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Distribution/Service Providers

CaseWare IDEA Applications


Here are some examples of analyses that can be performed using IDEA. Data from different systems can be brought together for complete analysis. Ultimately, you are only limited by your imagination.

Distribution/service companies have many of the standard ledgers, Payroll and Accounts Payable files, which can be key concerns.

List Management

  • Combine extracted data from financial reports for presentations
  • Automatically manage lists with select, extract, prints, and count commands
  • Merge audit verification letters with accounts and balances for external audit
  • Generate multiple marketing mailings based on historical customer purchases
  • Perform marketing tests with random name selections for promotional letters
  • Create an auto-extract of activity data for direct transfer to spreadsheets

Sales Analysis

  • Generate sales/profitability reports by sales representative, product, and customer
  • Recap product sales by region, customer, and category
  • Identify high sales volumes by region, customer, and category
  • Extract all sales data for audit by customer, product, and region
  • Compare ratios of current sales to open receivables (high-low; low-high)
  • Summarize shipments by warehouse for product distribution analysis

Sales Order Control

  • Report on the correlation between items shipped and items ordered
  • Analyze open orders and open invoices by customer for credit control
  • Isolate detail and average backlogs by customer, item, and location
  • Reconcile booked items to inventory reserved (on hold) items
  • Control profits by calculating line item margins before shipment
  • Analyze product demand by summarizing products ordered by due date

Areas of Applications , CaseWare IDEA



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