE General Ledger application is not
installed, you must choose Calendar month.
Control
DATASTORED
Spec type
Data type
Alpha value
SEL:selection
Alpha
Calendar
month /
Fiscal period
Date
Number
Record type for item: This field must define the sales analysis code type record that
has the item ID as the first field as a record key. This will be code number 3 when
the system is shipped to you; however, if you change the codes, you must also change
this number. This number is used to define the data records that will be used in the
purchase analysis and forecasting functions.
Control
ITEMRECKEY
Spec type
Data type
Alpha value
ITM:parameter
Alpha
aaa
Date
Number
Pull by date: Enter the type of date you want to use as a basis for pulling and
recording the sales analysis information. Choose Shipped from the selection
window if you want sales analysis data pulled and recorded based on the shipping
date of the order. Choose Invoice from the selection window if you want the sales
analysis data pulled and recorded based on the invoice date of the order.
Control
PULLBYDATE
Spec type
Data type
Alpha value
SEL:selection
Alpha
Invoice /
Shipped
Date
Number
Sales amount: Choose to report either the Net amount of the sale, considering any
discounts given or the Gross sale amounts, the amount prior to any discounts that
might apply to the invoice.
Control
SALESAMOUNT
Sales Analysis
Spec type
Data type
Alpha value
SEL:selection
Alpha
Invoice /
Shipped
Date
Number
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15
The Transaction Menu Column
3 The Transaction Menu Column
For Sales Analysis application the Transaction menu column does not provide the
same type of processing as some of the other DTE applications. For Sales Analysis,
the transactions are done by this point in time. Analysis and forecasting are
considered the transactions in this application.
Within the Transaction menu column there are several inquiries to offer you instant
information. You can inquire
! by a specific Sales Analysis code, based on a period ending, and display
either the actual amounts, a trend with the percent difference, or a bar
graph comparing monthly amounts.
! forecast for a single item and predict future sales demand for an item for
the month you specify, based on past sales history
! inquire for an item purchase needs based on the item’s history
Addition selections from the Transaction menu column allow you to
! Make a sales inquiry
! Forecast future demand for a single item
! Forecast future demand for multiple items
! Analyze item purchase information
! Inquire on forecasting, create and modify forecast budgets
Information/Error messages: The most common message is that there is no data
available for processing. This is most often the case when the data you’re requesting
has not been pulled or updated from the Sales Order Entry history files. Please refer
to the previous section, “Extracting sales history data” for details of the extraction
process.
“Locate record” and “Find” shortcut: If you’re using any Maintenance menu
selection throughout DTE to change an existing record, you can use the “Locate
record” shortcut to search for the record by any of the field choices displayed, based
on the record key(s). This function only applies to DTE codes and Company
maintenance selections for the Sales Analysis application, however the “Find”
shortcut is allowed for specific fields as noted with the display for your system.
" Non–Windows environments display the message, “Find (Locate)” on the
information line when your cursor is placed in a field or the shortcut key is
enabled when you pull down the Records or Input menu columns. Any
keyboard equivalent defined for your system is displayed in the menu
column list.
(07/04 – Rev 07/06)
Sales Analysis
16
The Transaction Menu Column
" Windows environments either indicate the “Locate record” shortcut is
allowed by enabling the Binoculars button or displaying a “Find” button next
to the field with three periods. Either click on the enabled button or use the
equivalent keyboard key as noted when you pull down the Records menu
column.
“Field Maintenance” shortcut: Throughout Down To Earth applications there are
some Master fields that can be defined ‘on the fly’ while in other routines. Within
the Sales Analysis application, however, this procedure does not apply and therefore
has no functionality.
Keyboard shortcuts: For your system’s actual keyboard shortcuts, pull down the
General or Records menu column for Windows environments, within a menu column
selection. Pull down the General, Records, and/or Input menu columns for the
keyboard shortcuts in a non–Windows environment.
3.1 Making a standard sales inquiry
The standard sales analysis inquiry allows you to view a summary of sales history,
usually by month, which has been pulled from the history files of the Sales Order
Entry application. The summary of data can be viewed in a variety of display
choices and for any one of the sales analysis codes that has had the history pulled.
Depending on the sales analysis code records you have defined you might view data
such as monthly sales (in dollars) of a specific item to a specific customer.
To make a sales analysis inquiry, select “Standard inquiry” from the Transaction
menu column. Down To Earth displays the Sales Analysis Inquiry window.
Sales Analysis Inquiry window
Analysis code: Enter the sales analysis code for which you want to inquire. The
code definition determines which fields are then prompted for, the necessary key
fields that were defined. For example, if you choose a code that is by item and
location, DTE prompts you for an Item ID and location code as the next prompts.
Once the entry is complete, the cursor returns to the Period prompt and to continue
inquiry criteria.
Period: Enter the calendar month and year for which you want to display sales data.
Down To Earth displays the month-by-month sales data for January through
December of the year entered, regardless of the month value.
Display type: Choose the type of display you want from the displayed selection
window. To accept the default of Amount, just press <Return>.
" Choose Amount to display the monthly quantity, total price (sales), total
cost, and dollar and percentage margins for the year entered.
" Choose Trend to display the monthly quantity, price (sales), cost, and dollar
margin with the percentage change from month to month for the year
entered.
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" Choose Graph to display horizontal bar charts for the record type (sales,
cost, or quantity) for each month of the year entered, along with the actual
amount in digits. The character that is used to create the bar chart comes
from the ASCII value you entered when you defined your company.
Record type: Choose the type of record you want from the displayed selection
window. Be sure you’ve pulled the appropriate records during the most recent
extract process.
" Choose Sales to display the dollar amount generated from sales during the
specified year.
" Choose Cost to display the cumulative cost of all units sold during the
specified year.
" Choose Quantity to display the number of units sold during the specified
year.
When you’re sure your data is correct, use the “Go” shortcut to display the values. If
you’ve finished your sales analysis inquiries, use the “Exit” shortcut or press <Enter>
to return to the Analysis code field for additional inquiries. Use the “Exit” shortcut
again to return to the Transaction menu column.
3.2 Forecasting demand for a single item
The forecasting functions allow you to predict future sales demand for an item for the
month you specify, based on past sales history. To evaluate the data and determine
the most accurate forecasting method, Down To Earth first determines how many
months of sales history are available for the item. Forecasts are not accurate with
less than 10 months of data or less than 70 percent of the past month’s history.
If enough data is available, Down To Earth determines the seasonality of the data.
Seasonality occurs when an item regularly has high and low sales. For example,
heating oil shows a 12-month seasonality factor because it has high sales during the
cold winder months and low sales during the rest of the year. This seasonality factor
is determined by a process called auto-correlation analysis, which must have at least
24 months of past data in order to perform the calculations.
To forecast a single item interactively on the terminal screen, select “Forecast single
item” from the Transaction menu column. Down To Earth will display the Forecast
Single Items window.
Forecast Single Items window
Item ID: Enter the ID of the item for which you want to forecast sales. Forecasts
are not accurate with less than ten months of data or seventy percent of the past
month’s history available within the sales analysis file. If the item shows a
seasonality factor, it must have at least 24 months of history available.
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The Transaction Menu Column
Forecast date: Enter the month and year you want to forecast for, in MM/YYYY
format.
Forecast: To continue with the forecast, press <Return> to accept the default of Yes.
To abort the forecast procedure, choose No.
Re-evaluate: The first time you calculate forecast quantities for an item, the
program will perform the calculations using three different forecast methods (two if
there is no seasonality factor) to find the one that has the lowest error factor. That
method will be stored as the forecast method to use for future forecasting of the item
until you choose to perform another forecasting evaluation.
As you accumulate more sales history, the best method to use may change; therefore,
you might want to re-evaluate the forecasting method to assure that you are getting
the most accurate forecast. To re-evaluate the forecast method for this item, choose
Yes. To forecast according to the method already assigned to this item, press
<Return> to accept the default of No.
Forecasting demand without re-evaluating the forecast method usually processes
quickly (perhaps in a few seconds). If an evaluation is performed, however, you
should expect a longer processing time (perhaps a few minutes). When the forecast
is complete, the results will be displayed in the remaining fields on the screen. Those
fields are described below.
When you press <Return>, Down To Earth performs the forecast for the item and
date you specified. If there is enough data, the results of the forecast are displayed
below.
Seasonality length: Display only. If the item is determined to have a seasonality
factor, the length of that factor in months is displayed.
Forecast method: Display only. If you are forecasting based on the method already
assigned to this item, that method and its related information will be displayed. If
you are re-evaluating the forecast method, Down To Earth will display the results of
three different methods (two if there is no seasonality factor). The forecast methods
available are:
Double Exponential Smoothing
Two-Parameter Linear Exponential Smoothing
Three-Parameter Linear Exponential Smoothing (used only if there is a
seasonality factor)
Factors: Display only. The Alpha, Beta, Gamma, and Smoothing factor
associated with each forecast method are displayed here.
Absolute error: Display only. Down To Earth compares the monthly forecasted
quantities with actual quantities and calculates an error factor for each forecast
method. The results are displayed here for the appropriate forecast method(s).
Forecast quantity: Display only. Down To Earth displays the quantities forecast by
each method for the month you are forecasting.
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The Transaction Menu Column
When you’re finished viewing the forecast information for this item, press <Return>
to clear the window. If you’ve finished forecasting single items, use the “Exit”
shortcut to return to the Transaction menu column. NOTE: You may also want to
print a Forecast report for this or multiple items. Please refer to the section, “Printing
a Forecast Report” for more information.
3.3 Forecasting demand for multiple items
The same forecasting functions used for single items can be used for a group of
items. (See the previous section, “Forecasting demand for a single item” for a more
detailed description of sales history requirements and forecasting methods.) Down
To Earth will read the items from the Inventory item master file, accumulate the sales
history, and perform and save the forecast.
If you’ve never done a forecast for an item that has history available, Down To Earth
automatically evaluates the item to determine the best forecasting method, as it does
when forecasting demand for a single item. If an item must be evaluated, the
forecasting process slows considerably. The item being forecast and the status of the
program are constantly displayed on the screen for your information.
To forecast demand for a group of items, select “Forecast items” from the
Transaction menu column. Down To Earth will display the Forecast Items window.
Forecast Items window
Starting item: Enter the ID code of the first item in the group you want to forecast.
You can enter up to 24 characters in this field. To begin the forecast group with the
lowest item ID on file, press <Return> to accept the default value of *.
Ending item: Enter the ID number of the last item in the group you want to forecast.
You can enter up to 24 characters in this field. To end the forecast group with the
highest item ID on file, or to include all items, press <Return> to accept the default
value of *.
Forecast date: Enter the month during which you want forecasting to begin, using
the format MM/YYYY.
Months to forecast: Enter the number of months for which you want to forecast
quantities. You can forecast for up to three months from the specified forecast date.
When you’re sure your data is correct, press <Return> to complete the forecast. As
Down To Earth reads each item in the Sales Analysis history file, its number and
description will be displayed briefly in the Current item field below.
Current item: As Down To Earth reads each item in the Sales History file, its
number and description are displayed briefly in this field.
When the forecast is finished, Down To Earth will store the data. To print the results,
use the “Forecast report” function in the Reports menu column.
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The Transaction Menu Column
3.4 Analyzing item purchases
The “Purchase analysis” menu entry allows you to interactively evaluate certain
inventory item ordering parameters. If you want to, you can then change the reorder
point, economic order quantity, and lead time on the Inventory item file to optimize
ordering.
When you choose an item for analysis, Down To Earth displays data from both the
Inventory item and the Sales Analysis files in units and days’ supply, and displays
messages to aid you in determining reorder parameters based on the forecasted
demand for the item.
To perform a purchase analysis, select “Purchase analysis” from the Transaction
menu column. Down To Earth will display the Item Purchase Analysis window.
Item Purchase Analysis window
Item ID: Enter the ID code of the item for which you want to analyze purchase
requirements.
Location: Enter the code of the location from which to get the quantities on hand,
available, and on order for the analysis.
Press <Return>. If enough data exists for an item purchase analysis, the remaining
fields on the screen will be filled in.
The values in the fields below will aid you in determining your optimum reorder
point, economic order quantity, and lead time. You can change these if you want to.
At the end of the session, you can save these new values back to the Inventory item
file, or discard them.
Reorder point: Down To Earth displays the reorder point for the item record in
units, calculates days’ supply, and displays a warning message if you are overstocked
or understocked for the item. You can change the reorder points if you want to.
" The units column (not labeled) displays the number of selling units
remaining at which this item should be reordered.
" The days’ supply is calculated as the number of units divided by the daily
demand according to the most recent monthly forecast.
Economic order qty: Down To Earth displays the economic order quantity from the
item record in units and calculates days’ supply. This is the number of buying units
you must order to get the best price for this item. You can change this field if you
want to.
Lead time (days): This field displays, from the item record, the number of days it
takes to receive this item after it is ordered. You can change this field if you want to.
Quantity on hand: This field displays the number of units of this item in your
inventory, in units and in days’ supply.
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The Transaction Menu Column
Quantity available: The quantity available is calculated by subtracting the quantity
allocated from the quantity on hand.
Quantity on order: This field displays the number of selling units ordered from
your supplier, in units and in days’ supply.
Forecast month: The next three months for this forecast are displayed in these
fields.
Forecast quantity: The monthly quantities for this forecast are displayed in these
fields.
Daily demand: The average daily demand for each month listed is divided into the
number of units (quantity on hand) in order to calculate the days’ supply remaining.
Sell unit of measure: This field displays the code assigned to the unit of measure by
which this item is sold (e.g., by the foot or by the dozen).
Buy unit of measure: This field displays the code assigned to the unit of measure
by which this item is purchased from your supplier (e.g., by the foot or by the dozen).
UOM conversion factor: The unit of measure conversion factor is used to convert
the quantity received from the supplier to the quantity available for sale. For
example, if you buy widgets in boxes of 100 but sell them in boxes of 25, this field
should contain a 4.
Forecast method: Down To Earth performs forecasting calculations using three
different methods and uses the one with the lowest error factor. One of the following
forecast methods will be displayed in this field:
Double Exponential Smoothing
Two-Parameter Linear Exponential Smoothing
Three-Parameter Linear Exponential Smoothing (includes seasonality
factor)
Seasonality length: If sales of this item are seasonal, the length of the seasonality
factor in months is displayed here.
Save changed values: Select Yes if you want to save changed values to the
Inventory item file. If you don’t want to save the changed values select No to discard
them. This will update the reorder point, economic order quantity, and/or lead time
for this item.
When you’ve finished viewing the purchase analysis for this item, press <Return> to
clear the window. If you’re finished with all purchase analysis transactions, use the
“Exit” shortcut to return to the Transaction menu column.
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The Transaction Menu Column
3.5 Forecast sales inquiry
The forecast inquiry values are taken from the forecast history file (safcst.ism) that is
created by the Miscellaneous menu selection, “Build forecast history.” The Inquiry
is for a specific Year and optionally single or all Sales Representatives, item
Category code, or Brands (the brand is identified as the first three characters of the
item ID).
The values displayed include Sales, Profit, calculated Margin, Forecast, and the
percent of difference between the sales and forecast values (sales divided by
forecast).
3.6 Create sales forecast
To create a budget record for forecasting values from either existing or actual
amounts, select “Create forecast budgets” from the menu. This process allows you to
generate forecast budget values for a new year without re-entering manually and with
many different calculation options.
Entry Information: You can use the “Fill defaults” shortcut to enter all budget
creation criteria fields with the default values, however, the To Year field requires
keyboard input. There is no default value for this field. Once all the criteria is
entered, use the “Go” shortcut to start the creation process.
Create Forecast Budgets window
Actual or Forecast: Choose Actual amounts if you want the new budgets created
from existing actual sales amounts. Choose Forecast amounts if you want the new
budgets created from existing forecast values.
Starting salesrep: Enter the first sales representative code to create a budget for. If
you want to start with the first code on file, press <Return> to accept the default
value, *.
Ending salesrep: Enter the last sales representative you want included for creating
budgets. If you want to include through the last code on file, press <Return> to
accept the default value, *.
Starting category: Enter the first item category code to create a budget for. If you
want to start with the first code on file, press <Return> to accept the default value, *.
Ending category: Enter the last category code you want included for creating
budgets. If you want to include through the last code on file, press <Return> to
accept the default value, *.
Starting brand: Enter the first brand value (the first three characters of your item
ID) to create a budget for. If you want to start with the first code on file, press
<Return> to accept the default value, *.
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The Transaction Menu Column
Ending brand: Enter the last brand value you want included for creating budgets. If
you want to include through the last code on file, press <Return> to accept the default
value, *.
Amount option: Choose Actual amounts if you want to base the new budget on the
actual sales amounts. Choose Period average if you want to base the new budget
amounts on the average period sales amounts for the year. Choose Zero amounts if
you want the new budget created but the budget amounts set to zero.
Inflate option: Choose $ inflate if you want to inflate the amounts by a fixed dollar
value and move the cursor to the Inflate dollars field. Choose % inflate if you want
to inflate the amounts by a percentage and move the cursor to the Inflate percent
field. Choose None if you don’t want to inflate the amounts.
Inflate dollars: If you selected $ inflate at the Inflate option prompt, enter the
dollar amount you want used when inflating the amounts created for the new budget
records.
Inflate percent: If you selected % inflate for the Inflate option prompt, enter the
percentage you want used when inflating the period amounts created for the budget
records. For example, if you enter .10 (one tenth of one percent) for the Inflate %
field, a period budget of 3,000.00 is inflated by 3.00 for each period.
To year: Enter the year to be assigned to the budget records you are creating. There
is no default value for this field.
Use the “Go” shortcut to start the creation of the new budgets.
3.7 Modify sales forecast (budgets)
To enter new single forecast budgets or modify records already created, select
“Modify forecast budgets” from the Transaction menu column.
You can enter an annual amount to be divided equally among the periods, or you can
enter a different amount for each period. You can also use the inflate option to
calculate budgets for periods two through 13, based on the period one amount and a
user-defined inflate percentage.
Entry Information: Choose the “Add record” shortcut to add a new record, the
“Edit record” shortcut to edit the displayed record, or the “Exit” shortcut to return to
the Menu column. You can also utilize the “Locate record,” “Next record,” “Last
record,” “Prior record,” or “First record” shortcuts to display a specific record in the
entry window. You can use the “Help” shortcut for a brief description of any
individual field. To cancel your input, use the “Cancel process” shortcut, the “Delete
record” shortcut deletes the active record displayed, and be sure to use the “Update
record” shortcut if any changes are made.
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Sales Analysis
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The Transaction Menu Column
Forecast Budget Maintenance window
Year: The system will automatically display the first budget record in the forecast
file (safcst.ism). Use the “Add record” shortcut to add a new budget and enter the
year that it applies.
Sales rep: Enter the identification code for the sales representative to budget the
amount for. This field is Display only when editing an existing record.
Category: Enter the item ID category code that applies for the budget amount. This
field is Display only when editing an existing record.
Brand: Enter the first three characters of the item ID re-classified and labeled
“Brand” that this budget applies to. This field is Display only when editing an
existing record.
Method: From the displayed selection window, choose one of the following. The
default value is Annual.
" Annual to divide an annual amount equally among the accounting periods
" Period to enter a specific dollar amount for each accounting period
" Inflate to enter an amount in period one and have the system calculate the
remaining periods using a specified percent to inflate each period from the
previous. For example, if you have a new product, and you project that sales
will increase 5% each month for the rest of the year, you would choose
Inflate, enter an inflation percentage of 5.00%, and enter an initial budget
amount for period 1. The amount calculated for each following period will
then be 5% more than the prior period.
If you select Annual, the cursor moves to the Annual amount field. If you choose
Period, the cursor moves to the Period 1 field. Choose Inflate % to advance the
cursor to the Inflate% field.
Annual amount: Enter the amount to be allocated equally among the accounting
periods. If the budget amount is the opposite of the account’s normal balance, place
a minus sign (–) either before or after the budget amount. For example, if the
account normally has a debit balance but the budgeted amount is a credit, also enter a
minus sign. The system automatically calculates the budget amounts for each
accounting period. Any remainder is added to the last period amount. The maximum
size of this field is 99,999,999,999.99.
Inflate %: Enter the percentage to inflate for each period based on the amount
entered for the Period 1 field. The budget amount is inflated by this percent for each
subsequent period. For example, if you enter .10 (one tenth of one percent) for the
Inflate % field, a period 1 budget of 3,000.00 is inflated by 3.00 for each successive
period.
Period 1 - 12: Entering an annual budget amount allows Down To Earth to
automatically calculate and enter the budget amount for each period. If you selected
Sales Analysis
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The Transaction Menu Column
25
Period at the Method prompt, you must manually enter the dollar amounts for each
of the accounting periods. If you selected Inflate for the method, the period budgets
are automatically calculated based on the inflate percentage and the amount manually
entered in the Period 1 field. The maximum size of this field is 9,999,999,999.99.
Use the “Update record” shortcut to write the record (new or changed) to the data
file. For new record entry, the window is cleared and the cursor is displayed in the
Yearentry field for the next budget entry. If you’re finished creating budgets, use the
“Exit” shortcut to return to the Maintenance menu column.
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The Reports Menu Column
4 The Reports Menu Column
The reports menu column recaps the inquiry displayed data and additional reported
information as hardcopy instead of display values. The most often used reports are
the Sales Analysis standard reports. The ten predefined formats include options for
month, quarter, and year values, previous year comparisons, averages, quantity, price,
and costs values, and a recap of the best selling items and best buying customers.
In addition to the standard sales Analysis reporting you can also
! Print a n analysis of items sold starting for a specific week
! Forecast needs for a range of items
! Custom reports and processes
! Queued reports
Default values: The most common report field entries are chosen as the default field
values for most reports. Starting and ending fields are designated by either an
asterisk ( * ) or the lowest and highest numeric values for all. Other field defaults are
listed as the first of multiple choices from a selection window.
If you know you want to generate a report using all the default values in the report
criteria fields, you can use the “Fill defaults” shortcut, then the “Go” shortcut to start
the report generation. If keyboard input is required, the “Fill defaults” process will
stop at those fields with a screen message as a reminder.
“Find” shortcut: Many of the reports enable the “Find” shortcut for standard
records such as Sales Analysis code. Because of the uniqueness of Sales Analysis,
the displayed list of choices is usually displayed automatically without the standard
key look up fields.
Keyboard shortcuts: For your system’s actual keyboard shortcuts, pull down the
General or Records menu column for Windows environments, within a menu column
selection. Pull down the General, Records, and/or Input menu columns for the
keyboard shortcuts in a non–Windows environment.
Printing Options: When printing, you have several options for the output of that
report.
" Printer – brings up a selection window with all previously defined printers
available for your system
" Screen – display the full report to your screen with shortcut options available
to move the data up, down, left, right, first page, or last page
" Queue – write the report to your harddisk to print at a later time via “Queued
reports,” Reports/Inquiry menu column
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The Reports Menu Column
" Text file – choose the logical directory and filename to write the report to
your harddisk
" Abort – cancel the printing of the selected report
Printing to the screen: There are many shortcuts that can be used when printing a
report to the screen. For the exact key assigned to each shortcut for your system,
activate the menu bar and pull down the View and General menu columns.
Once the report is displayed, use the “Next page” and “Previous page” shortcuts to
view the data one screen at a time vertically. Also use the “End of the line” and
“Beginning of the line” shortcuts“ to move to the far right and back to the far left of a
report. To move immediately to the last page of the report, use the “Last page”
shortcut and the “First page” shortcut, returns you to the first page. Use the “Exit”
shortcut to return to the original application menu column when viewing is
completed.
Printing to an API printer: Windows environments have the option to define a
printer as API (Application Programming Interface) allowing a preview mode with
the use of all Windows based functions such as Zoom in and out based on a
percentage, page by page viewing, and printing directly from the preview mode. For
additional information on an API printer, please refer to the System Manager User’s
Reference chapter, “Defining Printers” section.
4.1 Printing a standard Sales Analysis report
Down To Earth’s standard sales analysis reports to include sales, quantity, or cost
data in any of the combinations you defined in your sales analysis codes. These can
be displayed and printed in up to ten different report formats as listed below to
provide multiple combinations for analysis. To print a standard sales analysis report,
select “Standard reports” from the Reports menu column.
Sales report format: Because you can specify your own sales report format, it may
be helpful to keep in mind an overall “master” format, although the specific headings
may vary. This format is:
[Record Type] for [Key Segment 1]
listed by [Report Format]
and by [Key Segment 2,3...]
with totals for [Key Segment 1,2,3...]
As a color coded example . . .
[Record type] of Sales for [Key segment1] Item of the Item/location Analysis code
listed by [Report format] Month/Quarter/Year
and also for [Key segment 2] Location
with totals for [Key Segment 1] Item
Produces data similar to the below in format . . .
DATE:13-JULY-200x
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Company 01
PAGE:
1
Sales Analysis
28
The Reports Menu Column
TIME:10:42
COMPANY: 01
SALES ANALYSIS REPORT
SALES
SA6001
CURRENT MONTH: 12/200x
***********************************************************************************
ITEM-ID
LOC
MONTH
QUARTER
YEAR
***********************************************************************************
15-08 - #94A WHISPER 1,2,3/DYNAFL
132.000
169.000
290.000
002 - Warehouse #2
32-77 - #210 PREVUE SWING 10MM X
5,426.000
8,253.000
11,200.000
001 - Location 001
33.000
33.000
76.000
005 - Warehouse #5
Total #210 PREVUE SWING 10MM X
5,459.000
8,286.000
11,276.000
SMOKER - SMOKER
009 - Bill of Materials
.000
.000
56.000
Report Totals
.000
.000
11,622.000
Sales Analysis Reports window
Analysis code: From the displayed selection window, choose the sales analysis code
to be used on this report. This code determines the sequence of the items listed and
the totals/subtotals printed.
Report format: From the displayed selection list, select the report format you want
to print. The report headings may vary slightly, depending on the analysis code.
" 1:Month/qtr/yr lists record type totals by specified month, specified quarter,
and specified calendar year for each item or other key segment, along with
month, quarter, year, and report totals.
" 2:Past/cur yr lists year-to-date record type totals for each item or other key
segment for the past year, specified year, difference between specified and
past year “to date” item totals, and percentage of increase or decrease of
specified year over past year “to date” item totals.
" 3:Quarters lists quarterly and yearly sales for each item, with quarterly and
yearly totals for each item or other key segment and report.
" 4:Qtr months lists the specified quarter’s sales broken down by month, the
sales for the quarter, and the sales for the specified year for each item or
other key segment. The specified quarter used is always the calendar quarter
(e.g., January, February, March).
" 5:Month average lists the current month’s sales, the average year-to-date
monthly sales, the difference between the specified month’s sales and the
average monthly sales, and percentage above or below average for the
specified month’s sales, and the total for the specified calendar year for each
item or other key segment.
" 6:Qty/price/cost lists the total quantity, total cost, total price (total sales),
profit margin, and percentage or profit for the specified number of months in
the specified calendar year for each item or other key segment. The number
of months included in these totals comes from the Months for format 6 field
in the “Company” function. For example, if you enter 3, Down To Earth will
list totals for January through March of the specified calendar year.
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The Reports Menu Column
" 7:Months will list monthly totals for January through December of the
calendar year for the period specified. January through June sales are listed
on the first line, and July through December sales are listed on the second
line. Item totals for the year are also listed.
" 8:Best sellers (items) lists the items sold for the Ending period specified in
order by the highest value of either Sales, Cost, or Quantity chosen as the
Record type.
" 9:Best customers lists the same type of information as with Best sellers but
requires that the Customer ID be a part of the Analysis code. For example,
Analysis code for Item/Location does not produce any data, however, the
Analysis code for Cust/Category does.
" A:Qty/price/unit price provides similar data to the Qty/price/cost option but
substitutes the unit price for the cost value.
Record type: From the displayed selection window, choose the type of record you
want printed on the report. (Exception: Report format 6 displays all three record
types.) To accept the default of Sales, just press <Return>.
" Choose Sales to print the dollar amount generated from sales during the year
and for the format specified.
" Choose Costs to print the cumulative cost of all units sold during the year
and for the format specified.
" Choose Quantities to print the number of units sold during the year and the
format specified.
Beginning period: Enabled only for Report format type A:Qty/price/unit price.
Enter the month and year in the format MM/YYYY as the beginning period to
include in this report.
Ending period: Enter the month and year in the format MM/YYYY to be the
current period for the report. This period will be used to determine the year to print
and, in some cases, the current month or quarter.
Page break level 1: Select Yes if you want to start a new page each time the main
sort field for the selected analysis code changes. Select No if you do not want page
breaks.
When you’re sure your data is correct, use the “Go” shortcut to continue with the
specific data prompts. Down To Earth will prompt you for the Starting and Ending
code for each key segment as defined by the Analysis code. The exact prompts are
different for each analysis code. As with most other report windows, enter the code
for the first and last members of the group you want to report. Optionally you can
press <Enter> to accept the default of * indicating lowest starting code and/or highest
ending code.
When you’ve entered data in all the fields, press <Return> to pull down the Print
Option menu column. From the Print Option column, select where you want the
report to be sent. After you’ve printed your report, press <Return> to return to the
Reports menu column.
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The Reports Menu Column
4.2 Printing a Week analysis
Select “Week analysis” from the Reports menu column to determine forecasting
stock quantities on the report from a particular staring week in your calendar year.
This option lets you determines what your inventory stock status is in relationship to
past history of sales and a suggested action based on several factors.
The operator is prompted for a range of items and locations, the starting week, and a
calculated status comment to determine if the item is Critical, Short, Dead,
Overstock, or Not dead. Each item for each location specified is listed along with the
quantity on hand, what is calculated to be required based on history, that quantity
converted into weeks, the lead time, if any are on order and the expected date, and the
calculated status.
Calculated status: The calculated status comment is based on a sales history, the
lead time needed for an item, determined factors, and current supply to determine a
forecast formula. If the forecast is zero or less, the item is determined DEAD. For
items where a weeks supply is less than a weeks lead time, the status is considered
SHORT. If there is less than a weeks supply of items, the status is CRITICAL. If the
forecast is more than a weeks supply and it has a short lead time, the status is
determined to be OVERSTOCK. All other situations are determined to be NOT
DEAD.
Week Forecast Analysis window
Starting item ID: Enter the ID code of the first item in the group you want to
forecast. You can enter up to 24 characters in this field. To begin the forecast group
with the lowest item ID on file, press <Enter> for the default value, *.
Ending item ID: Enter the ID code of the last item in the group you want to
forecast. You can enter up to 24 characters in this field. To end the forecast group
with the highest item ID on file, press <Enter> for the default value of *.
!
NOTE: All items within the range entered are included even if there is no historical
data to consider for forecasting.
Starting location: To include items that are stored in locations whose codes fall
within a particular sequence, enter the first code in that sequence. To begin the
worksheet with the location that has the lowest code on file, press <Enter> for the
default value, *.
Ending location: To include items that are stored in locations whose codes fall
within a particular sequence, enter the last code in that sequence. To end the
worksheet with items from the location with the highest code on file, press <Enter>
for the default value, *.
Week begin date: Enter the date as the first week to consider history records for this
report, back for the previous128 weeks. Press <Enter> for the current system date
and begin with the current date.
Sales Analysis
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31
The Reports Menu Column
For example, if you enter a date of 12/31/2006, the first week of history data to
consider for forecasting is the week prior, the week ending and including 12/30/2006.
The second week of history is ending 12/23/06, the third ending 12/16/06, etc. The
forecasting formula considers all data, backward in time, starting with the date
entered in this field.
Include: Choose the specific type of items to report from the displayed list or press
<Enter> for the default, All types. The other choices are
" Dead – if the forecast is zero or less
" Short – For items where a weeks supply is less than a weeks lead time
" Critical – If there is less than a weeks supply of items
" Overstock – If the forecast is more than a weeks supply and it has a short
lead time, the status is determined to be OVERSTOCK.
" Not Dead – covers all other situations
You can use the “Fill defaults” shortcut to enter the displayed default information in
all fields. Use the “Go” shortcut to pull down the Print Option menu column and
choose where you want the Sales Analysis report to print.
4.3 Printing a Forecast Report
Select “Forecast” from the Reports/Inquiry menu column to print a Forecast Report
for a single or range of items. This report consists of data from the sales analysis
purchase recommendation file (sapurr.ism), forecasting recommended quantities for
the next three months. The report includes the item ID and description, the forecast
type, quantity and forecast dates for month 1, 2, and 3.
The data considered and most optional factors are taken from the operator input for
the most recent generation of the forecast process. Select “Forecast items” from the
transaction menu column to create the forecast items data base.
Forecast Report window
Starting item ID: Enter the ID code of the first item in the group you want to
forecast. You can enter up to 24 characters in this field. To begin the forecast group
with the lowest item ID on file, press <Enter> to accept the default value, *.
Ending item ID: Enter the ID code of the last item in the group you want to
forecast. You can enter up to 24 characters in this field. To end the forecast group
with the highest item ID on file, press <Enter> to accept the default value of *.
You can use the “Fill defaults” shortcut to enter the displayed default information in
all fields. Use the “Go” shortcut to pull down the Print Option menu column and
choose where you want the Sales Analysis report to print.
(07/04 – Rev 07/06)
Sales Analysis
32
The Reports Menu Column
4.4 Custom Reports and Processes
Any custom programmed report or process installed for your business is displayed in
the Custom Reports window by selecting “Custom reports” from the Reports/Inquiry
menu column.
The program name and description must be defined via the DTE Controls
maintenance variable CUSTOM–## where ## is a number 01 – 28 for the specific
application. The actual program name and the description that appears in the Custom
Reports window, is defined via the “DTE Controls” Maintenance menu selection, in
the System Manager application.
Custom Reports window
Program number: Chose number 1 – 28 from the displayed list of available custom
reports or processes. If a custom report of process is not displayed but you know is
installed, verify that the DTE Controls variable is defined fir that company and
application. Any subsequent input windows are custom and not defined in this
manual.
Use the “Go” shortcut to pull down any additional customized input windows or the
Print Option menu column to choose where you want the report to print.
4.5 Printing queued reports
To display a list of the reports that have been printed to the Queue, select “Queued
reports” from the menu. The report description, (file) name, date and time queued,
company code, and unique ID of the user who queued the report is automatically
displayed. Choose the report you are now ready to print from the displayed window.
Use the “Page up” and “Page down” shortcuts or the up and down arrow keys to find
the correct report.
!
NOTE: The reports listed are created when the Print Option menu column is pulled
down and an operator has chosen “Queue” from the list. The reports you can access
will depend on your user security set up in System Manager.
You can print one or more copies of the report, delete a report from the print queue,
or rename a report. We also suggest that you use this menu entry to view the queued
reports before you clear the print queue (via the File menu column in the System
Manager application).
Print Queued Report window
File: From the displayed selection window, select the report you want to print,
delete, or rename.
Sales Analysis
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33
The Reports Menu Column
Copies: Enter the number of copies you want to print. If you want just one copy
printed, press <Enter> to enter the default value, 1. If you want to delete or rename
the report, enter 0.
Delete: If you want to leave the report in the queue, press <Enter> to select No, the
default value. If you want to delete the report from the queue once it is printed, select
No. If you do not delete the report at this time, you can return to this input window,
choose to print 0 copies and select Yes to delete the report.
Rename: If you want to rename the report, select Yes. If you don’t want to rename
the report, press <Enter> to select the default value, No. If you rename the report,
it’s deleted from the print queue, but you can access it using other software products
(for example, Lotus 1–2–3 or WordPerfect).
!
NOTE: The number of copies must be equal to 0 to recognize the entry of the full
path and/or of the filename.
To: If you selected Yes at the Rename prompt, enter the new report name. The
report name can be up to 20 characters in length including any system defined logical
and filename extension. If no logical or filename extension is included, the system
automatically defaults to the RPT directory and assigns the extension .prt to the
name.
The Print Option menu is automatically pulled down to choose where you want to
print the report for any number of copies greater than zero (0).
(07/04 – Rev 07/06)
Sales Analysis
34
The Miscellaneous Menu Column
5 The Miscellaneous Menu Column
The Miscellaneous menu column lists selections for tasks performed at the end of a
year or infrequently as with purging and/or building Sales analysis history.
From the Miscellaneous menu column you can
! Purge (sales) history for a specific analysis code or all codes, through a
specified year and optionally save deleted data
! Build forecast history for use in various forecasting processes.
Confirming the process: Many of the processes selected from the Miscellaneous
menu column are irreversible once started. For this reason, many processes have a
confirmation field as a double check for the operator. If the confirmation field is
more than one position and displays NO as the default, the entire word YES is
required to actually start the process. A value of Y reverts to NO and does nothing.
If the confirmation field is a single position and the field prompt displays the field
choices Y/N, a single entry of Y starts the process. For Windows environments, an
Inquire window can display and require you to click OK or press <Enter> to confirm.
“Find” shortcut: Few functions within the Miscellaneous menu column offer the
“Find” shortcut option. When enabled, you can use the “Find” shortcut to search for
the record by any of the field choices displayed, based on the record key(s). For
additional information regarding wildcards, options, and details of the “Find”
shortcut, please refer to the General Concepts User’s Reference manual.
Keyboard shortcuts: For your system’s actual keyboard shortcuts, pull down the
General or Records menu column for Windows environments, within a menu column
selection. Pull down the General, Records, and/or Input menu columns for the
keyboard shortcuts in a non–Windows environment.
5.1 Purging sales summary history records
The “Purge history” function allows you to purge sales history records for one or
more sales analysis codes. For example, you might want to purge sales history in
order to remove a hand-altered record from the sales history file.
You should only purge history details after you’ve printed all reports required by
your company. You will have the option of saving the deleted records in case you
need to bring them back for some reason.
!
Sales Analysis
Important: Analysis of past sales and forecasting of future demand are dependent
on an extensive sales history. When you purge, be sure you’ve left enough data for
(07/04 – Rev 07/06)
35
The Miscellaneous Menu Column
Down To Earth to perform the Sales Analysis functions. Unless you choose to save
the deleted records, purged records cannot be retrieved through Down To Earth.
Purge Summary Records window
Analysis code: Enter the sales analysis code for the records you want to purge. If
you want to purge all analysis code records on file, just press <Return> to enter the
default of 0.
Year to purge thru: Enter the year through which you want sales analysis records
removed from the file. Once these records are removed, the inquiry and report
functions will not be able to display or print these years.
Saved deleted records: Choose Yes if you want to save the records you are purging.
Choose No if you do not want to save these records. If you choose Yes, the purged
records for the detail transaction file will be saved as a sequential file named
WRK:sahist.pur. If you choose to save the purged records, it is suggested that you
copy off the newly created sahist.pur file into a separate directory in preparation for
a future purge. For most operating systems, the next time you purge and save the
deleted records, the new file will override the previous file of the same name.
Confirm: Type YES to confirm that you want to purge the specified records.
Typing any other response (including Y) will abort the process. Press <Return> to
accept the default of NO and abort the purge.
Use the “Go” shortcut to start the purge process. There is no confirmation process.
The menu displays when the purge is complete.
5.2 Build forecast history
Select “Build sales history” from the Miscellaneous menu column to automatically
create the forecast sales history needed from the sales order line history files to
generate the records needed for forecasting (safcst.ism). The Sales Order line history
(oeilin.ism) file is read to compute cost, freight, profit, and sales dollars. The data
created is then utilized for the “Forecast sales inquiry,” “Create forecast budgets,”
and “Modify forecast budgets” Transaction menu column selections.
This process is automatically executed from the menu selection – there are no
operator prompts. The number of records read from the Sales Order line history file
(oeilin.ism) are displayed for reference. Press <Enter> to display the Miscellaneous
menu column.
(07/04 – Rev 07/06)
Sales Analysis
36
Appendix A: Procedures
6 Appendix A: Procedures
6.1 Manipulating sales analysis data
Down To Earth allows you to manipulate your sales, cost, or quantity data
artificially. To try out various sales scenarios for specific analysis codes, select
“Sales maintenance” from the Maintenance menu column.
You must define the Analysis code, Year, and Record type (Sales, Cost, or
Quantities) to be altered. The Amounts window then displays twelve fields, one for
each month (January through December) of the year you specified. Enter the new
amount for each month of sales, quantity, or cost, depending on what you selected in
the Record type field. If you enter an amount that is different from the original
amount, this sales record will be flagged as hand-altered, and subsequent extracts of
history will not replace it.
See the section, “Maintaining sales analysis data,” for a detailed description of this
procedure.
6.2 Working with the Sales Analysis application
Once you have set up your analysis codes and extracted your data, you can work with
the data in a variety of ways. Each of the following categories includes a group of
related procedures. The lists include each function name, followed in parentheses by
the name of the corresponding menu column.
Code-based procedures: A sales analysis code groups sales-related fields together
in a variety of ways determined by the user. You can perform the following
procedures on specific analysis codes:
" “Standard inquiry” function (Transaction menu column). Displays sales,
cost, or quantity data on the terminal screen in amount, trend, or graph
format.
" “Sales maintenance” function (Maintenance menu column). Displays an
Amounts window that allows you to manipulate sales data.
" “Standard reports” function (Reports menu column). Allows you to print
sales, cost, or quantity data in one of seven report formats.
Item-based procedures: You can perform the following procedures on specific item
ID codes:
" “Purchase analysis” function (Transaction menu column). Allows you to
interactively evaluate and change certain item-ordering parameters in the
Inventory item file.
Sales Analysis
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37
Appendix A: Procedures
" “Forecast single item” function (Transaction menu column). Displays a
single-item forecast interactively on the terminal screen.
" “Forecast items” function (Transaction menu column). Displays a multipleitem forecast interactively on the terminal screen.
" “Forecast report” function (Reports menu column). Allows you to print a
forecast report for single or multiple items. For a single item, enter the same
item ID code in both the Starting item ID and the Ending item ID fields.
For multiple items, enter the starting and ending ID code for a range of items.
Sales analysis procedures: The following functions are used to analyze past sales
history:
" “Standard sales inquiry” function (Transaction menu column). Displays
sales, cost, or quantity data on the terminal screen in amount, trend, or graph
format for a specific analysis code.
" “Item purchase analysis” function (Transaction menu column). Allows you
to interactively evaluate and change certain item-ordering parameters in the
Inventory item file for a specific item.
" “Standard reports” function (Reports menu column). Allows you to print
sales, cost, or quantity data in one of seven report formats for a specific
analysis code.
Forecasting procedures: The following functions are used to forecast future sales
demand:
" “Forecast single item” function (Transaction menu column). Displays a
single-item forecast interactively on the terminal screen.
" “Forecast items” function (Transaction menu column). Displays a singleitem forecast interactively on the terminal screen.
" “Forecast report” function (Reports menu column). Allows you to print a
forecast report for single or multiple items. For a single item, enter the same
item ID code in both the Starting item ID field and the Ending item ID
field. For multiple items, enter the starting and ending ID code for a range of
items.
6.3 Changing a sales analysis code
If you change an analysis code, follow the sequence of steps below.
1. Use the “Purge history” function to remove the sales history for this
analysis code.
2. Make the desired changes to the structure of this analysis code.
3. Use the “Extract sales history” function with the Repull option to update
the sales history data for this analysis code.
(07/04 – Rev 07/06)
Sales Analysis
38
Appendix A: Procedures
6.4 “Hand altering” sales data
If you decide to explore possible sales scenarios, use the following procedure to hand
alter the sales history for a specific analysis code.
1. Use the “Sales maintenance” function to manipulate the sales history for
this analysis code.
2. When you’ve finished manipulating the altered data, use the “Purge
history” function to remove the sales history for this analysis code.
3. Use the “Extract sales history” function with the Repull option to
correctly update the sales history file for this code.
Sales Analysis
(07/04 – Rev 07/06)
39
The Miscellaneous Menu Column
7 Appendix B: Troubleshooting / Common Down
To Earth & DBL errors
♦ Corrupted data
There may come a time when your sales history data for a certain analysis code data no longer
reflects reality, even when you’re tried extracting and updating the data for that code. If you’ve
changed or deleted an analysis code, the data for that code will become corrupted. If you
haven’t changed any codes, the data for this code has probably been altered by hand through the
“Sales maintenance” function. Regardless of the cause, when data has become corrupted, you
should follow the same sequence of steps to correct it:
1. Use the “Purge history” function to remove the corrupted data from the sales history file
for this analysis code.
2. If you’re changing the structure of this analysis code, make those changes now.
3. Use the “Extract sales history” function with the Repull option to update the sales history
data for this analysis code.
♦ Not enough data for analysis
This message will display if you’ve purged too much data from the sales history file, leaving
insufficient data for analysis or forecasting. Remember that your sales data comes from the
Order Entry history file. As long as the Order Entry data remains intact, you can just use the
“Extract sales history” function with the Repull option to get your data back.
However, if the Order Entry history file has been purged, it’s too late. You can’t get your sales
data back unless you chose to same your deleted records and can retrieve and load them back
into the Order Entry history file. Remember, use caution when purging!
♦ Error 18: File not found
The file specified was being accessed by a program but was not found in the location assigned
to the logical specified. Either the file is truly not there and must be created or the Device
assignment is incorrect. The file has been created but the program was looking in the wrong
place.
(07/04)
Sales Analysis
40
The Miscellaneous Menu Column
8 Appendix C: ASCII displayable characters
Below is a table with the most common displayable characters associated with their ascii
equivalent. Note that some ascii values are not associated with characters considered printable
and are not included in this table. The two minus signs on either side are there to help indicate
the size and respective vertical placement of the special character. The minus signs themselves
are not included with the character when displayed.
033 --!--
034 --"--
035 --#--
036 --$--
037 --%--
038 --&--
040 --(--
041 --)--
042 --*--
043 --+--
045 -----
047 --/--
048 --0--
049 --1--
050 --2--
051 --3--
052 --4--
053 --5--
054 --6--
055 --7--
056 --8--
057 --9--
058 --:--
059 --;--
060 --<--
061 --=--
062 -->--
063 --?--
064 --@--
065 --A--
066 --B--
067 --C--
068 --D--
069 --E--
070 --F--
071 --G--
072 --H--
073 --I--
074 --J--
075 --K--
076 --L--
077 --M--
078 --N--
079 --O--
080 --P--
081 --Q--
082 --R--
083 --S--
084 --T--
085 --U--
086 --V--
087 --W--
088 --X--
089 --Y--
090 --Z--
091 --[--
092 --\--
093 --]--
094 --^--
095 --_--
096 --`--
097 --a--
098 --b--
099 --c--
100 --d--
101 --e--
102 --f--
103 --g--
104 --h--
105 --i--
106 --j--
107 --k--
108 --l--
109 --m--
110 --n--
111 --o--
112 --p--
113 --q--
114 --r--
115 --s--
116 --t--
117 --u--
118 --v--
119 --w--
120 --x--
121 --y--
122 --z--
123 --{--
124 --|--
125 --}--
126 --~--
127 -- --
130 --‚--
131 --ƒ--
132 --„--
133 --…--
134 --†--
135 --‡--
136 --ˆ--
137 --‰--
138 --Š--
139 --‹--
140 --Œ--
145 --‘--
146 --’--
147 --“--
148 --”--
149 --•--
150 --–--
151 --—--
152 --˜--
153 --™--
154 --š--
155 --›--
159 --Ÿ--
160 -- --
161 --¡--
162 --¢--
163 --£--
164 --¤--
165 --¥--
166 --¦--
167 --§--
168 --¨--
169 --©--
170 --ª--
171 --«--
172 --¬--
173 -----
174 --®--
175 --¯--
176 --°--
177 --±--
178 --²--
179 --³--
180 --´--
183 --·--
184 --¸--
185 --¹--
186 --º--
187 --»--
188 --¼--
189 --½--
190 --¾--
191 --¿--
192 --À--
193 --Á--
194 --Â--
195 --Ã--
196 --Ä--
197 --Å--
198 --Æ--
199 --Ç--
200 --È--
201 --É--
202 --Ê--
203 --Ë--
204 --Ì--
205 --Í--
206 --Î--
207 --Ï--
208 --Ð--
209 --Ñ--
210 --Ò--
211 --Ó--
212 --Ô--
213 --Õ--
214 --Ö--
215 --×--
216 --Ø--
217 --Ù--
218 --Ú--
219 --Û--
220 --Ü--
221 --Ý--
222 --Þ--
223 --ß--
224 --à--
225 --á--
226 --â--
227 --ã--
228 --ä--
229 --å--
230 --æ--
231 --ç--
232 --è--
233 --é--
234 --ê--
235 --ë--
236 --ì--
237 --í--
238 --î--
239 --ï--
240 --ð--
241 --ñ--
242 --ò--
243 --ó--
244 --ô--
245 --õ--
246 --ö--
247 --÷--
248 --ø--
249 --ù--
250 --ú--
251 --û--
252 --ü--
253 --ý--
254 --þ--
255 --ÿ--
256 --?--
Sales Analysis
(07/04 – Rev 07/06)
The Miscellaneous Menu Column
41
9 Appendix D: Record Layouts
Filename:
sasumh.rec
Record description:
Sales Summary History file
Record length:
203
Primary key:
1.50
record sasumh
sas_key
sas_comp
sas_type
sas_data
sas_year
sas_rtyp
,a50
,a2
,a3
,a40
,d4
,a1
sas_amnt
sas_date
sas_entr
(07/04 – Rev 07/06)
,12d12
,d8
,a1
sas_comp, sas_type, sas_data, sas_year, sas_rtyp
@sas_key
@sas_key+2
@sas_key+5
@sas_key+45
@sas_key+49
; Primary key
; Company code
; Key type
; Key data
; Year
; Record type
; S - sales
; Q - quantity
; C - cost
; Summarized amounts (9.3)
; Last update date (YYYYMMDD)
; Entry type
; C - hand changed
; H - hand entry
; O - order history
Sales Analysis
42
The Miscellaneous Menu Column
Filename:
sapurr.rec
Record description:
Sales Analysis purchase recomendation file record map
Record length:
90
Primary key:
1.26
record sapurr
sap_key
sap_comp
sap_item
sap_ftyp
,a26
,a2
,a24
,a1
sap_sdat
sap_alph
sap_beta
sap_gama
sap_sfac
sap_seas
sap_eror
sap_fdat
sap_nqty
sap_qday
Sales Analysis
,d8
,d2
,d2
,d2
,d2
,d2
,d6
,d6
,3d6
,3d5
sap_comp, sap_item
@sap_key
@sap_key+2
; Primary key
; Company code
; Item ID
; Forecast type
; S - Smith
; H - Holt
; W - Winters
; Date factors last set (YYYYMMDD)
; Alpha factor
; Beta factor
; Gamma factor
; Smoothing factor
; Seasonality length
; Last absolute error value
; Forecast date (YYYYMM)
; Next 3 months forecasted quantity (6.0)
; Average daily demand for next 3 mos (4.1)
(07/04 – Rev 07/06)
Index
10
43
Index
–A–
Altering sales data…..39
Amount display type…..17
Analysis codes…..7, 17, 29
changing…..38
–B–
Bar charts (Graph)…..18
Budget
defining method…..25
Build sales/forecast history…..36
–C–
Changing
analysis codes…..38
history file (updating)…..8
sales data…..8, 39
Code-based procedures…..37
Company set up…..12–15
Corrupted data…..40
Custom reports/programs
selecting…..33
–D–
Data files
extracting data…..7
manipulating sales data…..37
Display type
amount…..17
graph/bar charts…..18
trend percentage…..18
DTE Controls
defining…..12–15
–E–
Errors
Common Down To Earth & DBL errors…..40
Corrupted data…..40
file not found…..40
Not enough data for analysis…..40
Extracting sales history…..7
–F–
Forecast report…..32
Forecasting…..37
create sales…..23
factors…..19
inquiry…..23
maintaining data…..8
(07/05)
methods…..19, 22
modify sales forecast (budgets)…..24
multiple items…..20
procedures…..38
purchases…..21
single item…..18
–G–
Graph display type…..18
–I–
Inquiry
Standard Inquiry…..17
Item-based procedures…..37
–M–
Maintaining
terms codes…..10
Maintaining data, forecasting…..8
Manipulating sales analysis data…..37
Method, defining for budget…..25
–O–
Overview
Sales Analysis…..4
–P–
Percentage change (Trend)…..18
Printing
custom reports…..33
reports
queued…..33–34
Problems / troubleshooting…..40
Programs, custom
selecting…..33
Pull date…..14
Purchase analysis…..21
Purge sales history…..35
–Q–
Queued reports
printing…..33–34
–R–
Rebuilding history file (repull)…..8
Record layouts…..42–43
Report
queued, printing…..33–34
Reports
custom…..33
General Ledger
44
Forecast Report…..32
formatting…..28, 29
Sales Analysis…..28
Week analysis…..31
Repull history file…..8
–S–
safile.ddf…..11
Sales analysis procedures…..38
Sales Analysis Report
format…..28, 29
printing…..28
Sales data, altering…..8, 39
General Ledger
Index
Setting up your Company…..12–15
Sorting and printing…..11
–T–
Trend display type…..18
Troubleshooting/errors…..40
–U–
Updating history file…..8
–W–
Week Analysis Report…..31
(07/05)