OR.34: Sales - Consolidation
Table of Contents
Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.
Business Benefits
There may be some occasions in which you wish to consolidate the Sales figures of two or more of your Clients, for reporting purposes.When this is the case, you may use this program to transfer the Sales statistics from one Client to another.
Note: For related documentation and workflows, see OR - Order Analysis and Adjustments.
Usage
Use this job to consolidate various Client codes within the same Client, for Sales Analysis.
Note:Be careful. This process cannot be reversed.
Print:There is no option in this program to print the values that have been consolidated.
Preconditions
This program is normally run at month-end, after completing program OR.30 [Monthly Sales - Transfer].
Subsequent Actions
When printing Sales reports, the Clients who have been consolidated will not show any Sales figures; their activity will be incorporated into the Sales statistics of the "consolidated"Client(s).
Program Fields and Functions
To review a text version of the field help, click here. Click thebutton (or press F5) to invoke field help at any time from within the job panel itself.