Sales Territory File - FIL 36
High-Level Budget Analysis Screen
You can use the Sales Territory File to define sales territories that you can assign to each salesperson in the Salesperson File. A sales territory represents a geographical grouping of salespeople and is a composite view of all of the salespeople assigned to the sales territory.
The following table describes the function keys on this screen.
|
Function Key |
Description |
|
F4 |
The Sales Analysis screen summarizes the sales and statistics of all salespeople assigned to a territory. The information is updated nightly. From this screen you can access these screens:
|
|
F6 |
Go to the Sales Territory File Search screen. |
|
F7 |
End the job and returns to the File Maintenance Menu. |
|
F8 |
Return to Sales Territory Entry screen. |
High-Level Budget Analysis Screen
To go to the Sales Territory File High-Level Budget Analysis screen, press F17 on the Sales Territory File Sales Analysis Screen.
|
Field Name |
Description/Instructions |
|
Company |
Company number related to the displayed sales territory. |
|
Territory |
Sales territory code as entered on the Sales Territory File Entry screen. |
|
Year |
This field initially displays the current fiscal year, but it can be overridden to display another year. All yearly statistics on this screen are based on fiscal, not calendar or trailing, year. You must enter a valid year number. |
|
Month |
This field initially displays the current accounting month based on the accounts receivable system month-end close. It can be overridden to display another month. You can enter 00 to indicate that figures for the entire year should be displayed. Entering the year as 95 and the month as 00 tells the system to display year-to-date actual sales figures versus total year budget figures. |
|
Update/Inquiry |
This field initially displays I for Inquiry mode. You can change this field to U for Update mode. In Update mode, the budget figures are accessible for updating. Use the update mode to enter your budgets. You need to enter a separate budget for each month. Year-to-date figures are calculated by the system, which adds the monthly records. |
|
Actual |
This column displays the actual sales for the selected period and categories. |
|
Budget |
Budget figures for the selected period and categories. |
|
% of budget |
Percentage of the budget comprised by Actual. For example, 95.75 means actual is 95.75% of the budget amount or 4.25% short of meeting budget. |
|
Amount |
Dollar variance between actual and budget. A negative number indicates that actual is less than budget. A positive number indicates that actual exceeds budget. |
|
Gross Sales |
Gross sales dollars for the sales territory. |
|
Gross Profit $ |
Gross profit dollars for the sales territory. |
|
Gross Profit % |
Gross profit dollars divided by gross sales. |
Function Keys
|
Function Key |
Description |
|
F1 |
Go to the next month without going back to the Entry screen. This is helpful if you are updating or viewing month-by-month within the file. Press F1 to enter the current screen and go to the next record. |
|
F4 |
Go to the Sales Analysis screen. Press F4 again to display the Sales Territory File Month-by-Month Sales Analysis screen. |
|
F5 |
Go to the Actual vs. Last Year screen. This screen displays the variances between this year and last year's actual sales. |
|
F6 |
Search for item numbers. |