Display Executive Information Summary Statistics

Use the Executive Information Summary (EIS) program to display statistics for sales, shipping, inventory, manufacturing, purchasing, accounts receivable, accounts payable, and general ledger. See Set Executive Information Summary Options to set options for this program. See Background and Road Map for more information.

Access to statistics in each functional area can be controlled by user ID and/or by a program password. Program restrictions are maintained in User Maintenance (UIM); program passwords are maintained in Program Password Maintenance (XPM). The table below lists the program name that controls access to each set of statistics:

Program	Allows viewing of
EMG	General ledger statistics (GL button)
EMI	Inventory statistics (Inventory button)
EMM	Manufacturing statistics (Mfg orders button)
EMN	Accounts payable statistics (AP button)
EMO	Sales statistics (Sales button)
EMOS	Shipping statistics (Shipping button)
EMR	Accounts receivable statistics (AR button)
EMV	Purchasing statistics (Purchases button)

The program displays this information below the program's title:

Field Name

Displays

For MM/YYYY

The current month or period and year

Scope

Enterprise, Branch group, or Branch

Note
See Set Executive Information Summary Options to change the branch/branch group and organization/org group or organization that affect the statistics that display.

The program displays these accounts receivable statistics for the selected organization or organization group:

Field Name	Displays
Current balance	Total value of all invoice balances, including payments and discounts applied; the total amount due from customers
MTD net invoices	Total value of all debit invoices (DI) and debit memo transactions (DM) for the current month
MTD payments	Total value of all payments applied to invoices in the current month, including credits, deposits, and on-account payments
MTD discounts	Total value of discounts given for prompt payment during this month
MTD cost of goods	Total value of the cost of goods sold for the current month, which is the total cost of all order lines invoiced this month: Quantity shipped x Standard unit cost For configured products, the cost is the total cost of components.

The program displays these Sales Order statistics for the select branch or branch group:

Field Name	Displays
Orders not invoiced	Total net value of all sales orders that have not been invoiced: (Price x Quantity not invoiced) - Order discounts Orders not invoiced includes newly entered orders and confirmed shipments but excludes incomplete, cancelled, and invoiced orders
MTD orders (gross)	Total gross value of all orders taken this month (orders with an order date in this month/period): (Quantity on each line x Price) - Line discount - Surcharges
MTD orders (net)	Total net value of all orders taken this month (orders with an order date in this month/period): Gross sales - Order discounts
MTD shipments	Total gross value for orders shipped in the current month: (Quantity shipped on each line x Price) - Line discount - Surcharges
Orders on hold	Total net value of all orders that are on credit or manual hold: (Quantity on hold x Price) - Line discount - Surcharges

The program displays these Inventory value statistics for the selected branch or branch group:

Field Name

Displays

Inventory value

Total value of all finished goods, components, and raw material in inventory:

Standard unit cost x (Total on hand + Total WIP value + Total floor stock + Total intransit)

MTD gross margin

Gross margin value for the current month:

MTD shipments - MTD cost of goods sold

The program displays these accounts payable statistics for the selected organization or organization group:

Field Name	Displays
Current balance	Total value of all outstanding vendor invoices
MTD net payables	Total value of all debit invoices (BI) and debit memos (DM) for the current month
MTD payments	Total value of all payments (CP) made in the current month
MTD discounts taken	Total value of the discount portion of payments made this month
MTD disc available	Total value of the discount portion of all debit invoices (BI and BF) for the current month

The program displays these purchasing and receiving statistics for the selected branch or branch group:

Field Name	Displays
Open purchases	Total value of all purchase order lines that have not been received or cancelled: PO unit cost x (Quantity ordered - Quantity received)
MTD invty purchases	Total value of all purchase orders for inventory items with a PO date in the current month: PO unit cost x Quantity ordered on each PO line
MTD receipts	Total value of inventory items (i.e., non-stock receipts are excluded) with a receipt date in the current month: Quantity received x Actual unit cost
Supply chain reqs	Total value of all vendor contract requisitions that have not been released: (Quantity requested - Quantity released) x Suggested cost
MTD other purchases	Value of purchases of non-stock items and capital assets: Quantity ordered x Actual unit cost

The program also displays the net cash forecast for the selected branch or branch group:

Field Name	Displays
Net cash forecast	Net cash forecast value: AR current balance - AP current balance

Choose the appropriate options:

To	Do This
Review your options for this inquiry	Click Prog opts. See Set Executive Information Summary Options.
Display sales statistics	Click Sales. See Display Sales Statistics. Click OK to return to this screen.
Display shipping statistics	Click Shipping. See Display Shipping Statistics. Click OK to return to this screen.
Display inventory statistics	Click Inventory. See Display Inventory Statistics. Click OK to return to this screen.
Display manufacturing statistics	Click Mfg orders. See Display Manufacturing Statistics. Click OK to return to this screen.
Display purchasing statistics	Click Purchases. See Display Purchasing Statistics. Click OK to return to this screen.
Display AR statistics	Click AR. See Display Accounts Receivable Statistics. Click OK to return to this screen.
Display AP statistics	Click AP. See Display Accounts Payable Statistics. Click OK to return to this screen.
Display GL statistics	Click GL. See Display General Ledger Statistics. Click OK to return to this screen.
Enter notes	Click Notes. See Enter Notes.
Print the displayed data	Click Print. See Print an Inquiry.
Refresh the screen to include transactions that occurred while you were viewing the data	Click Refresh.
Enter data in custom fields your company uses	Click User. See Enter Data in User or Shadow File Fields. The program displays this button only if you have set up user fields for it in the User Fields Maintenance (XMO) program.
Exit the program	Click Exit.