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5.12. Planned Revenue/Expenses by Planner Code

To view planned Revenue/Expenses by Planner Code, select the "Planned Revenue/Expenses by Planner Code" option. The following screen will appear:

Planned Revenue/Expenses by Planner Code

When displaying planned Revenue/Expenses by Planner Code, you are presented with the following options:

All Planner Codes

Select to display planned Revenue/Expenses for all Planner Codes.

Selected

Specify Planner Code whose planned Revenue/Expenses you want to display.

Pattern

Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions.

Costs

Sort the information using one of the following costing parameters:

Use Standard Cost

Select to display Standard Cost.

Use Actual Cost

Select to display Actual Cost.

Start Order Date

Planned Revenue/Expenses by Planner Code generated on or after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Order Date

Planned Revenue/Expenses by Planner Code generated on or before this date will be displayed. Start date and end date must be entered for calculation to proceed.

All Sites

Select to display planned Revenue/Expenses by Planner Code for all Sites.

Selected

Specify Site whose planned Revenue/Expenses by Planner Code you want to display.

Sales Price

Sort the information using one of the following pricing parameters:

Use List Price

Select to display the List Price.

Use Average Price

Select to display Average Price. Average Price is based on the Item's average selling Price.

Start Evaluation Date

Specify date to start evaluating average Price. This is a required field.

End Evaluation Date

Specify date to stop evaluating average Price. This is a required field.

Planned Orders

Display lists planned Revenue/Expenses by Planner Code, using the specified parameters. If gross profit is a negative amount, the number will display in red type.