Inquiries

This function is used to inquire the statistics that have been created by the statistics parameterization function, the latter defining for each statistical code:

• a set of analysis criteria (from 1 to 8), to which the company (and the site, if needed) can be added
• 1 to 10 cumulated values that will be stored in the statistics totals table, with a frequency to be set
• calculation formulas between cumulated values or forecasts (if they have been defined and entered) over the current period and the previous periods, along with the forecasts if they have been defined and entered, with a view to displaying ratios, frequencies etc.

This inquiry is performed:

• when directly entering the function, from the general level (the various values of the first criterion for which cumulated records already exist can be viewed), then using zooms into the lower criteria levels. At each intermediate level, it is possible to zoom into the object that manages the criteria.
• at the lowest level, after successive zooms, when viewing the detail of those records justifying the total (if such records are still in the database, which may not be the case given the fact that the transaction details can be purged). It is then possible to view the justifying document in detail (if a zoom into the document has been parameterized). For instance, a statistic based on the invoices will enable a detailed viewing of the invoices and a zoom into the invoice itself will be possible if it has been parameterized.
• via the File / Statistics function, from the object management, if the object parameterization enables it. Are then accessible the statistics where at least the first criterion is explicitly defined by the calling context (it must either be a field in the object main table, or one of the explicitly linked tables, or a field whose type corresponds to the object key). In inquiry, the detail level defined by the context is the one to be reached.

This inquiry can be carried out (based on the settings and the criteria entered in the header) either over a period defined by two dates, or over two periods (provided the data from the current period and the previous period are integrated into the tables), for the data of a site, a company, or all companies at the same time. The selected periods must naturally represent a multiple of the statistic inquiry frequency. This inquiry is sub-divided into two tabs:

• the first tab presents the breakdown of the current statistic level according to the next sub-level (for instance, in the case of a statistic by country, then by customer, it is possible to view, for a customer, the list of figures of the customers in the country). The number of lines of the current level is limited by a pagination criterion (defined in the parameterization of the inquiry screens, for the STA code), that imposes the use of navigation buttons, if need be.
• the second tab presents the total for the level (without taking account of the pagination limitation), then the breakdown into sub-periods of the inquiry period (the sub-periods corresponds to the frequency of the statistic). In case of a yearly, quarterly, monthly or bimonthly frequency, all the periods are displayed in the table, even those that present a null amount. In case of a lower frequency, only those lines for which there is a transaction will be displayed.

Next to the amount grids, instead of these grids, or using a toggle function from one representation to another, and depending on the screen parameterization, it will be possible to display the data in graphical form. For further information, refer to the corresponding annex.