O/E Sales History Screen

Open Order Entry > O/E Statistics and Inquiries > Sales History.

Click Clear to restore the default filter criteria for this screen.

Click Close to close the screen.

Click Details to open the O/E Sales History Detail screen, which displays additional information about the selected customer or item. For more information, see O/E Sales History Detail Screen .

Click the Go Go button button to view sales history for the item or customer in the range of years and periods that you specify.

If you use multicurrency accounting, specify whether to view sales history in your company's functional currency or in customer currency.

Specify a range of years and periods for which to view sales history, and select a customer number or item number.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Specify whether to view sales history by customer number or by item number.

The table displays information about sales history for the item or customer you selected.

To view additional information about the selected customer or item, click the Details to open the O/E Sales History Detail screen. For more information, see O/E Sales History Detail Screen .

Displays the original item purchase cost.

  • You need Cost Inquiry authorization for Inventory Control to view this field.
  • If you use multicurrency accounting, this amount appears in the currency you select on the Currency list (functional or customer).

If you use multicurrency accounting and are viewing sales history for an item, this field displays the currency in which sales history amounts are shown.

If you are viewing sales history for an item, this field displays the names of customers who have purchased the item.

If you are viewing sales history for an item, this field displays the customer numbers of customers who have purchased the item.

If you are viewing sales history for a customer, this field displays a description of the item purchased by the customer.

If you are viewing sales history for a customer, this field displays item numbers for items purchased by the customer.

Displays the profit margin on sales of the item for the selected the year and period.

Displays the period in which customers purchased items from your company.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Displays the quantity sold in each transaction.

Displays the total amount (excluding taxes and miscellaneous charges) of returns posted for the customer or item in the specified range of years and periods.

Note: If you use multicurrency accounting, this amount appears in the currency you select on the Currency list (functional or customer).

Displays the total number of returns posted for the customer or item in the specified range of years and periods.

Displays the total amount (excluding taxes and miscellaneous charges) of invoices posted for the customer or item in the specified range of years and periods.

Note: If you use multicurrency accounting, this amount appears in the currency you select on the Currency list (functional or customer).

Displays the total number of invoices posted for the customer or item in the specified range of years and periods.

Displays the year in which customers purchased items from your company.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Overview

If you keep sales history for Order Entry, you can use the O/E Sales History screen to:

  • Review all sales and returns of items for the years and periods for which you keep history.

    • Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

  • Open the O/E Sales History Detail screen, where you can drill down to source documents and view additional information, including serial and lot numbers and kitting item components where applicable.
  • Print the O/E Sales History report for a customer or item.

To print sales history for a customer or item from this screen, click File > Print.

Tip: On transaction entry screens, you can click the History button to view sales history for a selected item or customer.