Chapter 81: Printing Item Sales Analysis Reports (MISA)
Purpose: Use the Item Sales Analysis Reports to review inventory, cost, sales, and returns information for each item included on the report.
This menu option differs from many other report options in that you can define report selection criteria and sort options, and save your selections to run as needed.
In this chapter:
• Work with Report Selection Screen (MISA)
• Create Report Selection Screen
• Item Report Selection Screen (Defining Selection Criteria/MISA)
• Item Sales Analysis Save Options Screen (Additional Report Selections)
• Display Sales Analysis Report Options Screen
Work with Report Selection Screen (MISA)
How to display this screen: Enter MISA in the Fast path field at the top of any menu or select Print Item Sales Analysis Report from a menu.
INR0292 DISPLAY Work with Report Selection 6/20/97 9:38:43 Item Sales Analysis The Mail Order Company
Opt User Report Description Date Time 0:00:00
Type options, press Enter. 1=Select 4=Delete 5=Display
KAREN_L BOSTON BOSTON WAREHOUSE 0:00:00 KAREN_L SUMMER SUMMER ITEMS 6/20/97 9:38:43
F3=Exit F6=Create F12=Cancel F22=User option |
Field |
Description |
User |
The user ID of the person who created the report option. Alphanumeric, 10 positions; optional. |
Report |
The name of the report. Alphanumeric, 3 positions; optional. |
Description |
The description of the report. Alphanumeric, 40 positions; optional. |
Date |
The last date the report was printed or the report selection was updated. Numeric, 6 positions (MMDDYY format); optional. |
Time |
The last time the report was printed or the report selection was updated. Numeric, 6 positions (HHMMSS format); optional. |
Screen Option |
Procedure |
Create a report selection |
Press F6 to advance to the Create Report Selection Screen. |
Define and save or print a report selection |
Enter 1 next to a report selection to advance to the Item Report Selection Screen (Defining Selection Criteria/MISA). |
Display a report selection |
Enter 5 next to a report to advance to the Display Sales Analysis Report Options Screen. |
Create Report Selection Screen
Purpose: Use this screen to create the header information for a new version of the Item Sales Analysis Report.
How to display this screen: At the Work with Report Selection Screen (MISA), Press F6.
MSR0305 ENTER Create Report Selection 6/20/97 9:43:21 The Mail Order Company
Report . . . .
Description .
F3=Exit F12=Cancel |
Field |
Description |
Report |
The name of the report selection. Alphanumeric, 10 positions; optional. |
Description |
The description of the report selection. Alphanumeric, 30 positions; optional. |
Completing this screen: See Item Report Selection Screen (Defining Selection Criteria/MISA) for information on how to continue creating a new report selection.
Item Report Selection Screen (Defining Selection Criteria/MISA)
Purpose: Use this screen to define how to select items for inclusion on the report. For example, to produce a report for items in Warehouse 1 that were supplied by vendors 100 and 200, you complete the warehouse and vendor fields at this screen.
How to display this screen: At the Work with Report Selection Screen (MISA), enter 1 next to a report.
MSR0147 CHANGE Item Report Selection 6/20/97 9:54:54 Item Sales Analysis The Mail Order Company Report code : SUMMER
SUMMER ITEMS
Opt Whs Dept Class Vendor Buyer Categ Sts
Type options, press Enter. 4=Delete
3 101 BLJ
F3=Exit F12=Cancel |
Field descriptions:
Note: When selecting items to include on the report, the system checks the item's primary assignment in the Item or SKU file. You can check an item's assignment through the Enter/Maintain Items menu option; see Chapter 24: Performing Initial Item Entry (MITM). For example, if you specify warehouse 1 as a selection criterion, the system includes only items whose primary warehouse assignment is to this warehouse.
Field |
Description |
Whs (Warehouse) |
A code that represents the warehouse. Validated against the Warehouse file. See Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional. |
Dept (Department) |
A numeric code assigned to items to group them into departments for reporting purposes. Validated against the Department file; see Chapter 9: Working with Long SKU Departments (WLSD). Numeric, 4 positions; optional. |
Class |
A code assigned to a group of items to: • sort inventory • define information templates at the item class level • assign city/state restrictions • assign customer class restrictions • apply promotion discounts See Chapter 5: Working with Item Classes (WICL). Alphanumeric, 3 positions; optional. |
Vendor |
A code that represents the supplier of an item. Validated against the Vendor file; see Chapter 19: Working with Vendors (WVEN). Numeric, 7 positions; optional. |
Buyer |
A code that represents a person who is authorized to make purchases for this item. Validated against the Buyer file; see Chapter 17: Working with Buyers (WBUY). Alphanumeric, 3 positions; optional. |
Cat (Category) |
A code assigned to an item to classify and group like items. Item categories are used in the Item Relationship function. Validated against the Item Category file; see Chapter 4: Working with Item Category Codes (WITG). Alphanumeric, 4 positions; optional. |
Sts (Status) |
A code that represents an item's status such as obsolete, discontinued, etc. This information is used for inventory reporting purposes only. See Chapter 7: Working with Item Status (WIST). Alphanumeric, 1 position; optional. |
Completing this screen: When you complete this screen, you advance to the Item Sales Analysis Save Options Screen (Additional Report Selections).
Item Sales Analysis Save Options Screen (Additional Report Selections)
Purpose: Use this screen to:
• select the sort order of the Item Sales Analysis Report
• select the accounting periods to include on the report
• indicate whether to print, save, or print and save the report
• optionally, enter a different description
How to display this screen: At the Item Report Selection Screen (Defining Selection Criteria/MISA), press Enter.
INR0336 ENTER Item Sales Analysis Save Options 1/20/99 10:00:58 The Mail Order Company
Sort selection . . . . . B6 By Whs, $ Sold Asn
Accounting Periods:
Starting period . . 01 (Month) 97 (Year) Ending period . . . 12 (Month) 98 (Year)
Selection Option . . . . 1. Print Only 2. Save Only 3. Save and Print
Report code . . . . . : SUMMER Description . . . . . . SUMMER ITEMS
F3=Exit F12=Cancel |
Field |
Description |
Sort selection |
The sort selection field specifies how the report will be sorted. Valid values: • B6 = Warehouse, $ sold (ascending) • B7 = Warehouse, $ sold (descending) • B8 = Department, $ sold (descending) • B9 = Department, $ sold (ascending) • C1 = Item class, $ sold (ascending) • C2 = Item class, $ sold (descending) • C3 = Vendor, $ sold (ascending) • C4 = Vendor, $ sold (descending) • C5 = Buyer, $ sold (descending) • C6 = Buyer, $ sold (ascending) • C7 = Category, $ sold (ascending) • C8 = Category, $ sold (descending) • C9 = Status, $ sold (descending) |
|
• D1 = Status, $ sold (ascending) • D2 = Item, $ sold (ascending) • D3 = Item, $ sold (descending) • D8 = $ sold (ascending) • D9 = $ sold (descending) • E1 = Units sold (ascending) • E2 = Units sold (descending) Alphanumeric, 2 positions; required. |
Starting period |
The starting month and year used in report selection. Enter the starting date to include. Numeric, 2 positions; required. |
Ending period |
The ending month and year used in the report selection. Enter the ending date to include. Numeric, 2 positions; required. |
Selection option |
Enter the number associated with the options, as follows: • 1 = Print the Item Sales Analysis Report; do not save the selection information • 2 = Save the selection information; do not print the report • 3 = Print the report and save the selection information Alphanumeric, 1 position; required. |
Report code |
The name of the report selection. Alphanumeric, 10 positions; display-only. |
Description |
The description of the report selection. Alphanumeric, 30 positions; required. |
Completing this screen: Based on your selection option, the system prints the Item Sales Analysis Report and/or saves your selections.
Display Sales Analysis Report Options Screen
To display: Enter 5 next to a report at the Work with Report Selection Screen (MISA) to advance to the Display Report Selection screen. This screen displays the selection criteria and sort selection for the report. You cannot change any information on this screen.
| Chapter 80: Using Inventory Inquiry (DINI) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Item Sales Analysis Report |
ME12_02 CWDirect 18.0 August 2015 OTN