Set Executive Information Summary Options

Use the Executive Information Summary (EIS) program to display a summary of executive information statistics. See Background and Road Map for more information. You can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Selection tab to set these options:

Field Name

Type / Max Length

Action / Description

Branch or branch grp

Required
8 alphanumeric

Accept the displayed branch or branch group, leave blank to use the *E to display totals for your enterprise, or click the Lookup icon and then click Branch or Group to select a branch or group from a list.

The displayed branch group is from the Inventory group override field in your record in the User Maintenance (UIM) program.

This option affects sales, shipping, inventory, manufacturing, and purchasing statistics.

Org or org group

Required
8 alphanumeric

Accept the displayed organization or organization group, enter another, or click the Lookup icon and then click Organization or Group to select the organization or group from a list.

The displayed organization code is from the Default org group field in your record in the User Maintenance (UIM) program.

This option affects accounts receivable and accounts payable statistics on the first screen and the statistics when you click AP, AR, and GL.

  1. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Round numbers to

Optional
1 numeric

Select how you want to round the amounts displayed in this program. For example, if the actual amount is: 123456789012.34-

Select

For

Result

1

Hundredths

123456789012.34-

2

Tenths

123456789012.3-

3

Ones

123456789012-

4

Tens

12345678901-

5

Hundreds

1234567890-

6

Thousands

123456789-

If blank, the program uses 1, hundredths.

Select currency

Conditional/Optional
2 alphanumeric

Select the code for the currency you want to  display or leave blank if you are not using the multiple-currency feature.

Select currency exchange date

Conditional
10 date

Select the currency exchange date or enter a date shortcut.

Negative numbers

Optional

Select ( to display negative numbers enclosed in parentheses or select - (hyphen) to display negative numbers using the minus sign after the number.

Print commas?

Optional

Select to display commas in large monetary and numeric values or leave blank to not display commas.

You can exclude commas and use the rounding option to eliminate extra characters if you have very large numbers.

  1. (Optional) Click Refresh to see a descriptions of the selected branch/branch group and organization/org group and the calendar dates represented by date shortcuts.

  2. (Optional) Click Save to save these options for future use.

  3. Click OK to apply these options or click Cancel to exit without applying them. If you click OK, see Display Executive Information Summary Statistics.