Sage 100

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  • 1.  Churn Report

    Posted 04-16-2023 12:14

    Is there a "churn" report in Sage 100, or a reasonably easy way to create one.  I need a report that displays how many customers have not placed an order in the last 12 months, and had sales in the period 24-12 months ago.  So... what customers had sales revenue 2 years ago but didn't order last year.  I am trying to flag customers that may be have left and are doing business elsewhere.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 2.  RE: Churn Report

    Posted 04-16-2023 19:20

    Use LastInvoiceDate?



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    Phil McIntosh
    President
    Friendly Systems, Inc.
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  • 3.  RE: Churn Report

    Posted 04-17-2023 00:24

    Unfortunately, a LastInvoiceDate field does not exist in AR_Customer.  There is a LastActivityDate however last activity can be a cash receipt that occurred a year after the last invoice.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Original Message


  • 4.  RE: Churn Report

    Posted 04-17-2023 00:41

    I created a simple Crystal report using AR_CustomerSalesHistory and AR_Customer.  There are 3 columns, last year sales, this year sales and difference.  Sorted the this years sales column in ascending order so any $0 sales are listed first.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Original Message


  • 5.  RE: Churn Report

    Posted 04-16-2023 20:29

    Disclosure: These folks are a newsletters sponsor, so I am not independent

    DataSelf has quite a few of these types of reports.

    I know my biggest issue has been (a) getting the customer to pay me for the reports, (b) getting the customer to specify exactly what they want on the report, and then (c) after the report is delivered, the customer sometimes requests a bunch of changes. 

    I'm also always leery of creating a report on "Spec" (i.e., not being paid upfront ) and then finding I could get 98% of the way there but not being able to get all the way there (due to slow speed or links that don't work.



    https://www.dataself.com/distribution-dashboard-examples/




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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 6.  RE: Churn Report

    Posted 04-17-2023 00:35

    Thanks @Wayne Schulz   Yes, trying to value price custom reports can be tricky.  A lot of times the research needed to figure out how or if a report can best be completed takes almost more time than actually creating the report.

    Fortunately the customer this report is for is on my premium subscription plan, aka the all-you-can-eat program.  I am not quoting a price.  I am just doing the report for the customer because I know he places great value on it.  In fact, instead of stressing on the specifics of the transaction (payment method, specific fields, follow up issues, etc.), I am looking for ways to create more value so that payment keeps getting deposited in my bank account each month.



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Original Message


  • 7.  RE: Churn Report

    Posted 04-17-2023 01:23

    I would create a Sage Intelligence report with the last invoice date or with AR_InvoiceHistoryHeader and SO_SalesOrderHeader to see if there are any open orders.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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    Original Message


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