Campaign Management

• Analyze sales trend by comparing current and previous periods
• Compare rations of current sales to open receivables
• Identify top value volumes by products, customers and sales representatives
• Summarize sales performance over time by store, region, and product

Sales Force Management / Sales Order Controls

• Analyze product demand by summarizing products ordered by due date
• Manage delinquent orders by showing days past due, in any order
• Analyze sales trends by comparing current and previous periods
• Compare ratios of current sales to open receivables (high-low, low-high)
• Identify top value volumes by products, customers, sales representative, etc.
• Summarize sales performance over time by region and product
• Compare current product sales with booked sales for demand analysis/trends
• Generate sales and profitability reports by sales representative, product, or customer. Select any range of products for current and period-to-date analysis
• Summarize shipments by warehouse for product distribution analyses

Order Entry / Purchase Order Management

• Extract pricing and receipt quantity variations by vendor and purchase order
• Identify duplicate purchase orders or receipts without purchase orders
• Reconcile receipts by comparing accrued payables to received items.

Inventory Management or Warehousing

• Assess the financial viability of LIFO versus FIFO
• Identify obsolete inventory by sorted turnover analysis
• Isolate and analyses high value transactions by value, groups etc.
• Segregate variance from standard pricing in dollar amount order
• Statistically analyze usage and ordering to improve turnover
• Summarize and stratify turnover by stock item in any order
• Identify obsolete inventory by sorted turnover analysis
• Report on products in order of profitability (low-high, high-low)
• Statistically analyze usage and ordering to improve turnover
• Summarize and stratify turnover by stock item in any order
• Check product reordering volume by item, warehouse, and vendor
• Compare the value of physical counts to general ledger value
• Extract products with zero quantities or zero prices
• Identify items with yearly volume under on hand quantity
• Identify starting and ending period balances by class or group
• Match stock receipts with vendor ledger and report variances
• Report on stock and high value balances using any selection criteria
• Select items from perpetual stock for test reconciliation
• Summarize products by group, location, type, etc.

Account Receivables

• Calculate lost revenue from unpaid carrying charges by client etc.
• Determine carrying costs by comparing days in collection by customer
• Extract variances in matching remittances to open receivables
• Generate invoice summaries by customer, invoice, amounts etc.
• Identify credits taken beyond discount terms of payment days
• Identify duplicate invoices, credits, or receipts in any order
• Identify high value credit notes, balances, and invoices
• Report and age total receivable sin any format
• Report gaps in the sequence of invoices generated
• Show variances between delivery documents and invoices.

Accounts Payable

• Extract invoices posted with duplicate purchase order numbers
• Identify distributions to accounts not in suppliers’ account ledgers
• Review recurring monthly expenses and compare to posted/paid invoices
• Correlate vouchers or invoices posted vs. purchase order amounts
• Create activity summary for suppliers with duplicate products
• Extract total posted invoices for the year for accurate vendor rebates
• Generate cash requirements by bank, period, vendor, etc.
• Isolate vendor unit price variances by product, over time
• Reconcile check register to disbursements by vendor invoice