Sage 100

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  • 1.  Where does SO Customer Sales History get it's data?

    Posted 01-17-2019 23:44
    Where does the Sales Order Customer Sales History By Item report get the Qty Sold and Dollars Sold amounts from to load into the work table for the report?

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    Greg Stiles
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  • 2.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 07:33
    I THINK that SO_SalesHIstory is used for all 3 of the SO reports that show sales history for 12 months

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
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  • 3.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 08:33
    The File Layouts section in Sage 100 used to have a listing of the programs/reports and which data files they use.  Too bad it appears that longer exists.

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    - Brett
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  • 4.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 09:31
    Start to create a UDF for the work table, then check the data sources to see where the report pulls from.

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    Kevin Moyes
    Technical Systems Analyst, Munjal-White Consulting
    Munjal White Consulting Co.
    Toronto ON
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  • 5.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 12:00
    @Beth Bowers that's what I thought, but I cannot find the record creating the incorrect numbers on the report.
    @Brett Zimmerman yep, that was where I went first.
    @Kevin Moyes SO_SalesHistory appears to be the right table, but I don't see the specific record I am looking for.
    Any MD's with source code who can confirm where the data comes from? TIA
    ​​

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    Greg Stiles
    S & W Microsystem
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  • 6.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 12:13
    OK thanks everyone - found that little bugger. It was the SO_SalesHistory table. Ended up writing a crystal report and selecting on the dollar amount, popped right out. I couldn't find it earlier, because the posting date (which is what I was expecting to be in March 2019) was 2018. It was the invoice date the report was using to put the data in the March 2019 column.

    Thanks again!

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    Greg Stiles
    S & W Microsystem
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  • 7.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 13:18
    And here's an older related thread.​

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    - Brett
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  • 8.  RE: Where does SO Customer Sales History get it's data?

    Posted 01-18-2019 14:21
    Yes, SO_SalesHistory file - checked the program.

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    Lee Graham
    Friendly Systems, Inc.
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