The purpose of the Profit and Productivity Analysis processing is 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.
Statistics are collected as part of End-of-Month processing and/or can be collected on demand from the Profit and Productivity Analysis menu. The reports are run on demand from the Product and Productivity Analysis menu. Data is collected and stored on a fiscal period basis and includes the current year and up to four of the previous years.
Before the system can collect order and purchasing statistics, you need to perform some file maintenance. The following summary reviews the files and fields that affect profit and productivity data collection.
The Order/PO Status Collection check box on the Vision Configuration tab in Vision GUI indicates whether the data for order and purchasing statistics should be collected. If you select this check box, 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 check box, then order and purchasing statistics are not collected and the Metrics Profit and Productivity Analysis programs do not operate.
For instructions on how to set this check box, refer to Specify in Vision GUI whether order and purchasing stats should be collected.
Order statistics collection is based on business type. Use Business Type Maintenance in Vision Back Office to set up and maintain business types. Each business type has a three-digit business type code used to identify business segments within your company.
To access Business Type Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select Company Related Files.
Select Code Maintenance Menu.
Select Business Type Maintenance.
The Slsperson Type field of the Salesperson Maintenance in Vision Back Office is used by the End-of-Month statistics collection and reporting processes to determine how to classify an account. The valid classifications are inside, outside, house, and overhead.
To access Salesperson Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select Customer Related Files.
Select Salesperson/Commission Menu.
Select Salesperson Maintenance.
The Inside Cartage Flag and Business Type fields of the Ship Route/Driver Maintenance in Vision Back Office are related to the collection of Order and Purchasing Statistics.
Set the Inside Cartage Flag field to N or Null if you will be using an outside carrier such as UPS. Set it to Y if your company will be using its own truck and driver to make deliveries.
If the Inside Cartage Flag field is set to Y, then entry in the Business Type field is required. The Business Type field is used to determine into which business category the system will accumulate statistical data.
To access Ship Route/Driver Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select Customer Related Files.
Select Ship Route/Driver Maintenance.
The Business Type field of the Product Class maintenance in the Vision GUI is used to determine into which business category the system will accumulate statistics data for orders delivered by an outside carrier.
To access the Product Class maintenance
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click Product Information folder to expand its contents.
Click the Product Class subfolder.
For more information, refer to Field and button descriptions on the Product Class screen.
A buyer is a person responsible for a product's or part's inventory levels for one or more selected companies within a district. Buyer Maintenance in Vision Back Office lets you set up buyer codes and their associated names.
All Vendor Master records require a buyer code. Vendor Detail records can contain this code, and, if present, the Vendor Detail Buyer Code overrides the Vendor Master Buyer Code.
To access Buyer Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select Buyer Maintenance.
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On the main menu in Vision Back Office, select File Maintenance.
Select Accounts Payable And General Ledger Files.
Select Buyer Maintenance.
The Buyer field of the Vendor Master Maintenance in Vision Back Office is used to associate the appropriate buyer with a vendor. This Buyer field is a required field; it is used to determine for which purchasing buyer statistics are to be collected.
If a buyer has been selected for a vendor in Vendor Detail Maintenance, it takes precedence over the buyer selected for the vendor in Vendor Master Maintenance.
To access Vendor Master Maintenance
On the main menu in Vision Back Office,, select File Maintenance.
Select Vendor Master Maintenance.
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On the main menu in Vision Back Office, select File Maintenance.
Select Accounts Payable And General Ledger Files.
Select Vendor Maintenance.
The Buyer field of the Vendor Detail Maintenance in Vision Back Office is used to associate the appropriate buyer with a vendor. This field is not a required field; it is used to determine for which purchasing buyer statistics are to be collected.
If a buyer has been selected for a vendor in Vendor Detail Maintenance, it takes precedence over the buyer selected for the vendor in Vendor Master Maintenance.
To access Vendor Detail Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select Vendor Detail Maintenance.
— or —
On the main menu in Vision Back Office, select File Maintenance.
Select Accounts Payable And General Ledger Files.
Select Vendor Detail Maintenance.
For the Business Metrics Report to be generated, each product class must be assigned a business. (For more information about this report, refer to Business Metrics Report.) Sales of products in a class without an associated business are not reflected in the report. The Business field of the G/L Product Class Maintenance in Vision Back Office is where you associate a business with a product class.
To access G/L Product Class Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select G/L Product Class Maintenance.
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On the main menu in Vision Back Office, select File Maintenance.
Select Accounts Payable And General Ledger Files.
Select Integrated G/L Menu.
Select G/L Product Class Maintenance.