You use this program to expedite the process of building up a history of sales for forecasting purposes. The history created can be based on inventory movements and/or sales order performance.
This program is typically used to create data that can be used to measure historic delivery performance and achieved service levels.
The sales order performance is based on the invoice reprint tables. When an invoice is printed for a stocked merchandise sales order line, an entry is added to the sales order performance table containing the quantity ordered, the quantity shipped, the line ship date and the customer request date. If multiple deliveries are invoiced for the line then an entry for each delivery is output to the table as well as a summary line which also holds the total number of deliveries made for an item.
| Field | Description |
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| Start Processing | Select this to commence processing. Refer to Processing Phases for additional information. |
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Criteria | |||||||||
| Options |
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| Clear history files before update | Clear history files before running the update. This prevents data from being duplicated if you run the program multiple times. | ||||||||
| Clear pending sales transactions | Prevent the duplication of sales transactions that have occurred since the modules were licensed. | ||||||||
| Clear history adjustments | Clear the adjustment entries (e.g. outlier adjustments, manual entries and excluded invoices) that are applied to the sales history. | ||||||||
| Current inventory month | Indicates your current Inventory month (see Inventory Setup). | ||||||||
| Current inventory year | Indicates your current Inventory year. | ||||||||
| Start month | Indicate the month from which to begin processing. | ||||||||
| Start year | Indicate the year from which to begin processing. This defaults to the three years prior to the current inventory period. | ||||||||
| End month | Indicate the month at which to end processing. This defaults to the current inventory period. | ||||||||
| End year | Indicate the year at which to end processing. | ||||||||
| After processing completed |
These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).
Up to eight phases are performed by this program. All figures stored in the history files are stored as year-to-date figures and performance is improved by converting them to actual figures prior to the update and back to year-to-date figures after the update.
The program calculates inclusion dates based on the Start month/year and End month/year entries made. For example, if you enter 10/2007 as the start period and 01/2010 as the end period, then the program calculates the start date as 01/10/2007 and the end date as 31/01/2010 and includes shipments with customer request dates that fall into this date range.
If SQL is in use (and the history files have been cleared) these conversion phases can be dispensed with because the rows from the inventory movement table are returned in entry date rather than inventory period sequence.
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Clearing history files/tables
This phase is only performed if you enabled the option: Clear history files before update.
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Clearing pending sales transactions
This phase is only performed if you enabled the option: Clear pending sales transactions.
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Clearing history adjustments
This phase is only performed if you enabled the option: Clear history adjustments.
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Converting sales history from YTD to actuals
This phase is not performed if the company is running on SQL and the history files have been cleared.
During this phase, the sales history file/table is processed and running totals of the year-to-date figures are retained and subtracted from individual record's figures, converting the record figures to actual figures.
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Converting sales returns history from YTD to actuals
This phase is not performed if the company is running on SQL and the history files have been cleared.
During this phase, the sales returns history file/table is processed and running totals of the year-to-date figures are retained and subtracted from individual record's figures, converting the record figures to actual figures.
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Updating history files from inventory movements
During this phase, the program reads through the inventory movements file/table and transactions that fall within the start and end month/year entered are processed as follows:
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Sales movements
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Invoices, Debit notes and Dispatch notes
Transactions with a positive quantity are added to the sales history file/table. Transactions with a negative quantity are added to the sales returns history file/table.
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Credit notes
Transactions with a positive quantity are added to the sales returns history file/table. Transactions with a negative quantity are added to the sales history file/table.
Credit notes reduce the historical sales values only up to the point where the history becomes zero. The system does not allow negative history. For example, you have the following sales values:
Month 1 - 10 units
Month 2 - 10 units
Month 3 - 10 units.
In Month 3 you process a credit note for 11 units.
The history will reflect the following:
Month 1 - 10 units
Month 2 - 10 units
Month 3 - zero units (i.e. not -1 units as the system does not allow negative history)
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IBTs and IBT Dispatch notes
Inter Branch Transfers processed through dispatch notes are included.
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Inventory movements
These are ignored.
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Converting sales history from actuals to YTD
This phase is not performed if the company is running on SQL and the history files have been cleared.
During this phase, the sales history file/table is processed and running totals of the year-to-date figures are retained and added to individual record's figures, converting the record's actual figures to year-to-date figures.
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Converting sales returns history from actuals to YTD
This phase is not performed if the company is running on SQL and the history files have been cleared.
During this phase, the sales returns history file/table is processed and running totals of the year-to-date figures are added to individual record's figures, converting the record's actual figures to year-to-date figures.
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.