Changing your summarization setup decision

Another batch program allows you to change the summarization decision you made when you set up your Sales Analysis company, if summarized data exists.

Note: You cannot change your summarization decision using Company (SA00.1) once you have summarized or retrieved the sales data. Instead, you must use Summary Option Change (SA110).

You can create or delete the summary for the factor you change. You can also create summarized data that did not exist previously. This procedure outlines the process for changing your summarization setup decision.

Access Summary Option Change (SA110).
Change the summarization factors. Complete these fields:

Company

Specify the company number.

Summarize Sales Detail

If you want to summarize data, then select Y (Yes). If you do not select summarization, then the application retrieves sales data from orders and invoices, but does not summarize it.

Performance Analysis

If you want to summarize or delete performance analysis information, then select Y (Yes). If you select Y, then the performance data is printed when you run Performance Trend Analysis (SA257).

Reason Code Analysis

If you want to summarize or delete reason code analysis information, then select Y (Yes). If you select Y, then the reason code data is printed when you run Reason Code Analysis (SA256).
Select the Add form action.
Submit the job.

Note: Running SA110 results in data being removed from summary fields and rebuilt from invoices. If orders or invoices have been purged, then all data cannot be rebuilt. SA110 cannot summarize Sales Analysis data that has been purged by Sales Analysis Detail Purge (SA300).