Sales History

Use the Sales History command to report on sales data held for previous accounting periods. When you use the End of Period command on the Utilities submenu of the Sales application, sales analysis information is transferred to a history file where it remains until you remove it using the Tidy History command. You define your own history reports using the Set Options command on the Action menu associated with the Sales History form. They can contain any combination of the following:

• Ledger A/C

• Delivery A/C

• Region

• Territory

• Type

• Cost Centre

• Product

• Sales Code

• Invoice No.

In the case of the sales code, you can also choose by range of characters. For example, the first four characters or the last six characters, and so on. Each of the options is identified by a letter and you can use a combination of up to four per report. When you print reports, selection criteria are available for a more precise selection of records.

Tidy History

Use the Tidy History command on the Action menu to clear unwanted historical data from the sales history file. You specify the date from which data held in the file with transaction dates older than this will be cleared. We recommend you use this command periodically to keep the history file within reasonable size limits.