Running the Comparative Sales Service Level Report

Use the Comparative Sales Service Level Report to compare sales service level data for two different periods of time. This report selects orders with a ship date that falls in the selected start and end date ranges. Use the Order Service Level Report to compare order completion by required date.

You can run this report for any time period. You can select a specific customer to include in the report, as well as any number of price lines or buy lines. Sort the report by customer, buy line, or price line. You can include stock items, nonstock items, or both in the report. Directs can be included or be the only type of invoices on the report.

The completion rates are based on the total orders, total line items, and total dollars.

To run the Comparative Sales Service Level Report:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select Comparative Sales Service Level Report to display the Comparative Sales Service Level Report window.

2. In the Branch/Territory/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.

3. In the first Start Date and End Date fields, enter the date range of the first period for which to compare service levels. These fields also support variable dates.

4. In the second Start Date and End Date fields, enter the date range of the second period for which to compare service levels. These fields also support variable dates.

5. Complete or change the fields, as needed:

   Field	Description
   Customer	The name of a specific customer for which to run the report. To include all customers on the report, leave the field blank.
   Line Type (Price Line / Buy Line)	Indicates whether to run the report for price lines or buy lines. Use the drop-down list to indicate which line type you would like to use. Based on your selection, the system moves the cursor to the next field and populates the selection list accordingly. The default is Price Line.
   	Do one of the following: To run the report for one price line/buy line, enter the price line/buy line ID. To run the report for all price lines/buy lines, leave the field blank. To run the report for multiple price lines/buy lines, use the Multi button to display the Price Line Selection/Buy Line Selection screen. Enter the ID of each price line/buy line to include on the report and press Enter. Click OK when you have entered the lines you want to include. **Multiple** displays in the field.
   Product	Do one of the following: To run the report for a specific product, enter the product ID. To run the report for all products within the specified price line / buy line. To run the report for multiple products, use the Multi button to display the Products screen. Enter the ID of each product to include on the report and press Enter. Click OK when you have entered the products you want to include. **Multiple** displays in the field.
   Product Rank #	The product rank number for which to select data for the report. Note: If a product rank is entered, this field is required. If you complete this field and leave the Product Rank field blank, the report runs for all ranks.
   Product Rank	To include only those products assigned a particular product rank within the selected product rank number, enter the rank ID.
   Sort By	Indicates the data to use to sort the report information. Press F10 to select from a list: Ship-to Customer (default), Bill-to Customer, Buy Line, Prc Line, Product, Prd Sel Code, and Rank.
   Stock Type	Indicates whether to run the report for stock products, nonstock products, both stock and nonstocks, or All product statuses. Select All to all products in the report, regardless of their product status. The default is Stock.
   Price/Ship Branch	Indicates whether to select sales for the report based on the pricing or shipping branch. The default is Price.
   Product Select Codes	Indicates which product select codes for which to run the report. Press F10 to display the Product Select Code selection list. Use the Multi button to enter more than one product code. Enter the product groups and click OK. Note: Product select codes are defined in Control Maintenance and assigned to products in Product Maintenance.
   Directs (Inc/Exc/Only)	Indicates whether to include, exclude, or run the report for direct items only.

6. Set options, if needed, and generate the report.