Exact Synergy Enterprise

InterConnect for Macola Item Sales Statistics

This page shows the sales statistics for an item. The statistical information includes inventory date (in the Stock section): for the selected warehouse (inventory location): quantity on hand, quantity back ordered, quantity allocated, quantity on order, and quantity available. Three other sections show period, year-to-date, and last year information: quantity sole, quantity used, quantity scrapped, the sales price per unit, the cost per unit (based on your costing method), and the margin.

Division: Select a division for the report. These are back office companies set up in InterConnect.

Item: Enter an inventory item number.

Warehouse: Enter a warehouse (inventory location) code. If you leave this blank, the statistics are for all warehouse locations combined.

Stock

On Hand: The quantity of the item currently in stock.

Back Ordered: The quantity of the item to meet customer orders or projected manufacturing needs.

Allocated: The quantity allocated to meet orders or projected manufacturing needs.

On Order: The quantity on order. This increases when purchase orders for this item are processed in Progression P/O. This decreases when receiving transactions are entered in Progression I/M.

Available: This is the On Hand quantity minus the Allocated quantity.

Period

Sold: The quantity sold so far this period from this location. This is updated after orders are invoiced in Progression O/E. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Usage: The quantity used so far for this period from this location. This value comes from shipping item quantity to a customer and by consuming the item as a component of some manufacturing process. This is updated when orders are invoiced in Progression O/E; inventory transactions are processed in Progression I/M; work orders are produced in Progression POP; or material is issued to shop orders in Progression SFC. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Scrap: The quantity scrapped so far for this period from this location. This field is updated each time the item is scrapped during receiving inspection in Progression P/O. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Sales: The dollar amount of sales of this item so far this period from this location. This column is updated from sales order line items when you post the invoice for a customer order that has this item in Progression O/E. Production orders and shop orders do not update this column. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Cost: The cost of the quantity of this item that has been sold so far this period from this location. This is updated after invoicing sales orders in Progression O/E. This is updated from the sales order line items when you post the invoice for a customer order with this item. Production orders and shop orders do not update this column. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Margin: This is the sales minus the cost.

Year To Date

Sold: The quantity sold year-to-date from this location. This is updated after orders are invoiced in Progression O/E. This can be reset to zero by running the Progression I/M process Clear Accumulators. Doing so populates the Last Year Sold field with the current year information.

Usage: The quantity used year-to-date from this location. This value comes from shipping item quantity to a customer and by consuming the item as a component of some manufacturing process. This is updated when orders are invoiced in Progression O/E; inventory transactions are processed in Progression I/M; work orders are produced in Progression POP; or material is issued to shop orders in Progression SFC. This can be reset to zero by running the Progression I/M process Clear Accumulators. Doing so populates the Last Year Usage field with the current year information.

Scrap: The quantity scrapped year-to-date from this location. This field is updated each time the item is scrapped during receiving inspection in Progression P/O. This can be reset to zero by running the Progression I/M process Clear Accumulators. Doing so populates the Last Year Scrap field with the current year information.

Sales: The dollar amount of sales of this item year-to-date from this location. This column is updated from sales order line items when you post the invoice for a customer order that has this item in Progression O/E. Production orders and shop orders do not update this column. This can be reset to zero by running the Progression I/M process Clear Accumulators. Doing so populates the Last Year Sales field with the current year information.

Cost: The cost of the quantity of this item that has been sold year-to-date from this location. This is updated after invoicing sales orders in Progression O/E. This is updated from the sales order line items when you post the invoice for a customer order with this item. Production orders and shop orders do not update this column. This can be reset to zero by running the Progression I/M process Clear Accumulators. Doing so populates the Last Year Cost field with the current year information.

Margin: This is the sales minus the cost.

Returned: The quantity of this item returned so far this year from this location. Each time an item is returned during receiving inspection, this field is updated. This can be reset to zero by running the Progression I/M process Clear Accumulators.

Last Year

Sold: The quantity sold last year from this location. This is updated after running the Progression I/M process Clear Accumulators.

Usage: The quantity used last year from this location. This is updated by running the Progression I/M process Clear Accumulators.

Scrap: The quantity scrapped last year from this location. This is updated by running the Progression I/M process Clear Accumulators.

Sales: The dollar amount of sales of this item last year from this location. This is updated by running the Progression I/M process Clear Accumulators.

Cost: The cost of the quantity of this item that has been sold last year from this location. This is updated by running the Progression I/M process Clear Accumulators.

Margin: This is the sales minus the cost.

How to View Item Sales Statistics

1. Open an item card.
2. In the Monitor section, click the (Prog) Statistics link.
3. Warehouse: If needed, enter a warehouse code.
4. Item: To see statistics for another item, enter or search for another item number.
5. When finished reviewing sales statistics, click the Reports button or the Close button.

InterConnect for Macola Introduction and Document Index