You use this program to view details of lost sales held on file according to a range of dates, stock codes, warehouses, product classes, customers and reason codes.
You can also use this program to add details of a lost sale and delete lost sales.
Indicate the criteria according to which sales must be included in the Lost Sales Review listview. You use the Start Review function to display the selected sales.
| Field | Description |
|---|---|
| Edit | |
| Add | Adds lost sale details using the Capture Lost Sale program. |
| Delete | Deletes the currently highlighted lost sale (typically
used to remove lost sales recorded in error). Lost sales are deleted from the Sales Order Lost Sales table as well as the IOP Sales History Adjustments table if the date and time of the lost sale transactions in both tables match. |
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You can only run this program if the Inventory Forecasting or Sales Order module is installed (Company Maintenance).
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Cancelled order lines are only recorded as lost sales when the unit of measure against the order line matches the unit of measure currently defined against the stock code (Stock Code Maintenance).
For example: You capture an order line when the uom for the stock item is DOZ. You then change the uom against the stock code to EA and capture another order line for the stock item. When you cancel both order lines, only the line with a uom of EA is recorded as a lost sale. This is irrespective of which reason code is recorded against the cancellation of the order lines.
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| SA Capture lost sales |
Controls access to the New and Add functions in the Capture Lost Sale and Lost Sales Review programs. |
| SA Delete lost sales |
Controls access to the Delete function in the Capture Lost Sale and Lost Sales Review programs. |
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Lost sale transactions are recorded in the following ways:
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During processing in the Sales Order Header Maintenance program when there is insufficient stock to satisfy a customer's order and a user defined reason code is associated with the lost sale.
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When cancelling a stocked merchandise line (Sales Order Entry or Point of Sale Entry) and you have enabled the generate order analysis files for orders/lines that are cancelled setup option(Sales Order Setup) and the reason code provided is set to record a lost sale (Reason Code Maintenance).
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Manually using the Lost Sales Import and Capture Lost Sale programs.
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Lost sales are stored in the Sales Order Lost Sales table (SorLostSales).
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.