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Generating revenue statistics per period report for sales orders and sales invoices

Introduction

Introduction

This screen allows you to search and generate reports for revenue statistics that will show the total revenue amount earned during the period. When an invoice has been printed and processed in the final form, the revenue statistics are updated as well.

This screen is available only if you have E-Sales Analysis in your license.

Menu path

  • Invoice/Statistics/Graphic overviews/Period
  • Order/Statistics/Statistics/Period

Description

You can filter the revenue statistics that you want to generate. To filter the revenue statistics, you can define one or more of the following criteria and click Start. Click Advanced to display additional search criteria. The revenue statistics that match the defined criteria are then generated and displayed in a graph and tables of data in Microsoft Excel. A list of options appears if you click the Browse button in the Item, Debtor, and other boxes. From the list, select an option and click Select.

Note: In this document, the description is for generating a revenue statistics per period report with Items selected at Statistics in the Layout section.

Layout section

Statistics

You can generate the statistics for the following options. You can select only one option at a time:

  • Country
  • Debtors
  • Debtors by item
  • Debtors by item group
  • Items
  • Items by debtor
  • Item groups
  • Item groups by debtor
  • Item groups by resource
  • Resources
  • Resource by item group

Range section

Note: The availability of some options depends on the option selected at Statistics in the Layout section.

Date

Type or select a date or a date range to generate a report of revenue statistics for invoices or sales orders processed within the selected date range. You can also select the All check box to generate a revenue statistics report for invoices or sales orders that are processed on any date. By default, the All check box is selected.

Note: Typing or selecting only the start date will generate a report of revenue statistics for invoices or sales orders that were processed on and after the selected date. Typing or selecting only the end date will generate a report of revenue statistics for invoices or sales orders processed on and before the selected date.

Item

Type or select the item or a range of items to generate a report of revenue statistics for the selected item(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders for all the items. By default, the All check box is selected.

Note: You can select only one type of item if you have selected Debtors by item in the Statistics box under the Layout section.

Debtor

Type or select the debtor or a range of debtors to generate a report of revenue statistics for invoices received by the selected debtor(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders with any debtor. By default, the All check box is selected.

Note: You can select only one debtor if you have selected Items by debtor or Item groups by debtor in the Statistics box under the Layout section.

Resource

Type or select the resource or a range of resources to generate a report of revenue statistics for invoices handled by the selected resource(s). You can also select the All check box to generate a revenue statistics report for invoices or sales orders with any resource. By default, the All check box is selected.

Note: You can select only one resource if you have selected Item groups by resource in the Statistics box under the Layout section.

Item group

Type or select the item group or a range of item groups to generate a revenue statistics report for invoices with the selected item group(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders with any item group. By default, the All check box is selected.

Note: You can select only one type of item group if you have selected Debtors by item group or Resources by item group in the Statistics box under the Layout section.

Classification

Type or select the classification or the classification range to generate a revenue statistics report for invoices or sales orders belonging to debtors with the selected classification(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders belonging to debtors with any classification. By default, the All check box is selected.

Country

Type or select the country or a range of countries to generate a revenue statistics report for invoices or sales orders for the selected countries. You can also select the All check box to generate revenue statistics report for invoices or sales orders with any country. By default, the All check box is selected.

Cost center

Type or select the cost center or a range of cost centers to generate a revenue statistics report for invoices or sales orders handled by resources belonging to the selected cost center(s). You can also select the All check box to generate revenue statistics report for invoices or sales orders handled by resources belonging to any cost center. By default, the All check box is selected.

Warehouse

Type or select the warehouse or a range of warehouses to generate a revenue statistics report of processed invoices only for the selected warehouses. You can also select the All check box to generate revenue statistics report for invoices or sales orders with any warehouse. By default, the All check box is selected.

Assortment

Select the assortment that the item is grouped under. For more information, see Creating and maintaining assortments.

Note: The Assortment boxes displayed depend on the number of assortments defined at System/General/Settings, under Item data settings. For example, if two assortments are defined, two Assortment boxes will be displayed.

Options section

Note: The availability of some options depend on the option selected at Statistics in the Layout section.

Show

You can choose how you want the report to be displayed. Select any of the following:

  • Revenue - Select this to generate the report by revenue.
  • Quantity - Select this to generate the report by quantity.

Comparison

Select the year to be displayed in the report. You can select any of the following: 

  • Current year If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) are displayed in the overview.
  • Previous yearIf this is selected. the Previous year box will be available.

Note: This option is available only if you have selected Country, Debtors by item group, Item groups, Item groups by debtor, Item groups by resource, or Resources by item group in the Statistics box under the Layout section.

Extra data

Select the type of extra information to be displayed in the report. You can select any of the following: 

  • Current year If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) are displayed in the overview.
  • Previous yearIf this is selected, the Previous year box will be available.
  • PlanningIf this is selected, the Planning and Budget scenario boxes will be available.

Note: This option is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Statistics box under the Layout section.

Previous year

You can generate the report for the following options:

  • No The invoiced or quantities amount for the current year as defined in Date section is displayed. If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) are displayed in the overview.
  • By period The invoiced or quantities amount for the current and previous years as defined in Date section is displayed. If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the monthly invoiced or quantities amount for 2005 (the default financial year), 2004 (the lowest financial year), and 2003 (the previous year of the lowest financial year) are displayed in the report. The total invoiced or quantities amount from the lowest financial year to the default financial year is also displayed (under the Total column) and compared with the total invoiced or quantities for the year(s) before the default financial year (displayed under the Previous year column).
  • Totals only The total invoiced or quantities amount for the current and previous years as defined in Date is displayed. If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the monthly invoiced or quantities amount from the lowest financial year to the default financial year are displayed in the report. The total invoiced or quantities amount for the default financial year is also displayed and compared with the total invoiced or quantities for the year(s) before the default financial year (displayed under the Previous year column).

Note: This box is available/enabled only if you have selected Previous year in Comparison or Extra data.

Planning

You can generate the report for the following options:

  • No If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) are displayed in the overview, but the sales order / budget scenario or quantities amount is not displayed.
  • By period If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the monthly invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) are displayed and compared with the sales order / budget scenario or quantities amount.
  • Totals only If the financial years defined at System/General/Settings, under General settings are 2004 (Lowest) and 2005 (Default), and the All check box is selected in Date under the Range section, the monthly invoiced or quantities amount from 2004 (the lowest financial year) to 2005 (the default financial year) and the total sales order / budget scenario or quantity amount are displayed (under the Planning column).

Note: This box is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Layout section and if you have selected Planning in Extra data.

Budget scenario

Type or select the budget scenario or name of the budget scenario for the planning. This information is mandatory.

Note: This box is available only if you have selected Debtors, Debtors by item, Items, Items by debtor, or Resources in the Layout section and if you have selected Planning in Extra data. You can create budget scenarios at System/Finance/Budget scenarios. For more information, see Creating and maintaining budget scenarios. Once budget scenarios are created, you can enter the budgeted revenue or cost at System/Finance/Budgets. For more information, see Entering budgets.

Cumulative

Select this check box if you want to accumulate the amount or quantity for the selected layout data in the Data tab.

Lines with quantity 0

Select this check box if you want to include data with lines of zero invoice quantity or zero invoice amount in the report.

Selection criteria

Select this check box if you want to show the selection criteria in the report.

Include

Select All to include all items in the report, or Item revenue to include only revenue items in the report.

Basis

Select Invoice debtor or Sales order debtor to generate the report based on the respective option.

Include financial entries

Select this check box to include manual sales journal entries and financial transactions that were created to write off outstanding amount (entries with transaction subtype Discount/Surcharges) in the generated report. Clear this check box if you do not want to include manual sales journal entries or entries with transaction subtype Discount/Surcharges in the generated report.

Include rules

Select this check box to include all rule items or phantom items in the generated report.

Button

Start

Click this to generate the report. The following are examples of the spreadsheets that you will see in the overview:

  • Graph
  • Table
  • Data

Graph

The graph view will contain bar graph that represents data in the table view.

Table

The graph is composed based on the data from this table.

Data

This view displays information based on search criteria selection in a tabular format.

Advanced/Simple

Click Advanced to expand the search criteria. 

Click Simple to hide the search criteria.

Close

Click this to exit.

Related Document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.274.497
 Assortment:  Date: 01-01-2021
 Release:  Attachment:
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