Item Sales History SO-1023

Transcription

1 Item Sales History SO-1023 Overview This Extended Solution allows you to view detailed Item Sales History by Customer/Item Number from Sales Order Entry, S/O Invoice Entry, A/R Customer Maintenance and Inquiry, and Inventory Item Maintenance and Inquiry. The A/R Setup Option to Retain Invoice History in Detail must be set to Yes in order for this to function. Additional functionality exists if the Custom Office Module is activated. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions, and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions 2008 Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 1

2 Merge Installation Files Extended Solutions Setup options Custom Office If you customize your MAS 90 MAS 200, you must run the Update Utility every time you install a Sage Software Extended Solution. Setup Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number and the Setup screen for this Extended Solution will appear (Figure 1). Check the Enable Extended Solution box to activate this Extended Solution. The manual for this Extended Solution can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 Answer the following prompts: LINES PER CONSOLIDATION GROUP: Enter a number from zero (0) to ninety-nine (99). The number entered here establishes how many entries will be displayed for each item in the 2008 Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 2

3 Item Sales History Lookup window, showing the most recent to the oldest. Set the lines per consolidation group to 0 to show ALL item sales for the selected customer. SALES ORDER ENTRY POP-UP INQUIRY WINDOW: Check this box if you want a Sales Order Pop-Up Inquiry Window to appear during S/O Data Entry. The pop-up window will display information specific to the item referenced on the line and the customer referenced on the o r d e r. This window will display the item s Last (standard) Cost, Date of Last Receipt, Date Last Sold, Last Unit Price Sold, Last Quantity Sold and Unit of Measure. S/O INVOICE ENTRY POP-UP INQUIRY WINDOW: Check this box if you want an S/O Invoice Entry Pop-Up Window to appear during S/O Invoice Entry. The pop-up window will display the same information as listed above. ADDITIONAL FIELD DISPLAY: The drop-box options are None, Quantities & Gross Profit, and Product Line & Retail Price for both the Sales Order Entry Pop-Up Inquiry Window and the S/O Invoice Entry Pop-Up Inquiry Window. See Operations below for details. A/R INVOICE HISTORY DETAIL UDF TO DISPLAY ON S/O POPUP WINDOW: If you indicate an A/R Invoice History Detail UDF it will be added to the bottom of whatever display option you select in both the S/O and S/O Invoice pop-up windows. HIDE LAST COST DISPLAY: Check this box to hide the Last COS, Last Prch Cst, and Item Last Cost in the Additional Display Fields. When this box is checked the GP% in the display will always use the Item s Standard Cost. DEFAULT UNIT PRICE FROM SALES HISTORY: Check this box to use the last Unit Price from Item Sales History records for the Customer/Item as the default Unit Price. SHOW MISC CHARGES/ITEMS IN LOOKUPS: Check this box to include Miscellaneous Charges and Misc Items in the Sales History lookups. Leave unchecked to display only inventory lines. You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Role Maintenance The following T a s k has been added to Sales Order, Setup Options: Extended Solutions Setup Please review your security setup in Role Maintenance and make appropriate changes. Operation Sales Order and S/O Invoice Line Entry Sales Order and Sales Invoice Line Entry s Customer Last Purchase History buttons have been modified. Click the drop down list button next to the red binoculars (Figure 2) to access Item Sales History (Figure 3) Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 3

4 Figure 2 Figure 3 The customer s sales records are consolidated and listed by Item Number in reverse Invoice Date order (most recent at the top). Click the Filter button to specify Invoice Date or Invoice Code (Figure 3a). After clicking Proceed, you will be returned to Item Sales History with only the data that matches that criteria displayed. The filtered selections are not saved Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 4

5 Figure 3a A window will display while the list box is loading to let you know where in history the program is (Figure 4). If you wish to stop the search at the date on the screen, press the X key on your keyboard. Figure 4 You can choose any of the listed lines. This history is drawn from the A/R History File, so the Item Sales History will be available only as long as the A/R History is kept. If you elected to include Miscellaneous Charges and Items, these will be included in the lookup. If not, then only Inventory items will be returned. If you checked the Sales Order Pop-up Inquiry Window box in Setup, a pop-up Inquiry window will appear when you edit a Sales Order line. The window will display information specific to the item referenced on the line and the customer referenced on the order. This window will display the item s Last Unit Cost from Inventory, the Date of Last Receipt, Date Last Sold, Last Unit Price Sold, Last Quantity Sold and Unit of Measure. If you selected None from the Additional Field Display option in Setup, the window will look like Figure 5. Figure Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 5

6 If you selected Quantities & Gross Profit Info from the Additional Field Display option in Setup, the window will look like Figure 6. Figure 6 The Qty On Hand, On PO, On SO and On BO contain summed values across all warehouses. Qty Available = Qty On Hand + Qty On PO - Qty on SO - Qty on BO. (Inclusion of Qty On PO in the Qty Available calculation is dependent on the I/M Setup option on whether On PO is included.) Three unit cost fields will display: Last COS (most recent unit cost associated with this item in A/R Invoice History), Last Purchase Cost (Item Last Cost from Inventory) and the item s Standard Cost. Gross Profit % will contain the result of this calculation: [Unit Price - Std Cost] / Unit Price This will recalculate every time the Unit Price is changed One of the following messages will display in the lower right corner: If the Std Cost is greater than Last COS, the message will read Std Cost Has Increased. If the Std Cost is less than Last COS, the message will read Std Cost Has Decreased. If the Std Cost is equal to Last COS, the message will read Std Cost Has Not Changed. If you selected Product Line & Retail Price from the Additional Field Display option in Setup, the window will look like Figure 7. Figure Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 6

7 In all of the above options, if an A/R Invoice History Detail UDF was specified in Setup, the UDF will display in the bottom of the window. Customer Maintenance and Customer Inquiry A Sls His... button has been added to the bottom of Customer Maintenance and Customer Inquiry (Figure 8). Click this button to bring up the Item Sales History Inquiry screen (Figure 9). Figure 8 Item Sales History allows you to view and print the same Sales History data for the customer noted above in Sales Order (the print option is available only when you access Item Sales History through Customer Maintenance/Inquiry). Data is presented in Item Number order. The transactions will appear in reverse order (i.e., the most recent sale first). Figure Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 7

8 Click the Filter button to specify Invoice Date or Item Code (Figure 9a). After clicking Proceed you will be returned to Item Sales History with only the data which matches that criteria displayed. The filtered selections are not saved and do not apply to the report. Figure 9a Click the print button to print the Item Sales History Listing for the customer (Figure 10). Figure 10 Inventory Inquiry and Inventory Maintenance A M o r e button has been added to the Detailed Sales History view in Inventory Inquiry and Inventory Maintenance (Figure 11) Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 8

9 Figure 11 Click this button to bring up Item Sales History in Customer Number/ reverse Invoice date order (Figure 12). Figure 12 Click the Filter button to specify Invoice Date or Customer Number (Figure 12a). After clicking Proceed you will be returned to Item Sales History with only the data which matches that criteria displayed. The filtered selections are not saved Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 9

10 Figure 12a Helpful Hints The quantity invoiced and unit price values will be displayed in the sales order unit of measure on the Customer Maintenance and Inquiry screens and will be displayed in the standard unit of measure on the Inventory screens. Custom Office can be used to change the layout and content of Item Sales History ; however the first column must not be changed. ODBC Dictionary The files listed below have been added, or changed, in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes. File: SO_1023ItemSalesHistory001.rpt Fields: All Fields Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed. What s New With the release: Added filtering function to all Item Sales History screens With the release: Added Print button to print the Item Sales History Listing from the Item Sales History window when accessed through Customer Maintenance/Inquiry Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 10

11 Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2008 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. SO-1023 (Revised 10/08) Page 11