Introduction to ERP MS Dynamics NAV  concise clauses = part seven:Pareto Analysis

Created by                  :           Jaromír Skorkovský

Date                            :           7.11.2013

Reason                       :           Concise instrument helping in tuition and study

Accompanying mat.    :            no


Analysis


 1. Basically in ERP system you create document such as Sales orders, Purchase orders, Production
orders, Credit Notes and so on. You register to the database all transaction connected to these
documents by pressing F11. Then you create Item Ledger Entries, Customer Ledger entries, Dimension
Entries, Vendor Entries, Value Entries, General ledger Entries an many, many more.  In order to get
out of these records the reasonable reports you need a simple tool in order to create an easy
reports. The following example will show you how to get out of it data which can be used to mark by
code A,B and C our business partner. This segmentation is necessary in order to support different
group of our business partners. Pareto analysis is also called ABC analysis ( do not mixture with
Activity Based Costing please). This explanation follows another material (Pareto Analysis
simplified which was uploaded to study material).So it is not intended to explain what does mean
Lorenz Curve of ratio 80|20.














2.   Go to Sales and Marketing ->Marketing and setup ->Profiles



3.            From there you can open below already created questionnaires , which were explained
during practical lessons.  On questionnaire example which depends on the chosen Profile
questionnaire code in upper part of the window is stated below :






4.            Go by F6 or mouse to upper filed (marked by res color and open it. Go down and create
new code and a name of the new questionnaire (e.g. Pareto and Pareto analysis as it is shown below.
You have to setup by F6 and  Entre key also a type of the business relation code of the partner
–Company and CUST (which means code for Customer). After setting a line (either at the end of this
list or by use of F3 (new) push button OK bellow   :





5.            In the window below you have firstly modify a property of the question by pushing
button line but before you have to choose the type of the first line as Question . After you push
Line enter details of the question as it is shown below :



And details setting (by use of F6 -> the values of the fileds can be optional) :


  and



The detail of the question means, that you have to scrutiny all issued invoices from the time five
years ago til the and of the current month.













6.            Than you enter three lines for A, B and C  type of the customer and limits of the
sales sums which represent more and less type of the ABC specification . After entering limits for
Sales  you push  Function and Update classification) .When you go back to the columns No of
Customers and you put a cursor there you will get a number of customer which belongs to the
specification (from amount –to amount )  :







7.            By use of F6 form the field  No of Customer you will get to the list of contacts and
if you open one of them by going to contact number , F6  and from there going to the  contact card
by Shit-F5 you will get  :