Release Date: 07/02/2026

Version: 7.x & up

Q - Are you able to tell me what is calculating the total sales by sales person in the ARSLMFIL? I’m trying to find the difference between why our sales are different in invoices history, compared to the ARSLMFIL. My guess would be adjustments, finance charges, and debits that wouldn’t be calculating in the invoice history table but I wanted to be sure instead of assuming.

A - There could be many reasons why they don't reconcile, for examples:

1. As you said, any transactions come from the AR side will not be reflected in COP invoice history, but may affect ARSLMFIL.
2. When you calculate the sales from invoice history, watch out the order type.  For order type “C”, the line item quantity and amount are positive. Unless you adjust it in your calculation logic, otherwise, they won’t reconcile.

 

If you want to match COP and ARSLMFIL, the best table to analyze and match with is actual CPHSTTRX for the following reasons:

• For credit memo, the sale amount in CPHSTTRX would be negative. It is easy and straight forward for sales analysis purpose.
• The CPHSTTRX is compact result in better performance.
• The first column of CPHSTTRX is invoice date which is the primary key. Since when you perform sales analysis, you would always specify the invoice date range, so PSQL (Zen) can actually use the provided date range with the primary key to narrow the data to make the inquiry much faster.
• Even if CPHSTTRX does not have all the data you want, you still join with other table like ARCUSFIL, IMITMFIL or even CPINVHDR if need to.  General speaking, it will lead to faster reporting time or more accurate result.
• So  while it sounds intuitive to use invoice history for sales analysis, but it is not the best approach.  I suggest using Sales History Transaction (CPHSTTRX) table for sales analysis.
  

EMK