STRATIX 9.2
SALES ANALYSIS
Table of Contents
1.1
1.2
1.3
Overview ..................................................................................................................................... 4
Sales Analysis Function Flow ...................................................................................................... 6
Sources of Sales Data .................................................................................................................. 7
1.3.1 Invoice Update ............................................................................................................... 7
1.3.2 Sales Analysis Gateway .................................................................................................. 7
1.4 Sales Analysis Update ................................................................................................................. 8
1.5 Sales Budgets .............................................................................................................................. 8
1.6 Sales Analysis Reporting ............................................................................................................. 9
1.6.1 Interface with STRATIX/TOLL ......................................................................................... 9
1.6.2 Customer Sales Analysis................................................................................................. 9
1.6.3 PEP Analysis ................................................................................................................. 10
1.6.4 Invoice Trend ............................................................................................................... 10
1.6.5 Customer Ranking ........................................................................................................ 11
1.6.6 PEP Sales Summary ...................................................................................................... 11
1.6.7 Product Quantity Sales................................................................................................. 11
1.6.8 Toll Sales Summary Report .......................................................................................... 11
1.7 Sales Inquiry by Customer ........................................................................................................ 12
1.8 INVEX-SCORE............................................................................................................................. 12
1.9 Periodic Procedures .................................................................................................................. 12
1.9.1 Month-End Sales Statistics Rollover ............................................................................ 12
1.9.2 Sales Analysis Summary Rebuild .................................................................................. 15
1.10 Appendix A ................................................................................................................................ 17
1.10.1 Sales Analysis Transaction and Summary Tables ......................................................... 17
1.10.2 Sales Analysis Summaries Rebuild Utility .................................................................... 18
1.10.3 Customer Sales Analysis Summary Tables ................................................................... 18
1.10.4 PEP Sales Analysis Summary Tables ............................................................................. 20
1.10.5 Sales Category Sales Analysis Summary Tables ........................................................... 22
1.10.6 Salesperson Sales Analysis Summary Tables ............................................................... 24
1.10.7 Metal Sales Analysis Summary Tables ......................................................................... 26
1.10.8 STRATIX/TOLL – Sales Summary .................................................................................. 28
Sales Analysis – 9.2
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SALES ANALYSIS
1.1
Overview
The Sales Analysis module of STRATIX provides a comprehensive set of data tables along with reports
and inquiry functions. Using these, a company can plan, monitor and analyze sales performance by a
variety of criteria. In order to separate the sales analysis and reporting functions from transaction
functions, the forecast and actual sales data are stored within an Information Warehouse.
The key benefit of an information warehouse is that the operational and transaction driven database is
unaffected by the complex, processing-intensive, analytical features required for sales history analysis.
Another significant benefit is that new database tables can be built as needed to better serve
report/inquiry development and performance without impacting the daily operational functions.
The daily source of Sales data is the transactional data generated via Invoice Update for Invoices, Credit
Notes, Debit Memos and Credit Memos.
If STRATIX/TOLL is licensed, then the toll sales are included in the Sales Analysis data. However, the toll
amounts and quantities are segregated from the metal sales amounts and quantities to ensure that the
totals are not distorted. Note that the Toll Sales and Metal Sales are always viewed independently in
reports and inquiries.
Sales data can also be created from external data using the Sales Analysis Gateway.
To provide multiple views to the data and to improve performance of reports and inquiries, the
Information Warehouse contains a set of reference tables created from those in the Transactional
Database. These tables are synchronized by the Enterprise Parameter Update utility.
Sales Transactions and Summaries are kept for the current as well as 36 prior months before they are
selectively removed month by month in the cleanup phase.
The following is an overview of the data flow from the Transactional Database to the Sales Analysis
Information Warehouse.
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1.2
Sales Analysis Function Flow
The following is an overview of the data flow from the Transactional Database to the Information
Warehouse.
Transactional
Data
Invoice Update
Sales Analysis Gateway
Copy of Sales Analysis
Transaction Tables
Enterprise Parameter
Tables
Sales Analysis Change Tables
Information
Warehouse
Enterprise Parameter
Update
I/W Enterprise
Parameter Tables
Sales Analysis Update
Toll Sales Analysis
Transaction
Sales Analysis Summary
Build
Sales Analysis Summary
Tables
Budgets Update
Period Cycle Utility
Monthly Revised Targets
Build
External Data Gateway
(Budgets)
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1.3
Sources of Sales Data
The data sources for Sales Statistics are the Invoice update and the STRATIXstart-up – Sales Analysis
Gateway function.
These functions create records in the intermediate ‘Sales Analysis Change’ tables, which are then
processed through a scheduled routine that updates the permanent Sales Analysis tables the
Transaction Database and the Information Warehouse.
The Sales Analysis Change records are identified by:

Sales Qualifier

Used to differentiate Toll sales

Invoice number and item

Source Identifier

1.3.1
Indicates whether the Sales Analysis records are created from Invoice Update (I) or the
STRATIXstart-up function (G).
Invoice Update
Within this procedure, information is added to the Sales Analysis Change tables, based on finalized
Invoices.
1.3.2
Sales Analysis Gateway
To help company’s load necessary historical sales data into STRATIX prior to the live operation, a
gateway function is provided.
This function allows for the loading of historical data directly into the Sales Analysis Change tables.
These tables will then be evaluated for data integrity by a STRATIX utility and then processed by the
STRATIX Sales Analysis Update utility to create Sales Transactions and Sales Summaries.
Note that the Sales Analysis Change records created by the startup function are assumed to be for
metal sales.
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1.4
Sales Analysis Update
Sales Analysis Update is the process by which Sales Analysis Change Transactions are processed and
inserted into the Sales Transaction and Sales Summary tables. This function is composed of two steps:

Sales Transaction Update

Sales Summary Update
The update verifies that the Sales Analysis Database is synchronized with the live transactions to ensure
that sales of a new calendar Year/Month are not updated into the sales analysis until that Year/Month
is opened in the Sales Analysis database.
See the appendix for more details on the Sales Analysis Transaction and Sales Analysis Summary Tables.
1.5
Sales Budgets
The Sales Analysis Summary tables include provision for Sales Budget tables, which are updated
annually from off-line budget maintenance systems. These systems are typically PC-based
spreadsheets or budgeting tools that allow product managers and salespeople to estimate sales by PEP,
Product, Customer, Salesperson or Sales Territory.
The budget tables remain fixed throughout the year to provide constant comparison of the actual to
budget performance until new budgets are built for the following year. Once the budgets are created
on the PC, a gateway application imports and converts the information into the STRATIX budget
reporting system. The Budget Update utility, which is manually launched by the system manager,
updates the budget tables with the new budget information.
Since budget information is static throughout the year, there is a provision to create revised budgets on
a month-to-month basis and include these in the reporting. Revised Budget figures allow management
to adjust sales targets to take into account changing market conditions. Revised Budgets are created at
the beginning of a month and purged at the end of the month. The Revised Budget Build utility
includes a gateway function to upload the figures and an update function to apply the revisions to the
budgets. The system manager manually launches the build utility.
Note that the Sales Budgets are not provided for toll sales.
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1.6
Sales Analysis Reporting
STRATIX provides a number of pre-defined reports with flexible reporting options and exception
selection criteria to meet the most common reporting needs. Additionally, special purpose companydefined reports can be created in the Sales Analysis Database from the Sales Transactions or Sales
Summary tables using standard report generation tools as required.
Sales reporting selections include options tailored to each report format. These control the way in
which the report is printed. These include the following:

Company, Division, Region or Branch level administrative reporting

Specific Salesperson, Territory or Customer analysis

PEP Level selection to summarize Product Enterprise Parameters at any of the 5 levels

Specific PEP selection options to report on only designated product groupings

Reporting of either Metal or Net Sales or both (depending on report layout)
1.6.1
Interface with STRATIX/TOLL
Toll sales are not included in the sales analysis summary reports to ensure that the totals and profits
are not distorted.
The following detail reports provide an option to either include the Standard or the Toll sales.

Product Quantity Sales

Gross Margin
A special Sales Summary by Customer/Process is provided for the Toll sales. Refer to the STRATIX/TOLL
manual for details.
1.6.2
Customer Sales Analysis
The Customer Sales Analysis report allows management to evaluate customer activities by analyzing
Total Net Margins, Total Sales, Average Sales per tonnage, number of invoice lines and Quantities Sold.
1.6.2.1 __ Report Formats
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Customer Sales Analysis includes the following report formats:

by Company

by Division

by Region

by Territory

by Salesperson

by Country

by Postal Code
1.6.3
PEP Analysis
These reports provide an analysis by PEP with comparisons of up to three prior year/month
combinations.
1.6.3.1 __ Report Formats
PEP reports include the following:

By Company

By Division

By Region

By Branch

By Territory

By Salesperson
1.6.4
Invoice Trend
The Invoice Trend reports summarize the sales revenue, profit and sale quantity by PEP for the current
Month to Date with an extrapolation of Sales Trend through the end of the month based on the
number of days worked and the number of total working days in the month.
1.6.4.1 __ Report Formats
The Invoice Trend report is available in a number of formats:

by Company

by Division

by Region
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
by Branch

by Territory

by Salesperson
1.6.5
Customer Ranking
This class of reports provides different levels of reporting by administrative level with each format
providing a calculation of the rank of each customer within the level.
1.6.5.1 __ Report Formats
The Customer Ranking Reports are available in the following formats:

by Customer

by Territory

by Salesperson

by Product

by Product Form
1.6.6
PEP Sales Summary
The PEP Sales Summary report allows management to review Product Enterprise Parameters by Sales,
Profit, and Profit Percentage. Two periods of data can be selected for comparison, the data is
represented for each of the periods defined in a vertical manner.
1.6.6.1 __ Report Format

By Branch (Detail or Summary)
1.6.7
Product Quantity Sales
The Product Quantity Sales report allows management to review customers and products by Weight,
Total Sales, Profit, and Profit Percentage. Two periods of data can be selected for comparison, the data
is represented for each of the periods defined in a vertical manner.
1.6.7.1 __ Report Format

by Branch (Detail)

by Corporate (Summary)
1.6.8
Toll Sales Summary Report
The Toll Sales Analysis report allows management to review Sales by Customer, Process and Product
Enterprise Parameters (PEP). Two periods of data can be selected for comparison, the data is
represented for each of the periods defined in a vertical manner.
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1.6.8.1 __ Report Format

Branch by Customer by Process
1.7
Sales Inquiry by Customer
The Sales Analysis function provides an inquiry into sales information:

by Customer

by Customer by Sales Type

by Customer PEP
Refer to the Sales Analysis Inquiry document for more details.
1.8
INVEX-SCORE
INVEX-SCORE is a dynamic, Executive Business Management Internet product aimed at providing
management with a general overview of their business operations.
Not provided for Toll Sales.
Refer to the INVEX-SCORE document for more details.
1.9
Periodic Procedures
1.9.1
Month-End Sales Statistics Rollover
The Sales Analysis Database maintains its own, independent control pointer for the current
Year/Month of operation. This allows sales reports and analysis to be run independently from the
transaction system and to accept new transactions in the most recent month only after all reports for
prior months have been processed.
Separate month-end control also permits cleanup of old sales statistics according to their on-going use
for analysis.
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New Sales Analysis Change records for a new calendar Year/Month cannot be posted to the Sales
Transactions table until the Current Month pointer within the Sales Analysis of the Information
Warehouse Database has been rolled over and is equal to the Year/Month of the new transactions. If
the Current Month is less than the new transaction period, the transaction is left in suspense in the
Sales Analysis Changes until the Current Month is changed.
It is possible that transactions updated on the same day apply to different months due to the presence
of new Invoices for both current and prior month shipments.
Example:
Current Sales Analysis Database Month is 2008/08.
Current Transaction Database Month is 2008/09.
On Sept 1, 2008, three transactions are processed in the Transaction Database:
1) A new Invoice 1 for a August 31 shipment
2) A new Invoice 2 for a Sept 1 Shipment
The Sales Analysis update of Sept 1 would process only item 1.
After the Sales Analysis Rollover takes place to open a period for 2008/09, the first Sales
Analysis Update will now post item 2 for the Sept 1 shipment.
All Sales Analysis Summary tables contain 37 Periods, with each Period representing a calendar
Year/Month. The 37th Period represents the current month. As each month is closed, the End of
Month Sales Statistics Rollover function cycles the data contained in these 37 fields in order to
maintain the last 3 years worth of data and to create a new empty Period for the current Year/Month.
1.9.1.1 __ Timing of Month End Rollover
It is recommended that the Sales Analysis Rollover be included in an automated procedure so that it is
run every month after the last day’s business is completed. However, since each company may have
different work calendars, it is ultimately the system manager’s responsibility to launch this function as
part of the month end process.
1.9.1.2 __ Monthly Data Sample
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The equivalent of three years’ information is kept (current and two years prior) for all summary tables.
Information is stored, by month, in 37 separate table fields, where the 37th field represents the current
calendar month and the 1st field represents the oldest month on file.
37 Months
2
3
4
5
6
7
8
9
10 11 12
1
2
3
4
5
6
7
8
9
10 11 12
1
2
3
4
5
6
7
8
9
10 11 12
1
2/08
1
1/05
In this example, the current calendar month is Feb 2008. As transactions are processed, current month
data will be updated/inserted in the 37th period, while Field 1 to Field 36 remain fixed.
When the current month is closed (end of month utilities are executed), the data is cycled as follows:

The utility will first purge information from period 1 (in this example, period 1 represents Feb 1,
2005).

The next step would move data from period 2 to period 1. This process will continue till period 37
data is moved to period 36.

Finally, the period 37 is cleared to receive the new month’s data.
Purged
Data
New
Data
.....
2
3
4
11
1/05
98
12
1
10/07
00
5/05
2/08
1
The end result of cycling the data is depicted by the following:
3
4
5
6
7
8
9
10 11 12
2/05
1
2
3
4
5
6
7
8
9
10 11 12
1
2
3
4
5
6
7
8
9
10 11 12
1
2
3/08
A transaction control table (Sales Analysis Period) is retained in STRATIX to track the identification of
the current month. Each time the end of month procedure is run, the Year/Month identification is
incremented by one month.
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If closing occurs later than Feb 2008 (e.g., March 3rd/08), then the March transactions will remain in the
Sales Analysis Change tables until the Feb month is closed.
On the other hand, if the current month is March and there are new invoices which are updated which
have a February Invoice date, these will update the appropriate bucket which is now current –1 (i.e.,
bucket 36).
1.9.2
Sales Analysis Summary Rebuild
This option is used when key enterprise Parameter information is reclassified. The impact of the
function is that existing Sales Transactions and Sales Summaries are updated to reflect the new coding
of the parameters.
The user is given the option to select a range of calendar months, which should be reclassified. Based
on this information, the system proceeds with a two step process

First it deletes the summary table information for the specified months

Second, it repopulates the summary table months using the Sales Analysis Transaction tables as its
source.
See appendix for Summary Update details.
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1.10
Appendix A
1.10.1
Sales Analysis Transaction and Summary Tables
The Sales Analysis Transaction Change Tables are updated by the Sales Analysis Update function.
1.10.1.1 _ Source Tables

Sales Analysis Change (IVTSAL)

Sales Analysis Charge Change (IVTSAG)
Details of the Sales Analysis update logic is detailed in the following documents.

Invoicing

STRATIX/TOLL
1.10.1.2 _ Transaction Tables
Information Warehouse Database

Sales Analysis Transactions (SAHSAT)

Sales Analysis Transaction Charges (SAHSAC)

Toll Sales Analysis Transactions (SAH???)
Primary Database

Sales Analysis Transactions (SAHSTN)

Sales Analysis Transaction Charges (SAHSCH)

Toll Sales Analysis Transactions (SAH???)
1.10.1.3 _ Summary Tables
Customer Sales Analysis

Customer Sales Analysis Summary (SASCSU)

Customer Sales Analysis Charge Summary (SASCCH)

Customer Sales Analysis By Customer and Part (SASCUP)
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PEP Sales Summary

Sales Analysis PEP Summary (SASPSU)

Sales Analysis PEP Charges Summary (SASPCH)

Sales Analysis PEP Salesperson Summary (SASSPS)

Sales Analysis PEP Salesperson Charge Summary (SASSPC)

Sales Analysis PEP Sales Category Summary (SASCTS)

Sales Analysis PEP Sales Category Charges Summary (SASCTH)

Sales Analysis PEP by Customer and Process (SAS???) – only for Toll
Product Sales Summary

Sales Analysis Metal Summary (SASMSU)

Sales Analysis Metal Charges Summary (SASMCG)
Refer to the Database Reference manual for details.
1.10.2
Sales Analysis Summaries Rebuild Utility
The Sales Analysis Summary Build utility is launched on demand. Tables involved in this build utility are
the following:

Sales Analysis Transactions (SAHSAT)

Sales Analysis Transaction Charges (SAHSAC)
1.10.3
Customer Sales Analysis Summary Tables
1.10.3.1 _ Customer Sales Analysis Summary Table (SASCSU)
Customer SA Summary Field
Data Source Field (Table)
Sales Qualifier
Spaces- Metal
Business Rules
T – Toll
Sequence Number
Generated
PK
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Customer SA Summary Field
Data Source Field (Table)
Sold-To Customer ID
Sold-To Customer ID SLD-CUS-ID
Business Rules
(SA Transaction)
Customer Ship-To Number
Customer Ship-To Number SHP-TO
(SA Transaction)
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Product Form
Product Form
FRM
(SA Transaction)
Product Grade
Product Grade
GRD
(SA Transaction)
Product Size
Product Size
SIZE
(SA Transaction)
Product Finish
Product Finish
FNSH
(SA Transaction)
Sales Category
Sales Category
SLS-CAT
(SA Transaction)
Salesperson Type
See Notes
I-Inside, O-Outside, or T-Taken By
Salesperson
See Notes
Based on the Salesperson Type, either SATIS-SLP, SAT-OS-SLP, SAT-TKN-SLP
Windfall Sale
Windfall Sale WFL-SLS
(not applicable to TOLL)
(SA Transaction)
Total Weight
Computed
SUM(Billing Weight)
Total Metal Sales
Computed
SUM(Total Metal Val)
(not applicable to TOLL)
Total Metal Cost
Computed
SUM(Total Metal Avg Val)
(not applicable to TOLL)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Number of Invoice Lines
Computed
COUNT(Invoice Number)
NOTE:
A record is created/updated in this table for each Salesperson type on the Sales Analysis
Transaction table.
1.10.3.2 _ Customer Sales Analysis Charge Summary Table (SASCCH)
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Customer SA Charges Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number
Generated
PK
Charge Group
Charge Group
CC-GRP
(Charge Reference)
Charge Subgroup
Charge Subgroup CC-SUB-GRP
(Charge Reference)
Charge Number
Charge Number CHRG-NO
(SA Transaction Charges)
Alloy Surcharge
Alloy Surcharge ALY-SCHG
(not applicable to TOLL)
(Charge Reference)
Metal Charge
Charge Type
CC-TYP
(Charge Reference)
1 – Metal Charge
0 – Non metal Charge
(not applicable to TOLL)
Total Sales
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Total Cost
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Number of Invoice Lines
1.10.4
Computed
SUM(Charge Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
SUM(Cost Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
COUNT(Invoice Number)
PEP Sales Analysis Summary Tables
1.10.4.1 _ Sales Analysis PEP Summary Table (SASPSU)
SA PEP Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
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SA PEP Summary Field
Data Source Field
Business Rules
(Table)
Sequence Number
Generated
PK
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Sales Territory
Sales Territory
TER
(SA Customer Reference)
PEP
PEP
PEP-PEP
(SA PEP Reference)
Sales Class
Sales Class
SLS-CLS
(SA Sales Category Reference)
Sales Type
Sales Type
SLS-TYPE
(SA Sales Category Reference)
Windfall Sale
Windfall Sale
WFL-SLS
(not applicable to TOLL)
(SA Transaction)
Total Weight
Computed
SUM(Billing Weight)
Total Metal Sales
Computed
SUM(Total Metal Val)
(not applicable to TOLL)
Total Metal Cost
Computed
SUM(Total Metal Avg Val)
(not applicable to TOLL)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Number of Invoice Lines
Computed
COUNT(Invoice Number)
1.10.4.2 _ Sales Analysis PEP Charge Summary Table (SASPCH)
PEP SA Charges Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number PK
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PEP SA Charges Summary Field
Data Source Field
Business Rules
(Table)
Charge Group
Charge Group
CHRG-GRP
(Charge Reference)
Charge Subgroup
Charge Subgroup CHRG-SUB-GRP
(Charge Reference)
Charge Number
Charge Number CHRG-NO
(SA Transaction Charges)
Alloy Surcharge
Alloy Surcharge ALY-SCHG
(not applicable to TOLL)
(Charge Reference)
Metal Charge
Charge Type
CC-TYP
(Charge Reference)
1 – Metal Charge
0 – Non metal Charge
0 – For Toll
Total Sales
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Total Cost
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Number of Invoice Lines
1.10.5
Computed
SUM(Charge Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
SUM(Cost Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
COUNT(Invoice Number)
Sales Category Sales Analysis Summary Tables
1.10.5.1 _ Sales Analysis Sales Category Summary Table (SASCTS)
SA Sales Category Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number
Generated
PK
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Sales Territory
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SA Sales Category Summary Field
Data Source Field
Business Rules
(Table)
(SA Customer Reference)
Sales Category
Sales Category
SLC-CAT
(SA Transaction)
PEP
PEP
PEP-PEP
(SA PEP Reference)
Windfall Sale
Windfall Sale
WFL-SLS
(SA Transaction)
Total Weight
Computed
SUM(Billing Weight)
Total Metal Sales
Computed
SUM(Total Metal Val)
(not applicable to TOLL)
Total Metal Cost
Computed
SUM(Total Metal Avg Val)
(not applicable to TOLL)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Number of Invoice Lines
Computed
COUNT(Invoice Number)
1.10.5.2 _ Sales Analysis Sales Category Charges Summary Table (SASCTH)
Sales Category SA Charges Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number PK
Generated
Charge Group
Charge Group
CHRG-GRP
(Charge Reference)
Charge Subgroup
Charge Subgroup CHRG-SUB-GRP
(Charge Reference)
Charge Number
Charge Number
CHRG-NO
(SA Transaction Charges)
Alloy Surcharge
Alloy Surcharge
ALY-SCHG
(not applicable to TOLL)
(Charge Reference)
Metal Charge
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Charge Type
CC-TYP
1 – Metal Charge
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The Metal Information Technology Company
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STRATIX
Sales Category SA Charges Summary Field
Data Source Field
Business Rules
(Table)
(Charge Reference)
0 – Non-metal Charge
0 – For Toll
Total Sales
Computed from the Sales Analysis Change
Charge table (IVTSAG)
Total Cost
Computed from the Sales Analysis Change
Charge table (IVTSAG)
Number of Invoice Lines
1.10.6
Computed
SUM(Charge Val)

In the IVTSAG record, if the Charge
No is 1 and the Charge Class is ‘E’,
this Charge Value is not included in
the computation
SUM(Cost Val)

In the IVTSAG record, if the Charge
No is 1 and the Charge Class is ‘E’,
this Charge Value is not included in
the computation
COUNT(Invoice Number)
Salesperson Sales Analysis Summary Tables
1.10.6.1 _ Sales Analysis Salesperson Summary Table (SASSPS)
SA Salesperson Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces – Metal
T – Toll
Sequence Number
Generated
PK
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Salesperson Type
Salesperson Type SLS-TYPE
I-Inside, O-Outside, T-taken By
(SA Salesperson Reference)
Salesperson
Salesperson
(SA Salesperson Reference)
Based on Salesperson Type, either SAT-ISSLP SAT-OS-SLP, or
SAT-TKN-SLP
PEP
PEP
PEP-PEP
(SA PEP Reference)
Sales Class
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Sales Class
SLS-CLS
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The Metal Information Technology Company
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STRATIX
SA Salesperson Summary Field
Data Source Field
Business Rules
(Table)
(SA Sales Category Reference)
Sales Type
Sales Type
SLS-TYPE
(SA Sales Category Reference)
Windfall Sale
Windfall Sale WFL-SLS
(not applicable to TOLL)
(SA Transaction)
Total Weight
Computed
SUM(Billing Weight)
Total Metal Sales
Computed
SUM(Total Metal Val)
(not applicable to TOLL)
Total Metal Cost
Computed
SUM(Total Metal Avg Val)
(not applicable to TOLL)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Number of Invoice Lines
Computed
COUNT(Invoice Number)
NOTE:
A record is created/updated in this table for each Salesperson type on the Sales Analysis
Transaction table.
1.10.6.2 _ Sales Analysis Salesperson Charge Summary Table (SASSPC)
SA Salesperson Charge Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number PK
Generated
Charge Group
Charge Group
CHRG-GRP
( Charge Reference)
Charge Subgroup
Charge Subgroup CHRG-SUB-GRP
(Charge Reference)
Charge Number
Charge Number CHRG-NO
(SA Transaction Charges)
Alloy Surcharge
Alloy Surcharge ALY-SCHRG
(not applicable to TOLL)
(Charge Reference)
Metal Charge
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Charge Type
CC-TYP
1 – Metal Charge
Invera
The Metal Information Technology Company
Page 26
STRATIX
SA Salesperson Charge Summary Field
Data Source Field
Business Rules
(Table)
(Charge Reference)
0 – Non metal Charge
0 – For Toll
Total Sales
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Total Cost
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Number of Invoice Lines
1.10.7
Computed
SUM(Charge Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
SUM(Cost Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
COUNT(Invoice Number)
Metal Sales Analysis Summary Tables
1.10.7.1 _ Sales Analysis Metal Summary Table (SASMSU)
SA Metal Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces- Metal
T – Toll
Sequence Number
Generated
PK
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Sales Territory
Sales Territory
TER
(SA Customer Reference)
Form
Form
FRM
(SA Transaction)
Grade
Grade
GRD
(SA Transaction)
Size
Size
SIZE
(SA Transaction)
Finish
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Finish
FSH
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The Metal Information Technology Company
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STRATIX
SA Metal Summary Field
Data Source Field
Business Rules
(Table)
(SA Transaction)
Sales Class
Sales Class
SLS-CLS
(SA Sales Category Reference)
Sales Type
Sales Type
SLS-TYPE
(SA Sales Category Reference)
Windfall Sale
Windfall Sale WFL-SLS
(not applicable to TOLL)
(SA Transaction)
Total Weight
Computed
SUM(Billing Weight)
Total Metal Sales
Computed
SUM(Total Metal Val)
(not applicable to TOLL)
Total Metal Cost
Computed
SUM(Total Metal Avg Val)
(not applicable to TOLL)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Number of Invoice Lines
Computed
COUNT(Invoice Number)
1.10.7.2 _ Sales Analysis Metal Charge Summary Table (SASMCG)
SA Metal Charge Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces – Metal
T – Toll
Sequence Number PK
Generated
Charge Group PK
Charge Group CHRG-GRP
(Charge Reference)
Charge Subgroup PK
Charge Subgroup CHRG-SUB-GRP
(Charge Reference)
Charge Number PK
Charge Number CHRG-NO
(SA Transaction Charges)
Alloy Surcharge
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Alloy Surcharge ALY-SCHRG
(not applicable to TOLL)
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The Metal Information Technology Company
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STRATIX
SA Metal Charge Summary Field
Data Source Field
Business Rules
(Table)
(Charge Reference)
Metal Charge
Charge Type
CC-TYP
(Charge Reference)
1 – Metal Charge
0 – Non metal Charge
0 – For Toll
Total Sales
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Total Cost
Computed from the Sales Analysis
Change Charge table (IVTSAG)
Number of Invoice Lines
1.10.8
Computed
SUM(Charge Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
SUM(Cost Val)

In the IVTSAG record, if the Charge No is 1
and the Charge Class is ‘E’, this Charge Value
is not included in the computation
COUNT(Invoice Number)
STRATIX/TOLL – Sales Summary
1.10.8.1 _ Sales Summary by Customer/Process (SASSAP)
SA Metal Summary Field
Data Source Field
Business Rules
(Table)
Sales Qualifier
Spaces – Metal
T – Toll
Sequence Number PK
Generated
Sales Branch
Shipment Branch SHPT-BRH
(SA Transaction)
Customer
Sold-To Customer ID SLD-CUS-ID
(SA Transaction)
Process
Process
(Toll SA Transaction)
PEP
PEP
PEP-PEP
(SA PEP Reference)
Total Relieved Weight
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Computed
SUM(Relieved Weight)
Invera
The Metal Information Technology Company
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STRATIX
SA Metal Summary Field
Data Source Field
Business Rules
(Table)
Total Sales
Computed
SUM(Total Val)
Total Cost
Computed
SUM(Total Avg Val)
Sales Analysis – 9.2
Licensed Material, February 25, 2013
Invera
The Metal Information Technology Company
STRATIX
Page 30
Sales Analysis – 9.2
Invera
Licensed Material, February 25, 2013
The Metal Information Technology Company