Update M3 Sales Statistics with Sales Ticket Information

This document explains how you update M3 sales statistics with sales ticket information received from an external point of sale (POS) system. It also explains how you can re-create sales statistics when conditions have been changed or when an error has occurred.

Outcome

The sales statistics in M3 are updated. Sales tickets are treated in the same way as customer orders when updating sales statistics.

The sales statistics can be used for future budgeting, planning of stock and promotions, for example.

Sales ticket information is transferred from the sales ticket input file (OPSALE) to the detailed sales statistics file (OSBSTD). The origin code of all records that are uploaded from the POS system is 8.

Before you start

Follow these steps

Update the sales statistics file (OSBSTD)

  1. Start 'POS Sales Ticket. Update' (OPS280/E).

  2. On the E panel, specify an interface round number, a facility and a warehouse (shop).

    The interface round number is used to identify all transactions in a batch. All records with the same round number are processed. Interface round numbers are defined in 'Number Series. Open' (CRS165).

  3. Enter a transaction date.

    You can enter the transaction date manually when you enter transactions. In these instances, the current date is proposed for the transaction date by default. In 'Req/Distr Order. Open' (MMS100), a future transaction date and time can be entered. This date determines when the transaction is automatically processed. The transaction date is the planned issue date. For distribution orders, the planned receipt date at the receiving warehouse is shown in (MMS100/F) to the right of the transport time.

  4. Select the 'Sales statistics interface' field. Press Enter and the sales statistics in M3 are updated.

    The 'Sales statistic interface' field must be selected in both 'Shop. Open' (OPS500/G) and 'POS Sales Ticket. Update' (OPS280/E).

    When sales statistics are updated, the status of the 'Update sales statistics' field in OPSALE is raised from 1=Ready for update to 2=Statistics are updated.

Re-create sales statistics

  1. Start 'Sales Statistics. Re-Create' (OSS995/E).

  2. On the E panel, select the 'Customer order' field (re-create sales statistics for delivery order lines which have been invoiced). Press Enter to re-create sales statistics.

    Records which has been uploaded from a POS are taken into account.

    You can either re-create all datasets ('Detailed stats'=1) or only one dataset at a time (if you enter a dataset on the E panel in (OSS995)).

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