Forms Management Reports
This selection lets you print a series of customizable reports about products assigned to a particular customer or corporation. These reports print as one unit in landscape format. You can print these reports for one customer, one salesperson, one corporation, or all customers who are part of your forms management program. You would typically print these out each month that you are taking counts or when meeting with customers to review their F/M program.
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Catalog |
Describes each form and its location
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Work Sheet |
For taking counts
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Usage Summary
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Trend History |
Helps predicts usage based on long term usage
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24 Month Usage Analysis |
Month by month comparison of usage between current and prior year.
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Value Status Report |
Summarizes the on hand and on site quantities of each form and its value based on Customer Price. If you Period Usage Summary enabled in Setup:Inventory, you will be given the option to update the usage totals for the current Period and lock the current F/M Period for the selected customer.
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Current Usage Analysis |
Provides precise usage figures for each form for the quarter
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Combination Reordering Report |
This report lets you easily see when the forms will be depleted for each customer, and suggests re-order quantities for each form based on up to three time periods you provide to satisfy all products equally. .As a bonus, the report can automatically group forms that may be combined by width or depth based on their Printer Specs. Forms can only combine items that share the same width or depth.
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Product Summary By Site |
Provides a summary of activity for a product with totals for each of its locations. Useful for tracking the activity of products stored at numerous sites.
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Warehouse Release Detail |
Provides a detail of all releases of customer owned items during a given period. You can show all warehouse activity or only releases to customer Sites.
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Cost Distribution |
A list of all sales order line items for a given customer, sorted and subtotalled by Cost Center. By manipulating Filter Options, this report can be used to show either releases or production orders; shipped or invoiced. Ex: The following example prints releases for one customer, from a single vendor on invoices billed during August of 2004. SOH:CustomerID[1:4]=’GLOBAL ‘ AND SOH.OrderStatus= ‘I’ AND SOD.OrderType=’R’ AND SOD:VendorID=’MYVENDOR’ AND SOH.InvoiceDate>=DATE(08,01,2004) AND SOH.InvoiceDate<=DATE(08,31,2004) |
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Gain Sharing Quarterly Summaryl |
Allows you to compare cost savings on the purchases of a product over a given time period with a starting baseline cost. Useful for demonstrating cost savings for your client. This version provides a quarterly summary of usage and associated savings when compared with the same usage at the previous cost. |
Procedure
Like many processes in Simple Accounting, you can start these reports from several locations. And, again the starting point determines the information on the reports. These are:
Customer Browse Press the [Print] button within the Customer Browse to print forms management reports for the selected customer.
Salesperson Browse Press the [Print] button within the Sales Representatives Browse to print forms management reports for the all Customers linked to the selected Employee ID in one batch.
Use the Query Window to limit which customers print: typically those you have checked off as FMS in their Customer Master.
Corporation Browse You may print reports combining data from all customers which share the same CORPORATE ID field. This allows you to get a single group of reports for a large organization with several branch offices, even though each branch is considered a separate Customer in Simple Accounting. The products on the catalog reports are subtotalled by Customer ID, with a convenient subtotal by Site.
You can limit these reports to a single Site using the Query Window.
