VIEW SALES ANALYSIS INFORMATION

Use this screen to review sales order information and associated order costs, sales, and calculated profit/loss margins. Detailed sales order line information, including invoices, labor, and subcontract costs, displays along with issues, shipping, and accounts receivable information.

You can limit the inquiry to sales orders for one project, catalog, or customer. You can refine the inquiry by selecting a sales order status code or combination of status codes. After you choose your order criteria and click , all sales orders in Costpoint that match the criteria displays.

The revenue or sales numbers in the inquiry screen display based on invoiced sales order items. The Sales Order Analysis subtask displays the sales analysis for the order as a whole using cumulative line data. Use the Sales History subtask to view the sales analysis for individual lines on the order.

All amounts will be in the functional and transaction currencies; however, if you do not use Multicurrency, Costpoint disables all columns relating to transaction currency.

Use the Sales Analysis Inquiry screen whenever you need to review or revise the status of a sales order.

Location

Project

To limit the inquiry to sales orders for one project, enter, or click to select, the project ID and then click . You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Project field blank before clicking to include all sales orders in Costpoint that match the selected status codes.

Catalog

To limit the inquiry to sales orders for one catalog, enter, or click to select, the catalog ID and then click to run the inquiry. You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Catalog field blank before using to include all sales orders in Costpoint that match the selected status codes.

Customer

To limit the inquiry to sales orders for one customer, enter, or click to select, the customer ID and then click to run the inquiry. You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Customer field blank before using to include all sales orders in Costpoint that match the selected status codes.

Sales Order

To limit the inquiry to one sales order, enter, or click to select, the sales order ID and then click to run the inquiry. Leave the Sales Order field blank before clicking to include all sales orders in Costpoint that match the selected status codes.

Trans Currency

To limit the inquiry to sales orders for one transaction currency, enter, or click to select, the transaction currency and then click to run the inquiry. You can refine your inquiry by selecting a sales order status code or combination of status codes from the Select SO Status group box. Leave the Trans Currency field blank before clicking to include all sales orders in Costpoint that match the selected status codes.

Select SO Status

Use this group box to retrieve a sales order or group of sales orders. Select the status code check boxes on which to base your inquiry then use to display the related sales orders. Use these status codes with a value entered in the Project, Catalog, Customer, or Sales Order fields, or base your inquiry solely on one or more status codes.

Pending

Select this check box to include sales orders with a pending status in your inquiry.

Approved

Select this check box to include sales orders with an approved status in your inquiry.

Closed

Select this check box to include sales orders with a closed status in your inquiry.

Void

Select this check box to include voided sales orders in your inquiry.

In Approval

Select this check box to include sales orders with an in-approval status in your inquiry.

Rejected

Select this check box to include sales orders with a rejected status in your inquiry.

System Closed

Select this check box to include sales orders with a system closed status in your inquiry.

Table Window

Sales Order

This field displays the sales order ID.

Rlse

This field displays the release number associated with the sales order ID.

Type

This field displays the only available type code, S (Sales order). Other codes display when options such as change orders, blanket orders, and release orders are added in a future version of Costpoint.

Status

This field displays the sales order status.

Approval Process

This field displays the approval process for the sales order if approvals are required; otherwise, this field is blank.

Customer

This field displays the customer ID from the sales order.

Customer Name

This field displays the name customer's name from the sales order.

Price Project

This field displays the price project ID, if selected on the sales order.

Price Catalog

This field displays the price catalog ID, if selected on the sales order.

Sales Rep

This field displays the sales representative's ID, if selected on the sales order..

Sales Rep Name

This field displays the sales representative's name.

Order Date

This field displays the date on which the sales order was created.

Trans Currency

This field displays the transaction currency of the sales order line item.

Trans Currency SO Total Amt

This field displays the total amount of the sales order line item listed in transaction currency.

SO Total Amt

This field displays the sales order's total amount, including line charges and taxes.

Subtasks

• Table Information

  The changes to this screen affect the following tables:

  • NCR_CUST_ID

  • NCR_INVC_ID

  • NCR_PRICE_CAT_CD

  • NCR_PROJ_ID

  • SO_INVC_HDR

  • OE_CATLG_SETTINGS

  • CUST

  • OE_PROJ_SETTINGS

  • SO_HDR

  • W_FUNC_PARM_CATLG

  • SO_LINE_DOCUMENT