In an analysis report your analysis objects are shown on the lines. You can define the lines that you want to include in your analysis report by setting up analysis line templates. A template contains a set of lines representing the analysis lines that you see in the analysis report. A line can specify one or a range of items, customers, vendors or groups. You can also create a formula in a line to sum up the other lines. You can set up as many line templates as you like, and then use them to create new analysis reports.
Open the Analysis Line Template window.
Click the first empty line, and in the Name field, enter the name you want to give your new analysis line template. In the Description field, enter a description.
Click Lines and in the Analysis Lines window create lines for the items, customers, vendors or salespeople you want to view figures for in your analysis report.
You must fill in the Type field, the Range field, and the Description field.
Alternatively, when you want to create many individual lines for each item, customer and so on, you can click Functions and select the appropriate insert option and the program fills in all the relevant fields on the line. If you need to, you can then edit the lines manually.
For Help about a specific field, click the field and press F1. Press Esc to close the windows.
In order to set up item/customer groups and salespeople, you must first set them up as dimensions and create an analysis view. You must then specify an item analysis view code for the analysis line template in which you want to include groups as analysis lines. The analysis report will be based on analysis view entries.
Setting Up Analysis Column Templates
Creating New Inventory Analysis Reports
Setting Up Inventory Analysis Views