Listings and Reports

Many listings and reports are available within each application. Most reports allow you to control the output by entering a series of parameters and choosing between various formatting and sorting options. This section lists menus containing the various reports available throughout the listings and reports sections of the system.

Master File Listings Menu (RMF)

The Master File Listings list the contents of the various Master Files on the system. Use these menus to list your customers, items, manufacturers and other files.

List Billto (Customer) File (RMF 1)

List Item Attributes (RMF 2)

List Customer Pricing Exceptions (RMF 102)

List Stocking Matrix File & Item/Matrix Report (RMF 106)

Customer Delivery Charge Report (RMF 108)

Promotional Pricing File (RMF 111)

List Billto (Customer) File (RMF 1)

You can run a list of new customers, based on the Billto File Open Date field, using sort option O of the List Billto File program. For example, you can list all customers opened in the past five days.

The Customer Master List has an option to create a file for downloading to other systems. The file created is labeled BILLDWNL and is placed in library FVUSER. This file is in a simple flat file format, with no packed fields and may be easily imported into many other databases and programs. This file can be used for the following purposes:

  • to feed a third-party mailing system
  • to feed a third-party database program for PC based analysis
  • to feed a third-party parcel shipping system for automatic labeling of sample orders and other parcel shipments.
In order to transfer the BILLDWNL File from the AS/400 FVUSER library to a PC folder, you will need to use IBM’s Client Access Program or a similar product.

The customer master file listing supports include and omit functionality on the selection parameters. This feature gives you more control and flexibility in selecting the contents of your reports. Mailing labels and files for downloading to personal computers, which are generated with the customer master list, now support either a customer’s shipping address or billing address.

If you select option 4 - To Create Excel Spreadsheet, the spreadsheet is placed in the following directory on the IFS: X:\home\dancik\reports\phonenbr.xls (where X is the root directory your IFS is mapped to).

The phone, fax, and e-mail addresses are stored in the Billto file, within the Phone#s screen. They can be entered in the Billto File F10 screen.

List Item Attributes (RMF 2)

The Item File Listing, is used to test for and list problems and missing information in the Item file. The Item File Edit Listing reports the following errors and warnings:

  • Invalid Item Classes
  • Invalid Cost Centers
  • Invalid Price, Cost, or Packaging Classes
  • Invalid Supplier
  • Invalid Product Line
  • Invalid Wear Code
  • Invalid Commodity Level
  • Invalid Inventory Code
  • Invalid Width
  • Invalid Freight Class
  • Invalid Quantity Break Group
  • Price and Cost UM not the same

List Customer Pricing Exceptions (RMF 102)

The Customer Pricing Exceptions List enables you to select specific price list numbers so that you can list all customers that have pricing exceptions to specific price list numbers. For example, list all customers with exceptions using price list 99. This can be combined with the other parameters offered on this report. Customer Pricing Exceptions are entered into the Billto File via the Pricing Exceptions Screen by pressing F9.

The Customer Pricing Exceptions report is accessed via option 5 on the Price Lists menu, or option 2 on page 2 of the Master File Listing Menu. The Report shows the actual prices related to certain types of price list exceptions. If the price list exception is by Price Class or by individual number, then the price is shown. Note: Price list exceptions for general categories (like Item Class of Manufacturers) cannot be related to a single price.

List Stocking Matrix File & Item/Matrix Report (RMF 106)

Two listings are available for the Stocking Matrix File.

  • The first version is simply a list of the Stocking Matrix File. It enables you to print the entire file or to select portions to print based on manufacturer and type of entry.
  • The second version is a list of items that displays the effective stocking matrix for each item. This version enables you to select items based upon many parameters, such as manufacturer, product line, item class, color and so on. Each item is listed with its description and its stocking matrix entries. This report picks up the stocking matrix information relationally. For example, if there is no stocking matrix entry for the item, but there is an entry for the product line, the product line matrix will print. The hierarchal rules of the Stocking Matrix File are used.

Customer Delivery Charge Report (RMF 108)

The Customer Delivery Charge Report shows the truck route codes, stops and run numbers assigned to each listed customer.

Promotional Pricing File (RMF 111)

The Promotional Pricing File Listing shows all individual customer accounts assigned to a promotion, as well as categories that are assigned, such as marketing programs. This option offers the easiest method for listing all of the customers assigned to a promotional program.

These reports accessed via the Ranking Reports Menu (RSR) can provide information to identify your best customers, your best selling items, and your top salespeople.

Ranking Reports list records from best to worst, or vice versa.

Rank Items (RSR 2)

Ranking items based on the ABC code or reorder categories enables you to tie these statistics more closely into your purchasing parameters. For example, each buyer can have their own set of ranking reports. New items can also be ranked separately if identified by ABC code N.