Before you use Sales Analysis you need to:
§ Ensure that Sales Analysis is marked as in use in the Configuration Window of Administration Parameters.
§ Ensure you have set up, via Calendar Maintenance in Administration Parameters, the financial years you want to hold data for. But see warning below.
§ Set up the Sales Analysis System Parameters.
§ Most of the system analysis codes, such as sales rep and territory codes, in Sales Analysis are numeric, whereas they can be alphanumeric in Sales Order Processing. You therefore need to set up numeric equivalents for customer classification, delivery instruction, sales rep and territory codes via the System Codes option in Administration Parameters.
§ Likewise, product group codes are numeric in Sales Analysis but alphanumeric in Sales Order Processing. You need to set up numeric equivalents in Product Group Maintenance.
Warning |
Global 3000 Sales Analysis can hold up to three years of sales history data. The Consolidate/End of Year function in Sales Analysis, automatically allocates space for the latest years defined in the calendar in Administration Parameters, purging previous years data if necessary. If, therefore, you run this function when there is more than one new year defined in the Administration Parameters calendar, you risk losing Sales Analysis data for more than one financial year. |