Using Sales Cost Analysis

1. Enter the beginning and ending dates for the inquiry.

2. At the Item Mask field enter the item code or the item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. to enter a range of items based on the item digit definitions of the item and up to six item classes and item subclasses.

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.

3. Enter the customer code of the customer for the report.. You may also enter a customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB. to run the report for multiple customers or enter "//////" to run the report for all customers.

If you are uncertain of the customer ID code, see Navigating Net Yield - Selecting a Customer ID Code.

4. At the Customer Class field select one, several or ALL CUSTOMER CLASSES for the report. You may also select EXIT to proceed without selecting a customer class. The customer class will default as a "//" mask which signifies all customer classes. Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. After pressing Enter, select Exit to press proceed to the next field.

5. Select one, several or ALL PRICE CLASSES. You may also select EXIT to proceed without selecting a price class. The price class will default as a "//" maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/// or AB///). Using a mask allows you to generate a list of like groups. For instance, if you wanted to find a customer whose name began with AB or a group of customers whose name begins with AB, and are within a "mask" field, entering AB along with a (system) designated number of forward slashes, would list all customer defined in the system whose names begin with AB. which signifies all price classes. Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. After pressing Enter, select EXIT to proceed to the next field.

6. At the Chain field, select one, several or ALL CHAINS. You may also select EXIT to proceed without picking a chain. The chain will default as a "//" mask which signifies all chains. Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. Select EXIT to proceed to the next field.

7. Select one, several or ALL REGIONS. You may also select EXIT to proceed without selecting a region. The region will default as a "//" maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/// or AB///). Using a mask allows you to generate a list of like groups. For instance, if you wanted to find a customer whose name began with AB or a group of customers whose name begins with AB, and are within a "mask" field, entering AB along with a (system) designated number of forward slashes, would list all customer defined in the system whose names begin with AB., which signifies all regions. Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. Select EXIT to proceed to the next field.

8. At the Sales Rep field select one, several, or ALL SALES REPS. You may also select EXIT to proceed without selecting a sales rep. The sales rep will default as a "//" mask signifying all sales reps. Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. Select EXIT to proceed to the next field.

9. Select one, several, or ALL BROKERS. You may also select EXIT to proceed without selecting a broker. The broker will default as a "//" maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/// or AB///). Using a mask allows you to generate a list of like groups. For instance, if you wanted to find a customer whose name began with AB or a group of customers whose name begins with AB, and are within a "mask" field, entering AB along with a (system) designated number of forward slashes, would list all customer defined in the system whose names begin with AB. signifying all brokers. The Scroll to your selection and press Enter. An asterisk (*) will appear, confirming your selection. Select EXIT to proceed to the next field.

10. The following message will appear: "Continue with report? Yes/No."

• Select yes to generate the report.
• Select no to exit to the main menu.

11. A Summary per Unit selection window will appear, summarizing the following data:

• P – This column is used to tag which line will be included in detail on the printout.
• Adjustment Type
  • PROD – Product and carton-type items sold and costed.
  • PROD - UNCOSTED – Product and carton-type items sold and uncosted.
  • A list of all sales-type cost adjustments used to calculate the selling price or as a cost allocation for the items
• Pounds – The total pounds sold or used in the cost allocation
• Prod – The net product selling price per pound or total based on the current view selected
• Other – The total unit cost or dollar amount of the cost adjustment/price exceptions based on the current view selected
• Cost – The per unit item cost of total cost based on the selected view
• Profit – The per unit or total profit dollars based on the current view selected
• GM% – The gross profit percentage.

Scroll down the left column to the line/lines you would like to view or print in detail on the report and press Enter. Press F9 to view detailed information. When finished, press F10.

The following detail information will be displayed, sorted by item, and grouped by the product, product - uncosted, and price exception lines selected:

• Invoice – The invoice number
• Cust – The customer ship-to ID code
• Date – The date of the invoice
• Item – The item ID code
• Pounds – The pounds invoiced
• Product – The per unit or total product selling price net of the price exceptions
• Other – The per unit or total value of the price exception
• Cost – The per unit or total cost of the product sold
• Profit – The per unit or total profit on the product
• GM % – The gross margin percent on the product sold.

12. Command options will appear:

• Change – Select Change to return to the Summary per Unit window and select which line to include in detail when the report is printed or press F9 to view the detail information on the screen.
• Toggle View – Select Toggle View to change the view from units to dollars or vice versa
• Print – Select Print to print the summary and details of any line item selected.
• Exit – Select Exit to exit and return to the Beginning Date and Ending Date fields.

See the Available Actions link below for further instructions.

Security Required : Sales - Sales Inquiry