Page History: Customer ABC Code Update
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Page Revision: Mon, 23 Apr 2012 13:39
General Information
Default Menu Location: Transaction >> Address Book >> Customer ABC Update
Screen Name: ABCCUST
Function: Update the Customer ABC codes based on percentages of sales, profit, and average days to pay.
 ScreenName - Click for full size |
Overview
In the Sold To screen, there are three fields labeled
ABC Code. The first two fields are meant to show you a customer's contribution to sales and profit. The third field is indicative of the customer's payment time (average days to pay).
 Sold To ABC Info - Click for full size |
Updating ABC Codes
The Customer ABC Update screen allows you to update any of the three codes based upon a percentage allocation and date range.
Sales: Invoiced amount based on the given Date Range and selected Item Categories.
Profit: Gross profit on invoices based on the given Date Range and selected Item Categories.
Item Categories do not need to be selected if you are not using them as a filter. By selecting none, you are effectively including all of them.
Days to Pay: Cash Receipts based on the given Date Range and Invoice/Due Date selection.
We recommend using Due Date for the Days to Pay calculation as it is a more realistic indicator of a customer's willingness to pay on time.
The program will run after you have entered percentages equaling 100% for each code and clicked the Update button. Upon completion, it will export a file to the Adjutant folder with a list of customers, their old codes, and their new codes.
Filters
Item Categories: Select specific item categories if you wish to exclude some types of items from the sales and profit calculations.
Include Frt/Packing: Freight and Packing charges are excluded by default. Check this box to include them in the sales and profit calculations.
Invoice/Due Date: Select which date you wish to calculate the Days to Pay code from.
