SPEC 5475 - Spartan RADAR Updates

Date Released: March 2018

Modules: RADAR

Description:This enhancement provides the following: 

  • Ability to report on sales using Radar for a specified period whether open order, invoiced, or paid.

  • Displays more additional fields in Radar including some payment information.

  • Get a glance at Agency sales vs Distribution sales. This is accomplished by the Order Type assigned when starting a new order.

Reason: Enhanced reporting capabilities

New Optional Filters in Sales Analysis

The following filters were added to the Sales Analysis window:

  • Payment Date
  • Order Date - uses the Orderer Started Date in the data warehouse. The Order Entry Date is overlaid during invoicing.
  • Job Quote Date

These optional filters act as "AND" filters to further narrow the data selected by other filters.

The Payment Date and Order Date filters always display. The Quote Date filter only displays when a key is turned on.

Information Added to the Optional Filter and Invoice Workbook

Optional Filters

Access to the to the applications contained in RADAR can be set at a global or user level. For more information, refer to Radar User Settings.

The following parameters were added to the Optional Filters drop down:

  • Terms Code
  • Order Type
  • Supplier Item Number
  • Payment State

Invoice Workbook

The following information was added to the Invoice Workbook (spreadsheet export).

  • Job Quote Number
  • Last Payment code
  • Architect
  • Supplier Item Number
  • Job Name

New Data Information Bot (DIBS) added

The following new DIBS were added to the Comparison by Periods and Ranking data types:

  • Order Type

  • Order Type By Branch

  • Order Type By Salesperson

The new DIBS under Rankings are shown below.

The DIBs present a quick look at statistics for the selected parameter (i.e. Order Type or Order Type by Branch). The statistics are compiled during nigh jobs.

Update to File Management Data Warehouse

The Invoice, Order and Pending Data Warehouse was updated to include the following information:

  • Last Payment Code
  • Last Payment Date
  • Job Name
  • Terms Description
  • Project
  • Project Name
  • Job Quote
  • Supplier Item Number