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Annual Sales report (Read 1335 times)
Karen Mason
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Annual Sales report
02/25/04 at 09:19:27
 
Looking for a report that would give me each customers sales for a year and the % that customer is of the overall.  Does any such thing exist?
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Karen Mason, Vice President
Bula Forge & Machine, Inc.
1-60# forgings, machining, & assembly
Cleveland, OH
Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com
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Tim Keating
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Re: Annual Sales report
Reply #1 - 02/25/04 at 09:25:32
 
Crystal, Access or Data Export to Excel.
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Tim Keating
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Re: Annual Sales report
Reply #2 - 02/25/04 at 09:56:55
 
Right. And because you will be pulling a significant amount of data from multiple tables and then collating that and turning it into a one-line-per-customer report, Access would be the easiest toolset to work with to get that. Unless you are really good and comfortable with Crystal. Would be a pretty big pain in the ass to do in Excel.
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Lorne Rogers
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Lynn_Pantic
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Re: Annual Sales report
Reply #3 - 02/25/04 at 10:40:27
 
SA-M can get you the one line per customer but not the % of total.  Use the RTM named TOPSALE and sort by customer.  If you say Y to Top N report then you can get your Top N (where N is however many customers you want to include) listed from highest to lowest sales volume.
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Lynn Pantic
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Karen Mason
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Re: Annual Sales report
Reply #4 - 02/25/04 at 14:52:59
 
I will manually calculate the % for now.  
 
I am not familiar with access or crystal or the TAS6 report stuff...
 
I bought access to begin learning it but I'm not even sure if I start in access and pick from DBA or vice versa.
 
Oh those beginners...
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Karen Mason, Vice President
Bula Forge & Machine, Inc.
1-60# forgings, machining, & assembly
Cleveland, OH
Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com
EVO-ERP 09/16/09 SP2
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Re: Annual Sales report
Reply #5 - 02/25/04 at 15:50:17
 
Lynn,
I tried this because it would be useful to us also, but the figures did not come out right. I compared it with the detail report. I used shipping dates as we invoice & post when we ship. On the Topsale report the dollar figures were way lower than actual figures. I tried it for 1 year, 6 monts & 1 month.  
 
Ragine
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Ragine Hendrickson
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Lynn_Pantic
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Re: Annual Sales report
Reply #6 - 02/25/04 at 16:29:00
 
Let me send you a new RTM, the old one had the total field sizes too small.
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Lynn Pantic
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Re: Annual Sales report
Reply #7 - 02/25/04 at 17:03:51
 

Thanks Lynn,
 
Will you email it to me? Then, (stupid question) how do I do it? embarrassed
 
Ragine
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Ragine Hendrickson
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Lynn_Pantic
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Re: Annual Sales report
Reply #8 - 02/25/04 at 17:11:28
 
Actually, I posted the RTM to www.istechsupport.com/dl/topsale.zip so anybody can download it.  Unzip to DBAMFG and then use SA-M and call out that RTM.
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Lynn Pantic
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Karen Mason
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Re: Annual Sales report
Reply #9 - 02/26/04 at 06:29:47
 
I used modify forms to lengthen the fields.  Also deleted fields I did not want (COGS/Profit).Came out with a nice clean report.    
 
I did not realize a report named TOPSALE existed...I wonder how many other reports I might be missing out on.  
 
Thanks Lynn
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Karen Mason, Vice President
Bula Forge & Machine, Inc.
1-60# forgings, machining, & assembly
Cleveland, OH
Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com
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David Waldmann
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Re: Annual Sales report
Reply #10 - 02/26/04 at 10:40:47
 
Like Tim said, Data Export to spreadsheet.
 
First you have to run the BKCVUTIL (UT-A, or someplace on the menu) - select Customers and both years.
Then export data from BKARCUST (DE-A) to a delimited text file. Select whatever fields you want, but probably BKAR.CUSTCODE, BKAR.CUSTNAME and BKAR.GROSS.LYR.
 
Then open it in your spreadsheet, add a couple very simple formulas (one grand total, and then customer total divided by grand total, format as a percentage) and there you are.
 
You can also do the same type of thing for Vendor purchases.
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David N Waldmann
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Vermont Hardwoods
Chester, VT

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