Profit and Productivity Analysis processing (in Vision Back Office) is used to collect specific order and purchasing statistics and to produce reports with the resulting information. These reports are then used to update productivity and profitability analysis spreadsheets. (For more information, please refer to Profit and Productivity Analysis in Vision Back Office.)
A setting in the Dealer Settings maintenance on the System Configuration screen of the Vision Configuration tab in Vision GUI indicates whether the data for order and purchasing statistics should be collected. If you select this option, then order and purchasing statistics are collected during End-of-Month processing; you can generate reports showing these statistics in Vision Back Office. If you do not select this option, then order and purchasing statistics are not collected and the Metrics Profit and Productivity Analysis programs do not operate.
Note: To access the Dealer Settings maintenance, you must have the proper security privileges. The File Maintenance Admin job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click the Dealer Information folder to expand its contents.
Click the Dealer Settings subfolder. The Dealer Settings screen appears.
If the system should collect order and purchasing statistics: In the Processing Options area, select the Order/PO Status Collection check box.
If the system should not collect order and purchasing statistics: In the Processing Options area, clear the Order/PO Status Collection check box.
Click the Accept button.