Viewing Product Site Totals
This window displays the activity and status of a Product at a single Site. I It is accessed by clicking the [View] buttonm within the Linked Product Sites Browse. Most of these fields may not be edited; they are automatically updated as you use Simple Accounting.
If the product is only stored at one site, this information may be largely identical to View Product Totals Window, however if you manage a product at multiple Sites, this allow you to break down usage, sales, purchase and inventory information by each location.
You can also view the totals for a Product at all sites from the Products Browse by right clicking on any the Product and selecting View Totals.
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SHIP VIA |
This field lets you specify a default Ship Via for shipments of a particular Product from this Site. So if you select a Product ID If you leave this blank, the Ship Via for a Sales Order Line Item defaults to the value set in the Customer Master.
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FMS? |
Indicates whether or not this form is part of your forms management system. This field is strictly for sorting purposes only and does not affect inventory or usage calculations at all.
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CURRENT STATUS |
Indicates if the product is in active use. Valid codes are: V Void. The product has been written off to a zero value, usually due to damage or theft.
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LAST TRANSACTION |
This is the date of the last transaction (of any kind), such as an invoice or purchase order, where this Product ID was used.
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TYPE |
The last type of Transaction entered using this Product ID. R F/M Release W F/M Write-Off or Adjustment
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D G
H L
M N O |
This field contains various indicators concerning the ordering status of each product. It is automatically updated every time you Calculate Usage. There may be up to eight codes displayed at any given time: This product is Customer or Distributor owned and is now Depleted. Reorder now! Usage is calculated by taking counts and the current On Site quantity is greater than that of the last period, but there have been no releases. Usually this means that an incorrect count has been entered. This item is due for reordering based on the number of days you entered to automatically trigger a reorder after the last order. This item is due for reordering because its On Hand Quantity has dropped below the specified Minimum Reorder Quantity. This item is due for reordering because its On Hand and On Site Quantities have dropped below the specified Months To Keep On Hand. The product has had no usage in the current month. This product is currently On Order.
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IMPORTANT DATES AND THEIR QUANTITIES
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LAST SALE |
This is date indicates the last sale or release of this item.
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LAST PURCHASE |
This is the date that this product was last purchased.
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FIRST COUNTED |
The first date when the Product was counted. This date may not be from an F/M Count! If the first transaction was a purchase order to establish an opening balance, then that date would be the FIRST COUNT DATE.
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LAST COUNTED |
The date of the last count taken if this form is a part of a Forms management account.
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LAST RELEASED |
The date of the last release (delivery) if this form is a part of a Forms management account.
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LAST REORDER NOTICE |
The date of the last reorder notice printing for this product. This allows you to avoid re-printing re-order notices over and over for the same customers.
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LAST ORDERED |
The last date this item was ordered on a Purchase Order.
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LAST RECEIVED |
The date this item was last received in on a Purchase Order. |
USAGE ESTIMATES
All usage estimates are calculated based on 365 days of past usage. However, you may change the number of days used to determine this average in Security Extensions under the Custom Settings menu.
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MONTHLY AVG. USAGE |
The average usage for this Product at this Site based on the product’s purchases, sales, and releases at all sites.
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REVIEW DATE |
The estimated date when the product’s On Hand quantity will fall below the reorder level at this Site, based on usage history. This field is only updated if the product is either Customer or Distributor Owned.
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MONTHS ON HAND |
The number of months of available quantity remaining at this Site based on the Monthly Average Usage.
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DEPLETED BY |
The anticipated date when the On Hand quantity of the product will be exhausted based on previous counts taken.
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CURRENT VALUES |
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@ CURRENT COST |
The total cost value of the Product based on the currently available quantities at all Sites.
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PER UNIT |
The average per unit cost of the item based on available On Hand Quantities at all Sites.
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@ CURRENT PRICE |
The total value of the Product as a function of the current sale price based on the currently available quantities at all Sites.
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PER UNIT |
The average per unit price of the item based on all available On Hand Quantities at all Sites. Bear in mind that this is not customer specific. If the product is sold to more than one customer, this is the average value based on quantities available for all customers.
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QUANTITIES |
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ON HAND |
The quantity of items currently available at this Site (if this is a Distributor or Customer Owned item.) Otherwise, this field will always be zero. Customer Owned products are increased through receipt of goods in A/P Purchase Orders, but decreased by entering a release in INVENTORY|Counts & Releases.
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COMMITTED |
The quantity of this item already assigned to open orders awaiting invoicing. This is derived from open Purchase Orders, whether they are generated from Sales Orders or from the Purchase Order browse.
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ON ORDER |
The quantity of this item currently on order for this location.
The following fields are displayed for reference only. Complete explanations may be found in Edit Products & Services. Products may be edited from the Products Browse by selecting a Product and then pressing [Change]. BUY U/M SELL U/M QTY/PACKAGE PACKAGE U/M QTY/INNER PACK INNER PACK U/M
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PURCHASES |
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MTD |
The total cost of goods from Invoices assigned with this Product ID since the last Month-end Close.
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YTD |
The total cost of goods from Invoices assigned with to this Product ID since the last Year-end Close.
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LAST YEAR |
The total cost from this Product ID for the prior year.
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BUDGET |
The total cost budgeted for this Product ID over the current fiscal year.
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SALES |
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MTD |
The total sales of goods from Invoices assigned with this Product ID since the last Month-end Close.
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YTD |
The total sales of goods from Invoices assigned with to this Product ID since the last Year-end Close.
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LAST YEAR |
The total sales from this Product ID for the prior year.
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BUDGET |
Enter the annual dollars budgeted by the customer for purchase of this form. This amount can be then be compared with actual usage on forms management reports.
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USAGE TOTALS |
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MTD |
The number of units used since the last Month-end Close.
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YTD |
The total number of units used since the last Year-end Close.
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12 MONTHS |
The total number of units used in the prior year.
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BUDGET |
The total amount of usage budgeted for this product over the current fiscal year.
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Monthly Usage Tabs
The fields in these two tabs store the total monthly usage for the product at this Site for both the current year and the previous year.
If the product is linked to a Customer ID, then these fields refer to the customers Fiscal Calendar set in the Customer Master.
Example: Your customers financial year begins on July 1. You enter the number (7) in the Starting Fiscal Period for that customer. In that case, Period #1 refers to July, Period #2 refers to August, and so on.
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CURRENT |
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CALCULATE USAGE? |
Are these fields updated automatically when you Calculate Usage? Leave this unchecked if you wish to enter your own usage figures without requiring F/M Counts to be entered.
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LAST YEAR |
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CALCULATE USAGE? |
Are these fields updated automatically when you Calculate Usage? Leave this unchecked if you wish to enter your own usage figures without requiring F/M Counts to be entered.
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