Post Invoices to SA Files Overview (SAS100)

The Post Invoices to SA menu contains the only program you have to run to import all your invoicing information into Sales Analysis for Sales Analysis reports and inquiries.

This program accesses the invoicing holding files that contain all the appropriate invoicing information that needs to be distributed to the Sales Analysis files for the current period. The information can come from the Sales Orders, Accounts Receivable, Job Cost, Equipment Rental and Technical Support invoicing systems.

Ü Make sure the SO Daily Sales Register, AR Invoice Register, JC Invoice Register, ER Daily Rental Register have been updated before you run this program.

Records are written to the SA files if the Use File flag is selected (set to Y) in SA Static Control F/M. A report is then available based on the file it accesses and whether the file is used.

Information from the SO invoicing holding file updates the following SA file information: customer, item, salesperson, item class, customer/item, customer/item MTD, YTD, customer/ item class, salesperson/item class, item/warehouse, item invoice, temporary item, lot item, serial item, commissions and branch.

Information from the AR and JC invoicing holding file updates only the following SA file information: customer, salesperson, commission and branch SA files. No SA files with item information are posted from AR or JC.