Sales
Analysis by Account Customers
Program/Screen: SASDTI/SASDTIC1
Description:
Use this program to review total sales, total rentals, total equipment sales, or total service by customer, and to compare those totals year over year for the current year and the last two years.
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Navigation
Access this screen by pressing F15 (Shift + F3) from the Customer Contract Inquiry screen. You can change the month, year, and currency for reviewing customer sales and rental totals. You can also use the F7 key to toggle the totals by location, region, and district.
If you want to review sales totals for a customer other than the one you were reviewing in Customer Contract Inquiry, press F5 to switch to a screen that allows you to key in a different customer number.
Where Used
Fields
Displays a code that indicates the type of customer being reviewed.
Displays the customer number and name from the Customer Contract Inquiry program. You can change the customer number by pressing F5.
Enter the month for which you would like to start the list of month's sales totals for review.
Enter the year for which you would like to start the review of sales totals for the customer.
Enter the currency code for which you would like to review sales totals.
Sales Analysis
Displays the months of the year starting with the month entered at the top of the screen.
Three columns display sales totals for the year entered at the top of the screen, and the previous two years.
Displays the percentage of change in sales year over year. This is calculated as follows:
((1
- (last year amount / this year amount) x 100))
Displays the average of all sales transactions for that month.
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Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F5 |
Restart. Switch to a screen that allows you to change the customer number. |
|
F7 |
Toggle Mode-Locations/Region/District. Toggle the display from showing totals for all locations to showing totals for a region or district. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Show Total. Display totals for all categories (sales items, rentals, equipment sales, service). |
|
F14 (Shift + F2) |
Show Rental. Display totals for rental contracts only. |
|
F15 (Shift + F3) |
Show Sales. Display totals for sales items only. |
|
F16 (Shift + F4) |
Show Equipment Sales. Display totals for sales of equipment only. |
|
F17 (Shift + F5) |
Show Service. Display totals for service work only. |
|
F18 (Shift + F6) |
Show Other. Display totals for sales in categories other than sales items, rental, equipment sales, and service. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Rental/Sales/Equipment Sales History by Customer
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