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If you need to isolate new business, or determine customers you have not sold to in a while (inactivity) it can be done by running one of two reports: OHSMTD (Month-to-Date Sales by Salesperson or Open-by / Customer) and ASPIRE(MTD/YTD/GL Subgroup Sales by Salesperson or Open-by /Customer. These reports are in the Order Processing module.
OHSMTD: This reports shows month-to-date order history sales for a selected period and year-to-date history for the current year and the equivalent periods from the previous year, along with sales variance for each period. Selected Report Classes can be excluded from the report. In addition to selecting customers by ‘Entry Date’ (the date they became your customer…this date is found on the Customer Master - Task 17 in the A/R module) to limit the report to New Customers entered during the current year, you can also specify an ‘Inactivity Window’ of zero to 12 months.
For example, choosing a window of 6 months will cause the report to identify customers that have sales in the current period of the report but had zero activity in each of the last six month of the prior fiscal year, this in effect reports ’new business’ from existing customers that were considered inactive.
The report will show sales for customers meeting either condition when you choose both an entry date range and an inactivity window.
ASPIRE: This report shows order history sales for a selected period and year-to-date. This report also allows for the exclusion of selected Report Classes and you have the option of using the salesperson currently assigned to the customer or to use the actual salesperson from the invoice history. You can also specify an ‘Inactivity Window’ of zero to 12 months
Using both 'entry date' and 'inactivity window' together represents 'New business'. i.e. customers that meet EITHER condition.
As an example for printing the ASPIRE report, we will say our current fiscal year is January 01, 2010 through December 31, 2010. We are now in August 2010, printing the report for July 2010.
When printing the ASPIRE report it asks:
Beginning & ending entry date. This entry date refers to the A/R (Module 2), Customer Master (Task 17), and field 16 Entry date. We want to see the sales for customers who were just entered into the system since January 2010. Enter01/01/10 through 07/31/10, the last month just completed.
Inactivity window (number of months 0-12) _ This refers to the Months of inactivity at the end of last fiscal year …RENEWED customers. If a 6 is entered, it will show the customers who had zero sales for the last 6 months of your previous fiscal year 2009, but now have sales in July, RENEWED.
It asks for the PERIOD; Select a period for comparing this year to last year. If you are printing this report in now in August 2010, a 7 for July would be selected for your period.
Printing the ASPIRE report for the entry date of 01/01/10 – 07/31/10; Inactivity window 6; PEROD 7: Should show July sales; for customer who were entered into A/R Customer master file in the first 7 months of 2010, also July sales for customers who had zero sales for the last 6 months of 2009, but have sales in July 2010.
Parameter for the ASPIRE report:
Parameters need to be set for the ASPIRE report. Go to:
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Order Processing (Module 6)
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System management functions (Task 32)
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Modify parameter files (Sub-task 22)
- O/E General (option 1)
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Modify parameter files (Sub-task 22)
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System management functions (Task 32)
ASPIRE'GRPA'TITLE=Color(22&25) ; Report title a
ASPIRE'GRPA'GLS=40022,40025,40122,40125 ; G/L accounts to include
;
ASPIRE'GRPB'TITLE=Digital(61) ; Report title b
ASPIRE'GRPB'GLS=40061,40161 ; G/L accounts to include
;
ASPIRE'GRPC'TITLE=FM(30) ; Report title c
ASPIRE'GRPC'GLS=40030,40130 ; G/L accounts to include