Select this to update your sales history files only at the time of running the Sales Analysis Update program.

Select this to update your sales history files real-time.

If you select this option then the Sales History Master, Sales History Summary, Sales History Source Transactions and Sales History Zoom Index files are updated after the completion of each AR invoice transaction, depending on your sales history selections.

	The Sales Analysis figures are held in a single set of buckets. Therefore, if sales analysis history already exists and you change this option from Quantity to Value or vice versa, the historical information is not changed. A mix of quantities and values is then displayed in the Sales Analysis Query.

Budgets for salespersons are assigned using the Browse on Salespersons program. Budgets for product classes are assigned using the Browse on Product Classes program.

Select this to represent month-to-date and year-to-date sales values (for salespersons and product classes) as quantities in the following programs:

Select this to represent month-to-date and year-to-date sales values (for salespersons and product classes) as values in the following programs:

Select this if you want the Sales Tax program to produce an analysis of all taxable/exempt sales made against each tax code for the period, month and year-to-date.

	If this option is selected and changed at a later date, then no details are printed on the report, regardless of whether data is held on file.

Select this to save the selections you made on all the tab pages and to exit the program.

Select this to print a report of your Sales Analysis setup options.

It is advisable to keep this report for disaster recovery purposes.

Select this to exit the program without saving any changes you made.

Select this to view the latest online Help documentation for this program.

Select this to retain a detailed history of sales transactions based on your selections at the Detailed key options section of the screen. The detailed history is sequenced according to these keys.

If you select this option, then you must include at least one key option before you can exit the program.

Select this to retain a summary history of sales transactions, sequenced according to the sales history key areas defined using the Maintain Summary function.

Select this to maintain the sales analysis summary keys you want to report on. While an unlimited number of summary keys can be defined, each key can comprise up to three key areas.

These summary keys are used to sequence and subtotal the Sales History. You can also sequence your sales targets according to these keys, using the Sales Target Maintenance program.

Select this to retain a file of all the transactions from the Accounts Receivable Sales Transaction Detail file that has been used to create history.

Retaining this file enables you to redefine your sales analysis key selections after implementation, and rebuild your sales history detail and summary files automatically using the Recreate Sales History program.

Select this to retain the summary zoom index, which is maintained in the Sales Analysis zoom index on the Sales History Summary file.

There are no standard SYSPRO programs that read the Zoom Index on Sales History Summary table/file, it exists merely to assist in extracting the data when using third party products e.g. ODBC compliant programs such as Access or Excel.

The summary zoom index was created for use by developers of 3rd party applications to drill down to the transactions making up a particular value. You would therefore only select this option if you intended to write custom reports to drill down to transaction level.

	You must retain the archive sales history data if you want to retain the summary zoom index. Time can be saved by not creating the zoom file when recreating the history summary.

The summary zoom index is simply a pointer back to the Sales Analysis sales history source transactions file (SALSH1), to determine which entries make up the summary data in the Sales Analysis sales history summary file.

When the Sales Analysis Update is run, it reads the detail from the A/R Sales Transaction Detail table/file and outputs it to the Sales History Source Transaction (Archive) table/file. At the same time, the Zoom Index on Sales History Summary table/file is also updated.

The A/R Sales Transaction Detail records are copied to the Sales History Source Transaction (Archive) table/file. This means that you do not need to retain a large amount data in the A/R Sales Transaction Detail table/file (as determined by the Accounts Receivable setup option: Number of months to retain sales transaction detail records on the History tab). In other words, the A/R Sales Transaction Detail data is archived in the Sales History Source Transaction (Archive) table/file.

Therefore, the Sales History Source Transaction (Archive) table/file can be re-created at any time from the A/R Sales Transaction Detail table/file, but the contents will of course, depend on how much data is being retained in the AR Sales Transaction detail table/file.

When the Sales History Source Transaction (Archive) table/file is created, the Zoom Index on Sales History Summary table/file is re-created at the same time.

The following programs updated the Zoom Index on Sales History Summary table/file: Sales Analysis Update, Recreate Sales History and SALP03 Sales Analysis - Sales History Update.

Changing the options in the Number of years to retain section on the History tab in the Sales Analysis Installation options will affect the size of the tables/files. The relationship between the options and the data tables/files is as follows:

Given the concern relating to the C-ISAM file size limit, it is prudent to reduce the retention period for the SALSH1 table/file.

You must, however, run the Purge function in the Sales Analysis Update program for the superfluous data to be flagged as deleted, and then re-index the file, which will physically remove the data from the file. This has the effect of reducing the size of the file and making more free space available to the operating system.

Select this option to include miscellaneous charges in your sales history.

If selected, any miscellaneous charges (except those processed against an underscore product class) will be included in summary, detailed and archived sales history where relevant. This applies whether the sales history update method is online or batch.

To update past history, you use the Recreate Sales History program and select Recreate archive from transactions option. You then run the Recreate Sales History program once more and select the Recreate history detail/summary from archive option.

When you add miscellaneous lines in Sales Order Entry, ensure that you change the default product class (_OTH) to another product class without an underscore.

Select this to include the salesperson as part of the key to your detailed sales history records.

Select this to include the branch as part of the key to your detailed sales history records.

Select this to include the order type as part of the key to your detailed sales history records.

Select this to include the customer class as part of the key to your detailed sales history records.

Select this to include the geographic area as part of the key to your detailed sales history records.

Select this to include the customer as part of the key to your detailed sales history records.

Select this to include the warehouse as part of the key to your detailed sales history records.

Select this to include the department as part of the key to your detailed sales history records.

Select this to include the product class as part of the key to your detailed sales history records.

Select this to include the stock code as part of the key to your detailed sales history records.

Indicate the number of years you want to keep Detailed sales history. The Sales Analysis Update program uses this information to determine the cut-off date according to which information is deleted.

	This option is only enabled if you selected the option: Retain detailed sales history on the History tab. An entry of 99 indicates that you want to retain your Detailed sales history indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program).

Indicate the number of years you want to keep Summary sales history. The Sales Analysis Update program uses this information to determine the cut-off date according to which information is deleted.

	This option is only enabled if you selected the option: Retain summary sales history on the History tab. An entry of 99 indicates that you want to retain your Summary sales history indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program).

Indicate the number of years you want to keep Archived sales history data. The Sales Analysis Update program uses this information to determine the cut-off date according to which information is deleted.

This relates to the file SalHistorySource table/file which is a separate table from the summary information used for the reports. This is a record of all the transactions from the Accounts Receivable Sales Transaction Detail file that were used to update the SalHistorySummary either online when producing an invoice, or in batch mode when running Sales Analysis Update. When you rebuild your summary table, the SalHistorySource transactions are used for the rebuild. This option enables you to indicate how long you want to retain these transactions independently of the retention on the ArTrnDetail table/file.

	You can access this field only if you are archiving your sales history data. An entry of 99 indicates that you want to retain your Archive sales history indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program).

Indicate the number of months you want to keep sales commission data on file.

The minimum number of months to retain this information is one month (i.e. no information can be deleted from this file until at least one Accounts Receivable month end is run).

	An entry of 99 indicates that you want to retain records indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program).

Indicate the number of months you want to keep sales tax details on file. The minimum number of months to retain this information is one month (i.e. no information can be deleted from this file until at least one Accounts Receivable month end is run).

	An entry of 99 indicates that you want to retain records indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program).

Indicate the number of months you want to keep GST tax details on file.

The minimum number of months to retain this information is one month (i.e. no information can be deleted from this file until at least one Accounts Receivable month end is run).

	An entry of 99 indicates that you want to retain records indefinitely (i.e. these records are ignored by the Purge function of the Sales Analysis Update program). Irrespective of the number of months entered to retain tax details, GST records can only be purged by the Sales Analysis Update program if they have been printed using the GST Report by Entry or GST Report by Area program.

Indicate the number of months you want to keep EC tax details on file.

This entry is used by the GL Global Tax Report to delete tax distribution details where the current General Ledger period and year exceeds the year and month of submission against the tax distribution record by more than the number of months specified here. In addition, it is used by the purge function of the Sales Analysis Update program to delete records from the Sales Analysis EC VAT Sales table/file.

This field applies only when the option: EC VAT system required is enabled (Tax Options).