Save Demand and Sales Values for Previous Years

Diamond and Premier Only

Stock Control allows you to save demand, sales values and cost of sales values on a rolling calendar basis and at any point in time you have values for the last calendar year. This new feature allows for the system to maintain up to two previous financial year period demand and values for use in comparison reports.

Period / Year End– standard period end functions are unchanged; as part of the period end the system will update the current period demand/sales and cost values into the appropriate period value for the current year. Where the period end is also the year end the system will move the values from ‘Last Year’ turnover to the ‘Year Before’ and then move the ‘This Year’ Values into the ‘Last Year’ values before zeroing the values for ‘This Year’.

Installation

Database Changes 

Changes are required to the Stock Record databases to record the previous year values.  To add these items select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Stock Control application and then choose to update the Live Files and then select theStock file. 

To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.

Item Name                                                     Type               Description

PREV-DEM-01                                               K, L                  Holds Demand Value for Previous Year Period 1.

PREV-DEM-N                                                 K, L                  Holds Demand Value for Previous Year Period n.  Create items for up to 13 periods in a consecutive block.

PRV1-DEM-01                                               K, L                  Holds Demand Value for Year Before period 1.

PRV1-DEM-N                                                 K, L                  Holds Demand Value for Year Before period n.  Create items for up to 13 periods in a consecutive block.

PREV-SALES-01                                             K, L                  Holds the Sales Value for the previous year period 1

PREV-SALES-N                                              K, L                  Holds the Sales Value for the previous year period n.  Create items for up to 13 periods in a consecutive block. 

PRV1-SALES-01                                             K, L                  Holds Sales value for year before period 1.

PRV1-SALES-N                                              K, L                  Holds Sales value for year before period n. Create items for up to 13 periods in a consecutive block.

PREV-COSTS-01                                            K, L                  Holds cost of sales value for previous year period 1. 

PREV-COSTS-N                                             K, L                  Holds cost of sales value for previous year period n.  Create items for up to 13 periods in a consecutive block.

PRV1-COSTS-01                                            K, L                  Holds cost of sales values for year before period 1.

PRV1-COSTS-N                                             K, L                  Holds cost of sales values for year before period n.  Create items for up to 13 periods in a consecutive block.

Once the required items have been recorded press the <ESC> key and select the UPDATE button to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database’. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file. 

Set Database Profiles 

The new saved period value data items need to be referenced within the Database Profiles.  To update these settings select Installationfrom the main menu followed by Application Manager and Set Database Profiles.  Choose the Stock application as required before selecting the Prev Year Values parameter screen.

On the left of the screen is the prompt to define the data item ranges for the appropriate demand, sales and cost values.  Against these item reference the data item number of the equivalent item created above, <F4-Select> is available if required. 

Once you have update the profiles for the previous year items repeat for the Previous Year -1 Values.