LOST SALES REPORTING
Contents
1. Out of stock Quality issue Price too high Out of stock eie e e e e ee e e ee e A Figure 1 3 Display of the Lost Sale Recorded Lost sales Code GA Name amp Item DDDDL027 DDODID2B DDDDLOZS DDDO LODO DDDO LOS 1 D01032 D01033 DDDDLD3A4 0001045 DDDDL0SS DDDDLDIB DODO LOM 00001028 DODOLOZS DODO LODO DODOLOS1 DODO LOS DODO LOSS 00001034 DDDO LOSS DDDO LOSE DODO LOS 1LANFIPAKAB 1IPYLOPAKAC 1FTOSPAKAC 1IFYOSPAKAC 1ANSIPAKAD 1PTIOPAKAC 1IFYOSPAKAC 1FPYLOPARAC 1LANFIPAKAD LANFIPAKAC DPCI 000 1 1 1 1 4 1 CHRYSLER CHRYSLER CHRYSLER Shc CHRYSLER HMA HMA Q Quantity Custo amp Date amp 11 04 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 11 05 11 E e e OR i re 28 23 E 31 a 33 34 35 Eri 3 39 DHIE DAXIDPAKAC HMA Figure 1 4 Altering a Lost Sale Record Loss of a Complete Sales Order In some instances you will record a full sales order and the customer will not place the order In these instances the process is to Add the sales order as if it were a normal order and then retrieve the sales order and right click to Cancel the sales order Then click on the Lost Full Order button and the system will record each of the items on this sales order as having been lost The popup window shown in Figure 1 5 will be displayed Enter the reason for the loss of this order and click ok to process2. This is shown in Figure 1 1 Sales Order Y 300014 Open 11 05 11 11 05 11 11 05 11 ic NOOMDSLAD 16 x 6 5 Aluminum al ml a e r LANSLFARAD Figure 1 1 Recording Loss ofa Single Sales Order Line When you click on the Lost Sales button two additional screens are shown as seen in Figures 1 2 and 1 3 For Figure 1 2 simply click on the Close button On the screen shown in Figure 1 3 you can simply click OK if the recorded lost sale is correct You can change the quantity lost or the reason as shown in Figure 1 4 Make the changes required and click the Update button This brings you back to the sales order Proceed taking the order Create lost sale record D Figure 1 2 Message Showing the Lost Sales Record is Created Lost sales SS TREO ee ee Code Name Item 00001027 00001028 00001029 00001030 00001031 00001032 00001033 00001034 OO001L035 00DD LOSE 000010537 0001027 0001028 0010253 D01030 001031 DOODLOS DDODLOSS 00001034 DODD LOSS q Quantty Custo A Date amp 1ANFIPAKAB 1 CHRYSLER 11 04 11 1IFY1OPAKAC 1 CHRYSLER 11 05 11 IFYOSPAKAC 1 CHRYSLER 11 05 11 1IFYOSPAKAC 1 CHRYSLER 11 05 11 1ANGIPAKAD 4 SMC 11 05 11 1IFY1OPAKAC i CHRYSLER 11 05 11 IFYOSPAKAC 4 HMA 11 05 11 IFYIOPAKAC 7 HMA 11 05 11 1TANZIPAKAD 5 HMA 11 05 11 LANSFIPAKAC 1 HMA 11 05 11 OPC 17000 4 CHRYSLER 11 05 11 24 U amp Comment Reason a
3. and OK Define survey variables Figure 1 5 Reason for Loss ofan Order A message will be displayed showing the number of lost sales items that have been created That s it the complete sales order loss has been recorded Lost Sales Report The lost sales can be reported Any reports or queries can be created against the file DCMLOSTSALES One report has been created and provided Click on the Lost Sales Report The popup shown in Figure 1 6 is displayed You have a choice of how to sort the report by item by item date by customer by customer item date or by reason by reason item date The next choice is what starting date to use for displaying the lost sales For instance to see all of the lost sales after October enter 10 31 as the date Clicking OK will display the report shown in Figure 1 7 The contents of this report can be exported to Excel normal SAP function for further analysis Define survey variables Lost sales reports c gt ODDDDEXP gt DPCIS0DD gt OPC17000 gt OYW3SZDJAE 1 c OYWSZDIAE 10 gt ODGODSLAF 1 gt OZXGODSLAF 1 gt DEXIOPAKAC amp gt LANSIPAKAB 1 c gt LANJIPAKAC 1 gt LANSIPAKAC 1 gt LANSIPAKAC 1 gt LANSIPAKAC 1 LANJIPAKAD 4 gt LFYOSPAKAC 1 c gt 1FYOSPAKAC 1 gt LFYOSPAKAC 4 c gt 1FYOSPAKAC 10 Figure 1 7 Lost Sales Report
4. LOST SALES REPORTING User Manual Published by Mascidon LLC November 2011 www mascidon com 248 432 2676 Table of Contents LostSales DOCU CATON do pa asceonesuoldacendleaseqummnoscucte Losso rasinslesales order Nesses isa oia ADI SS a god Si mae iso Ra dO SD ea Figure 1 1 Recording Loss of a Single Sales Order LiIN cceseccccsssececeesececeeecceeeeecesseeceseeneceeeeeeeeeeean Figure 1 2 Message Showing the Lost Sales Record is Created cccccescccccssseccccensccceeesceeeeeceeseeceeseees Figure 1 3 Display of the Lost Sale RECOrde ccceeccccsssecceceesececcesececsesececseesseeeeeccessuececeegeceeseanaeeeeas Fire LA Anerime a Lost Sale Record ancioso doie ass nbuios arana Taen EER Lossoracomplete Sales Order oba lo ada ida ita divas Uia Gai bocado is aaa Gago sine Dou ice ata fe ai Figure 1 5 Reason for LOSS OF an ORQEl ssersssuirnriirisrariai a GU SS GSE e RODO g ER RRRIRS PEER RR EEN RSRS RO RR E RO E Figure 1 6 Lost Sales Report Selections ccccccsseccccesscceceseceeceenecsceeeseceeeueceeeeeceeeeenceeseuaecessuneceeeeeneeeten Figure 17 LOSS les REDOR as NS OGU E O E DR ee Lost Sales Documentation The lost sales functionality provides the opportunity to record a lost sales line or a complete sales order This documents how to record these lost opportunities Loss of a single sales order line As you are entering a sales order any line can be highlighted and the Lost Sales button clicked
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