HiFinance
4
SECTION
7.2.1.1.6 - DEBTOR GROUPS - TOP 50 GROUPS
USAGE: To analyse the transaction files and print a list
of your top 50 Debtor Groups. The program also compares the ranking and sales
with the same period in the previous year and the change since that time.
DISCUSSION: When you enter this program, the following
questions will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be
displayed if the relevant option is set to A, see SECTION 7.1.2.
EXCLUDE GST If you enter Y here, HiFinance will not
include any GST value in the calculations.
EXCLUDE FREIGHT If you enter Y here, HiFinance will not
include any Freight value in the totals. This is the Freight that you enter at
the bottom of the Invoice. If you have entered Freight in the body of the
invoice, HiFinance does not exclude it.
LIMIT REPORT TO [__50]
DEBTOR GROUPS By default the report will
print only the top 50 Groups. You may change this to any number from 1 to 9999.
Entering a number greater than the maximum number of Groups will cause the
report to print all Debtor Groups on file.
CUT OF AT Here you enter the year and the period number you
wish to cut off the report at. This allows you to backdate the report to a
completed period. Without this option, you would have to run the report
immediately at end-of-period. You can choose a period in last-year, but this
will not give you any comparisons or last-year rankings. If you choose a
next-year period, the report will give the same results as if you have run an
end-of-year and then chosen the same period in this-year. This means that you
can run the report even if you have not yet run end-of-year.
To start the report, press <Enter> through each field or simply press <F10>.
The report itself will detail the current ranking.
Debtor Groups Code, the last year’s ranking, the total sales for each period in
the chosen year up to and including the cut-off-period, the total of these
balances, the cumulative percentage that this represents as a total of total
sales, the period total of the same period in the previous year, the total last
year (up to the cut-off-period) and the percentage change from last-year. At
the end of the report each column is totalled for the top-50-Grroups, the total
of all Groups and what the top 50 Groups represent as a percentage of the total
of all Groups.
