Order entry/sales planning statistics
Description
Using the incoming order statistics, the expected value of incoming orders can be calculated for a specific period. The statistics are created on the basis of the order/sales planning documents.
The evaluation can be run over one or more statistical periods in a target/actual comparison. In the evaluation of a single period, the target sales volume is only derived from the documents that were posted to this statistical period. In a from-to period evaluation, only the last documents within the selected period are taken into account for linked (copied) documents.
The statistics can be displayed with subtotals made per month or per year.
Functionality
List window
This window is used for listing ...
| Menu item | Description |
|---|---|
| Edit | - |
| : Run statistics | This menu item can be used to trigger or create statistics. |
| : Print statistics | The output of the statistics is started |
| Close | Close window |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
 | Run statistics |
 | Print statistics |
 | Display document history |
 | Copy statistics to the clipboard |
| Field | Description |
|---|---|
| Search group | |
| : Incoming orders / invoicing | This is used to select whether the search is to be carried out over the period specified in the SOF for "incoming orders" or "invoicing". |
| : Financial year | These fields are used to restrict the period of the SOF documents for which the statistics are to be created. |
| : Period | |
| : Status | Only those SOF documents are considered which are in the status selected here. |
| : Probability of orders | Only those SOF documents are taken into account which correspond to the order probabilities selected here. |
| Without / With order successor | Only those SOF documents are taken into account which have a successor or no successor to the order. In this way, depending on the selection, it is possible to evaluate how many forecasts led to an order intake or not, or how many expected orders are still outstanding. |
| Valid only (without SOF successor) | Only those SOF documents are taken into account which do not have a SOF successor. If a SOF document has been specified by a successor with regard to the period or value, the invalid one can be hidden in this way. If both documents are within the specified period and are therefore found, only the valid, more recent SOF document is displayed anyway. |
| : Without SOF predecessor | Only those SOF documents are taken into account which do not have a SOF predecessor. In this way, only the newly issued forecasts are displayed. |
| Display group | |
| : Subtotals | The SOFs are displayed sorted by their period and subtotals are calculated by month or year. |
| button | Description |
|---|---|
| Close | The window is closed. |
Option window
All settings for the search can be made here. The window can only be closed with the "OK" button.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| button | Description |
|---|---|
| OK | The settings are saved and the window is closed. |
Related topics
Technical documentation
Order/sales planning statistics basic module
Module name
statfoca.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}