Nancyn: Nancyn moved page Accounting Finance:Month End Rebate Reports to Accounting Finance:Rebates-Preparing Month End Rebate Reports

2018-02-23T18:02:17Z

Nancyn moved page Accounting Finance:Month End Rebate Reports to Accounting Finance:Rebates-Preparing Month End Rebate Reports

Mikeg at 22:10, 2 October 2017

2017-10-02T22:10:32Z

Mikeg at 22:07, 2 October 2017

2017-10-02T22:07:22Z

Mikeg: Created page with "==Run A Query== '''Click System Management→Query manager→Run a query request''' '''CLASS010B (class 010 inventory) (run before noon on the first day of each month) *Doub..."

2017-10-02T21:37:57Z

Created page with "==Run A Query== *'''Click System Management→Query manager→Run a query request''' *'''CLASS010B (class 010 inventory) (run before noon on the first day of each month) *Doub..."

New page

==Run A Query==
*'''Click System Management→Query manager→Run a query request'''
*'''CLASS010B (class 010 inventory) (run before noon on the first day of each month)
*Double click '''CLASS010B'''
*'''Note:''' this report must be run '''IMMEDIATELY''' before the buyers start making any changes to '''CURE & VERE''' items.
*Click '''enter'''
[[File:MER1.png|400px]]

==UWD Staging==
*Finished query reports are located (within hours of processing) on the superserver in the network drive '''Staging on Bart'''
*Locate mapped directory < staging (\\superserver)>
*Enter user name (if required)
*Enter password
*Click '''ok'''

*'''CLASS010B (saved to staging on superserver in your directory)'''
*Class010B (YYMMDD – xxxxxx month end.xlsx)
#Open previous month worksheet and rename to current month directory (2017 Fiscal (current)/All Sales/YYMMXXX class010 month end)
#Copy class010 data to class010 sheet and change header
#Insert Cost of VEBA (f3*h3) and Diff – Cost & Cost of VEBA (g3-i3)
#Update pivot tables (make sure the totals are reconciled to class010 sheet totals)

*Under option - enter '''2'''
*Click '''enter'''
*Under option - enter '''1'''
*Click '''enter'''
*Under option - enter '''1'''
*Click '''enter'''
*Under option - enter '''1''' (CCP -- Pricing)
*Click '''enter'''
*Under option - enter '''31''' (Miscellaneous Billing Menu)
*Click '''enter'''
*Under option - enter '''1''' (Vendor and Customer Rebates)
*Click '''enter'''
#Enter Selling '''S'''
#Enter from date
#Enter to date
#Enter price Type '''CURE'''
#Click '''enter'''

'''Click on each file and save with new file name (Excel format) to monthly sales on superserver/2015 Fiscal (current)/current month'''
1. CUREYYYYMMDDtoYYYYMMDDS.CSV
*Save to current month directory (2017 Fiscal (current)/All Sales/current month/ as Excel file (xlsx)
2. CUREYYYYMMDDtoYYYYMMDDD.CSV
*Save to current month directory (2017 Fiscal (current)/All Sales/current month as Excel file (xlsx)
3. CUREYYYYMMDDtoYYYYMMDDI.CSV
*Save to current month directory (2017 Fiscal (current)/All Sales/current month as Excel file (xlsx)
4. Create YYMMXXXCUREdetails.xlsx
*Open previous month worksheet and rename to current month directory (2017 Fiscal (current)/All Sales/YYMMXXX)
*Copy CUREYYYYMMDDtoYYYYMMDDD.xls data to CURE-D sheet
5. Create YYMMXXXCUREmps.xlsx
*Open previous month worksheet and rename to current month directory (2017 Fiscal (current)/All Sales/YYMMXXX)
*Copy CUREYYYYMMDDtoYYYYMMDDS.xls data to CURE-S sheet
*Create sorted sheet and MPS (create -10% MPS, adjusted MPS and zero out NC and AM. Only C shareholders are eligible for MPS)

==Customer Sales==
*Go to [https://infonet.unipharm.com/| https://infonet.unipharm.com/]
#Enter '''User Name'''
#Enter '''Password'''
#Click '''Login'''

*Under uniVIEW, click '''Sales Statistics'''
*Under Sales Statistics uniVIEW, click '''Customer Sales'''
#Enter '''from date''' (two digit month not fiscal period)
#Enter '''to date'''
#Click '''Search'''

*If the results are what you want, click '''Export to Excel'''
#Click '''open'''
#Insert totals at the bottom
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Customer Sales-uniVIEW.XLS.

*Click '''Home'''
*Click '''Analyzer'''
*Click '''Sales from Transactions'''

===Customer Sales vs Last Year===
#Enter '''current from date'''
#Enter '''current to date'''
#Enter '''previous from date'''
#Enter '''previous to date'''
#Click summarize drop-down and select '''customer'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Delete C-F columns
#Insert totals at the bottom and check to see that total sales is the same as YYMMXXX-Customer Sales.xls
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Customer Sales vs Last Year-uniVIEW.XLS.

===Main Supplier Sales vs Last Year===
#Click summarize drop-down and select '''supplier'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Delete C-F columns
#Insert totals at the bottom and check to see that total sales s the same as YYMMXXX-Customer Sales .xls
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Main Supplier Sales vs Last Year-uniVIEW.XLS.

===Brands (Special) Sales vs Last Year
#Click summarized drop-down and select '''customer'''
#Enter Item '''02468817''' (Harvoni 90MG/400MG appears)
#Click '''02468817 Harvoni'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Harvoni-uniVIEW.XLS.

===Brands (Special) Sales vs Last Year
#Click summarized drop-down and select '''customer'''
#Enter Item '''02448371''' (Sovaldi 400MG Tabs appears)
#Click '''02448371 Sovaldi'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Sovaldi-uniVIEW.XLS.

===Lucentis Sales vs Last Year===
#Click summarized drop-down and select '''customer'''
#Enter Item '''Lucentis''' (note item number for Lucentis will appear)
#Click '''02132785 Lucentis 10MG'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Lucentis-uniVIEW.XLS.

===Eylea Sales vs Last Year===
#Enter Item '''Eylea''' (note item number for Eylea will appear)
#Click '''02444784 Eylea'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Eylea-uniVIEW.XLS.

===Avastin Sales vs Last Year===
#Enter Item '''Holkira'''
#Click '''02473684 Holkira'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Holkira-uniVIEW.XLS.

===Incivek Sales vs Last Year===
#Enter Item '''Epclusa'''
#Click '''0253942 Epclusa'''
#Click '''Search'''
#Click '''Export to Excel'''
#Click '''open'''
#Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Epclusa-uniVIEW.XLS.

==Create Rebate Report==
*Open previous month worksheet and rename to current month directory (2017 Fiscal (current)/All Sales/YYMMXXXRebateReport.xls)
#Copy InfoNet sales to Infonet sheet
#Copy Class 010 data from CUREmps worksheet
#Copy Harvoni sales
#Copy Sovaldi sales
#Copy Lucentis sales
#Copy Eylea sales
#Copy Holkira sales
#Copy Epclusa sales
#Copy YYMMXXXRebateReport to superserver accounting\common\AR\2016-2017\Rebates & sales\imported data\FFMM – XXX 2017

[[Category:Workflows-Finance]]
[[Category:General Ledger]]

@@ Line 38: / Line 38: @@
 #Enter price Type '''CURE'''
 #Click '''enter'''
 '''Click on each file and save with new file name (Excel format) to monthly sales on superserver/2015 Fiscal (current)/current month'''
@@ Line 87: / Line 88: @@
 #Insert totals at the bottom and check to see that total sales is the same as  YYMMXXX-Customer Sales.xls
 #Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Customer Sales vs Last Year-uniVIEW.XLS.
 ===Main Supplier Sales vs Last Year===

@@ Line 97: / Line 97: @@
 #Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Main Supplier Sales vs Last Year-uniVIEW.XLS.
-===Brands (Special) Sales vs Last Year
+===Brands (Special) Sales vs Last Year===
 #Click summarized drop-down and select '''customer'''
 #Enter Item '''02468817''' (Harvoni 90MG/400MG appears)
@@ Line 106: / Line 106: @@
 #Save file to (2017 Fiscal (current)/Sales Analysis/current month/YYMMXXX-Harvoni-uniVIEW.XLS.
-===Brands (Special) Sales vs Last Year
+===Brands (Special) Sales vs Last Year===
 #Click summarized drop-down and select '''customer'''
 #Enter Item '''02448371''' (Sovaldi 400MG Tabs appears)

Accounting Finance:Rebates-Preparing Month End Rebate Reports - Revision history

Nancyn: Nancyn moved page Accounting Finance:Month End Rebate Reports to Accounting Finance:Rebates-Preparing Month End Rebate Reports

Mikeg at 22:10, 2 October 2017

Mikeg at 22:07, 2 October 2017

Mikeg: Created page with "==Run A Query== *'''Click System Management→Query manager→Run a query request''' *'''CLASS010B (class 010 inventory) (run before noon on the first day of each month) *Doub..."

Mikeg: Created page with "==Run A Query== '''Click System Management→Query manager→Run a query request''' '''CLASS010B (class 010 inventory) (run before noon on the first day of each month) *Doub..."