SECTION 22.214.171.124.6 - DEBTOR GROUPS - TOP 50 GROUPS
USAGE: To analyse the transaction files and print a list of your top 50 Debtor Groups. The program also compares the ranking and sales with the same period in the previous year and the change since that time.
DISCUSSION: When you enter this program, the following questions will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be displayed if the relevant option is set to A, see SECTION 7.1.2.
EXCLUDE GST If you enter Y here, HiFinance will not include any GST value in the calculations.
EXCLUDE FREIGHT If you enter Y here, HiFinance will not include any Freight value in the totals. This is the Freight that you enter at the bottom of the Invoice. If you have entered Freight in the body of the invoice, HiFinance does not exclude it.
LIMIT REPORT TO [__50] DEBTOR GROUPS By default the report will print only the top 50 Groups. You may change this to any number from 1 to 9999. Entering a number greater than the maximum number of Groups will cause the report to print all Debtor Groups on file.
CUT OF AT Here you enter the year and the period number you wish to cut off the report at. This allows you to backdate the report to a completed period. Without this option, you would have to run the report immediately at end-of-period. You can choose a period in last-year, but this will not give you any comparisons or last-year rankings. If you choose a next-year period, the report will give the same results as if you have run an end-of-year and then chosen the same period in this-year. This means that you can run the report even if you have not yet run end-of-year.
To start the report, press <Enter> through each field or simply press <F10>.
The report itself will detail the current ranking. Debtor Groups Code, the last year’s ranking, the total sales for each period in the chosen year up to and including the cut-off-period, the total of these balances, the cumulative percentage that this represents as a total of total sales, the period total of the same period in the previous year, the total last year (up to the cut-off-period) and the percentage change from last-year. At the end of the report each column is totalled for the top-50-Grroups, the total of all Groups and what the top 50 Groups represent as a percentage of the total of all Groups.