Time-phased summarized sales history section.
To view time-phased Sales history by Customer Group, select the "Time-Phased Sales History by Customer Group" option. The following screen will appear:
When displaying time-phased Sales history by Customer Group, you are presented with the following options:
Select to display time-phased Sales history for all Customer Groups.
Specify Customer Group whose time-phased Sales history you want to display.
Enter a Customer Group pattern to select a range of Customer Groups. Refine your search using Regular Expressions.
Select to display time-phased Sales history by Customer Group for all Product Categories.
Specify Product Category whose time-phased Sales history by Customer Group you want to display.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Order the output by one of the following methods:
Select to order display by Customer Number.
Select to order display by sales volume in first period.
Display lists time-phased Sales history by Customer Group, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Invoice Date.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Select to submit report to the Batch Manager.
Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:
To view time-phased Sales history by Customer, select the "Time-Phased Sales History by Customer" option. The following screen will appear:
When displaying time-phased Sales history by Customer, you are presented with the following options:
Select to display time-phased Sales history for all Customer Types.
Specify Customer Type whose time-phased Sales history you want to display.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
Select to display time-phased Sales history by Customer for all Product Categories.
Specify Product Category whose time-phased Sales history by Customer you want to display.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Order the output by one of the following methods:
Select to order display by Customer Number.
Select to order display by sales volume in first period.
Display lists time-phased Sales history by Customer, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Invoice Date.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Select to submit report to the Batch Manager.
Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:
To view time-phased Sales history by Customer by Item, select the "Time-Phased Sales History by Customer by Item" option. The following screen will appear:
When displaying time-phased Sales history by Customer by Item, you are presented with the following options:
Select to display time-phased Sales history by Customer by Item for all Customer Types.
Specify Customer Type whose time-phased Sales history by Item you want to display.
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.
Select to display time-phased Sales history by Customer for all Product Categories.
Specify Product Category whose time-phased Sales history by Customer you want to display.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Order the output by one of the following methods:
Select to order display by Customer Number.
Select to order display by sales volume in first period.
Display lists time-phased Sales history by Customer, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Invoice Date.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Select to submit report to the Batch Manager.
To view time-phased Sales history by Product Category, select the "Time-Phased Sales History by Product Category" option. The following screen will appear:
When displaying time-phased Sales history by Product Category, you are presented with the following options:
Select to display time-phased Sales history by Product Category for all Sites.
Specify Site whose time-phased Sales history by Product Category you want to display.
Select to display time-phased Sales history for all Product Categories.
Specify Product Category whose time-phased Sales history you want to display.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select to display Inventory Units of Measure.
Select to display Capacity Units of Measure.
Capacity Units: Select to display Alternate Capacity Units of Measure.
Select to display sales dollars.
The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Display lists time-phased Sales history by Product Category, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Invoice Date.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Select to submit report to the Batch Manager.
Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:
To view time-phased Sales history by Item, select the "Time-Phased Sales History by Item" option. The following screen will appear:
When displaying time-phased Sales history by Item, you are presented with the following options:
Select to display time-phased Sales history by Item for all Sites.
Specify Site whose time-phased Sales history by Item you want to display.
Select to display time-phased Sales history by Item for all Product Categories.
Specify Product Category whose time-phased Sales history by Item you want to display.
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
Select to display Inventory Units of Measure.
Select to display sales dollars.
The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Display lists time-phased Sales history by Item, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Invoice Date.
To the far right of the screen, the following buttons are available:
Closes the screen, returning you to the application desktop.
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Select to submit report to the Batch Manager.
Right-clicking on a Customer in the Sales history list enables you to select from the following menu options: