You use this program to extract the daily sales transactions recorded in the Accounts Receivable and Sales Order modules and to update the appropriate history files. The history files include the Sales History Master, Sales History Summary, Sales History Source Transactions and Sales History Zoom Index files.
The Sales Analysis Update program can be run as often as required. It should be run frequently to update the sales analysis files/table to ensure that the data reflected in the sales analysis reports is accurate and up to date. Depending on the volume of your sales orders, you would typically run the Sales Analysis Update daily or at least weekly.
Field | Description |
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Start Processing | Select this to process the function you selected. |
Select this to print the information currently displayed in the Summary Report, Variance Report and List of Rejections output panes. | |
Save Form Values | This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the
program is run in automated mode. Form values and defaults are applied at operator level. They are not saved at role or group level. |
Field | Description | ||||
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Control details | The Control details are displayed for information purposes only. | ||||
Current period | This indicates the current period and year of your Accounts Receivable module. | ||||
Date last updated | This indicates the date on which the last Sales Analysis update was performed. | ||||
Processing options | |||||
Update |
Select this to update the relevant history files with any sales transactions processed in the Accounts Receivable and Sales Order modules since the last time you ran this program. This applies only to the merchandise items and then only if the product class does not begin with an underscore.
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Period end and update |
Select this to reset the period-to-date sales values to zero and reflect any outstanding sales transactions in the new period.
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Purge |
Select this to delete information that is no longer required within the Sales Analysis module.
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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). |
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Purge details | The Purge details are displayed
for information purposes only and cannot be changed
here. No purge against an item indicates that no details will be purged for that item, as the item does not apply. For example, if you are using the EC tax system, then 'No purge' is displayed against the Sales tax details date before entry, as this option does not apply. Refer to Purge for additional details. |
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).
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).
Variances found during the update phase are listed in this pane.
The total of the relevant information from the Product Class file is checked against the corresponding entries on the Control file. If there is a difference, then this report is produced. The process is repeated for the salesperson information.
Possible reasons for variances are:
In a C-ISAM environment, if the last run of Sales Analysis Update did not finish correctly, then the control file may not have been updated with the information processed.
In a SQL environment, something may have been updated outside of SYSPRO, such as a product class processed flag being unset which would then cause the detailed transaction to be processed again.
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).
During the update phase, any transactions containing invalid product class or salesperson codes are rejected and displayed in this pane.
If there are any rejected transactions, you should adjust the transaction details using the Sales Transactions Maintenance program and run the update again.
Rejections normally occur if the branch, product class or salesperson codes are not defined in the Accounts Receivable interface programs.
If you set the setup option: Sales history method to Batch, then you need to run the Update function to update your history files.
If you set the setup option: Sales history method to Online, then the history files are updated automatically, providing no errors are encountered.
The following files/tables are updated by the Update function:
The following processing occurs for the Period end & update routine:
Period-to-date figures are set to zero for the following files:
The following files are updated:
A purge can be run together with either an update or as a separate process.
You define the number of months for which to retain sales analysis history in the Sales Analysis Setup program.
The system performs the following routine when doing a Purge:
Sales commission details meeting the following conditions are deleted:
Sales tax details that match all of the following conditions are deleted:
Canadian GST tax details that match all of the following conditions are deleted:
EC tax details that match all of the following conditions are deleted:
When the relevant tax records are deleted from the SalSalesTax table, the corresponding detail records are also deleted from the SalSalesTaxDet table.
Sales tax records are deleted if they are older than the number of months for which to retain sales analysis history, and they have been printed on the Sale Tax report. If a Global tax file is required (General Ledger Setup) then the records must also have been printed using the GL Global Tax Report program.
You use the Sales Analysis Setup program to indicate the History options you require and the Sales Analysis Summary Setup program to configure how you want to store your sales history summary information.
There is no month end function in the Sales Analysis module. The process of rolling the month is performed as part of the Month end function of the Accounts Receivable module.
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.
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.
Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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.
Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.