Exact Synergy Enterprise

InterConnect for Macola Pivot Analysis Report for Purchase Orders

InterConnect for Macola provides a Pivot Analysis Report that can be used for simple yet powerful analytics, to provide clear insight into data in Synergy Enterprise and your back office. Analysis is an important part of the sales process; InterConnect provides several tools that allow you to mine your sales history for useful information. The most powerful of these tools is Pivot Analysis Report.

Use the following for field options and values. When generating a Pivot Analysis Report for purchase orders, you do not need to enter a value in every field. These fields help narrow down the amount of data shown on the report:

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

Supplier: Leave this field blank to include purchase orders from all suppliers; enter a specific supplier number; or click the search icon to select from a list of suppliers.

Date: Ordered: This refers to the date the customer placed an order. You can enter the same date in both fields; different dates in both fields for a range; or leave the fields blank for all dates.

Account Manager: Select a salesperson or leave this field blank to include all sales people.

Date: Printed: This refers to the date the order was entered in the system. You can enter the same date in both fields; different dates in both fields for a range; or leave the fields blank for all dates.

Buyer Planner: Enter a buyer/planner to filter the list of purchase orders and show only the purchase orders associated with the buyer/planner.

Status: Select the check boxes for the statuses to include: Closed, Printed, Released, Unreleased, Cancelled, History. You can select any combination.

Item: Enter an item number or leave this field blank to include all items.

Type: Select the check boxes for the types of orders to include: Normal, Blanket, Drop ship. You can select any combination.

Analysis: Choose the type of analysis you want to view: Matrix or Chart. Your choice changes some of the fields available.

Vertical: Row/Top: Select the value to show in the first column in the report, for example, Account. This value is the start of each row.

Horizontal: Column/Top (visible for Matrix Analysis only): Select the value to show in the columns in the report, for example, Item. This value is a heading for each column.

Field Value: Select a value to show on the report: Item Count; Order: Count; Costs

Show Totals (visible for Matrix Analysis only): Select the totals to show on the report:
Items: Count | Orders: Count | Costs

Chart: Type (visible for Chart Analysis only): Select a chart type to display the data.

Running the Pivot Analysis Report for Purchase Orders

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola ES heading, click Reports: Purchasing.

   

4. On the Purchasing tab, under the Analysis heading, click Pivot analysis: PO.

   

InterConnect for Macola Introduction and Document Index