After you set up your system to work with graphs, use the Eclipse Information System window to select the type of information you want to your graphs to display and to choose the format for your graphs. The graphs are created using the functionality provided in the Solar graphing feature, but several additional options unique to EIS are also available to make the graph considerably more useful.
A number of customer, pricing, and product categories must be in use to optimize the functionality available in this program and the related management inquiries. See Setup Requirements for the Eclipse Information System.
From the Reports > Eclipse Information System (EIS) menu, select Eclipse Information System to display the Eclipse Information System window.
In the Branch field, enter the branches or territories for which to select data. To select data for all branches and territories, enter ALL.
In the As of Date field, enter the date as of which to view financial data. The system populates this field with the current date, but you can change it, if needed.
In the Primary field, enter the value by which to sort the information. Valid values include:
All Sales – Selects sales for all customer types.
Parent Customer – Selects sales for a specific customer and its subsidiary companies.
Billto Customer – Selects sales for a specific bill to customer and all of its ship to customers.
Shipto Customer – Selects sales for a specific ship to customer.
Customer Type – Selects sales for customers according to type of business, such as plumbing or electrical.
Note: Customer types are assigned in Customer Maintenance in the Customer Pricing Information dialog box.
Customer Select Code – Selects sales for customers according to industry segment.
Note: Customer select codes are assigned in Customer Maintenance in the Additional Customer Information dialog box.
In the Value field, enter a value that corresponds to the primary sort.
For example, if you entered Parent Customer in the Primary field, enter the name of the customer for which to view the sales data. If you entered Customer Select Code, enter the type of business for which to view sales data, such as Residential Plumbing.
In the Secondary field, enter a value on which to sort within the primary sort, as needed.
In the Value field, enter a value that corresponds to the secondary sort.
Click Create Graph to display a graph with the selected criteria in the lower part of the screen.
More Options for Creating an EIS Graph
The Eclipse Information System window also offers these options:
To... | Use this menu option... |
Display a saved graph | File > Load Graph The Load Graph Data prompt displays. In the Load ID field, enter the file name of the graph and click OK. |
Save the displayed graph | File > Save Graph The Save Graph Data prompt displays. In the Save ID field, enter a file name to use to identify the graph and click OK. |
Save the graph as a graphic file | File > Save as JPEG The Save dialog box displays. Enter a file name to use the identify the graph and click Save. The system gives the file a .jpg extension. |
Select graph data options. such as different cost types, transaction types, or sort order | Options > Data Options The Solar EIS Options screen displays. |
Select graph formatting defaults, such as graph type, colors, and text styles | Options > Graph Options The Graph Options screen displays. Note: You can also access this screen by clicking the graph options icon on the Graph Types toolbar. |
Change the type of graph | Graph Select one of the following types:
Note: You can also select graph types by clicking their icons on the Graph Types toolbar. |
view the last graph displayed | Go > Move Back You can also do this by clicking the Back button. |
return to the graph displayed before you used the Move Back function | Go > Move Forward You can also do this by clicking the Forward button. |
view the same results for ten customers viewed previously | Go > Previous You can also do this by clicking the Previous 10 button. |
view the same results for another ten customers | Go > Next You can also do this by clicking the Next 10 button. |