Merging order data by sales warehouse in Sales Manager

To merge the order data by sales warehouse into the Sales Manager files, the Use Sales Warehouse and Store in Sales Manager Data options must be selected in SA Administrator Options.

You select the type of information to store in Sales Manager files in SA Administrator-Sales History-Levels. Storing order data by sales warehouse affects these levels:

Sales by Product Category, By Whse (SMSP)
Sales by Product, By Whse (SMSW)
Sales by Customer, by Product Category, By Whse (SMSEP)
Sales by Customer, by Product, By Whse (SMSEW)

Note: Because the Sales by Vendor levels are used to track usage and the physical location of inventory, only order warehouse data is used for these levels.

The merge occurs when you run the Sales Entry Invoice Processing Report or the Sales Entry Sales Manager Update Report. This data is extracted from the merged sales orders and placed in these categories in the Sales Manager files:

Sales Amount
Cost of Goods Amount
Quantity Sold
Discount Amount

Because the general ledger posting for the sales warehouse changes the division on the Cost of Goods and Sales postings, the merged data of the order or line is posted by sales warehouse or order warehouse. The data is not split between the sales warehouse and order warehouse when the sales warehouse is loaded on the order.

Order warehouse values and the current line data are used to create or update individual Sales Manager files that use Stock or Component flags as part of the index key data of the file. The data is stored by the sales warehouse, and the sales warehouse receives credit for the sale based on the order warehouse information.