Cvičení –Analýzy prodeje (Exercise Sales Analysis)

Vytvořil               (created)           :              Skorkovský

Datum  (date)                   :              2.11.2010

Charakter (type)             :              draft



1.         Menu from  where you can start







2.       Open Analysis report and make  a choice  of Analysis report name, which determines used
lines and column templates . Then enter also start and end date (time interval from which the
related entries will be used)

3.       Let´s   go to setup of the analysis line templates and make a choice of   My Customers :

By use of button Function you can add items, group of items, customers of group of customers.   Row
Reference ID is a variable, which  have to be inserted by the user.





4.       Let´s   go to setup of the analysis column  templates and make a choice of   Profit :


First column have a similar meaning as lines one. Invoiced columns means, that you can see (these
entries will be used for calculations)  only invoiced  type of entries. Columns type is same as it
was explained in chart of account. Ledger entries might be Item entries or Item budget Entries
(used to compare business plan to reality).  Type Formula is use to calculate what you want to see.
Analysis Type Code and Value Type you can get by F6 key specify chosen value type and area from
where these values are taken  (cost amount, sales amount and so on).


5.       From menu  Analysis Line Template you will get :

6.       By F6 from Item Analysis View Code you will get :

which  is used to setup dimensions form the bottom of this window you will (button Analysis->Card)
you will get :




7.       Sales Analysis view card :

Use Update button  to update a set of entries which will be analysed :

and  you can see the update effect marked by red frame  (400->598 entries integrated for analysis)


8.       If you change Analysis repro name to item sales you will get :

You should be aware of column setup (Sales) in order to see sales this year and last year:



Small exercise:

9.       Sales budget setup :





10.   You will get this window :


11.   From Item Budget  Name by use of F6 (look up)  you will open this window :


12.   Go by cursor to the next empty line and create a new budget name (e.g. Budget 10). By use of
F6 you may choice predefined dimension codes (e.g. AREA or Salesperson)

13.    When you enter created Item Budget Name Budget10 and enter by use of F6 new lines (e.g.
Customer) and Show value as Sales Amount (by F6). Then you enter expected Sales amount to chosen
date fields  and you will get :

14.    Setup of the budget represents a business plan as far as sales amount is concerned. Then you
should create one or two sales order for the customer 6200 and related dates (in our example
3.11.20101 and  4.11.2010.)  Try to sell something (Items) with  lower amount that this entered in
the budget (e.g. around  5000 at 3.11. and 7000 at 4.11.). You can check the total amount on order
by F9 (Statistics).  You will get these Customer ledger entries (from Customer card 6200 and
Ctrl-F5) .

15.   Before  you will start analysis you should go to Setup->Analysis Line Templates and you will
get :



16.   You will for our small exercise make a choice CUST_ALL. From the above window you will go by
use of button Lines to the window where you can see, that our customer 6200 from where  we have
setup budget belongs to the group Outlet




17.   Go to Analysis->Analysis Report and enter data to the fields in the analysis header as it is
visible in the next window :


18.   From the matrix fields  in the Analysis (Data area - see explanation in the picture at the
beginning of this material) by F6 you can see from the field Turnover Amount in budget entered
Budget Ledger  Entries  and from Turnover in Amount Actual you will get Customer Ledger Entries
related to the posted orders:

and