You use this program to generate a report of information held within the sales history file.
The history file is updated whenever the Sales Analysis Update program is run and information is stored according to the key fields you defined using the Browse on Sales Analysis Summary Setup program.
| Field | Description |
|---|---|
| Sales history as of | |
| Current month | Select this to generate the selected report as of the current month. |
| Previous month 1 | Select this to generate the selected report for the previous month. |
| Previous month 2 | Select this to generate the report for the month before last. |
| Report sequence | The selections available at this field are determined by the indexes you defined within the Browse on Sales Analysis Summary Setup program. |
| Include | |
| Profit figures | Select this to print sales and profit figures on the report. |
| Quantity | Select this to print sales and quantity figures on the report. |
| Mass | Select this to print sales and weight figures on the report. |
| Volume | Select this to print sales and volume figures on the report. |
| Print options | |
| Print descriptions |
Select this to print the sales history file key fields on the report. The Sales Analysis Product Class Description file/table is used to retrieve the product class description. |
| New page after printing of totals | Select this to skip to a new page after totals are printed. |
| Print lines with zero totals | Select this to include lines for which the total of the
movements is zero for the month and the selections you
indicated. Note that if no movements exist, then nothing is printed, irrespective of the selections indicated. |
| Branch for p/class or salesperson names |
This is only relevant if the Report sequence you selected the Salesperson as an index in any of the Key areas or the Branch code is the index in Key area one (Browse on Sales Analysis Summary Setup). Enter the branch to use for the salesperson index, or the branch to use for the branch code index. |
The selections on this tab page enable you to indicate a range of key fields according to which you want to print the report.
![[Note]](images/note.png)
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The options available depend on the report sequence you selected. Only fields that have been assigned as key fields using the Sales Analysis Summary Setup program can be selected. |
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These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
Accounts Receivable invoices that were posted using the Invoice Posting program are not printed on the report. These are treated as miscellaneous charges, and neither miscellaneous nor freight charges are included in the Sales History report.
The Sales History report lists the quantity as cases and pieces instead of units and decimals when unit quantity processing is required (Stock Code Maintenance - General tab). However, the quantity totals are listed as units and decimals.
When the report includes the stock code, the description is only printed for stocked items. The reason is that non-stocked codes have no standard description, as the Sales Order module does not use a non-stocked table/file. The sales history information is quite likely be made up of several different orders and each order could have its own description for the non-stocked code.
The sales order number is not saved on the summary history information and the description for non-stocked items can therefore not be accessed from the tables/files that delivery notes and/or invoices use.
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You cannot access this program if you have not assigned any key fields using the Sales Analysis Summary Setup program.