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’.
Article ID: 134
Created On: Mon, Jun 11, 2012 at 1:48 PM
Last Updated On: Mon, Jun 19, 2023 at 4:26 PM
Online URL: https://kb.datafile.co.uk/article/additional-transaction-report-utilities-134.html