Philip Barton and Associates

View Custom Documentation: 26. About Sales/Invoice History

      OPTION (26) Modifications to Baseline - Minimal                                                                          GRAPHIC EXAMPLE

Direct Excel Reporting For !ALL! Release Levels!

(MSO-Z4-00) LONG-TERM SALES ORDER/INVOICE DETAIL HISTORY

This file provides a long-term history of Invoicing, Bookings, and Shipments from the Sales Order Module (SO, SOLI, SHIPMENTS, SHIPLI, AR-INVOICE, ARLI files).

When the above DataFlo@ files are routinely purged, certain "Baseline" reports can no longer be used for "purged" data.

The Z_SODH File can be maintained for as long a period as desired. Reports are provided, per the Menu, as follows:

Sales Order History By Sales Order By Part# By Invoice#

Sales Order History By Invoice# By Part#

Sales Order History By Sell-To or Bill-To Customer

Sales Order History By Product Code By Part Number

Sales Order History By Part Number

Sales Order History By SO/Schedule/Invoice Date

For ease of use, the Preview@ Front-end questions are almost identical for each report - the last four have additional sub-sort criteria.

Reports can provide information, per the above prompts for Bookings, Invoicing, Shipments, and Open Sales data in a variety of sorted output.

NEW! ... When placed in a Central Multi-Plant Account, the Plant-ID is part of the Record-ID, to allow reports by individual Plant, or ALL Plants combined.