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

  • The starting conditions listed in Define Basic Settings for Enabling POS Integration with M3 must be met.
  • Sales ticket information from the external POS system must be transferred to OPSALE (via OXSALE).
  • The status of the OPSALE records must be lower than status 80=No further update.
  • The record type of the OPSALE records must either be 1000=Sales or 1200=Customer return.
  • The 'Sales statistics interface' field has been selected in 'Shop. Open' (OPS500/G). Note that this field must be selected in both (OPS500/G) and 'POS Sales Ticket. Update' (OPS280/E) in order for the sales statistics to be updated in M3.
  • A status 20=Active dataset must exist in 'Dataset. Open' (OSS401). This dataset must have a transaction type 32=Sales statistics connected to it in 'Dataset. Connect Dataset Transaction Type' (OSS406).

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).

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