Philip Barton and Associates

View Custom Documentation: 18. About Custom Weekly Statistics

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(ZST-00) WEEKLY MANAGEMENT STATISTICS MODULE

This memorandum provides information about the theory of measurement using Weekly Statistics data.

This Module can run as a "batch" process each weekend, capturing statistics with regard to Orders, Inventory, Financials, etc.

The Custom File Z_WEEKLY_STATUS is provided in order to store periodic statistics of numerous valuations about the customer's business, to provide comparative reports for like periods. It is recommended that processing be run each weekend, so that values from the current week can be compared to values for a prior week.

Custom File "Z_STATUS_DOC" defines each statistic which is stored, and customers can design their own measurements, to be placed in that file. NOTE: Code would have to be written to obtain the statistical data - it is recommended that Philip Barton be contacted about any additional metrics which are desired.

Some values are "additive" (Sales Order Dollars Booked, Purchase Order Receipt Dollars), in that the values for several periods can be "summed" to provide a value for a wider time frame.

Some values are "snapshots" of a current dollar value, such as Finished Goods Inventory, or Sales Order Backlog, and CANNOT be "summed" for multiple periods. For these "non-summable" fields, the Module can provide AVERAGE, HIGH, LOW, FIRST, or LAST value for a range of dates.

A PROJECTIONS Entry allows entry of Projected Values, from a Forecast or Business Plan, which will serve as a benchmark for measurement, in addition to prior periods.

The ITEM-ID of the Z_STATUS_WEEKLY File is comprised of:

Processing Date - the date processing was performed.

Product Code - the Product Code of the Part Number connected to the activity (Inventory, Orders), or the Parent Product Group relating to the Product Code. This allows reporting of Product Codes "grouped" for management, in order to view the company's activities in major product line segments of their own choosing.

Plant Code - Multi-Plant customers can accumulate their statistics in a "jointly-owned" Z_WEEKLY_STATUS file which is constructed to report either BY PLANT, or for ALL Plants combined in a single value. Segment - Customer-related information can be viewed by SEGMENT, which currently can be:

Segment Type 1-4 - denotes the type of Customer Segment being utilized.

Data Types :

A template-driven entry allows an infinite variety of report layouts. Purchasing would not need A/R reports, and A/R would not be concerned with Purchasing. Therefore, separate reports can be constructed for different functional areas, as well as reports encompassing many areas (MRP + PO + INV + MMI).

See the document regarding "Additional Options Provided" which explains additional capabilities of this Module.

The Z_SEGMENT File provides for grouping of customers for reporting. The Z_PARENT_INV File is provided for grouping of Inventory Codes.

As an added feature, the Z_PARENT_GROUP file has been provided, which is a method of grouping Product Codes. This allows for separate weekly statistics by Product Code, as well as ALL items. This requires the utility software which drives Product Codes into ALL Parts, based on the Product Code(s) of each Parent Part.