8.8.6.�Time-Phased Summarized Sales History

8.8.6.1.� Time-Phased Sales History by Customer Group

To view time-phased Sales history by Customer Group, select the "Time-Phased Sales History by Customer Group" option. The following screen will appear:

Time-Phased Sales History by Customer Group

When displaying time-phased Sales history by Customer Group, you are presented with the following options:

All Customer Groups

Select to display time-phased Sales history for all Customer Groups.

Selected

Specify Customer Group whose time-phased Sales history you want to display.

Pattern

Enter a Customer Group pattern to select a range of Customer Groups. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

All Product Categories

Select to display time-phased Sales history by Customer Group for all Product Categories.

Selected

Specify Product Category whose time-phased Sales history by Customer Group you want to display.

Pattern

Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Calendar

Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.

Name/Selected Periods

Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

Order By

Order the output by one of the following methods:

by Customer #: Select to order display by Customer Number.
by Sales Volume in first Period: Select to order display by sales volume in first period.

Sales History

Display lists time-phased Sales history by Customer Group, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.
SUBMIT: Select to submit report to the Batch Manager. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.6.2.� Time-Phased Sales History by Customer

To view time-phased Sales history by Customer, select the "Time-Phased Sales History by Customer" option. The following screen will appear:

Time-Phased Sales History by Customer

When displaying time-phased Sales history by Customer, you are presented with the following options:

All Customer Types: Select to display time-phased Sales history for all Customer Types.
Selected: Specify Customer Type whose time-phased Sales history you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Product Categories: Select to display time-phased Sales history by Customer for all Product Categories.
Selected: Specify Product Category whose time-phased Sales history by Customer you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Note

The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.

Calendar

Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.

Name/Selected Periods

Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

Order By

Order the output by one of the following methods:

by Customer #: Select to order display by Customer Number.
by Sales Volume in first Period: Select to order display by sales volume in first period.

Sales History

Display lists time-phased Sales history by Customer, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.
SUBMIT: Select to submit report to the Batch Manager. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.6.3.� Time-Phased Sales History by Customer by Item

To view time-phased Sales history by Customer by Item, select the "Time-Phased Sales History by Customer by Item" option. The following screen will appear:

Time-Phased Sales History by Customer by Item

When displaying time-phased Sales history by Customer by Item, you are presented with the following options:

All Customer Types: Select to display time-phased Sales history by Customer by Item for all Customer Types.
Selected: Specify Customer Type whose time-phased Sales history by Item you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Note

The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.

All Product Categories

Select to display time-phased Sales history by Customer for all Product Categories.

Selected

Specify Product Category whose time-phased Sales history by Customer you want to display.

Pattern

Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Calendar

Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.

Name/Selected Periods

Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

Order By

Order the output by one of the following methods:

by Customer #: Select to order display by Customer Number.
by Sales Volume in first Period: Select to order display by sales volume in first period.

Sales History

Display lists time-phased Sales history by Customer, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.
SUBMIT: Select to submit report to the Batch Manager. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

8.8.6.4.� Time-Phased Sales History by Product Category

To view time-phased Sales history by Product Category, select the "Time-Phased Sales History by Product Category" option. The following screen will appear:

Time-Phased Sales History by Product Category

When displaying time-phased Sales history by Product Category, you are presented with the following options:

All Warehouses: Select to display time-phased Sales history by Product Category for all Warehouses.
Selected: Specify Warehouse whose time-phased Sales history by Product Category you want to display.
All Product Categories: Select to display time-phased Sales history for all Product Categories.
Selected: Specify Product Category whose time-phased Sales history you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Inventory Units: Select to display Inventory Units of Measure.
Capacity Units: Select to display Capacity Units of Measure.
Alt. Capacity Units: Capacity Units: Select to display Alternate Capacity Units of Measure.
Sales Dollars: Select to display sales dollars.

Note

The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.

Calendar: Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Name/Selected Periods: Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Shipments: Display lists time-phased Sales history by Product Category, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.
SUBMIT: Select to submit report to the Batch Manager. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.6.5.� Time-Phased Sales History by Item

To view time-phased Sales history by Item, select the "Time-Phased Sales History by Item" option. The following screen will appear:

Time-Phased Sales History by Item

When displaying time-phased Sales history by Item, you are presented with the following options:

All Warehouses: Select to display time-phased Sales history by Item for all Warehouses.
Selected: Specify Warehouse whose time-phased Sales history by Item you want to display.
All Product Categories: Select to display time-phased Sales history by Item for all Product Categories.
Selected: Specify Product Category whose time-phased Sales history by Item you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Inventory Units: Select to display Inventory Units of Measure.
Sales Dollars: Select to display sales dollars.

Note

The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.

Calendar: Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Name/Selected Periods: Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
Shipments: Display lists time-phased Sales history by Item, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.
SUBMIT: Select to submit report to the Batch Manager. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

Right-clicking on a Customer in the Sales history list enables you to select from the following menu options:

View Sales Detail: Select to view sales history for the specified line.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.