X by Y Reports With Cost Drivers Menu

Associated Files

The X by Y Reports portion of the Cost Drivers menu includes report options that you can run with all or selected Cost Driver categories.

This menu lets you to run X by Y Reports with control of the Cost Drivers that are included or omitted. For example, option 106 - X By Y Special GP W/Cost Drive incorporates the functionality of the X by Y reports to analyze gross profit by cost driver. It essentially reports the information contained in the Billto File Adjusted GP Analysis By Customer With Cost Drivers screen (Billto File + F4+ F14).

Work through the following series of screens which is the normal process for X by Y reports:

Enter a date range
Parameter selection screen - include or omit the parameters you want to include in the report.
Select an X parameter
Select a Y parameter
A summary screen of your report selections

The Cost Drivers Option screen is specific to Cost Drivers

These options control how the cost and GP figures are calculated for this particular report.

Include Cost Drivers that are coded to affect GP? - Enter Y to include the effect of Cost Drivers that are coded to affect GP (GP Drivers). The effect of GP Drivers is normally included in all sales reports and screens. If you enter N, the effect of the GP Drivers is removed from the calculation. Therefore, the N option can be used to see your GP figures without the effect of the GP Drivers that are normally included.

Include Cost Drivers that are NOT coded to affect GP? - Enter Y to include the effect of Cost Drivers that are coded to not affect GP (Non-GP Drivers). The effect of Non-GP Drivers is NOT normally included in any sales reports and screens. Therefore, the Y option must be used to see your GP figures with the effect of the Non-GP Drivers. These cost drivers are normally operational cost drivers that allocate operational costs to each line item.

Include/Omit Cost Driver Categories - Use this option to include or omit specific categories of Cost Drivers. Leave it blank to include all categories. For example, if you have established Cost Driver categories, such as WHSE and REBATE, you can create very specialized reports with only the effect of those categories of Cost Drivers. You can enter ? to see a list of the categories established on your system.

Show each Cost Driver separately - Entering an N for this option directs the report to summarize the effects of established cost drivers by cost driver category. Using this option, the report shows gross profit With and Without Cost Drivers, and shows a summary by cost driver category only.

Enter Y to show the cost effects of each cost driver, within each category. This version shows two levels of sub-totals: by cost driver category, and total of all categories.