Additional Transaction Report Utilities

In high-pressure sales environments you are often producing reports totalling the transactions for the given period to compare with targets. These targets reset on day one of the new period but often the sales ledger may remain in an earlier period for some time meaning that when you run reports you have to set parameters to include forward transactions and then set criteria for date ranges to only include the forward transactions.

This new feature, available for selected Sales and Purchase transaction reports, allows the addition of a ‘D’ to a menu parameter which uses ‘today’s date’ in comparison with the current period date range to determine when you run the report if it includes forward transactions and only reports the forward transactions where today’s date is after the end of the current period. If today’s date is within the current period then the report excludes any forward transactions.

This feature is available for the following reports:

Nominal Analysis of Turnover (5005)

Turnover Analysis of Transactions (5004)

Transaction Summary (5007)

When you run one of these three reports the system will automatically set the options for ‘Include Forward Transactions’ and ‘Forward Values Only’ if the report is run when today’s date is greater than the end of the current period.

Installation

Menu Design

These reporting options need to be added as required to a Sales / Purchase Ledger reports menu. To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Sales Ledger reports menu is SLREP.D03, with PLREP.D03 for the Purchase Ledger, but you may want to use your own menu to reference these options) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press <Enter> to enter the menu parameters.

Option Nominal Analysis of Turnover

Applic, Program or Notes P-Program

Menu Name or Program Path SL.EXE / PL.EXE

Parameter 5005D

Option Transaction Analysis Report

Applic, Program or Notes P-Program

Menu Name or Program Path SL.EXE / PL.EXE

Parameter 5004D

Option Transaction Summary

Applic, Program or Notes P-Program

Menu Name or Program Path SL.EXE / PL.EXE

Parameter 5007D

NB: Existing options allow you to set the Nominal Analysis report to report ‘Totals Only’ by including a T suffix to the parameter number – this can be used in conjunction with the D suffix so that 5005TD reports the totals only for the ‘current month’.