Viewing Customer History

The Customer History Group Sales tab displays year-to-date totals and last year's totals. These totals are displayed in columns based on calendar months. For example, totals for the previous January are displayed in the Mo 1 position Year to Date column. Totals for the previous January are displayed in the Mo 1 position in the Last Year column.

 

The Year to Date columns are updated daily when the (MA) Daily Backup Procedure is performed. The monthly fields are updated by the month-end procedure. Performing the month-end procedure before the 15th of the month moves the current month to the Last Year column. For example, if the month-end procedure is performed on November 1, 2000, DDMS moves the December 2000 figures from the Year To Date column to the Last year column. Similarly, performing the month-end procedure after the 15th of the month moves the following month to the Last Year column. For example, if the month-end procedure is performed on November 31, 2000, DDMS moves the December 1999 figures from the Year to Date column to the Last Year column.

 

Note: You specify the customers and items that you want to keep sales history for in the (LA1) Customer History Parameters screen. For more information on this screen, go to In the (LA1) Screen.

  1. Double-click graphics\CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer used.

  2. Select the customer whose group sales history you want to view. For details, see Selecting a Customer.

  3. To view the customer's item group sales history, click graphics\VIEWHISTORY16.gif.

  4. The Customer History window opens, with the Total Sales tab displayed. Click the Group Sales tab. The item group sales history displays in two columns: Year to Date and Last Year. For more information, see In the Customer History Group Sales Tab.

  1. At this point, you can view monthly budget detail for the item groups. To do so, highlight the item group for which you want to view budgets and click VIEWSALESHISTDETAILBUTTON16.gif or click View and select View 24 Month Detail. A dialog box with the item group information for the past twelve months and the current year and the previous year displays.

  2. To view a graph of the item group sales information, click VIEWSALESGRAPH16.gif. The Sales Graph dialog box opens, displaying information for the current year. To view sales information for the previous year, click graphics\PREVIOUS16.gif.

  3. When you finish viewing information in the Sales Graph dialog box, click Close.

  4. After you finish viewing item sales amounts, click Cancel. The cursor returns to the Customer Group Sales tab and displays the information you specified.

See also:

About Customer History

Changing Customer Group Sales History