Sales Analysis Module

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16.6.1 Sales Analysis Overview

Sales Analysis will perform the following five functions:

The Sales Trend Reports can be used to spot sales trends. Sales data can be subtotaled in up to four users defined time periods. In addition the report can be subtotaled by part number, vendor or customer. Sorting options include by Part Number, Vendor, $ amount, or Quantity.

The Book to Bill Reports can analyze sales by territory and customer. Bookings and Billings for each customer and territory are reported for the month specified complete with a YTD % of goal figure.

The Estimated Usage and Min Qty Reports will calculate, print out and replace the estimated usage and minimum quantities based on invoice history. Safety stock can be set by percentage or by number of weeks of safety stock you wish to maintain. The reports provide an option to print out of all trace calculations allowing the user to track the basis for all stocking levels. Individual parts who's minimum quantity level should not be changed regardless of estimated usage can be maintained by entering "SAV" into that part's CATINDEX field.

The Consolidated BOM Reports will consolidate parts within various levels of a BOM and print each part number once with its consolidated quantity. Multiple BOMs can be consolidated together and printed out in spreadsheet fashion to analyze the purchasing requirements and costs for each part required to fabricate the multiple BOMs analyzed.

The Cost of Sales Report will generate a cost of sales report sorted on Part number and subtotaled on product codes. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. You can select the starting date and ending dates to be analyzed.

 

 

16.6.2 Loading The Sales Analysis Program Onto Your Hard Disk

To initiate the Sales Analysis module:

Call Software Arts (408-226-7321) to get your Sales Analysis activation code number
Select Configuration, Module Activation, then Sales Analysis from the menu
Select activate Sales Analysis module
Enter the activation code number

 

16.6.3 Book to Bill

The Book to Bill report can be generated to analyze sales by territory and customer. The report can include all customers, customers with sales, or customers with no sales. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. The report can be generated for any month and year desired. Bookings and Billings for the month selected are sorted and subtotaled by territory and customer including the YTD % of goal. The report uses the quota field in pc/MRP's Address Book to determine the % of goal.

Sample Book to Bill Report:

Page No. 1          Month 09/01/93 to 09/30/93 Year 01/01/93 to 10/28/93
10/28/93      
                                 BOOK TO BILL BY CUSTOMER
 
CUST ACCT  CUSTOMER     1 YEAR GOAL BOOKINGS-MONTH  BOOKINGS-YTD  BILLINGS-MONTH  BILLINGS-YTD  %GOAL
 
** TERRITORY SOUTH WEST
APP001     APPLE FARMS INC  1000.00          50.00        600.00           50.00        500.00     50
GEN001     GENISIS INC     10000.00          400.00       4000.00         1000.00       1300.00     13
** Subtotal** 
                           11000.00          450.00       4600.00         1050.00       1800.00         
 
** TERRITORY NORTH EAST
ULT005     ULTRACISION      4000.00          550.00       1600.00         1050.00       3000.00     75
** Subtotal**
                            4000.00          550.00       1600.00         1050.00       3000.00
 
***Total***                15000.00         1000.00       6200.00         2100.00       4800.00
 

 

16.6.4 Consolidated BOM Reports

Selecting Consolidated BOM Reports will allow you to print/display Consolidated BOMs.

Enter S or M for a single or multiple consolidated BOM printout or display.

Enter the consolidated BOM number(s) and quantity(s)

Choose the Costed or Uncosted report format.

If you selected costed, choose between average or standard cost. If you select standard cost, the price/quantity fields in inventory will be used to select the correct unit price according to the consolidated total quantity for each part number.

If you select a single consolidated report to be printed out, you will be prompted to include a 9 month PO history report for each part number. Please note: the Total Cost in a Costed Single Consolidated Report is 0 if the there are enough parts on hand and on order to cover the total quantity required. The Total Cost will equal:   unit cost * (qtyreq - onhand - onorder) if qtyreq > onhand + onorder.

SINGLE CONSOLIDATED COSTED DISPLAY FORMAT:

 
PART NUMBER     DESCRIPTION                TOTAL QTY   TOTAL COST 
000000001       BEARING 3"                        60        30.00 
000000002       SPOKES                            90       180.00 
000000004       HUB SS                            40        20.00
 
                                          TOTAL COST       230.00

 

SINGLE CONSOLIDATED UNCOSTED DISPLAY FORMAT:

  PART NUMBER     DESCRIPTION                TOTAL QTY   
  000000001       BEARING 3"                        60        
  000000002       SPOKES                            90        
  000000004       HUB SS                            40       

 

SINGLE CONSOLIDATED COSTED PRINTOUT FORMAT:

PART NUMBER   MODEL NUMBER    DESCRIPTION           MANUFACTURER     QTY REQ      COST 
000000001     B30304          BEARING 3"            GENIS CORP         60.00     30.00          
              EII444444                             STANFORE INC.        
000000002     SS 95495        SPOKES                ALLBRIGHT          90.00    180.00         
              SS 95495                              BRETTE  MFG          
              40R-E-A                               MANES INC            
000000004     RR - 89         HUB SS                FENWAY MFG         40.00     20.00            
                                                               TOTAL COST       230.00

 

SINGLE CONSOLIDATED UNCOSTED PRINTOUT FORMAT:

 
PART NUMBER   MODEL NUMBER       DESCRIPTION            MANUFACTURER     QTY REQ     
000000001     B30304             BEARING 3"            GENIS CORP         60.00             
              EII444444                                STANFORE INC.        
000000002     SS 95495           SPOKES                ALLBRIGHT          90.00             
              SS 95495                                 BRETTE  MFG          
              40R-E-A                                  MANES INC            
000000004     RR - 89            HUB SS                FENWAY MFG         40.00                

 

SINGLE CONSOLIDATED COSTED W PO HISTORY FORMAT:

PART NUMBER   DESCRIPTION  LOCATE     ONORDER   ONHAND   QTY REQ  STATUS  TOTAL COST 
000000001     BEARING 3"   1A2          0.00    0.00     60.00  -60.00        0.00 
                PO NUM VENDOR ID  PO DATE  ORDER QTY  QTY RECVD   UNIT COST
                000103 VMARS      06/06/93    400.00     400.00      0.5000
000000002     SPOKES       3A4        180.00    0.00     90.00      OK        0.00
                PO NUM VENDOR ID  PO DATE  ORDER QTY  QTY RECVD   UNIT COST
                000505 SDI009     07/06/93    200.00     200.00      0.5000
000000004     HUB SS       R5B1         50.00   50.00     40.00      OK        0.00
                                                            TOTAL COST        30.00 

 

MULTIPLE CONSOLIDATED PRINTOUT FORMAT:

 
BOM QTY      2 EA   2 EA   2 EA  2 EA   2 EA             
             ASSY # ASSY # ASSY # ASSY # ASSY # TOTAL PRICE BREAK  TOTAL  ONORDER ONHAND 
PART #  DESC 000010 000015 000034 000235 003310  QTY   UNIT COST    COST     QTY    QTY
00001 WHEEL   2      5     30     20      3      60          .50  30.00       5      5
00002 SPOKES 40     10     10     20     10      90         2.00 180.00       0     10
00004 HUB SS  5      5     10     10     10      40          .50  20.00      23     10
 
                                                      TOTAL COST           230.00
                                                      TOTAL PER UNIT COST  115.00   

 

 

 

 

Notes:

The maximum number of BOMs that can be consolidated in one report is 10. The price break costs are automatically entered from the inventory price break table. BOM quantities can be different for each BOM. Select Column headings by Description if your assembly number exceeds 10 characters in length. Selecting "Description columns" prints the first 10 characters of each Assembly Description. If you select "Assy Number columns" and your part numbers are larger than 10 characters, the total width of the columns could be exceed the width of the page.

16.6.5 Cost of Sales Report

Selecting Cost of Sales will allow you to generate a cost of sales report sorted on Part number and subtotaled on product codes. The report can include All parts, parts with sales, or parts with no sales. The report can be displayed, sent to a printer or to disk as an ASCII or DBF file. You can select the starting date and ending date (first and last date of the month in question) and the starting and ending date of the year in question.

Sample Cost of Sales Report:

ACUDYNE, INC
DATE XX-XX-XX
                       COST OF SALES FROM XX/XX/XX TO XX/XX/XX
 
BOM/PART #       UNITS  TOTAL SALES$ TOTAL COSTS $  % MARGIN  YTDUNITS  YTDSALES  YTDCOSTS  % MARGIN
----------------------------------------------------------------------------------------------------
PRODUCT CODE TF-
TF-C                14        490.00         49.00     10.00   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX
TF-CW               10        550.00         39.00      7.09   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX           
TF-HC                5        200.00         25.00     12.50   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX
 
SUB-TOTAL           29       1240.00        223.00      9.71   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX
 
PRODUCT CODE SA-
SA-2                 8        360.00         45.00    XXX.XX   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX
SUB-TOTAL            8        360.00         45.00    XXX.XX   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX
                         
 
TOTAL               37       1600.00        158.00    XXX.XX   XX.XX    XXXX.XX   XXXXXX.XX    XX.XX 

16.6.6 Estimated Usage And Min Qty Reports

Selecting the Fill Usage and Min Qty Fields will automatically calculate and enter pc/MRP's usage and minimum quantity fields for each part based on invoice history for a specified period of time. If the invoice is for an assembly it will calculate the quantity used for all parts in that assembly infinite levels deep.

The report first prompts you to enter the starting and ending dates to be used to gather invoice data to determine the new usage quantities. The default dates on the screen will provide the past six months of invoice data, however you may enter any time period you choose, provided pc/MRP has invoices for that time period.

Next select the method to set minimum quantities:

P Parts only infinite levels deep
T Top level parts and assemblie only
F First level parts and sub assemblies only

Then select the method to set the safety stock:

P a Percentage of the minimum quantity amount'
W # of Wks of stock left when new stock arrives'

If you select "P" for percentage of safety stock and enter 1.10 the new min quantities will keep your stock at 10% when the new stock arrives. Entering 1.20 will keep your stock at 20% when the new stock when the new stock arrives. Entering 0.00 will allow the stock to run out just as the new stock arrives.

If you select "W" for number of weeks worth or safety and enter 1 the new min quantities keep your stock at 1 weeks worth of safety stock when the new stock arrives.

Entering 2 will keep your stock at 2 weeks worth of safety stock when the new stock arrives. Entering 0 will allow the stock to run out just as the new stock arrives.

If you wish to print out the calculation used to determine the usage for each part enter "P" for a printout.

If you have certain part numbers or assemblies who's min quantities you do not want changed regardless of usage figures, enter "SAV" into that part or assemblies CATINDEX field in inventory.


 

Sample Estimated Usage Calculation Report:

Replacing new usage fields with 0
Filtering invoices for the specified time period
Totaling quantities from invoices using the parts only method
 
P/B ITEM BOM/PART NUMBER         INVOICE   QTY USED  NEW USAGE
PART 001 00000001                 000001    24.0000      24.00
PART 002 00000002                 000001   960.0000     960.00
 
P/B ITEM BOM/PART NUMBER         INVOICE   QTY USED  NEW USAGE
PART 001 00000001                 000002    24.0000      48.00
 
P/B ITEM BOM/PART NUMBER         INVOICE   QTY USED  NEW USAGE
PART 002 00000003                 000003    48.0000      48.00
 PART 001 00000001                000003    48.0000      96.00
 PART 002 00000002                000003  1920.0000    2880.00
 
Dividing all usage quantities by 25.71 weeks
 
Replacing usage with new usage figures (units/wk)
 
PART NUMBER     DESCRIPTION     NEW USAGE  OLD USAGE  CHANGE
 
000000001       BEARING 3" ID          4          4       0
000000002       SPOKES 10"           112        102      10
000000003       SPINDLE ALLOY          2          5     - 3
  
   Replacing min quantities with new min qtys + safety factor for usage > 0
            min qty = (usage x ldtime) + (usage x safety)'
 
         min qty = units   usage = units/wk   ldtime = wks'
         safety factor = 1 wks
 
PARTNUMBER DESCRIPT   NEW EST USAGE  LTIME  ONHANDQTY  WIPQTY  NEW MINQTY  OLD MINQTY  CHANGE
 
000000001  BEARING 3" ID          4      1       100      50           8            8       0
000000002  SPOKES 10" X .125    112      2       200      60         336          306      30
000000003  SPINDLE ALLOY          2      1        40      30           4            6      -2

 

16.6.7 Sales Trends

Selecting Sales Trends will allow you to generate a sales trend report sorted on Part number, Vendor, Qty, or $ Amount. If you select Vendor as your sort and a wide carriage print out, the report is subtotaled by vendor. The report can include All parts, parts with sales, or parts with no sales. The report can be displayed, sent to a printer or to a disk as an ASCII or DBF file. You can select up to three different time periods you wish to compare (month 1,2,3,total or qtr 1,2,3,4 or yr 1,2,3,total).

Sample Sales Trend Report:

 
Page No. 1              Period 1 = 09/01/92 to 09/30/92   Period 2 = 10/01/92 to 
                              10/31/92  Period 3 = 11/01/92 to 11/18/92
 
                                           SALES ANALYSIS
 
PARTNO     DESCRIPT   QTY PER1  QTY PER2  QTY PER3  TOTAL QTY AMT PER1  AMT PER2  AMT PER3 TOTAL AMOUNT
 
000000001  BEARING 3"        5        10        30         45    50.00    99.90    297.00       446.90
000000002  SPOKES 10"        0         1         0          1     0.00     1.50      0.00         1.50
000000003  SPINDLE ST        0         1         0          1     0.00    38.50      0.00        38.50
000000010  WHEEL BASE        0         0        20         20     0.00     0.00      0.00         0.00
                                                           67    50.00   139.90    297.00       486.90

 

 

 


To Print/Display Battery Tech's Work Order Usage Report you would to select Optional, Sales Analysis, Sales Trend, Sort on Division + Part Number, All Work Orders and enter the starting and ending date for all work orders entered in that date range.   The resulting report (componentusage.frx) consists of two parts.   The first part of the report would list all the top assemblies for the work orders entered in the specified date range and the total quantity assembled for each top assembly.   The second part of the report would consist of all the parts and their total quantities issued from the stockroom to manufacturing for those work orders.  For Battery Tech only, the second part of the report will also include invoice component items that were sold during that time period.

 

If you selected "All for a specified division", the second list would contain only parts issued that belong to that division.   For example, if you were to edit that part you would see its division field would contain the same division you specified.