Summarizing or retrieving sales data

Summarizing Sales Analysis data lets you perform inquiries and print Summary reports.

Retrieving sales data simply pulls the data into the Sales Analysis application. Retrieving the data lets you print Detail reports.

You both summarize and retrieve data by running a batch program. This procedure outlines the process for retrieving or summarizing sales data.

Process flow: Summarizing or retrieving sales data
  1. Access Sales Analysis File Create (SA100).
  2. Summarize or retrieve the data. Complete these fields:
    Company

    Specify the company number.

    Update Bookings

    If you want to bring booking data into Sales Analysis, then select Y (Yes). If you select Y, then the new data generated since the last run of this program is retrieved from the Order Entry and Billing applications for this run of the program.

    Print in Summary

    Select Y (Yes) to include sales orders - bookings on the listing.

    Update Sales

    If you want to bring sales data into Sales Analysis, then select Y (Yes). If you select Y, then the new sales data generated since the last run of this program is retrieved from the Billing application and stored in Sales Analysis.

    Note: Unless invoices are processed through the subsystem update stage, sales data is not displayed in the Sales Analysis application when you select the Update Sales option. Running Subsystem Update (BL123) processes invoices through the subsystem update.

    See Updating invoices and credit memos for more information.

    Print in Summary

    Select Y (Yes) to include invoices - sales on the listing.

  3. Select the Add form action.
  4. Submit the job.