Road Map: Sales Order Archive
Use the Sales Order Archive (OEX) program to move closed sales orders to history. All records associated with the sales orders are also archived, including shipments, bills of lading, etc. Transactions are listed for review before they are archived. See Background for more information.
Before you run this program each time
You should run these programs: None required
Before you run this program the first time
You should run these programs:
System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
Branch Maintenance (TBM) to set up branches.
Branch Groups Maintenance (TGM) to set up branch groups.
Output Device Maintenance (XDM) to set up the output devices that you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.
After you run this program
You will most likely run these programs:
Sales Margin Report (SC) to print a report that shows the gross and net, discount amount and percent, cost, margin amount and percent for sales shipments.
Sales by Item Report (SI) to print a list of sales orders by item.
Sales by Product Class (SPC) to print a list of sales shipments by product class.
Sales Analysis by Sales Region (SR) to print a list of shipments by sales region.
Sales by Rep Report (SS) to print a sales commission report that includes orders for which shipments have been created.
Sales by Item with Commission Split (SSI) to print an item sales report that shows commission splits.