Purpose: The information displayed on the Sales Summary page is described below:
For more information:
• Sales Summary for an overview of the Sales Summary page.
• Sales Summary Options for step-by-step instructions on the actions you can perform on the Sales Summary page.
Entity: If the current company supports multiple entities, you can select an entity from the drop-down field above the sames summary tiles to restrict the displayed data to that entity; otherwise, this field is not displayed. All entities are displayed by default.
Note: The totals displayed on this page may be different from those displayed in the Sales Summary option (DSSS) in Classic View.
Periods: The following tiles present totals at the top of the page:
• Sales Today: Sales so far for the current date. Selected by default.
• Sales This Week: Sales so far for the current week. The current week runs from Monday through Sunday, and the totals displayed include all days so far for this period.
Note: The calculation of totals for This week occurs regardless of whether a new month starts during the week.
Example: Today is Sunday June 3. The totals displayed under This week include Monday May 28 through the current date.
• Sales This Month: Sales so far for the current month.
Values included in each tile:
• Merchandise Value: See the Sales Summary Calculations for a discussion on how the total merchandise value is calculated for the current day, week, and month.
• Currency Code: Set to the Local Currency (A55). See this system control value in the Classic View online help for more information on currency, and how orders amounts in different currencies are converted to the local currency.
• Invoice Count: See the Sales Summary Calculations for a discussion on how the total number of invoices is calculated for the current day, week, and month.
• Average Value: The Merchandise Value for the day, week, or month, divided by the Invoice Count.
The summary table lists the sales totals for the current date, current week, or current month, based on the currently selected sales summary tile, as well as the currently selected entity, if any.
The date or date range for the currently selected tile is displayed above the table, for example: Sales This Month (12/01/2020 - 12/31/2020).
Entries are broken out by order type, and you can also break them out by delivery type if the integration with Order Broker is in use, as described below.
Table totals: The table totals include:
• Order Type. Only order types that have had sales activity in the selected period are included in the summary table.
• Invoice Count: The total number of shipments billed with merchandise amounts greater than zero for the displayed time period. See Sales Summary Calculations for more information, and see the Consolidated Invoice (B49) system control value in the Classic View online help for a discussion on the factors that control how many invoices are generated for orders that include multiple shipments on the same day.
• Merchandise Value: The total merchandise value shipped. See Sales Summary Calculations for more information.
• Average Value: The Merchandise Value divided by the Invoice Count.
Fields Displayed for Summary Table When Order Broker Integration is in Use
When integration with Order Broker is in use, based on whether the Use Merchandise Locator (I38) system control value is selected, you can toggle between displaying sales totals broken out by order type or delivery type by using the View option above the sales summary table.
• Order Type: Selected by default. When Order Type is selected in the View option at the top of the summary table, the first column in the summary table is Order Type, and you can expand each order type to display each Delivery Type billed for the order type on the current day, week, or month. Only order types that have had sales activity in the selected period are included in the summary table.
For example, an Order Type of WEB ORDER (W) is displayed, where W is the order type code. You can expand WEB ORDER (W) to display Ship for Pickup (S) and Direct Delivery which shipped during the current time period.
Order type codes and descriptions are defined through the Work with Order Type (WOTY) menu option in Classic View.
• Delivery Type: When Delivery Type is selected in the View option at the top of the summary table, the first column in the summary table is Delivery Type, and you can expand each delivery type to display each Order Type billed for the delivery type on the current day, week, or month.
For example, a Delivery Type of Ship for Pickup is displayed. You can expand Ship for Pickup to display order types of PHONE ORDER (P) and WEB ORDER (W), which shipped during the current time period.
Only delivery types that have had sales activity in the selected period are included in the summary table.
Sales This Day, Week, or Month by Order Type: The bar charts displayed next to the summary table illustrate the percentage of merchandise value shipped for each order type or delivery type, based on the settings currently selected in the summary table. Only order types or delivery types that have had sales activity in the selected period are illustrated.
If a particular order type or delivery type made up less than 1% of the merchandise value shipped, it is not displayed in a bar chart.
Position your cursor over a bar chart to display the percentage it represents in the total merchandise value of sales for the selected period. Percentages listed are rounded to whole numbers.
Sales This Day, Week, or Month by Delivery Type: If integration with Order Broker is in use and the View is currently set to Delivery Type, the bar charts illustrate the percentage of merchandise value shipped for each delivery type. See Fields Displayed for Summary Table When Order Broker Integration is in Use for background.
________________________________
Copyright © 2020, Oracle and/or its affiliates. All rights reserved.
Legal Notices