AM Enterprise 2024 Sample Reports

The Analysis Reports provides pertinent information about lost sales orders, shipment lead time, sales performance, monthly inventory transaction totals and comparison. These reports 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.

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.

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.

Inventory Transaction Report

The Inventory Transaction Report provides an analysis of sales transactions affecting your inventory items. The report shows in detail transaction types that were posted for each inventory item. If the Manufacturing module is installed and integrated with the Sales Order module, finished job transactions can also be shown. The report is useful for reviewing and tracking inventory transaction information per transaction type. It can also be used as a reference in analyzing the effects of these transactions to inventory.

You can select to generate the report exclusively for one of the following transaction types: invoice transactions, received goods transactions, finished job transactions for master items, finished job transactions for component items, inventory adjustments, internal stock issuances, kit transactions, physical count updates, or standard cost updates.

Inventory Monthly Summary Report

The Inventory Monthly Summary Report provides information about monthly transaction amounts or quantities per item. The report shows a cumulative summary of inventory item transactions per transaction type per month to facilitate easy analysis. You can use this report in reviewing monthly transaction balance or transaction quantity information for each inventory item and as reference in analyzing the effects of transactions to your inventory in a monthly period. If the Manufacturing module is installed and integrated with the Sales Order module, finished job transactions can also be shown.

You can generate the report show either transaction amount or transaction quantity. You can further opt to generate the report exclusively for one of the following transaction types: invoice transactions, received goods transactions, finished job transactions for master item, finished job transactions for component items, inventory adjustments, internal stock issuances, kit transactions, physical count updates, or standard cost updates.

Inventory Monthly Comparison Report

The Inventory Monthly Comparison Report allows you to compare transaction balances or transaction quantities per item from month-to-month. The report can be set up to show a comparison of information between two periods within the same fiscal year. The report can be used in reviewing the monthly transaction balance or transaction quantity for the periods specified for comparison and as reference in analyzing the effects of transactions to your inventory for each comparison period. If the Manufacturing module is installed and integrated with the Sales Order module, finished job transactions can also be shown.

You can generate the report show either transaction amount or transaction quantity. You can further opt to generate the report exclusively for one of the following transaction types: invoice transactions, received goods transactions, finished job transactions for master item, finished job transactions for component items, inventory adjustments, internal stock issuances, kit transactions, physical count updates, or standard cost updates.