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<ManualTopic ID="/baanerp/td/onlinemanual/000419" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Statistics</Title>
		<Keyword><Level1>statistics</Level1>
		</Keyword>
		<Keyword><Level1>budgets</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>The <GUIRef href="/baanerp/td/sta" role="module">Statistics</GUIRef> module enables you to obtain insight in the intake, turnover, and cancellation of orders and schedules. This module controls the activities that are required to define the desired format and layout for transferring historical data or actual data to statistical information. You can create user-defined statistical reports and displays to view this information. As a result, the <GUIRef href="/baanerp/td/sta" role="module">Statistics</GUIRef> module facilitates data analysis.</Paragraph>
		<Paragraph>You can also use the <GUIRef href="/baanerp/td/sta" role="module">Statistics</GUIRef> module to enter <Link href="/baanerp/td/glossary/glossary#SalesBudget.td" role="glossary" Update="No">budgets</Link>. The entered budgets are used to compare, both in print and display, the actual sales/purchases (statistics) with the estimated sales/purchases, as defined in the budgets.</Paragraph>
	</AimSection>
	<ProcedureSection><SectionTitle>Procedure for statistics</SectionTitle>
		<ProcIntro><Paragraph>If you want to use statistics in a company, complete the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle>Define master data for statistics</StepTitle>
				<ProcedureList><ListIntro>Before you can use statistics, you must select the following check boxes:</ListIntro>
					<ListItem><GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.stat" role="formfield">Purchase/Sales Statistics (STA)</GUIRef> in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/pur/tdpur0143m000#tdpur043.mast" role="formfield">Maintain Statistics</GUIRef> in the <GUIRef href="/baanerp/td/pur/tdpur0143m000" role="session">User Profiles (tdpur0143m000)</GUIRef> session of <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls0139m000#tdsls039.mast" role="formfield">Maintain Statistics</GUIRef> in the <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">User Profiles (tdsls0139m000)</GUIRef> session of <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>.</ListItem>
				</ProcedureList>
				<Paragraph>If no <Link href="/baanerp/td/glossary/glossary#000168" role="glossary">user profile (sales)</Link> or <Link href="/baanerp/td/glossary/glossary#UserDefaulPu.td" role="glossary">user profiles (purchase)</Link> is defined, a user is authorized to maintain the statistics.</Paragraph>
			</Step>
			<Step><StepTitle>Define levels for statistics</StepTitle>
				<Paragraph>When updating the statistics, the sales, purchase and commission/rebate history is read and compressed to data in statistics. The level of compression depends on the statistical levels, as selected in the <GUIRef href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</GUIRef> session.</Paragraph>
				<Paragraph>Before you can select the statistical levels in the parameters, you must first define the levels in the <Link href="/baanerp/td/sta/tdsta0601m000" role="session">Statistics Level (tdsta0601m000)</Link> session. In this session, you must enter the levels on which you want to create/update the statistics for the level types <GUIRef href="/baanerp/td/domains/sta.lvlt#pur" role="enum">Purchase</GUIRef>, <GUIRef href="/baanerp/td/domains/sta.lvlt#pur.act" role="enum">Purchase Actual</GUIRef>, <GUIRef href="/baanerp/td/domains/sta.lvlt#sls" role="enum">Sales</GUIRef>, and <GUIRef href="/baanerp/td/domains/sta.lvlt#sls.act" role="enum">Sales Actual</GUIRef>. In the <Link href="/baanerp/td/sta/tdsta0102m000" role="session">Statistics Level Attributes (tdsta0102m000)</Link> session, you can select the <Link href="/baanerp/td/glossary/glossary#380" role="glossary" Update="No">level attributes</Link> (fields) that must be included in the statistical reports and overviews for the level types.</Paragraph>
				<Paragraph>The <GUIRef href="/baanerp/td/domains/sta.lvlt#sls" role="enum">Sales</GUIRef> and <GUIRef href="/baanerp/td/domains/sta.lvlt#pur" role="enum">Purchase</GUIRef> levels determine which attributes are used for compressing the history data. As a result, these statistical levels also determine the sort attributes you can select for the <Link href="/baanerp/td/glossary/glossary#000161" role="glossary" Update="No">sort</Link> (see step 4). For example, if a sort is defined for both sales and purchase, you can select sales attributes and purchase attributes, such as sold-to BP (sales) and buy-from BP (purchase). However, the sales field must be present in the <GUIRef href="/baanerp/td/domains/sta.lvlt#sls" role="enum">Sales</GUIRef> level, and the purchase field must be present in the <GUIRef href="/baanerp/td/domains/sta.lvlt#pur" role="enum">Purchase</GUIRef> level before you can select it as a sort attribute.</Paragraph>
				<Paragraph>The <GUIRef href="/baanerp/td/domains/sta.lvlt#sls.act" role="enum">Sales Actual</GUIRef> and <GUIRef href="/baanerp/td/domains/sta.lvlt#pur.act" role="enum">Purchase Actual</GUIRef> levels determine which history fields are overwritten by actual data if the <GUIRef href="/baanerp/td/sta/tdsta2250m000#actual.data" role="formfield">Actual Data</GUIRef> check box is selected when you update the statistics (see step 7). In this case, the attributes (fields) that are linked to these levels are not retrieved from the history data, but from the actual data for the item or the business partner.</Paragraph>
				<Paragraph>If an attribute is not linked to a level, the statistics cannot be maintained or updated for that attribute. Data related to this attribute will be excluded from displays and reports.</Paragraph>
			</Step>
			<Step><StepTitle>Define parameters for statistics</StepTitle>
				<Paragraph>After the statistical levels are defined, you can link the levels to the relevant parameter, such as <GUIRef href="/baanerp/td/sta/tdsta0100m000#tdsta000.solv" role="formfield">Sales Intake Level</GUIRef>, <GUIRef href="/baanerp/td/sta/tdsta0100m000#tdsta000.ptlv" role="formfield">Purchase Turnover Level</GUIRef>, <GUIRef href="/baanerp/td/sta/tdsta0100m000#tdsta000.salv" role="formfield">Sales Actual Level</GUIRef>, and so on in the <Link href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</Link> session. You must also select the dates based on which the statistics are updated for the levels.</Paragraph>
				<List><ListIntro>In the <GUIRef href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</GUIRef> session, you can also define:</ListIntro>
					<ListItem>The way in which parent business partner data is updated when statistical data is updated.</ListItem>
					<ListItem>How the gross profit percentage is calculated and displayed in statistics.</ListItem>
					<ListItem>The various periods of a year, including the period number, start date, and end date that are used in statistics.</ListItem>
					<ListItem>Whether detailed discounts must be recorded for purchase discounts, sales discounts, rebates, and commissions.</ListItem>
					<ListItem>Standard item codes to store and retrieve statistical data.</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Define and activate sorts for statistics</StepTitle>
				<Paragraph>In the <Link href="/baanerp/td/sta/tdsta1600m000" role="session">Statistic Sorts (tdsta1600m000)</Link> session you must define <Link href="/baanerp/td/glossary/glossary#000161" role="glossary" Update="No">sort codes</Link>, which are used to build a particular report or overview. You must indicate the type of statistical information (intake, turnover, cancellation) that must be kept for the sort and indicate whether budgets are allowed for the sort.</Paragraph>
				<Paragraph>From this session, you can maintain the <Link href="/baanerp/td/sta/tdsta1101m000" role="session">Statistics Sort Sequences (tdsta1101m000)</Link> session. In this session, you can select the sort attributes (fields) that are used to sort data in statistical reports and overviews.</Paragraph>
				<List><ListIntro>Sort attributes:</ListIntro>
					<ListItem>Identify specific sequences of a selection of the level attributes, as entered in the <GUIRef href="/baanerp/td/sta/tdsta0601m000" role="session">Statistics Level (tdsta0601m000)</GUIRef> session and as selected in the <GUIRef href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</GUIRef> session.</ListItem>
					<ListItem>Enable you to fine-tune the level attributes, which can be regarded as a pre-selection from the database, for each individual statistics overview that you intend to build.</ListItem>
				</List>
				<Paragraph>After definining a sort, you must activate it before you can use it for a report or an overview. You can activate a sort directly in the <GUIRef href="/baanerp/td/sta/tdsta1600m000" role="session">Statistic Sorts (tdsta1600m000)</GUIRef> session, or in the <GUIRef href="/baanerp/td/sta/tdsta1200m000" role="session">(De)activate Sorts (tdsta1200m000)</GUIRef> session.</Paragraph>
				<Paragraph>If the sort is set up for a budget, the sort need not be active to use it for a report or an overview. In addition, if you deactivate such a sort, the budget data is not deleted for the sort.</Paragraph>
			</Step>
			<Step><StepTitle>Define budgets</StepTitle>
				<Paragraph>Optionally, a company can create <Link href="/baanerp/td/glossary/glossary#SalesBudget.td" role="glossary" Update="No">budgets</Link> to compare with actual results, or to use them as a basis for planning in the <GUIRef href="/baanerp/cp" role="package">Enterprise Planning</GUIRef> package.</Paragraph>
				<Paragraph>You can use the <Link href="/baanerp/td/sta/tdsta2603m000" role="session">Budgets (tdsta2603m000)</Link> session to enter, maintain, and delete budgets for an active sort, year, and period. However, this is not a mandatory step in the procedure.</Paragraph>
				<Paragraph>If you create a new budget, you must first select a sort code. This choice will narrow down the data you can use in your budget. You can use the sort attributes as displayed in the <GUIRef href="/baanerp/td/sta/tdsta1600m000" role="session">Statistic Sorts (tdsta1600m000)</GUIRef> session.</Paragraph>
				<List><ListIntro>From this session, you can:</ListIntro>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta2100m000" role="session">Absolute Figures (tdsta2100m000)</Link> session, in which you can create or display detailed numbers for the budget in absolute figures.</ListItem>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta2104m000" role="session">Budget Percentages (tdsta2104m000)</Link> session, in which you can create or display detailed numbers for the budget in terms of percentages.</ListItem>
				</List>
				<Paragraph>If the <GUIRef href="/baanerp/td/sta/tdsta0100m000#tdsta000.ddis" role="formfield">Detailed Discount Specification</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</GUIRef> session, from the <GUIRef href="/baanerp/td/sta/tdsta2100m000" role="session">Absolute Figures (tdsta2100m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sta/tdsta2104m000" role="session">Budget Percentages (tdsta2104m000)</GUIRef> session, you can start the <Link href="/baanerp/td/sta/tdsta2105m000" role="session">Sort Budget Data by Discount Type (tdsta2105m000)</Link> session in which you can enter detailed discounts for sales and purchase discounts, for rebates, or for commissions.</Paragraph>
			</Step>
			<Step><StepTitle>Define a layout for statistics</StepTitle>
				<Paragraph>Before you can print or display statistical data, you must link a <Link href="/baanerp/td/glossary/glossary#000161" role="glossary">sort code</Link> to a <Link href="/baanerp/td/glossary/glossary#379" role="glossary">layout code</Link> and you must define the layout for the data fields in the <Link href="/baanerp/td/sta/tdsta1610m000" role="session">Statistics Layout (tdsta1610m000)</Link> session.</Paragraph>
				<List><ListIntro>From this session, you can:</ListIntro>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta1114m000" role="session">Statistics Layout Column (tdsta1114m000)</Link> session. In this session, you can enter and view the column content, which defines the body of the report and what exactly is detailed in the report. If no column content is defined for the layout code, you cannot print or display statistical results.</ListItem>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta1111m000" role="session">Statistics Layout Content (tdsta1111m000)</Link> session. In this session, you can define the type of report that is printed: different types of statistics on one line, or a fixed type of statistics for each line.</ListItem>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta1112m000" role="session">Statistics Layout Selection (tdsta1112m000)</Link> session. In this session, you can select the data that is used and taken into account in the report calculation.</ListItem>
					<ListItem>Maintain the <Link href="/baanerp/td/sta/tdsta1113m000" role="session">Statistics Layout Print/Page (tdsta1113m000)</Link> session. In this session, you can select the data that is actually printed on the report.</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Update statistics</StepTitle>
				<Paragraph>Use the <Link href="/baanerp/td/sta/tdsta2250m000" role="session">Update Statistics (tdsta2250m000)</Link> session to create or update the statistical files based on the history or the actual data.</Paragraph>
				<Paragraph>If you decide to do a full update, the statistics are fully updated. Except for the budget data, all current statistical data is cleared and new statistics are created based on the current (history) data. You can also update the statistics based on new (history) data that was not taken into account before when updating the statistics.</Paragraph>
			</Step>
			<Step><StepTitle>Display/Print statistics</StepTitle>
				<Paragraph>Use the <Link href="/baanerp/td/sta/tdsta1615m000" role="session">Statistics by Layout / Sort (tdsta1615m000)</Link> session if you want to display the statistical results for a combination of layout code and sort code.</Paragraph>
				<List><ListIntro>From this session, you can:</ListIntro>
					<ListItem>View the data for the sort attributes (fields) that are linked to a combination of layout code and sort code in the <GUIRef href="/baanerp/td/sta/tdsta1501m000" role="session">Statistics Sort Data Selection (tdsta1501m000)</GUIRef> session.</ListItem>
					<ListItem>View the statistical results for a combination of layout code and sort code in absolute figures in the <Link href="/baanerp/td/sta/tdsta2500m000" role="session">Figures by Layout / Sort (tdsta2500m000)</Link> session. The figures that are displayed depend on the statistics type.</ListItem>
					<ListItem>View the statistical results for a combination of layout code and sort code in absolute figures in the <Link href="/baanerp/td/sta/tdsta2500m000" role="session">Figures by Layout / Sort (tdsta2500m000)</Link> session. This session only displays the statistical results for the columns you entered on the <GUIRef href="" role="manual" Update="No">Columns</GUIRef> tab of the <GUIRef href="/baanerp/td/sta/tdsta1610m000" role="session">Statistics Layout (tdsta1610m000)</GUIRef> session.</ListItem>
					<ListItem>Display the statistical results graphically.</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Print statistics</StepTitle>
				<Paragraph>Use the <Link href="/baanerp/td/sta/tdsta2400m000" role="session">Print Statistics (tdsta2400m000)</Link> session if you want to print the statistical results.</Paragraph>
				<List><ListIntro>From this session, you can:</ListIntro>
					<ListItem>View and maintain the data that is used and taken into account in the report calculation in the <GUIRef href="/baanerp/td/sta/tdsta1112m000" role="session">Statistics Layout Selection (tdsta1112m000)</GUIRef> session.</ListItem>
					<ListItem>View and maintain the data that is printed on the report in the <GUIRef href="/baanerp/td/sta/tdsta1113m000" role="session">Statistics Layout Print/Page (tdsta1113m000)</GUIRef> session.</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Archive and delete statistics</StepTitle>
				<Paragraph>You can use the <Link href="/baanerp/td/sta/tdsta2250m100" role="session">Archive/Delete Statistics (tdsta2250m100)</Link> session to transfer the statistics to an archiving file and/or to delete the statistics.</Paragraph>
				<Paragraph>You can display the archived statistics and budgets under the company number as entered in the <Link href="/baanerp/td/sta/tdsta0100m000#tdsta000.comp" role="fieldhelp">Archiving Company</Link> field of the <GUIRef href="/baanerp/td/sta/tdsta0100m000" role="session">Statistics Parameters (tdsta0100m000)</GUIRef> session.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
</ManualTopic>
