Statistics

If no user profile (sales) or user profiles (purchase) is specified, a user is authorized to maintain the statistics.

When updating the statistics, the sales, purchase and commission/rebate history is read and compressed to data in statistics. The level of compression depends on the statistical levels, as selected in the Statistics Parameters (tdsta0100m000) session.

Before you can select the statistical levels in the parameters, you must first specify the levels in the Statistics Level (tdsta0601m000) session. In this session, you must specify the levels on which you want to create/update the statistics for the level types Purchase, Purchase Actual, Sales, and Sales Actual. In the Statistics Level Attributes (tdsta0102m000) session, you can specify the level attributes (fields) that must be included in the statistical reports and overviews for the level types.

The Sales and Purchase levels determine which attributes are used for compressing the history data. Therefore, these statistical levels also determine the sort attributes you can select for the sort (see step 4). For example, if a sort is specified for both sales and purchase, you can select sales attributes and purchase attributes, such as sold-to BP (sales) and buy-from BP (purchase). However, the sales field must be present in the Sales level, and the purchase field must be present in the Purchase level before you can select it as a sort attribute.

The Sales Actual and Purchase Actual levels determine which history fields are overwritten by actual data if the Actual Data check box is selected when you update the statistics (see step 7). In this case, the attributes (fields) that are linked to these levels are not retrieved from the history data, but from the actual data for the item or the business partner.

If an attribute is not linked to a level, the statistics cannot be maintained or updated for that attribute. Data related to this attribute will be excluded from displays and reports.

After the statistical levels are specified, you can link the levels to the relevant parameter, such as Sales Intake Level, Purchase Turnover Level, and Sales Actual Level in the Statistics Parameters (tdsta0100m000) session. You must also specify the dates based on which the statistics are updated for the levels.

In the Statistic Sorts (tdsta1600m000) session, specify sort codes, which are used to build a particular report or overview. You must indicate the type of statistical information (intake, turnover, cancellation) that must be kept for the sort and indicate whether budgets are allowed for the sort.

From this session, you can maintain the Statistics Sort Sequences (tdsta1101m000) session. In this session, you can select the sort attributes (fields) that are used to sort data in statistical reports and overviews.

After specifying a sort, you must activate it before you can use it for a report or an overview. You can activate a sort directly in the Statistic Sorts (tdsta1600m000) session, or in the (De)activate Sorts (tdsta1200m000) session.

If the sort is set up for a budget, the sort need not be active to use it for a report or an overview. In addition, if you deactivate such a sort, the budget data is not deleted for the sort.

Optionally, a company can create budgets to compare with actual results, or to use them as a basis for planning in Enterprise Planning.

You can use the Budgets (tdsta2603m000) session to enter, maintain, and delete budgets for an active sort, year, and period. However, this is not a mandatory step in the procedure.

Before you create a new budget, you must first select a sort code. This choice will narrow down the data you can use in your budget. You can use the sort attributes as displayed in the Statistic Sorts (tdsta1600m000) session.

If the Detailed Discount Specification check box is selected in the Statistics Parameters (tdsta0100m000) session, from the Absolute Figures (tdsta2100m000) session or the Budget Percentages (tdsta2104m000) session, you can start the Sort Budget Data by Discount Type (tdsta2105m000) session to specify detailed discounts for sales and purchase discounts, rebates, or commissions.

Before you can print or display statistical data, you must link a sort code to a layout code and you must specify the layout for the data fields in the Statistics Layout (tdsta1610m000) session.

Use the Update Statistics (tdsta2250m000) session to create or update the statistical files based on the history or the actual data.

If you decide to do a full update, the statistics are fully updated. Except for the budget data, all current statistical data is cleared and new statistics are created based on the current (history) data. You can also update the statistics based on new (history) data that was not taken into account before when updating the statistics.

Use the Statistics by Layout / Sort (tdsta1615m000) session to display the statistical results for a combination of layout code and sort code.

Use the Print Statistics (tdsta2400m000) session to print the statistical results.

You can use the Archive/Delete Statistics (tdsta2250m100) session to transfer the statistics to an archiving file and/or to delete the statistics.

You can display the archived statistics and budgets under the company number as specified in the Archiving Company field of the Statistics Parameters (tdsta0100m000) session.