Creating EIS Graphs

After you set up your system to work with graphs, use the Eclipse Information System screen to select the type of information you want to your graphs to display and to choose the format for your graphs. The graphs are created using the EGraph application.

A number of customer, pricing, and product categories must be in use to optimize the functionality available in this program and the related management inquiries. See Setup Requirements for the Eclipse Information System.

To create an EIS graph:

From the Reprts > Eclipse Information System (EIS) menu, select Eclipse Information System to display the Eclipse Information System screen.
In the Br/Tr/ALL field, enter the branches or territories for which to select data. Enter commas between codes. To select data for all branches, enter ALL.
Change the information in any of the following fields, as needed:

To change the value in this field...	Use this hot key...
Br/Tr/ALL	Branch The cursor moves to the Br/Tr/ALL field. Type the new branch or territory codes and press Enter to update.
As of Date	Date The cursor moves to the As of Date field. Type the date as of which to graph sales or purchasing data and press Enter to update.
Detail	Detail The cursor moves to the Detail field. Type the size of the data sample to include on the graph and press Enter to update. The default is 10. For example, if you want to view data for the top five bill-to customers only, enter 5. If you select a bar graph, five bars will display on the graph. If it is a comparison graph, ten bars will display on the graph, grouped in twos, each bar representing the specified periods to compare.
Transactions	Trans The Transactions selection list displays. Select one of the following values to determine the type of sales data to display on the graph: Net Stock&Direct – Shows sales after taxes for all stock and direct orders. All – Shows stock and direct sales before taxes, less any item returns. Note: Because miscellaneous charge items have no cost associated with them, they tend to artificially distort the profit margin upward. For this reason, they are excluded from the calculations. Stock&Direct Sales – Shows sales before taxes for all stock and direct orders. Stock Sales – Shows sales before taxes for orders shipped from your inventory to the customer. Direct Sales – Shows sales before taxes for orders shipped from the vendor's inventory to the customer. Misc Sales – Shows sales before taxes for miscellaneous charges such as restocking fees or labor charges. Stock&Direct Returns – Shows negative dollar amounts for returned stock and direct items. Stock Returns – Shows negative dollar amounts for items returned by the customer to your inventory. Direct Returns – Shows negative dollar amounts for items returned by the customer to the vendor's inventory. Misc Returns – Shows negative dollar amounts for miscellaneous charges credited to the customer. Net Stock – Shows sales after taxes for orders shipped from your inventory to the customer. Net Direct – Shows sales after taxes for orders shipped from the vendor's inventory to the customer. Net Misc – Shows sales after taxes for miscellaneous charges such as restocking fees or labor charges.
Sortby	Sortby The Sortby selection list displays. To show the highest dollar values first, select Descending; otherwise, select Ascending.
Period	Period The Period selection list displays. Select one of the following values to determine what type of period detail to display on the graph: Last 12 Months – Shows data for the twelve months preceding the date you entered in the As Of Date field in the Solar EIS window. Year To Date – Shows data for the months from the beginning of the current calendar year through the date you entered in the As Of Date field. Last12-Prior12 Months – Shows data for the twelve months preceding the date you entered in the As Of Date field in the Solar EIS window and the twelve months before that. This Year-Last Year – Shows a side-by side sales comparison of sales or purchases made as of the date you entered in the As Of Date field in the Solar EIS window and the same date a year before that, shown with this year's data displaying first. Last Year-This Year – Shows a side-by side sales comparison of sales or purchases made as of the date you entered in the As Of Date field in the Solar EIS window and the same date a year before that, shown with the previous year's data displaying first. Last 4 Quarters – Shows data for the four quarters preceding the date you entered in the As Of Date field in the Solar EIS window. Fiscal Month – Shows data for the month specified in the As Of Date field. This Month-Last Month – Shows a side-by-side comparison of sales or purchases made this month and last month. This Month-Same Month – Shows a side-by-side comparison of sales or purchases made this month and the same month last year.
Graph Data	Graph Data The EIS Sales Graph Data screen displays.

In the Graph Groups area, click one of the following to determine which type of statistics to graph:

Sales
Purchases

If you selected Sales, to add or change the value in the Graph Data field, click it or use the Graph Data hot key to display the EIS Sales Graph Data screen. Select the sales, cost, and gross profit data to display on the graph.

Note: If you selected Purchases, the only valid value is Purchases $.

Do one of the following:

If you selected...

Do this...

Sales

Click one of the following values:

All Sales – Shows all sales for the selected period as of the selected date.
Parent Customer – Shows sales from any customer that either has multiple billing and shipment addresses or that receives all bills and shipments at the same location.
Billto Customer – Shows sales from any customer that remits payment for multiple shipment addresses.
Shipto Customer – Shows sales for shipment addresses.
Customer Type – Shows sales according to the customers' type of business, such as plumbing or electrical.
Customer Select Code – Shows sales according to the customers' industry segment.
Inside Salesperson – Shows sales credited to the sales representative responsible for generating subsequent sales for the customer.
Outside Salesperson – Shows sales credited to the sales representative responsible for acquiring new customers.
Writer – Shows sales generated by the employee who wrote the sales orders.
Sales Source – Shows sales by the location or origination point of the sale, for example, inside sales, counter sales, or showroom sales.
Ship Via – Shows sales based on the method used to transport the items to the customer.

Purchases

Click one of the following values:

All Purchases – Shows all purchases for the selected period as of the selected date.
Payto Vendor – Shows purchases from any vendor to whom you remit payments for purchases made from multiple shipment addresses.
Shipfrom Vendor – Shows purchases from vendor shipment addresses.
Vendor Type – Shows purchases according to the vendors' type of business, such as plumbing or electrical.
Writer – Shows purchases based on the employee who wrote the purchase order.
Ship Via – Shows purchases based on the method used to transport the items from the vendor.
Buy Line – Shows purchases based on the buy line of the products.
Buy Group – Shows purchases based on the costing rules for the products.
Price Line – Shows purchases based on the price line of the products.
Sell Group – Shows purchases based on the pricing rules set for the products.
GL Type – Shows purchases based on the product category, such as electrical or plumbing.

The system launches the EGraph application and displays the requested data.

When you have finished creating graphs, press Esc to exit the screen.