16.6.1 Sales Analysis Overview
Sales Analysis is a $195.00 optional module that can be activated by calling Software Arts to obtain your sales analysis activation code. Sales Analysis will perform the following five functions:
The Sales Trend Reports can be used to spot sales trends. Sales data can be subtotaled in up to four users defined time periods. In addition the report can be subtotaled by part number, vendor or customer. Sorting options include by Part Number, Vendor, $ amount, or Quantity.
The Book to Bill Reports can analyze sales by territory and customer. Bookings and Billings for each customer and territory are reported for the month specified complete with a YTD % of goal figure.
The Estimated Usage and Min Qty Reports will calculate, print out and replace the estimated usage and minimum quantities based on invoice history. Safety stock can be set by percentage or by number of weeks of safety stock you wish to maintain. The reports provide an option to print out of all trace calculations allowing the user to track the basis for all stocking levels. Individual parts who's minimun quantity level should not be changed regardless of estimated usage can be maintained by entering "SAV" into that part's CATINDEX field.
The Consolidated BOM Reports will consolidate parts within various levels of a BOM and print each part number once with its consolidated quantity. Multiple BOMs can be consolidated together and printed out in spread sheet fashion to analyze the purchasing requirements and costs for each part required to fabricate the multiple BOMs analyzed.
The Cost of Sales Report will generate a cost of sales report sorted on Part number and subtotaled on product codes. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. You can select the starting date and ending dates to be analyzed.
16.6.2 Loading The Sales Analysis Program Onto Your Hard Disk
To initiate the Sales Analysis module:
16.6.3 Book to Bill
The Book to Bill report can be generated to analyze sales by territory and customer. The report can include all customers, customers with sales, or customers with no sales. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. The report can be generated for any month and year desired. Bookings and Billings for the month selected are sorted and subtotaled by territory and customer including the YTD % of goal. The report uses the quota field in pc/MRP's Address Book to determine the % of goal.
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Sample Book to Bill Report:
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16.6.4 Consolidated BOM Reports
Selecting Consolidated BOM Reports will allow you to print/display Consolidated BOMs.
Enter S or M for a single or multiple consolidated BOM printout or display.
Enter the consolidated BOM number(s) and quantity(s)
Choose the Costed or Uncosted report format.
If you selected costed, choose between average or standard cost. If you select standard cost, the price/qty fields in the partmaster will be used to select the correct unit price according to the consolidated total quantity for each part number.
If you select a single consolidated report to be printed out, you will be prompted to include a 9 month PO history report for each part number. Please note: the Total Cost in a Costed Single Consolidated Report is 0 if the there are enough parts on hand and on order to cover the total qty required. The Total Cost will equal: unit cost * (qtyreq - onhand - onorder) if qtyreq > onhand + onorder.
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Notes:
The maximum number of BOMs that can be consolidated in one report is 10. The price break costs are automatically entered from the partmaster price break table. BOM quantities can be different for each BOM. Select Column headings by Description if your assembly number exceeds 10 characters in length. Selecting "Description columns" prints the first 10 characters of each Assembly Description. If you select "Assy Number colunms" and your part numbers are larger than 10 characters, the total width of the columns could be exceed the width of the page.
16.6.5 Cost of Sales Report
Selecting Cost of Sales will allow you to generate a cost of sales report sorted on Part number and subtotaled on product codes. The report can include All parts, parts with sales, or parts with no sales. The report can be displayed, sent to a printer or to disk as an ASCII or DBF file. You can select the starting date and ending date (first and last date of the month in question) and the starting and ending date of the year in question.
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Sample Cost of Sales Report: ACUDYNE, INC
DATE XX-XX-XX
COST OF SALES FROM XX/XX/XX TO XX/XX/XX
BOM/PART # UNITS TOTAL SALES$ TOTAL COSTS $ % MARGIN YTDUNITS YTDSALES YTDCOSTS % MARGIN
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PRODUCT CODE TF-
TF-C 14 490.00 49.00 10.00 XX.XX XXXX.XX XXXXXX.XX XX.XX
TF-CW 10 550.00 39.00 7.09 XX.XX XXXX.XX XXXXXX.XX XX.XX
TF-HC 5 200.00 25.00 12.50 XX.XX XXXX.XX XXXXXX.XX XX.XX
SUB-TOTAL 29 1240.00 223.00 9.71 XX.XX XXXX.XX XXXXXX.XX XX.XX
PRODUCT CODE SA-
SA-2 8 360.00 45.00 XXX.XX XX.XX XXXX.XX XXXXXX.XX XX.XX
SUB-TOTAL 8 360.00 45.00 XXX.XX XX.XX XXXX.XX XXXXXX.XX XX.XX
TOTAL 37 1600.00 158.00 XXX.XX XX.XX XXXX.XX XXXXXX.XX XX.XX
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16.6.6 Estimated Usage And Min Qty Reports
Selecting the Fill Usage and Min Qty Fields will automatically calculate and enter pc/MRP's usage and minimum quantity fields for each part based on invoice history for a specified period of time. If the invoice is for an assembly it will calculate the quantity used for all parts in that assembly infinite levels deep.
The report first prompts you to enter the starting and ending dates to be used to gather invoice data to determine the new usage quantities. The default dates on the screen will provide the past six months of invoice data, however you may enter any time period you choose, provided pc/MRP has invoices for that time period.
Next select the method to set minimum quantities:
Then select the method to set the safety stock:
If you select "P" for percentage of safety stock and enter 1.10 the new min qtys will keep your stock at 10% when the new stock arrives. Entering 1.20 will keep your stock at 20% when the new stock when the new stock arrives. Entering 0.00 will allow the stock to run out just as the new stock arrives.
If you select "W" for number of weeks worth or safety and enter 1 the new min qtys keep your stock at 1 weeks worth of safety stock when the new stock arrives.
Entering 2 will keep your stock at 2 weeks worth of safety stock when the new stock arrives. Entering 0 will allow the stock to run out just as the new stock arrives.
If you wish to print out the calculation used to determine the usage for each part enter "P" for a printout.
If you have certain part numbers or assemblies who's min qtys you do not want changed regardless of usage figures, enter "SAV" into that part or assy's CATINDEX field in it's partmaster record.
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Sample Estimated Usage Calculation Report:
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16.6.7 Sales Trends
Selecting Sales Trends will allow you to generate a sales trend report sorted on Part number, Vendor, Qty, or $ Amount. If you select Vendor as your sort and a wide carriage print out, the report is subtotaled by vendor. The report can include All parts, parts with sales, or parts with no sales. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. You can select up to three different time periods you wish to compare (month 1,2,3,total or qtr 1,2,3,4 or yr 1,2,3,total).
Sample Sales Trend Report:
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