You use this program to capture the previous 24 months' sales history information for specific customers. This information is used mainly by the Sales by Customer report in the Sales Analysis module.
This program is intended to be used to transfer historical information from either a manual Accounts Receivable system, or the previous computerized system during a new SYSPRO implementation.
| Field | Description |
|---|---|
| Save | Select this to save the information you entered and to enter information for another customer. |
| Customer | Indicate the customer code for whom you want to enter the sales history information. |
| Initial Sales History Details | This indicates the customer code for whom you want to enter the sales history information. |
| Customer information | |
| Customer | This indicates the customer code you entered. You can select this code to use the Customer Query program to view detailed information for the customer. |
| Name | This indicates the customer name. |
| Currency | This indicates the currency for the customer. |
| Sales value history |
In each of the months listed below, you can enter the total value of the sales made to this customer during that month. These amounts would usually exclude taxes. The amounts are entered beginning with the previous month's figures (in relation to the current month that your Accounts Receivable module is in (Accounts Receivable Setup) and working back to the figures for 2 years ago. You do not have to enter the full 24 month's history if these values are not available. |
| Month 1 - 24 | You use these fields to indicate the value of the sales made to this customer in the previous 1 - 24 months. |
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This program is intended for use as part of a new SYSPRO implementation only.
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After the initial take-on of the amounts, these balances are updated automatically by the system and should not be changed manually.
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Once the initial take-on is complete, operators should be denied access to this program (see Groups).
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.