97 Sales Analysis Revisions
This chapter contains these topics:
The Sales Analysis Revisions screen lets you review and revise the information in the Sales Analysis Reporting file (F1543). For example, you could review how the sales calculations are derived and the differences between the rolling sales and the year-to-date (YTD) sales. Then you could change or delete the detail lines with information that is not valid or is incomplete. A processing option controls whether the system recalculates the related information interactively according to the changes that you make.
Any records that have been changed, recalculated, or deleted can be reset to the original information. To do this, you must rerun the related DREAM Writer version of the Sales Analysis Generation program.
For an overview of sales analysis, see Chapter 93, "Sales Analysis Process" in this guide.
From the Real Estate Management System menu (G15), choose Sales Overage.
From the Sales Overage (Percent Rent) menu (G1522), choose Sales Analysis Processing.
From the Tenant Sales Analysis Processing menu (G15222), choose Sales Analysis Revisions.
Figure 97-1 Sales Analysis Revisions screen
Description of "Figure 97-1 Sales Analysis Revisions screen"
Figure 97-2 Sales Analysis Revisions (Fold Area) screen
Description of "Figure 97-2 Sales Analysis Revisions (Fold Area) screen"
97.1 Display Sales Analysis Summary
To display the sales figures for a sales analysis summary code, type I in the Action Code field, type the code in the Sales Analysis Code field, and press Enter. Note the following:
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You can limit the information that is displayed by using the fields in the upper part of the screen. When you enter more values in combination, the search is more specific. However, you can use only the fields that are defined in the key structure for that code. The system verifies the code against the Sales Analysis (Summary) Control file (F1544) and protects the fields that are not relevant.
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The Per (Period) and Yr (Year) fields control the reporting period for the information that you want to display. If you leave these fields blank, the screen displays the most recent period for which sales analysis has been generated.
97.2 Change Sales Analysis Information
To change the information that you have displayed, type C in the Action Code field, type the appropriate information, and press Enter or F5. If automatic recalculation is active, the system recalculates the related information interactively according to changes you make. Note the following:
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This automatic update involves only the record with which you are working. Changes have no effect across records.
For example, a change to a quarter-to-date (QTD) sales amount for the reporting period 03/17 does not affect the same QTD amounts in the records for 01/17 and 02/17. In the same way, a change to a sales amount in the MTD (Month-to-Date) Last Year field for 03/17 does not affect the sales amount in the MTD This Year field for 03/16.
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The system recognizes only one change at a time. After all the related fields have been recalculated for a change, you can change another field to trigger the recalculation process again.
97.3 Delete Displayed Sales Analysis Information
There are two methods you can use to delete the information that you have displayed:
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To delete all the sales analysis information that you have displayed, type D in the Action Code field and press Enter.
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To delete one or more detail lines, type C (Change) in the Action Code field, type 9 in the OP (Option) field for each line you want to delete, and press Enter or F5.
97.4 Processing Options
In processing option 1, the phrase "related amount fields" refers to the fields that are directly related to the amount that is changed. Therefore, such fields can also be subsequently updated as a result.
97.5 Guidelines
You can use the Report Year Beginning Month field on the P.M. System Constants screen to organize the fiscal periods for the sales information that is displayed on the Sales Analysis Revisions screen. If the field contains 5, for example, the screen displays all sales for all tenants on a May - April fiscal year. The first quarter of sales is then for May, June, and July.
97.6 Technical Considerations
If a change triggers the recalculation process, the related fields are recalculated in a specific sequence to obtain the correct results. The following table shows this sequence for each field that can trigger the process.
| Changed Field | Sequence of Recalculated Fields |
|---|---|
| MTD-Gross Sales Amounts-This Year | 1 – MTD-Gross Sales Amounts-Change
2 – MTD-Per Square Foot (PSF) Amounts-This Year 3 – MTD-PSF Amounts-Change 4 – MTD-Percent Change 5 – QTD-Gross Sales Amounts-This Year 6 – QTD-Gross Sales Amounts-Change 7 – QTD-PSF Amounts-This Year 8 – QTD-PSF Amounts-Change 9 – QTD-Percent Change 10 – YTD-Gross Sales Amounts-This Year 11 – YTD-Gross Sales Amounts-Change 12 – YTD-PSF Amounts-This Year 13 – YTD-PSF Amounts-Change 14 – YTD-Percent Change 15 – CYP (Current Year Projection)-Gross Sales Amounts-This Year 16 – CYP-Gross Sales Amounts-Change 17 – CYP-PSF Amounts-This Year 18 – CYP-PSF Amounts-Change 19 – CYP-Percent Change |
| MTD-Gross Sales Amounts-Last Year | 1 – MTD-Gross Sales Amounts-Change
2 – MTD-PSF Amounts-Last Year 3 – MTD-PSF Amounts-Change 4 – MTD-Percent Change 5 – QTD-Gross Sales Amounts-Last Year 6 – QTD-Gross Sales Amounts-Change 7 – QTD-PSF Amounts-Last Year 8 – QTD-PSF Amounts-Change 9 – QTD-Percent Change 10 – YTD-Gross Sales Amounts-Last Year 11 – YTD-Gross Sales Amounts-Change 12 – YTD-PSF Amounts-Last Year 13 – YTD-PSF Amounts-Change 14 – YTD-Percent Change 15 – CYP-Gross Sales Amounts-This Year 16 – CYP-Gross Sales Amounts-Last Year 17 – CYP-Gross Sales Amounts-Change 18 – CYP-PSF Amounts-Last Year 19 – CYP-PSF Amounts-Change 20 – CYP-Percent Change |
| MTD-PSF Amounts-This Year | 1 – MTD-Gross Sales Amounts-This Year
2 – MTD-Gross Sales Amounts-Change 3 – MTD-PSF Amounts-This Year 4 – MTD-PSF Amounts-Change 5 – MTD-Percent Change 6– QTD-Gross Sales Amounts-This Year 7 – QTD-Gross Sales Amounts-Change 8 – QTD-PSF Amounts-This Year 9 – QTD-PSF Amounts-Change 10 – QTD-Percent Change 11 – YTD-Gross Sales Amounts-This Year 12 – YTD-Gross Sales Amounts-Change 13 – YTD-PSF Amounts-This Year 14 – YTD-PSF Amounts-Change 15 – YTD-Percent Change 16 – CYP-Gross Sales Amounts-This Year 17 – CYP-Gross Sales Amounts-Change 18 – CYP-PSF Amounts-This Year 19 – CYP-PSF Amounts-Change 20 – CYP-Percent Change |
| MTD-PSF Amounts-Last Year | 1 – MTD-Gross Sales Amounts-Last Year
2 – MTD-Gross Sales Amounts-Change 3 – MTD-PSF Amounts-Last Year 4 – MTD-PSF Amounts-Change 5 – MTD-Percent Change 6 – QTD-Gross Sales Amounts-Last Year 7 – QTD-Gross Sales Amounts-Change 8 – QTD-PSF Amounts-Last Year 9 – QTD-PSF Amounts-Change 10 – QTD-Percent Change 11 – YTD-Gross Sales Amounts-Last Year 12 – YTD-Gross Sales Amounts-Change 13 – YTD-PSF Amounts-Last Year 14 – YTD-PSF Amounts-Change 15 – YTD-Percent Change 16 – CYP-Gross Sales Amounts-This Year 17 – CYP-Gross Sales Amounts-Last Year 18 – CYP-Gross Sales Amounts-Change 19 – CYP-PSF Amounts-Last Year 20 – CYP-PSF Amounts-Change 21 – CYP-Percent Change |
| QTD-Gross Sales Amounts-This Year | 1 – QTD-Gross Sales Amounts-Change
2 – QTD-PSF Amounts-This Year 3 – QTD-PSF Amounts-Change 4 – QTD-Percent Change 5 – YTD-Gross Sales Amounts-This Year 6 – YTD-Gross Sales Amounts-Change 7 – YTD-PSF Amounts-This Year 8 – YTD-PSF Amounts-Change 9 – YTD-Percent Change 10 – CYP-Gross Sales Amounts-This Year 11 – CYP-Gross Sales Amounts-Change 12 – CYP-PSF Amounts-This Year 13 – CYP-PSF Amounts-Change 14 – CYP-Percent Change |
| QTD-Gross Sales Amounts-Last Year | 1 – QTD-Gross Sales Amounts-Change
2 – QTD-PSF Amounts-Last Year 3 – QTD-PSF Amounts-Change 4 – QTD-Percent Change 5 – YTD-Gross Sales Amounts-Last Year 6 – YTD-Gross Sales Amounts-Change 7 – YTD-PSF Amounts-Last Year 8 – YTD-PSF Amounts-Change 9 – YTD-Percent Change 10 – CYP-Gross Sales Amounts-This Year 11 – CYP-Gross Sales Amounts-Last Year 12 – CYP-Gross Sales Amounts-Change 13 – CYP-PSF Amounts-Last Year 14 – CYP-PSF Amounts-Change 15 – CYP-Percent Change |
| QTD-PSF Amounts-This Year | 1 – QTD-Gross Sales Amounts-This Year
2 – QTD-Gross Sales Amounts-Change 3 – QTD-PSF Amounts-Change 4 – QTD-Percent Change 5 – YTD-Gross Sales Amounts-This Year 6 – YTD-Gross Sales Amounts-Change 7 – YTD-PSF Amounts-This Year 8 – YTD-PSF Amounts-Change 9 – YTD-Percent Change 10 – CYP-Gross Sales Amounts-This Year 11 – CYP-Gross Sales Amounts-Change 12 – CYP-PSF Amounts-This Year 13 – CYP-PSF Amounts-Change 14 – CYP-Percent Change |
| QTD-PSF Amounts-Last Year | 1 – QTD-Gross Sales Amounts-Last Year
2 – QTD-Gross Sales Amounts-Change 3 – QTD-PSF Amounts-Change 4 – QTD-Percent Change 5 – YTD-Gross Sales Amounts-Last Year 6 – YTD-Gross Sales Amounts-Change 7 – YTD-PSF Amounts-Last Year 8 – YTD-PSF Amounts-Change 9 – YTD-Percent Change 10 – CYP-Gross Sales Amounts-This Year 11 – CYP-Gross Sales Amounts-Last Year 12 – CYP-Gross Sales Amounts-Change 13 – CYP-PSF Amounts-Last Year 14 – CYP-PSF Amounts-Change 15 – CYP-Percent Change |
| YTD-Gross Sales Amounts-This Year | 1 – YTD-Gross Sales Amounts-Change
2 – YTD-PSF Amounts-This Year 3 – YTD-PSF Amounts-Change 4 – YTD-Percent Change 5 – CYP-Gross Sales Amounts-This Year 6 – CYP-Gross Sales Amounts-Change 7 – CYP-PSF Amounts-This Year 8 – CYP-PSF Amounts-Change 9 – CYP-Percent Change |
| YTD-Gross Sales Amounts-Last Year | 1 – YTD-Gross Sales Amounts-Change
2 – YTD-PSF Amounts-Last Year 3 – YTD-PSF Amounts-Change 4 – YTD-Percent Change 5 – CYP-Gross Sales Amounts-This Year 6 – CYP-Gross Sales Amounts-Last Year 7 – CYP-Gross Sales Amounts-Change 8 – CYP-PSF Amounts-Last Year 9 – CYP-PSF Amounts-Change 10 – CYP-Percent Change |
| YTD-PSF Amounts-This Year | 1 – YTD-Gross Sales Amounts-This Year
2 – YTD-Gross Sales Amounts-Change 3 – YTD-PSF Amounts-Change 4 – YTD-Percent Change 5 – CYP-Gross Sales Amounts-This Year 6 – CYP-Gross Sales Amounts-Change 7 – CYP-PSF Amounts-This Year 8 – CYP-PSF Amounts-Change 9 – CYP-Percent Change |
| YTD-PSF Amounts Last Year | 1 – YTD-Gross Sales Amounts-Last Year
2 – YTD-Gross Sales Amounts-Change 3 – YTD-PSF Amounts-Change 4 – YTD-Percent Change 5 – CYP-Gross Sales Amounts-This Year 6 – CYP-Gross Sales Amounts-Last Year 7 – CYP-Gross Sales Amounts-Change 8 – CYP-PSF Amounts-Last Year 9 – CYP-PSF Amounts-Change 10 – CYP-Percent Change |
| CYP-Gross Sales Amounts-Last Year | 1 – CYP-Gross Sales Amounts-This Year
2 – CYP-Gross Sales Amounts-Change 3 – CYP-PSF Amounts-Last Year 4 – CYP-PSF Amounts-Change 5 – CYP-Percent Change |
| Square Footage This Year | 1 – MTD-PSF Amounts-This Year
2 – MTD-PSF Amounts-Change 3 – QTD-PSF Amounts-This Year 4 – QTD-PSF Amounts-Change 5 – YTD-PSF Amounts-This Year 6 – YTD-PSF Amounts-Change 7 – CYP-PSF Amounts-This Year 8 – CYP-PSF Amounts-Change |
| Square Footage Last Year | 1 – MTD-PSF Amounts-Last Year
2 – MTD-PSF Amounts-Change 3 – QTD-PSF Amounts-Last Year 4 – QTD-PSF Amounts-Change 5 – YTD-PSF Amounts-Last Year 6 – YTD-PSF Amounts-Change 7 – CYP-PSF Amounts-Last Year 8 – CYP-PSF Amounts-Change |
| MTD-Empty Months | 1 – QTD-Empty Months
2 – YTD-Empty Months |
| QTD-Empty Months | 1 – YTD-Empty Months |
| MTD-Abs Chg SF (Absolute Change in Square Footage) | 1 – QTD-Abs Chg SF
2 – YTD-Abs Chg SF |
| QTD-Abs Chg SF | 1 – YTD-Abs Chg SF |
The following fields are not affected by the recalculation process nor does a change to them trigger the process:
| Field | Field |
|---|---|
| Rolling 12 Months Sales | PY Empty Mos (Prior Year Empty Months) |
| MTD-Net Change SF | YTD-Empty Months |
| Count Field | YTD-Net Change SF |
| QTD-Net Change SF | YTD-Abs Chg SF |