Sales Statistics Window
This window appears when you click Related Information, point to the relevant menu option (Quote, Invoice, or Credit Memo), and then click Statistics from a sales document (for example a quote, invoice, or credit memo). For example, from the Sales Quote window, click Related Information, point to Quote and then click Statistics to open the Sales Statistics window. The window shows statistics for the relevant sales lines.
The Sales Statistics window includes two FastTabs: General and Customer. These FastTabs show information such as quantity, amount, VAT, and customer credit limit.
The Sales Statistics window provides you with a quick overview of the contents of the entire sales document, the details in the specific document lines and details about the various items in the sales document. You can also use the Sales Statistics window to see the amounts that would be posted if you were to post the sales document.
On the General FastTab, the amount in the Total Incl. VAT field is rounded according to the contents in the Invoice Rounding Precision field in the Currency table for the relevant currency. Then the program will round off, as necessary, the amounts in the Amount, Inv. Discount Amount, Total, and VAT fields that make up the amount in the Total Incl. VAT field. The amounts in the Amount, Cost (LCY), and Profit (LCY) fields are rounded according to the contents in the Amount Rounding Precision field in the Currency table for the relevant currency.
The amounts in the fields on the General FastTab are in the currency of the sales document unless otherwise indicated. The fields on the General FastTab display the following information:
Amount Excl. VAT |
This field shows the net amount of all the lines in the sales document. This amount does not include VAT or any invoice discount but does include line discounts. |
Inv. Discount Amount |
This field shows the invoice discount amount for the entire sales document. If there is a check mark in the Calc. Inv. Discount field in the Sales & Receivables Setup window, the discount was calculated automatically. Otherwise, it is calculated when you click Functions, and then click Calculate Invoice Discount. |
Total |
This field shows the total amount less any invoice discount amount and exclusive of VAT for the sales document. |
% VAT or VAT Amount |
This field shows the total VAT amount that has been calculated for all the lines in the sales document. |
Total Incl. VAT |
This field shows the amount, including VAT, that will be posted to the customer's account for all the lines in the sales document if the sales document is posted. This is the amount that the customer owes based on this sales document. (If the document is a credit memo, it is the amount that you owe to the customer.) |
Sales (LCY) |
This field shows the figure in the Total field, converted to LCY. |
Original Cost (LCY) |
This field shows the total cost, in LCY, of the G/L account entries, items and/or resources in the sales document. The cost is calculated as (unit cost * quantity) of the items or resources. |
Adjusted Cost (LCY) |
This field shows the total cost, in LCY, of the items in the sales document, adjusted for any changes in the original costs of these items. If this field contains a value of zero, it means that there were no entries to calculate, possibly because of date compression or because the adjustment batch job has not yet been run. |
Cost Adjmt. Amount (LCY) |
This field shows the difference between the original cost and the total adjusted cost of the items in the sales order. If this field contains a value of zero, it means either that the original cost and adjusted cost are the same or that there were no entries to calculate, possibly because of date compression. |
Original Profit (LCY) |
This field shows the difference, in LCY, between the amounts in the Amount and Cost (LCY) fields for the sales document. |
Adjusted Profit (LCY) |
This field shows the difference, in LCY, between the amounts in the Amount and Adjusted Cost (LCY) fields for the sales order. If this field contains a value of zero, it means that there were no entries to calculate, possibly because of date compression. |
Original Profit % |
This field shows profit expressed as a percentage of the amount in the Amount field. |
Adjusted Profit % |
This field shows the profit, adjusted for any changes in the original costs of the items, expressed as a percentage of the amount in the Amount field. |
Quantity |
This field shows the total quantity of G/L account entries, items and/or resources in the sales document. If a rounded amount results because there is a check mark in the Invoice Rounding field in the Sales & Receivables Setup window, the Quantity field will contain the quantity of items in the sales document plus one. |
Parcels |
This field shows the total number of parcels in the sales document. |
Net Weight |
This field shows the total net weight of the items in the sales document. |
Gross Weight |
This field shows the total gross weight of the items in the sales document. |
Volume |
This field shows the total volume of the items in the sales document. |
The fields on the Customer FastTab display the following information:
Balance (LCY) |
This field shows the balance in LCY on the customer's account. |
Credit Limit (LCY) |
There are two fields that show information about the customer's credit limit. The first field shows the credit limit in LCY of the customer that you created the sales document for. The second field shows the percentage of the credit limit that the customer has used. |
Tip
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See Also
Reference
Calc. Inv. Discount
Invoice Rounding
Other Resources
Invoice Rounding Precision
Amount Rounding Precision
How to: View Sales Statistics
VAT Amount Line
Sales Invoice Discounts and Service Charges