Sales Statistics

This process is used to create both detailed and totaled sales statistics. These statistics can then be used in sales and other reports as needed. See Report Processing.

Sales statistics are created in detail and in accumulated form in datasets after using this process.

Before you start

Follow these steps

  1. Defining parameters for service level evaluation

    The basic concept behind service levels is comparing the number of approved deliveries to the total number of deliveries. Approval or rejection for deliveries is determined by comparing delivered quantity to confirmed quantity, and actual delivery dates to confirmed delivery dates.

    Each delivery line updated to sales statistics is updated itself automatically. The values for these comparisons per delivery line are defined in 'CO Type. Open' (OIS010/E). See Parameters for Service Level Evaluation.

    The following Accumulator Field can be used to total the statistics for service level evaluation per dataset.

    Acc. Field Description
    UCTDEL Total number delivery lines
    UCTORL Total number order lines
    UCFULL Total no. delivery lines – correct quantity and time
    UCRQTY Total no. delivery lines – correct quantity, incorrect time
    UCRTME Total no. delivery lines – incorrect quantity and correct time

    Service level evaluations can also be made using the following accumulator fields.

    Acc. Field Description
    UCDDF1 No. days between confirmed and actual delivery date
    UCDDF2 No. days between confirmed and requested delivery date
    UCDDF3 No. days between order date and actual delivery date
    UCDDF4 No. days between requested and confirmed delivery date
    UCDDF5 No. days between actual delivery date and invoice date
    UCTDEL Total number delivery lines
  2. Updating detailed sales statistics

    Detailed sales statistics are updated from invoiced deliveries as specified in the customer order type. This can be automatic during invoicing or done manually in 'CO Invoice. Post-Process' (OIS196). See Post-process Invoices.

    These statistics are accumulated in datasets for further processing as totals.

  3. Updating dataset

    The accumulated totals are updated to the dataset(s) for total sales statistics.

    Every customer delivery that updates the detailed statistics is checked for the information which is updated to the dataset. The information checked is:

    • The division is correct.
    • The start and end dates for updating the dataset include the accounting date for the transaction.
    • The sales statistics Transaction Type - Statistics is included in the dataset.
    • The transaction meets the selection criteria defined for the dataset.

    The dataset that matches this information check is updated automatically for every new record created in the detailed statistics.

  4. Re-creating detailed sales statistics

    When needed, detailed sales statistics can be re-created. This can be necessary if historical data has been destroyed or if the parameters for updating Customer Order Type have been changed.

    The detailed sales statistics are re-created in 'Sales Statistics. Re-create' (OSS995) by selecting the accounting date as of when the statistics should be re-created. See Re-create Detailed Sales Statistics.

    In order to re-create the statistics, the invoiced delivery lines must still be in the database. Also, when the statistics are re-created, all affected datasets are automatically re-created.

  5. Re-creating data in dataset

    When needed, the data in datasets can also be re-created. This can be for newly defined or redefined datasets. This is done in 'Sales Statistics. Re-create' (OSS995) by selecting the accounting date as of when the statistics should be re-created. See Re-create Sales Statistics in Datasets and Datasets.

    In order to re-create the data, the base information must still be in the detailed sales statistics.

  6. Filing detailed sales statistics

    The detailed sales statistics contain one record for each invoiced customer order line. These records should be filed to avoid their taking up too much space in the system. Filing can be done after a reasonable time in 'Sales Statistics. File' (OSS080).

Related topics