This form has the same functionality as the Accounts List, in that it displays the account code, the supplier's name, the area, items created on that account,and the ATD, YTD and PTD balances. In addition, the credit limit of the account is displayed.
To access the turnover analysis:
From the Autoline Master menu select the Purchase Ledger option and the Company you require.
The PURCHASE LEDGER menu is displayed.
Select the Reports & enquiries option.
The REPORTS AND ENQUIRIES menu is displayed.
Select the Turnover analysis option.
The Turnover analysis form is displayed.
The Turnover Analysis form is displayed when the Turnover analysis option is selected from the PL REPORTS AND ENQUIRIES menu.
FIELDS:
Account code: For given start and end account numbers on a 'from-to' basis or for all accounts [leave field blank]
Area codes: For given start and end area codes on a 'from-to' basis or for all area codes [leave field blank]
Currency code: For a particular currency only or for all currencies [leave field blank]
Account type: For a particular account type only or for all account types.[* for all types]
BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Retursn you to the REPORTS AND ENQUIRIES menu.
Help: Displays help on the current application using the default browser.
Schedule: To schedule a report, enter the relevant selection criteria, then click the Schedule button. This then brings up the Timed Operations form, and from there you can add the report to run at a time and frequency that is convenient. For more information, refer to Batch Printing.
Add to batch: The Add-to-Batch button allows you to run several (often related) reports in a group at once, [for example, to save time you may run the batch while away from your terminal].
To run a batched report:
Select the report you want to run, and fill in the relevant selection criteria, if any are required. If the report is available to be batched on, there is a button labelled Add to batch, which must be clicked to bring up a child window prompting you to enter a Report Group. There is no search facility here but if you type in an entry that does not already exist, it is created there and then, and if the entry does already exist, it is added to the report group. There is also a drop-down menu
that allows you to set the priority required to execute the report.
When a report has been added to a group, the running of the batch can take place. This actually takes place by selecting the Report Generator menu option, and then selecting the Batched Reports option. Consequently you can select the report group required (Batch Identifier) via the drop-down menu
