ChangeLog: Aggregates Everywhere

Many new totals columns have been added in various financial screens throughout MRSweb.  These columns now all have the capability to aggregate data as well.  These aggregates are typically shown as a Sum or Average (as appropriate to the metric) at the bottom of the listing or table views.

Aggregation: The collection of unit parts into a grouping or whole.  Totaling Sales by Invoice at the individual level is an aggregate, as is totaling all the Invoices in a listing to get a total for the month, Customer, Manufacturer, etc.

The updated Payments screen is a good example to take a look at when talking about aggregation, as it totals a number of metrics from other places in the system.  The grouping is first done by the individual Payment, and then totaled again at the bottom of the listing by whatever other data the User filters on.

In the screenshot above, we can see that the User-filter is set to the Manufacturer "Havenmade Safety", so both the totals per Payment made to the Agency is shown, as well as the total for that Manufacturer.  Further refinement could be done to filter by a specific time range -- year to date or last year, as examples.

Some of the other metrics shown include:

• The average Commission Rate that the manufacturer is paying on each check, and overall.
• The average Split Rate being paid out to the Sales Reps, for those that do commission splits.
• A comparison of the Actual Commission paid to the Agency versus the Anticipated Commission that was records on the Order, for those that track from Order (or PO) to Payment.
• And some metics around how long it take the Manufacturer to ship goods, and then pay the commissions due on those shipments (typically reflecting lead times and payment terms).

Are there other aggregates you would like to see, particularly ones mixed directly into the screens you are working with?  Let us know what would be useful to see, especially as it would help in your day-to-day workflow.