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BI Enquiries

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offer a range of standardised

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Customer - Customer List (1 0 0)

Customer - Invoice - First Invoice (1 0 1)

Customer - Invoice - Last (1 0 2)

Customer - Mailing List - Mailing List (1 0 3)

Customer - Mailing List - Mailing List Detailed (1 0 4)

Product - Costing/Pricing - Product Prices (2 0 1)

Product - Costing/Pricing - Customer Special Prices (2 0 2)

Product - Costing/Pricing - Standard Cost Comparison (2 0 3)

Product - Details (2 0 0)

Stock - Movements - Audit Trail (3 0 7)

Stock - Stock Record Card (3 0 0)

Stock - Frozen Stock (3 0 1)

Stock - Valuation - Valuation by Product (3 0 9)

Stock - Valuation - Valuation by Rotation (3 1 0)

Stock - Stock Summary By Region (3 0 2)

Stock - Stock Status (3 0 3)

Stock - Customer Unpaid Reserves (3 0 4)

Stock - Total Stock Available (3 0 5)

Stock - Stock List (3 9)

Stock - Rotation Stock (3 1 1)

Purchases - Outstanding - PO Lines (4 0 0)

Purchases - Outstanding - POs By Supplier (4 0 1)

Purchases - Outstanding - POs by Product (4 0 2)

Sales - Outstanding - SO Lines (5 0 0)

Sales - Outstanding - SO Lines By Customer (5 0 1)

Sales - Outstanding - SO Lines By Product (5 0 2)

Sales - En Primeur - Stock Allocation - By Customer (5 1 3)

Sales - En Primeur - Stock Allocation - By Product (5 1 4)

Sales - En Primeur - En Primeur Stock Not Landed (5 0 9)

Sales - En Primeur - En Primeur Duty VAT Invoices (5 1 0)

Sales - Accruals - En Primeur Cost of Sales (6 0 2)

Sales - Accruals - GRN Accruals (6 0 3)

Sales - Margins/Targets - Targets - Sales Rep Detailed (6 0 8)

Sales - Margins/Targets -Targets - Division Summary (6 0 9)

Sales - Margins/Targets - Targets - Customer Type Summary (6 1 0)

Sales - Margins/Targets - Targets - Outlet Summary (6 1 1)

Sales - Margins/Targets - Top 10 - Outlet 1 - Detailed (6 1 7)

Sales - Margins/Targets - Top 10 - Outlet 1 - Summary (6 1 8)

Sales - Margins/Targets - Summary - Margin Summary (6 1 2)

Sales - Margins/Targets - Summary - By Product (6 1 3)

Sales - Margins/Targets - Summary - By EP Campaign (6 1 4)

Sales - Margins/Targets - Summary - By Exclusion (6 1 5)

Sales - Margins/Targets - Summary - Sales Rep Yearly Comparison (6 1 6)

Sales - Margins/Targets - Summary - Margin Summary by Account (6 1 9)

Sales - Margins/Targets - Detail Margin (6 0 4)

Sales - Margins/Targets - Detail Margin By Product Type (6 0 5)

Sales - Margins/Targets - Sales Margin (6 0 6)

Sales - Top - Customer (5 1 1)

Sales - Top - Products (5 1 2)

Sales - General Sales Report (5 0 3)

Sales - Credit Card Orders (6 0 0)

Sales - Day Book (5 0 4)

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data outputs which can be filtered and used on screen or output to one of the available formats which can then be used in excel for further grouping or analysis or loading into a third party reporting tool.
The output provided in these enquiries is very granular although some summarised outputs do exist. The granular data can then be used in the report writer to create BI Reports which are the PDF style output.

When BI Enquiries opens you will see a form similar to the one on the right side

Click on the Enquiries and a menu of subject headings will open, you then select the area you wish to see the enquiry from and then you drill down through the different menu levels to the enquiry you wish to output.

Reports are all numbers so a 5xx report will be in the 5 menu.

Within the top menu level the reports are not sorted numerically as new outputs are added to their appropriate sub menus

Tip

If you have an issue with any of the outputs then we will ask for the enquiry number e.g. 125 or 411

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VC Reporting Dates

Within the enquiries and reports many of them use a Start Date and End Date this is signified by the terms [[S]] and [[E]] being after the name.

It will then run the output based on the dates you set within the VC program.

For more information see : 

Info

We have a request to move the reporting dates to be specific for the user, currently it is only set at the global system level for your entire organisation.


Enquiry List

If you want to know anything more about the enquiries then find the enquiry you are looking for below, each enquiry has a number which corresponds to the number on the BI Enquiry Menu.

If you have an issue with any enquiry let us know the number in your ticket.

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