We closed the Sales History Period without posting the Sales History Transactions for the month. Is there a way to reopen the Period?
Release Date: 06/04/2025
Version: 7.x & up
Q - We closed the Sales History Period without posting the Sales History Transactions for the month. Is there a way to reopen the Period?
A - Your
question depends on where you retrieve your sales history data. General
speaking, there are 4 different areas that store sales history buckets
info:
COP -> Report -> Sales History Report. These are
legacy Macola’s reports based on COP sales history. The bucket in this
report is very difficult to manipulate once you perform the period end.
IM -> Report -> Item History Report. This is legacy Macola's report based on item history database. The bucket in this report is very difficult to manipulate once you perform the period end.
COP -> Report -> Sales Analysis Report.
These are legacy Macola’s reports based on customer or item’s PTD and YTD
info. Customer PTD & YTD can be recalculate. If you want to
recalculate Customer PTD & YTD info due to back date transaction, you
can go to COP -> Utility -> “Reset Cust Sales/Cost Frm Inv”. We do
not offer the option to recalculate Item Sales PTD & YTD. Mostly is
because we have something better in item 4 below.
Location History – this is a new database Netcellent
created about 20 years ago. It’s data are item based and contains the
sales, cost, usage…etc. by location, by year and by 12 months
bucket. The location history data does not matter whether you have a
back date transaction posted after the period ending, it always update to
the right bucket regardless if you close the period or not. You can
access the data in this table from I/M -> Reports ->
Item Location
History Summary. Our recommendation is there is another better way which is to use I/M -> Reports ->
Reorder Advice/User Def CSV. In this area, you can define your own CSV
layout to export. Not only it can provide item sales history data in 12 buckets format for any years, you can also include current inventory quantity, ATP data, attributes...etc. This is what we called the “Inventory Report Writer”. If you can learn how to use this feature, it will significantly improve your ability for sales analysis as well as inventory purchasing/production planning. If you never used this before, you should try. See the following KB article to get started:
https://support.netcellent.com/portal/en/kb/articles/what-information-is-stored-in-the-location-history-imlochst-table
At Netcellent in-house, we do not really bother with using item 1 & 2 to perform sales analysis. The reason we had not get rid of item 1 & 2 is for backward compatibility issue. Now that you know the item 4 is much more powerful, you should start to migrate our sales history/analysis by item by using item 4.
EMK