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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
The "Time-Phased Sales History" screen provides a time-phased perspective on your historical sales activity. Here are some tips for using this screen:
When selecting a Calendar from the list, make sure to also select corresponding periods.
The type of Calendar and number of Calendar periods you choose to display may have an impact on response time. The data may take longer to display, depending on the time frame requested.
Calendars are defined under the System module setup screen.
Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
The following screenshot shows the "Time-Phased Sales History" screen:
The following options on this screen are a supplement to the choices available under the search filter:
Specify how you want the information grouped: by Customer, Product Category, or Item.
Specify the units you want to see the results sorted by: Sales Dollars, Inventory, Capacity, Alternate Capacity
Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.
Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
The default filter on the "Time-Phased Sales" screen shows all sales for the specified Calendar period(s). You can build your own search criteria using the following options:
Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.
Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.
When building a custom query, you have the following options:
Select to add a new parameter to the query.
Select to remove a parameter from the query. This option is disabled for default parameters.
Select to save your filter for future use. Saved filters will appear in the list of available filters.
Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.