Appendix B — Every enquiry and report, indexed

Every named enquiry and report in the manual, where its chapter explains it, and the question it answers. The cockpits and dashboards of Chapter 2 are the other half of the picture — the governed measures behind them are indexed in Appendix C.

Business Intelligence (Chapter 2)

Sales Analysis, Product Performance, Sales Performance — the period's governed sales record, read by product, by performance, by pattern (§7.10).
Profit Analysis, Customer Analysis — where the profit comes from, and whose business earns it (§7.10).

Sales (Chapter 3, §3.9)

Customer Statement — what has this customer been charged, paid, and still owes, in order, with a running balance?
AR Aging — who owes us, and for how long?

Procurement (Chapter 4, §4.9)

Supplier Statement — the mirror image: what have we been charged, paid, and still owe this supplier?
AP Aging — who do we owe, and for how long?
Received Not Invoiced (GRNI Aging) — what has been received that no invoice has cleared yet?
Landed Cost Breakdown — what is a receipt's true cost made of, element by element?
Landed Cost Estimates vs Actuals — where do estimated landed costs still await their actual figures, and how far off are they?

Inventory (Chapter 5, §5.10)

Stock Enquiry — what do we hold, and where, right now?
Inventory Valuation — what is the stock worth, at moving average?
Stock ↔ GL Reconciliation — does the warehouse's value agree with the ledger's stock account?
Stock Aging — how long has this stock been sitting?
SLOB — what is slow-moving or obsolete, and what provision does the suggested scale propose?
Near Expiry & Expired — what runs out soon, and what already has?
Lot Trace — where did this lot come from, and where did it go?
The Replenishment worklist — what needs reordering, and how much?
Due Counts — what is due to be counted, and when?

Products (Chapter 6, §6.10)

Cost Variance — where did cost drift from the standard, in price or in margin?
BOM Cost Build-up — what should this made product cost, layer by layer?

Accounts (Chapter 7, §7.10)

GL Statement — what moved through this account, line by line?
Trial Balance — do the books balance, account by account?
Profit & Loss — what did we earn and spend in the period?
Balance Sheet — what do we own and owe, as at a date?
Cash Position — where does the money sit, bank by bank?
Budget vs Actual — how are we doing against the budget we set?
The VAT return (§7.6) — what VAT did we charge, and what may we claim, for the period?

People (Chapter 8, §8.7)

Headcount and the People picture — how many people, in which departments and branches, and how is that changing? (Enquiries over the employee record and §2.9's headcount measures, rather than a report screen.)

Time Tracking (Chapter 9, §9.9)

Unbilled WIP — what approved time is earned but not yet invoiced?
Utilization — how full are our people's weeks?
Project Profitability — is this project making money?
Timesheet Status — who still owes a timesheet?

Manufacturing (Chapter 10, §10.9)

BOM Explosion — what does making this require, every level down?
BOM Cost Build-up (manufacturing view) — the build-up of §6.10, read from the work order's chair.
Cost Variance (manufacturing view) — where did making cost more, or less, than standard?

Aquaculture (Chapter 11, §11.9)

The Tank Batches list — the farm at a glance: every batch with its readings — alive, mortality rate, biomass, total cost — side by side.
The batch record — one batch's whole account: its feedings, mortalities, cost and readings (§11.6).

Donations (Chapter 12, §12.9)

The Donation Register — every gift, in order.
Donations by Donor — who gave, and how much?
Donations by Designation — what has each purpose received?

Marketplace (Chapter 13, §13.9)

The Marketplace Orders list — every order by seller, with its gross, commission and net.
A seller's money is read where supplier money lives: the supplier statement and AP aging (§4.9).

Documents (Chapter 14, §14.8)

Ready to archive — what has outlived its retention period and awaits the archive decision?