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Generating ABC analysis reports for invoices

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Invoice ➔ Statistics ➔ Graphic overviews ➔ ABC analysis

Introduction

You can generate an overview of ABC analysis to analyze the relationship between revenue or quantity and items or debtors.

The ABC analysis is a method used to classify items or other things in relation to their importance. This analysis is based on the 80/20 rule, also known as the Pareto analysis, whereby 20% of causes produce 80% of the results or value. Below is a sample of an ABC analysis:

overviewofABCanalysisforIV1

From the example, 20% of the items that generate 80% of the revenue are categorized as category A items. Thus category A items are the most important items or have the highest value. Meanwhile, category B items are relatively less important as 30% of the items generate 15% of the revenue. Items categorized as C, though larger in number, are the least important because they generate only 5% of the revenue.

The ABC analysis allows you to identify which items generated the highest revenue. Depending on the selection in the search criteria, you can also choose to generate the ABC analysis based on debtor to show which debtors are your best customers. The overview, in terms of reports and graphs, is based on processed invoices only.

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

Fields

You can filter the ABC analysis that you want to generate. To filter the ABC analysis, you can define one or more of the following criteria and click Start. The ABC analysis that matches the defined criteria is then generated and displayed in Microsoft Excel. A list of options will be displayed if you click 1-Search at Item code, Item group, and Debtor. From the list, select an option and click Select.

Show

Select Items to compare the number of items in the overview with the total revenue for these items or select Debtors to compare the number of debtors in the overview with the total revenue for these debtors. The number of items or debtors in percentage is shown in the X-axis in the ABC analysis graph.

Range section

Date, to

Type or select a date range to generate an overview of ABC analysis for invoices processed within the selected date range. By default, the All check box is selected to generate an overview of ABC analysis for invoices processed on any date.

Note: Typing or selecting only the start date will generate an overview of ABC analysis for invoices that are processed on and after the selected date. Typing or selecting only the end date will generate an overview of ABC analysis for invoices processed on and before the selected date.

Item code, to

Type or select the item code or a range of item codes to generate an overview of ABC analysis with the selected item code(s). By default, the All check box is selected to generate an overview of ABC analysis with all item codes.

Note: This box is enabled only if you have selected Items at Show.

Item group, to

Type or select the item group or a range of item groups to generate an overview of ABC analysis with the selected item group(s). By default, the All check box is selected to generate an overview of ABC analysis with all item groups.

Note: This box is enabled only if you have selected Items at Show.

Debtor, to

Type or select the debtor or a range of debtors to generate an overview of ABC analysis for invoices received by the selected debtor(s). By default, the All check box is selected to generate an overview of ABC analysis for invoices received by all debtors.

Note: This box is enabled if you have selected Debtors at Show.

Options section

Sort by

Select Revenue to sort the items by revenue or select Quantity to sort the items by quantity. By default, Revenue is selected. The total revenue or quantity in percentage is shown in the Y-axis in the ABC analysis graph.

Note: Sort by is enabled if you have selected Items at Show.

Select

Select Invoice debtor to generate an overview based on the customers who received the invoice(s) or select Sales order debtor to generate an overview based on the customers who placed the sales order(s).

Note: Select is enabled if you have selected Debtors at Show.

ABC analysis section

A/B/C

Type the number to define the percentages of A, B, and C to spread the data in the overview. The 80/20 rule applies here, thus the total of A, B, and C must always be equal to 100%.

Buttons

Start

Click this to generate the overview of the ABC analysis in Microsoft Excel. 

Close

Click this to exit.

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 Assortment:  Date: 11-09-2020
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