We Closed the Sales History Period without Posting the Sales History Transactions for the Month -- Is There a Way to Reopen the Period?

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.  Generally speaking, there are four different areas that store sales history buckets info:
  1. COP -> Report -> Sales History Report. These are legacy Macola reports based on COP sales history. The bucket in this report is very difficult to manipulate once you perform the period end.
  2. IM -> Report -> Item History Report. This is a legacy Macola report based on item history database. The bucket in this report is very difficult to manipulate once you perform the period end.
  3. COP -> Report ->  Sales Analysis Report. These are legacy Macola reports based on customer's or item’s PTD and YTD info.  Customer PTD and YTD can be recalculated. If you want to recalculate Customer PTD and YTD info due to a 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 and YTD -- mostly because we have something better in item 4 below.
  4. Location History – This is a new database Netcellent created about 20 years ago. Its data are item based and contain the sales, cost, usage…etc. by location, by year, and by 12-month buckets.  The location history data does not matter whether you have a back date transaction posted after the period has ended. It always updates to the right bucket regardless of whether 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 to use another better way, which involves utilizing I/M -> Reports -> Reorder Advice/User Def CSV. In this area, you can define your own CSV layout to export.  Not only can it provide item sales history data in 12-bucket formats for any year; you can also include current inventory quantity, ATP data, attributes...etc. This is what we call the “Inventory Report Writer.” If you can learn how to use this feature, it will significantly improve your ability to analyze sales as well as planning inventory purchasing/production. If you never used this before, you should try it.  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 items 1 and 2 to perform sales analysis. The reason we haven't gotten rid of items 1 and 2 is for backward compatibility purposes.  Now that you know that item 4 is much more powerful, you should start to migrate your sales history/analysis by item using the method detailed above in number 4.


EMK