The Sales Analysis History App
The Sysco app for sales analysis provides detailed sales information from posted sales invoices and posted sales credits in one table within Business Central. The sales analysis table can be updated using the job queue which provides flexibility on how often the data can be refreshed with new transactions.
The update can also be run manually with the details viewed from within Business Central. Individual transaction are stamped as extracted so that the details are not duplicated within the sales analysis table.
The app also provides a “reset” which will delete the records from the sales analysis history table, reset the posted transactions. The sales analysis table will be updated once the routine is either manually run or the job queue processes.
The app allows the customer to choose which details to import (i.e. Items only or also G/L lines). See below.
By selecting Recalculate Costs Business Central will also check back using the Period to Recalculate to determine if any additional costs have been applied to posted transactions, for example freight costs have been applied to sales shipments. When sales analysis runs the costs will be updated to include these additional transactions so that the margins calculated on any reports will be correct.
