Sales Report 2

OI08

RAYMOND CANCELA
Principal Consultant, Infor – Manila GDS

March 2021

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Sales Analysis by Customer
Customer > Business Area > Item Group > Item
Table: CSYTAB (System Table)
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
Report Selection Criteria
Period: YYYYMM
Ex: 202110 (2021-Jul)
Period-1: 202109
Auto-generate
Period-2: 202108
other criteria
LY Period: 202010
Table: OSBSTD (Sales Stats)
Table: CSYPER (System Period)
• UCCONO – company
• UCDIVI – division • CPCONO – company
• UCCUNO – customer • CPDIVI – division
• UCITNO – item number UCIVDT >= CPFDAT, • CPPETP – period type = 1
• UCIVDT – invoice date UCIVDT <= CPTDAT • CPYE4 – year
• UCIVQA – invoiced qty • CPPERI – period
• UCSAAM – line amount • CPFDAT – from date
Item group:
• UCDCOS – issued cost • CPTDAT – to date
CTCONO = UCCONO
amount
CTSTCO=‘ITGR’
• UCALUN – alt UM CPCONO = BCCONO
CTSTKY=UCITGR
• UCATV5 – attribute value 5 CPDIVI = BCDIVI
Business area: • UCITCL – product group CPYEA4 + CPPERI = BCBUPE
CTCONO = UCCONO • UCITGR – item group CPYEA4 = BCBVER
CTSTCO=‘BUAR’ • UCBUAR – business area BCBUNO=200 (sales), 201 (Cost)
CTSTKY=UCBUAR
Table: FBUDET (Sales & Cost Budget)
• * BCCONO – company
• * BCDIVI – division
• * BCBUNO – budget no = 200 (sales),
201 (cost)
• * BCBVER – budget version = YYYY
Table: OCUSMA (Customer) Table: MITMAS (Item Master)
• BCBUPE – budget period =YYYYMM
• BCAIT1 – GL account
• OKCONO – company • MMCONO – company
• BCAIT2 – cost center
• OKCUNO – customer • MMITNO – item number
• BCAIT3 – business area
• OKCUNM – name • MMITDS – name
• BCAIT4 – product group
• OKSMCD – salesperson • MMFUDS – description
• BCAIT5 – customer
• MMCFI4 (user-def 4) – product
• BCAIT6 – item group
category
• BCCUCD – currency = KYD
• BCCUA – foreign currency amt (sales
budget)
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Sales Analysis by Department
Report Selection Criteria

Item group > Item > Customer Period: YYYYMM

Ex: 202110 (2021-Jul)
Table: OSBSTD (Sales Stats)
Period-1: 202109
• UCCONO – company Period-2: 202108
Auto-generate
• UCDIVI – division LY Period: 202010
other criteria
• UCCUNO – customer LY Period-1: 202009
• UCITNO – item number LY Period-2: 202008
Table: CSYTAB (System Table) • UCIVDT – invoice date
• UCIVQA – invoiced qty Table: CSYPER (System Period)
• CTCONO – company • UCSAAM – line amount
Item group:
• CTSTCO – BUAR (business • UCDCOS – issued cost • CPCONO – company
CTCONO = UCCONO UCIVDT >= CPFDAT,
area), ITCL (product group) amount • CPDIVI – division
CTSTCO=‘ITGR’ UCIVDT <= CPTDAT
ITGR (item group), CFI4 • UCALUN – alt UM • CPPETP – period type = 1
CTSTKY=UCITGR
(product category) • UCATV5 – attribute value 5 • CPYE4 – year
• CTSTKY – business area, • UCITCL – product group • CPPERI – period
product group, or item group • UCITGR – item group • CPFDAT – from date
• CTTX15 – short name • UCBUAR – business area • CPTDAT – to date
• CTTX40 - description

Table: OCUSMA (Customer) Table: MITMAS (Item Master)

• OKCONO – company • MMCONO – company

• OKCUNO – customer • MMITNO – item number
• OKCUNM – name • MMITDS – name
• MMFUDS – description
• MMCFI4 (user-def 4) – product
category

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 Report Selection Criteria

Period: YYYYMM
Ex: 202110 (2021-Jul)
Agency Budget vs Actual (in lieu of Sales Analysis by Supplier)
Brand Rep: - - CUGEX1
(CTSTCO=SMCD)
Item group
Table: CUGEX1 (Custom Extension
Table: OSBSTD (Sales Stats) Table 1)

• UCCONO – company • F1CONO – company

• UCDIVI – division • F1FILE – file = CSYTAB
• UCCUNO – customer • F1PK01 – key 1 = {blank}
• UCITNO – item number UCITGR>= F1PK03 • F1PK02 – key 2 = ITGR
• UCIVDT – invoice date • F1PK03 – key 3 = {item group}
Table: CSYTAB (System Table)
• UCIVQA – invoiced qty • F1A030 – alpha 30 = {brand rep}
• CTCONO – company • UCSAAM – line amount
Item group:
• CTSTCO – BUAR (business • UCDCOS – issued cost
CTCONO = UCCONO
area), ITCL (product group) amount
CTSTCO=‘ITGR’
ITGR (item group), CFI4 • UCALUN – alt UM Table: CSYPER (System Period)
CTSTKY=UCITGR
(product category), SMCD • UCATV5 – attribute value 5
(brand/salesperson ID) • UCITCL – product group • CPCONO – company
Brand/Salesperson: UCIVDT >= CPFDAT,
• CTSTKY – business area, • UCITGR – item group • CPDIVI – division
CTCONO = UCCONO UCIVDT <= CPTDAT
product group, or item group, • UCBUAR – business area • CPPETP – period type = 1
CTSTCO=‘SMCD’
salesperson CTSTKY=F1A030 • CPYE4 – year
• CTTX15 – short name • CPPERI – period
• CTTX40 - description • CPFDAT – from date
Table: FBUDET (Sales & Cost Budget) • CPTDAT – to date

• * BCCONO – company
• * BCDIVI – division
• * BCBUNO – budget no = 200 (sales), CPCONO = BCCONO
201 (cost) CPDIVI = BCDIVI
• * BCBVER – budget version = YYYY CPYEA4 + CPPERI = BCBUPE
• BCBUPE – budget period =YYYYMM CPYEA4 = BCBVER
• BCAIT1 – GL account BCBUNO=200 (sales), 201 (Cost)
• BCAIT2 – cost center
• BCAIT3 – business area
• BCAIT4 – product group
• BCAIT5 – customer
• BCAIT6 – item group
• BCCUCD – currency = KYD
• BCCUA – foreign currency amt (sales Copyright © 2020. Infor. All Rights Reserved. Infor.com
budget)
Year-to-Date > Item
.
Table: CSYTAB (System Table)
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
Table: OSBSTD (Sales Stats) Report Selection Criteria
• UCCONO – company FY Start: YYYY0901
• UCDIVI – division Ex: FY 2021 = 20200901
• UCCUNO – customer
• UCITNO – item number FY End: (YYYY+1)0831  20210831
• UCIVDT – invoice date Auto-generate
LY Start: 20190901
• UCIVQA – invoiced qty other criteria
LY End: 20200831
• UCSAAM – line amount
Item group:
• UCDCOS – issued cost
CTCONO = UCCONO
amount
CTSTCO=‘ITGR’
• UCALUN – alt UM
CTSTKY=UCITGR
• UCATV5 – attribute value 5
• UCITCL – product group
Product category: • UCITGR – item group
CTCONO = MMCONO • UCBUAR – business area
CTSTCO=‘CFI4’
CTSTKY=MMCFI4
Table: MITMAS (Item Master)
• MMCONO – company
• MMITNO – item number
• MMITDS – name
• MMFUDS – description
• MMCFI4 (user-def 4) – product
category
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Year-to-Date > Customer
Table: CSYTAB (System Table)
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
Table: OSBSTD (Sales Stats)
• UCCONO – company
• UCDIVI – division
• UCCUNO – customer
• UCITNO – item number
• UCIVDT – invoice date
• UCIVQA – invoiced qty
• UCSAAM – line amount
• UCDCOS – issued cost
amount
• UCALUN – alt UM
• UCATV5 – attribute value 5
• UCITCL – product group
Item group: • UCITGR – item group
CTCONO = OKCONO • UCBUAR – business area
CTSTCO=‘SMCD’
CTSTKY=OKSMCD
Table: OCUSMA (Customer)
• OKCONO – company
• OKCUNO – customer
• OKCUNM – name
• OKTEPY – payment terms
• OKSMCD - salesperson
Report Selection Criteria
FY Start: YYYY0901
Ex: FY 2021 = 20200901
FY End: (YYYY+1)0831  20210831
Auto-generate LY Start: 20190901
other criteria LY End: 20200831
Table: CSYPER (System Period)
• CPCONO – company
• CPDIVI – division
UCIVDT >= CPFDAT, • CPPETP – period type = 1
UCIVDT <= CPTDAT • CPYE4 – year
• CPPERI – period
• CPFDAT – from date
• CPTDAT – to date
CPCONO = BCCONO
CPDIVI = BCDIVI
CPYEA4 + CPPERI = BCBUPE
CPYEA4 = BCBVER
BCBUNO=200 (sales), 201 (Cost)
Table: FBUDET (Sales & Cost Budget)
• * BCCONO – company
• * BCDIVI – division
• * BCBUNO – budget no = 200 (sales),
201 (cost)
• * BCBVER – budget version = YYYY
• BCBUPE – budget period =YYYYMM
• BCAIT1 – GL account
• BCAIT2 – cost center
• BCAIT3 – business area
• BCAIT4 – product group
• BCAIT5 – customer
• BCAIT6 – item group
• BCCUCD – currency = KYD
• BCCUA – foreign currency amt (sales
budget)
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Year-to-Date > Item Group
Table: CSYTAB (System Table)
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
Table: OSBSTD (Sales Stats)
• UCCONO – company
• UCDIVI – division
• UCCUNO – customer
• UCITNO – item number
• UCIVDT – invoice date
• UCIVQA – invoiced qty
• UCSAAM – line amount
Item group:
• UCDCOS – issued cost
CTCONO = UCCONO
amount
CTSTCO=‘ITGR’
• UCALUN – alt UM
CTSTKY=UCITGR
• UCATV5 – attribute value 5
• UCITCL – product group
• UCITGR – item group
• UCBUAR – business area
Report Selection Criteria
FY Start: YYYY0901
Ex: FY 2021 = 20200901
FY End: (YYYY+1)0831  20210831
Auto-generate LY Start: 20190901
other criteria LY End: 20200831
Table: CSYPER (System Period)
• CPCONO – company
• CPDIVI – division
UCIVDT >= CPFDAT, • CPPETP – period type = 1
UCIVDT <= CPTDAT • CPYE4 – year
• CPPERI – period
• CPFDAT – from date
• CPTDAT – to date
CPCONO = BCCONO
CPDIVI = BCDIVI
CPYEA4 + CPPERI = BCBUPE
CPYEA4 = BCBVER
BCBUNO=200 (sales), 201 (Cost)
Table: FBUDET (Sales & Cost Budget)
• * BCCONO – company
• * BCDIVI – division
• * BCBUNO – budget no = 200 (sales),
201 (cost)
• * BCBVER – budget version = YYYY
• BCBUPE – budget period =YYYYMM
• BCAIT1 – GL account
• BCAIT2 – cost center
• BCAIT3 – business area
• BCAIT4 – product group
• BCAIT5 – customer
• BCAIT6 – item group
• BCCUCD – currency = KYD
• BCCUA – foreign currency amt (sales
budget)
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Sales Analysis by Department
Item group > Item > Customer
Table: CSYTAB (System Table)
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
Report Selection Criteria
Period: YYYYMM
Ex: 202110 (2021-Jul)
Period-1: 202109
Period-2: 202108
LY Period: 202010
LY Period-1: 202009
LY Period-2: 202008
Table: OSBSTD (Sales Stats)
Table: CSYPER (System Period)
• UCCONO – company
• UCDIVI – division • CPCONO – company
• UCCUNO – customer • CPDIVI – division
• UCITNO – item number UCIVDT >= CPFDAT, • CPPETP – period type = 1
• UCIVDT – invoice date UCIVDT <= CPTDAT • CPYE4 – year
• UCIVQA – invoiced qty • CPPERI – period
• UCSAAM – line amount • CPFDAT – from date
Item group:
• UCDCOS – issued cost • CPTDAT – to date
CTCONO = UCCONO
amount
CTSTCO=‘ITGR’
• UCALUN – alt UM CPCONO = BCCONO
CTSTKY=UCITGR
• UCATV5 – attribute value 5 CPDIVI = BCDIVI
• UCITCL – product group CPYEA4 + CPPERI = BCBUPE
• UCITGR – item group CPYEA4 = BCBVER
• UCBUAR – business area BCBUNO=200 (sales), 201 (Cost)
Table: FBUDET (Sales & Cost Budget)
• * BCCONO – company
• * BCDIVI – division
• * BCBUNO – budget no = 200 (sales),
201 (cost)
• * BCBVER – budget version = YYYY
Table: OCUSMA (Customer) Table: MITMAS (Item Master)
• BCBUPE – budget period =YYYYMM
• BCAIT1 – GL account
• OKCONO – company • MMCONO – company
• BCAIT2 – cost center
• OKCUNO – customer • MMITNO – item number
• BCAIT3 – business area
• OKCUNM – name • MMITDS – name
• BCAIT4 – product group
• MMFUDS – description
• BCAIT5 – customer
• MMCFI4 (user-def 4) – product
• BCAIT6 – item group
category
• BCCUCD – currency = KYD
• BCCUA – foreign currency amt (sales
budget)
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Sales and Budget Analysis
Business area > Product group > Item group > Product category
CSYTAB
• CTCONO – company
• CTSTCO – BUAR (business
area), ITCL (product group)
ITGR (item group), CFI4
(product category)
• CTSTKY – business area,
product group, or item group
• CTTX15 – short name
• CTTX40 - description
CTCONO = MMCONO
• CPCONO – company
From – To
20210601 – 20210623
•
•
CPDIVI – division
CPPETP – period type = 1
• CPYE4 – year
CSYPER • CPPERI – period
• CPFDAT – from date
• CPTDAT – to date
• CPCONO = BCCONO
• CPDIVI = BCDIVI
• CPYEA4 = BCBVER
• CPPETP = 1
OSBSTD • CPPERI = BCBUPE
• CPFDAT > from date
• CPTDAT > to date CPCONO = BCCONO
Business area: CPDIVI = BCDIVI
• UCCONO – company
CTCONO = UCCONO CPYEA4 + CPPERI = BCBUPE
• UCDIVI – division
CTSTCO=‘BUAR’ • UCCUNO – customer Daily budget calculation:
CTSTKY=UCBUAR • UCITNO – item number • Period budget / total no of
• UCIVDT – invoice date days excluding Sunday
Product group: • UCIVQA – invoiced qty • Sunday budget value = 0
CTCONO = UCCONO • UCSAAM – line amount
CTSTCO=‘ITCL’ • UCDCOS – issued cost
CTSTKY=UCITCL amount FBUDET
• UCATV5 – attribute value 5 Daily Sales
Item group: • UCITCL – product group Budget
CTCONO = UCCONO • UCITGR – item group (Birst)
• • * BCCONO – company
CTSTCO=‘ITGR’ UCBUAR – business area
• * BCDIVI – division
CTSTKY=UCITGR • * BCBUNO – budget no = 200 (sales),
• * BCCONO – company 201 (cost)
• * BCDIVI – division • * BCBVER – budget version = YYYY
Product category: • * BCBUNO – budget no = 200 • BCBUPE – budget period =YYYYMM
• * BCBVER – budget version = • BCAIT1 – GL account
CTSTCO=‘CFI4’ MITMAS YYYY • BCAIT2 – cost center
CTSTKY=MMCFI4 • BCAIT1 – GL account • BCAIT3 – business area
• BCAIT2 – cost center • BCAIT4 – product group
• BCAIT3 – business area • BCAIT5 – customer
• BCAIT4 – product group • BCAIT6 – item group
• MMCONO – company
• BCAIT5 = customer • BCCUCD – currency = KYD
• MMITNO – item number
• BCAIT6 – item group • BCCUA – foreign currency amt (sales
• MMITDS – name
• BCDDAY = date budget)
• MMFUDS – description
• BCBCUA = daily budget
• MMCFI4 (user-def 4) – product
amount Copyright © 2020. Infor. All Rights Reserved. Infor.com
category
• BCCUCD – currency = KYD
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