Statistics of item groups
Introduction
You
can obtain the statistics of item groups in the form of a graph and data in
Microsoft Excel at Purchase/Statistics/Statistics/Item group. The
statistics provides information such as costs, costs percentage, margin, and
markup percentage for item groups.
Description
You can filter the statistics of
item groups that you want to display. To filter for statistics of item groups,
you can specify one or more of the following criteria and click Start.
The statistics of item groups that matches the filter criteria you specified is
then displayed in the form a graph and data.
Range
section
Date
Type or select a range of dates to
display the statistics of item groups for the selected date range. Select the
All check box to display the statistics of item groups for all dates.
Note: Typing or selecting only the
start date will display the statistics for the selected date and later dates.
Typing or selecting only the end date will display the statistics for the
selected date and earlier dates.
Item
group
Type or select an item group or a
range of item groups to display the statistics for the selected item group(s).
Select the All check box to display the statistics for all item groups.
The following options are
available only when the Advanced button is clicked.
Fulfillment date
Type or select a range of
fulfillment dates to display the statistics of item groups with the selected
fulfillment date range. Select the All check box to display the
statistics of item groups with any fulfillment date.
Note: Typing or selecting only the
start date will display the statistics of item groups with the selected
fulfillment date and later dates. Typing or selecting only the end date will
display the statistics of item groups with the selected fulfillment date and
earlier dates.
Purchase order
Type or select a purchase order or
a range of purchase orders to display the statistics of item groups with items
quoted in the selected purchase order(s). Select the All check box to
display the statistics of item groups with items quoted in any purchase order.
Your ref.
Type or select a your reference
number or a range of your reference numbers to display the statistics of item
groups with the selected your reference number(s). Select the All check
box to display the statistics of item groups with any your reference
number.
Item
Type or select an item to display
the statistics of item group with the selected item. Select the All check
box to display the statistics of item groups with any item.
Warehouse
Select a warehouse to display its
statistics of item groups with items belonging to the selected warehouse. Select
the All check box to display the statistics of item groups with items
belonging to any warehouse.
Ordered at
Select a supplier to display the
statistics of item groups for the selected supplier. Select the All check
box to display the statistics of item groups for any supplier.
Classification
Select a classification to display
the statistics of item groups with supplier(s) belonging to the selected account
classification. Select the All check box to display the statistics of
item groups with supplier(s) belonging to any account classification.
Country
Select a country to display the
statistics of item groups with supplier(s) with the selected country. Select the
All check box to display the statistics of item groups with supplier(s)
with any country.
Resource
Select a resource to display the
statistics of item groups with items linked to the selected resource. Select the
All check box to display the statistics of item groups with items linked
to any resource.
Cost center
Select a cost center to display
the statistics of item groups with items linked to the resource belonging to the
selected cost center. Select the All check box to display the statistics
of item groups with items linked to the resource belonging to any cost center.
Assortments
1/2/3
Select the assortment(s) to
display the statistics of item groups with items linked to the selected
assortment(s).
Note: The Assortment boxes displayed
depend on the number of assortments defined at Purchase/Items/Assortments
or System/General/Settings,
under Item data settings.
For example, if three assortments are defined, three Assortment boxes will be
displayed.
Options
section
This section is available only
when the Advanced button is clicked.
Show
Select Costs to display the
statistics of item groups by costs. Select Quantity to display the
statistics of item groups by quantity.
Note: If Quantity is selected,
Unit becomes available.
Unit
Select Purchase units or
Sales units to display the statistics of item groups by the corresponding
units.
Comparison
Select Current year to
display the statistics of item groups for the current year. Select Previous
year to compare the current year’s statistics of item groups with the
previous year’s statistics. Select Planning to compare the current year’s
statistics of item groups with the planning details.
Current
year
This option is available if you
have selected Current year for Comparison. Select one of the
following:
- No — Select No to display the
statistics of item groups without margin and discount details
- Margin — Select Margin to display
the statistics of item groups with margin details
- Discount — Select Discount to
display the statistics of item groups with discount details
- Both — Select Both to display
the statistics item groups with both margin and discount details.
Previous year
This option is available if you
have selected Previous year for Comparison. Select one of the
following:
- No — Select No to display the
statistics of item groups without details
- Totals
only — Select
Totals only to display the statistics of item groups showing totals.
Planning
This option is available if you
have selected Planning for Comparison. Select one of the
following:
- No — Select No to display the
statistics of item groups without details
- Totals
only – Select
Totals only to display the statistics of item groups showing totals. If
you have selected Totals only, the Budget scenario will be enabled
- Budget
scenario —
Type or
select the budget scenario to show the totals for the selected budget scenario.
Selection
criteria
Select the Selection
criteria check box to display the selection criteria in the statistics of
item groups that will be displayed in Microsoft Excel.
Include
Select All to include all
details in the statistics of item groups being displayed. Select Item
revenue to include revenue of items in the statistics of item groups being
displayed.
Buttons
Start
Click Start to display the
statistics of item groups in the form of a graph and data in Microsoft Excel
based on the specified criteria. See the example below for the statistics of
item groups:
Advanced/Simple
Click Advanced for advanced
filter options. Click Simple for simple filter options.
Close
Click Close to exit.
Related
documents
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Main Category: |
Attachments & notes |
Document Type: |
Online help main |
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All - 0 |
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Document ID: |
12.552.171 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
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