8.8.3.�Sales History

8.8.3.1. Sales History by Sales Rep
8.8.3.2. Sales History by Customer Type
8.8.3.3. Sales History by Customer Group
8.8.3.4. Sales History by Customer
8.8.3.5. Sales History by Bill-To Name
8.8.3.6. Sales History by Ship-To
8.8.3.7. Sales History by Product Category
8.8.3.8. Sales History by Item

Sales history section.

8.8.3.1.� Sales History by Sales Rep

To view Sales history by Sales Representative, select the "Sales History by Sales Rep." option. The following screen will appear:

Sales History by Sales Representative

When displaying Sales history by Sales Representative, you are presented with the following options:

Sales Rep.: Specify the Sales Representative whose sales history you want to display.
All Warehouses: Select to display Sales history by Sales Representative for all Warehouses.
Selected: Specify Warehouse whose Sales history by Sales Representative you want to display.
All Product Categories: Select to display Sales history by Sales Representative for all Product Categories.
Selected: Specify Product Category whose Sales history by Sales Representative you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Start Date: Sales history by Sales Representative generated on or after this date will be displayed.
End Date: Sales history by Sales Representative generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Sales Representative, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.2.� Sales History by Customer Type

To view Sales history by Customer Type, select the "Sales History by Customer Type" option. The following screen will appear:

Sales History by Customer Type

When displaying Sales history by Customer Type, you are presented with the following options:

All Customer Types: Select to display Sales history for all Customer Types.
Selected: Specify Customer Type whose Sales history you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Customer Type for all Warehouses.
Selected: Specify Warehouse whose Sales history by Customer Type you want to display.
Start Date: Sales history by Customer Type generated on or after this date will be displayed.
End Date: Sales history by Customer Type generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Customer Type, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.3.� Sales History by Customer Group

To view Sales history by Customer Group, select the "Sales History by Customer Group" option. The following screen will appear:

Sales History by Customer Group

When displaying Sales history by Customer Group, you are presented with the following options:

All Customer Groups: Select to display Sales history for all Customer Groups.
Selected: Specify Customer Group whose Sales history you want to display.
Pattern: Enter a Customer Group pattern to select a range of Customer Groups. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Customer Group for all Warehouses.
Selected: Specify Warehouse whose Sales history by Customer Group you want to display.
Start Date: Sales history by Customer Group generated on or after this date will be displayed.
End Date: Sales history by Customer Group generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Customer Group, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.4.� Sales History by Customer

To view Sales history by Customer, select the "Sales History by Customer" option. The following screen will appear:

Sales History by Customer

When displaying Sales history by Customer, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose Sales history you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
All Product Categories: Select to display Sales history by Customer for all Product Categories.
Selected: Specify Product Category whose Sales history by Customer you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Customer for all Warehouses.
Selected: Specify Warehouse whose Sales history by Customer you want to display.
Start Date: Sales history by Customer generated on or after this date will be displayed.
End Date: Sales history by Customer generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Customer, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Invoice Information: Select to view details for the specified Invoice.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.5.� Sales History by Bill-To Name

The Bill-To Name for a Customer is defined as the Customer Name, as it appears on the Customer master. To view Sales history by Bill-To Name, select the "Sales History by Bill-To Name" option. The following screen will appear:

Sales History by Bill-To Name

When displaying Sales history by Bill-To Name, you are presented with the following options:

Bill-To Name: Specify the Bill-To Name for the Customer whose Sales history you want to view.

Note

The "Bill-To Name" field on this screen supports Regular Expressions. For more information on pattern matching using Regular Expressions, see Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

All Product Categories: Select to display Sales history by Bill-To Name for all Product Categories.
Selected: Specify Product Category whose Sales history by Bill-To Name you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Bill-To Name for all Warehouses.
Selected: Specify Warehouse whose Sales history by Bill-To Name you want to display.
Start Date: Sales history by Bill-To Name generated on or after this date will be displayed.
End Date: Sales history by Bill-To Name generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Bill-To Name, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.6.� Sales History by Ship-To

To view Sales history by Ship-To, select the "Sales History by Ship-To" option. The following screen will appear:

Sales History by Ship-To

Tip

This display returns results only for Sales Orders where a specific Ship-To Address number was entered on the Sales Order header. Data will not be displayed for Sales Orders where the COPY-TO feature was used.

When displaying Sales history by Ship-To, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose Sales history by Ship-To you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
Ship-To #: Enter the Ship-To Number of the Ship-To whose Sales history you want to display.
All Warehouses: Select to display Sales history by Ship-To for all Warehouses.
Selected: Specify Warehouse whose Sales history by Ship-To you want to display.
All Product Categories: Select to display Sales history by Ship-To for all Product Categories.
Selected: Specify Product Category whose Sales history by Ship-To you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Start Date: Sales history by Ship-To generated on or after this date will be displayed.
End Date: Sales history by Ship-To generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Ship-To, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.7.� Sales History by Product Category

To view Sales history by Product Category, select the "Sales History by Product Category" option. The following screen will appear:

Sales History by Product Category

When displaying Sales history by Product Category, you are presented with the following options:

All Product Categories: Select to display Sales history for all Product Categories.
Selected: Specify Product Category whose Sales history you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Product Category for all Warehouses.
Selected: Specify Warehouse whose Sales history by Product Category you want to display.
Start Date: Sales history by Product Category generated on or after this date will be displayed.
End Date: Sales history by Product Category generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Product Category, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.8.3.8.� Sales History by Item

To view Sales history by Item, select the "Sales History by Item" option. The following screen will appear:

Sales History by Item

When displaying Sales history by Item, you are presented with the following options:

Item Number: Enter the Item Number of the Item whose Sales history you want to display.
UOM: Inventory Unit of Measure.
All Customer Types: Select to display Sales history by Item for all Customer Types.
Selected: Specify Customer Type whose Sales history Item you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Sales history by Item for all Warehouses.
Selected: Specify Warehouse whose Sales history by Item you want to display.
Start Date: Sales history by Item generated on or after this date will be displayed.
End Date: Sales history by Item generated on or before this date will be displayed.
Show Costs: Select to include Costs in the display.
Show Prices: Select to include Prices in the display.
Sales History: Display lists Sales history by Item, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Sales history list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.