Summarize sales data option process

You decide how to view sales data when you set up your company in Sales Analysis. You can view data in summary in addition to detail. Sales Analysis retrieves information from both sales orders and invoices. Retrieval information is optionally summarized. Details on which summarization field values are retrieved for each summarization factor are found elsewhere in this user guide. See About summarizing Sales Analysis data.

Before the application retrieves these values:

• orders must be released (reflecting bookings), or

• invoices must be processed reflecting actual sales totals.