AM Enterprise 2020 Sample Reports

The Analysis Reports provides pertinent information on lost sales orders and shipment lead time. This allows you quick access to the information for easy analysis and interpretation.

Each of the Analysis Reports is especially designed with options you can choose that narrows down data to the specific information you need. Read the information below to get a closer look at each of the Analysis Reports available in AccountMate Enterprise.

Lost Sales Analysis Report

The Lost Sales Analysis Report provides information on cancelled sales orders and sales quotes. You can use this report to review the Sales Department’s performance, taking into consideration the lost sales opportunities. This report also provides information on the causes of the sales order cancellations, which will help you formulate means to improve sales and avoid committing the same mistakes in the future.

You can select to generate this report showing only sales orders transactions or only sales quote transactions. You can also select to show kit items’ formulas, if any, and multi-currencies.

Shipment On-Time Analysis Report

The Shipment On-Time Analysis Report provides information on the shipment lead time, which means the number of days it takes to ship a sales order from the date the order is placed. The Ship Date Variance column in the report displays the lead time in man-days. The information in this report provides data for analyzing the timeliness of sales order shipments. This report is useful in determining your efficiency in shipping sales orders on time.

You can choose to include freight charge and adjustment amounts in the report. Options to show the shipped kit items’ formula; shipped items’ serial numbers, lot numbers and kit numbers, if any; and multi-currencies are also available. You can also print the report only for past due shipments, which means orders that are shipped later than the request dates. You can also opt to show in the report the items’ class, product line and inventory type. You can generate this report only for shipments supported with invoices, only for shipments without associated invoices, or for all shipments.