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Update profitability values for item/customer in IBS Enterprise

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The following describes how to back update the Item and/or Customer files in IBS Enterprise with the Profitability values that were created. Note: This is only applicable if any Profitability values were created, as a result of defining such when you built the report. Before you can view the Profitability values, you have to update the applicable files in IBS Enterprise.

Back updating these files with this data enables you to view these values, at any time, from any location in IBS Analyser where you see Item or Customer, without having to actually run a report.

Note: Which file to update depends on the first key sorted in the report. For example, if the information is sorted on Customer level first, you will be able to update the Customer file in IBS Enterprise. Alternatively, if the information is sorted on Item level first, you will be able to update the Item file in IBS Enterprise.

  1. Access the report that contains these values.
  2. Click the Update profitability values icon (alternatively Actions/Update profitability values from the menu bar).
  3. You access the Update xxxxx profitability values from PA report xxxxx window (the first set of xxxxx’s depicts the word Customer or Item, depending on which is the first key in the report while the second set of xxxxx’s depicts the name of the report).

    4. Complete the following information:

    Customers / Items to update
    The name of this section depends on the first key sorted in the report. Depending on which level you were on when you accessed this function (if you were on the highest level in the report or had drilled down to a specific customer or item), the first two fields will vary for input.

    All
    This field is only open for input if you accessed this function from a subordinate level (i.e. you had drilled down in a report to a specific customer or item). Mark this field if you want to update the applicable IBS Enterprise file (i.e. Customer or Item file) with profitability values for all customers or items.
    Note: If you accessed this function from the highest level in the report (i.e. displaying the totals), this field will be marked and not open for input, meaning the update in the IBS Enterprise file will be done for all Customers or Items.
    Selected
    This field is only open for input if you accessed this function from a subordinate level (i.e. you had drilled down in the report to a specific customer or item). Mark this field if you want to update the applicable IBS Enterprise file (i.e. Customer or Item) with the profitability values for the selected Customer or Item.

    Values to update
    You can choose to update any or all of the values that currently exist for all customers or items or the specified customer or item (depending on what mode you are working in).

    Contribution
    Mark this field if you want to update the contribution value.
    Contribution %
    Mark this field if you want to update the contribution % value.
    Profitability code
    Mark this field if you want to update the profitability code.

    Update action for customers / items not in profitability report
    You can also update specified values for customer or items that are not included in this profitability report. In the fields below, select the appropriate action:

    Skip
    Mark this field if you do not want to perform this update.
    Reset profitability values
    Mark this field if you want to reset the profitability values to zero for all customers and/or items that are not in this profitability report.
    Update with specified values
    Mark this field if you want to update with specified values. If you choose this option, you must have marked any or all of the applicable values in the Values to update section. This opens up the fields for input in section Values below.

    Values
    If you want to update the applicable profitability values for all customers or items that are not included in this profitability report, enter the applicable values in the following fields:

    Contribution
    Contribution %
    Profitability code

    Run mode
    Select the type of mode in which you want to run the update.

    Batch
    Mark this field if you want to run the update in Batch. A window will prompt informing you that the Update of profitability values have been submitted for batch execution. When the update has been done, you will receive a message on the Back end (the 5250 session) informing you of this.
    Interactive
    Mark this field if you want to run the update Interactively.

    Click Update.

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