Exact Globe+

Excel Add-in: Explanation REV_ITEM_FY function

Introduction

With the REV_ITEM_FY function you can include revenue statistics per year per item and/or debtor in the worksheet. This function works in the same manner as the REV_ITEM function. For more information, see Excel Add-in: Explanation function REV_ITEM.

Menu path

To use the REV_ITEM_FY function, launch Microsoft Excel, and then click Exact Globe: Function at the menu. Next, select REV_ITEM_FY at Function.

Fields

Company

Select the administration from which you want to retrieve the Exact Globe Next data. If you select Default, the data will be taken from the default company. For more information, see Excel Add-In: Open or select a company. If you select a company, the data from the selected company will be displayed. The advantage of not selecting a company is that the same report can be used for each company. You only need to change the default company to get the right data.

Function

Select the function you want to use. In this case, REV_ITEM_FY.

Item code

Select the item you want to be displayed on the report.

Debtor

Select the debtor you want to be displayed on the report. You can also select a range of debtors by using ":" to separate the debtors. To display the debtors from 1111 to 3086, type 1111:3086.

Financial year

Select a financial year.

Period

Select the period for which you want the amounts to be displayed.

Type

Select the value for which you want information to be displayed. You can select the following options:

Revenue (1)
Revenue PY (2)
Revenue quantity (3)
Revenue quantity previous year (4)
Revenue margin (5)
Revenue margin previous year (6)
Standard cost price (9)

Calculation method

Indicate which calculation method should be used. You have the following options :

Period figures (1) — Only figures from the selected period will be displayed, in the default currency.
Cumulative (2) — The cumulative amount, so all the transactions up to and including the selected period in the default currency.

Example

REV_ITEM_FY("AC1510";"1010";2001;17;"7";1;1)

In the worksheet, the result displays the amount for which item 'AC1510' has been sold to debtor 1010 in period 7 of 2001 in company 17 .