Analysis

The Analysis command provides a VAT report, six user-definable analysis reports and a transaction audit report for this period only.

When you run the Sales - Utilities - End of Period command the sales analysis information for the current period is transferred to a history file. You can then use the Sales History command to report on sales analysis information from earlier periods.

User-Definable Reports

You define your own reports using the Set Options command on the Action button. They can contain any combination of the following:

In the case of the sales code, you can also choose by range of characters. For example, the first four characters or the last six characters, and so on. Each of the options is identified by a letter and you can use a combination of up to four per report.

You want to analyse your sales by customer type within region. You create a new sales analysis report using the Set Options form on the Action menu of this form. You enter a report title of 'Sales By Type in Region' and then enter the letters C and E in the boxes alongside. You can then print the report from the Select Required Report list box.

When you print reports, selection criteria are available for a more precise selection of records.

VAT Analysis

Use the VAT Analysis option to produce a report of the VAT activities for this period including those goods sold to an EC country.

Transaction List

Use the Transaction List option to produce a report for this period that acts as a check on the analysis report. It includes the detail of every line of every invoice and credit note, by date, customer, all analysis groups, cost and sales code. It is presented in document sequence and shows the customer account code, date, transaction type, reference, together with the transaction values and analysis details.

Set up the analysis reports the you can view and print. You can create up to six reports and use up to four of the following codes for each report.

Code	Description
A - F	Includes analysis codes from the customer records - Ledger A/c, Delivery A/c, Region, Territory, Type and Cost Centre.
H	Includes the sales analysis codes used on transaction records
I - O	Includes the first letters of the sales analysis codes used on transaction records. For example, letter M will include the first five digits in the sales analysis code.
P - V	Includes the last letters of the sales analysis codes used on transaction records. For example, letter U will include the last five digits in the sales analysis code.
W	Includes the invoice numbers used on transaction records.
X - Y	Includes the project and department codes used on transaction records.