Creating sales report from AR Data

Question

Hello,
I'm Willie Owens. The company that I work for is currently in the process of implementing Oracle 11i applications. However, I have recently learned that when we first go-live with our system, we won't have the business intelligence system up. Therefore, I am going to have to create most of the views used for our sales reports from "scratch". Has anyone every used the RA_Customer_TRX_All and RA_Customer_TRX_Lines_All tables under the AR schema to accurately reflect sales information? If so, I could appreciate any input or suggestions that are offered.
Thanks,
Willie

Answer 1

Hello Mark,
Perhaps I should begin by describing some of the reports. One of the reports shows the sales by salesrep. These are the fields that are going to be used:sales amount, percent of sales, cost of sales, profit, percent of profit, and margin percent.
I have some ideas but I'm just not certain. For the For example, to compute the sales amount would I use the UNIT_SELLING_PRICE * QUANTITY_INVOICED or UNIT_SELLING_PRICE * QUANTITY_ORDERED?
Also, to calculate the cost of sales, do I use the UNIT_STANDARD_PRICE * QUANTITY_INVOICED(or QUANTITY_ORDERED)?
I understand that my profit would be the difference between these two previously calculated amounts. I also need the user to be able to enter a period ending date value. The Discoverer report should then capture all of the sales up to this entered date.
Then to further complicate things, I have to be able to calculate all of these values for the Period To Date(which means that it will capture all of the sales info from the 1ST day of the current month up until the Period Ending Date);a Year To Date Line will also show these values from January 1st of the current year up until the Period Ending Date.