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Reports»Customizable Order Summary
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Last modified on 9/28/2017 12:11 PM by User.

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Customizable Order Summary

Overview

 

This report replaces some of the reporting features in the old "topdown" reports. Only order data is shown based on the entry date of the order.

 

Screen Layout

 

The screen is divided into the following sections:

  • Menu
  • Selection Area
  • Data Area
  • Charts

Menu

The following menus are specific to Customizable Order Summary. Other menus may appear as part of the help and other OASIS systems.

  • Save - save the report settings as a new report to the reports application in OASIS
  • Create Tile - create a tile and show in one or more OASIS applications
  • Print - Print the report

Selection Area

The selection area has the following controls:

  • Update - re-run the report using the current settings
  • Report - The report style
    • PO Summary - 12 months starting with the anchor month (does not have to be January)
    • Month of Monthly - Compare the anchor month this year to the anchor month last year. YTD values are calculated from the anchor month and not January.
  • Rows - the vertical values for the report (e.g. customers or manufacturers) **
  • Columns - the horizontal values for the report (e.g. Month, Year, customers, CSR) **
  • Anchor Month - the report is not restricted to January as the starting month. The anchor month becomes the first month for the report.
  • Year - Select the year for the anchor month
  • Selection - Use the standard order "Find" to limit what is shown on the report
  • Chart - Select between different chart types (like pie, bar, etc)
  • Show Values - click on the "Show Values" text to adjust the following calculated values:
    • Sales - the amount to be bill to the customer
    • Earnings - total order earnings
    • Profit - resell profit
    • Landed - cost including exchange and landing
    • MFG Sell - billed by manufacturer before exchange and landing
    • Overage - overage added to net
    • Overage Split - amount of overage credited to the rep
    • Net - "distributor net" price of the item - before overage
    • Commission - rep's credit of the overage
    • Count - number of transactions
    • TerritorySales - the amount to be bill to the customer - for the rep's territory (Rep version only)
    • TerritoryEarnings - total order earnings - for the rep's territory (Rep version only)
    • TerritoryOverage Split - amount of overage credited to the rep - for the rep's territory (Rep version only)
    • TerritoryNet - "distributor net" price of the item - before overage - for the rep's territory (Rep version only)
    • Commission - rep's credit of the overage
    • Last year - calculate the above selected items for last year

** Row and Column values may be selected from the same list of fields defined in all the other order related customizable reports.

Data Area

The data area is a table with the rows and columns selected in the selection area. The data area is created and refreshed ONLY when the Update button is pressed.

Each cell is divided vertically and lists the value selected in "Show Values" from the selection area. The more values selected, the longer the report.

Clicking on a cell will show the transactions related to that cell in the "Show Transactions" window.

Show Transactions Window

The show transactions window shows the transactions for a selected cell. Currently, the transaction values that are shown are the transaction values and not filtered by the filter in the selection area.

Clicking on any of the transactions will open the related order in the standard OASIS order editor.

Chart Area

The chart area shows any selected charts:

  • Pie - a pie chart is created for each of the selected values
  • Vertical Bar - a bar chart is created for the rows in the data area. A bar is created for each of the selected "show values"
  • Horizontal Bar - a bar chart is created for the columns in the data area. A bar is created for each of the selected "show values". If the column is year, month or day, then a trend line will also be plotted.