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Choose the Sales History icon from the O/E Statistics and Inquiries folder.
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Specify a range of years and periods for which to display sales history.
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In the Select By field, specify whether to display sales history for an item number or a customer number.
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If you use multicurrency accounting, specify whether to display amounts in your functional currency or in the customer's currency.
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Type the item number or customer number, or select it from the Finder.
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Click the Go button (
) to display sales history. -
To view the transaction details for a particular item or customer, double-click the line for which you want more information, or select the line and then click the Details button.
The detail information appears in the Sales History Detail form.
Sales History Form — Overview
If your Order Entry system uses the Keep Sales History option, you can use this form to:
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Review all sales and returns of items for the fiscal or calendar years and periods for which you keep history.
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Print the Sales History report.
To open this form from the Sage ERP Accpac desktop, you choose the Sales History icon from the O/E Statistics and Inquiries folder.
To check sales history for a selected item or customer while using the Order Entry, Shipment Entry, Credit Note/Debit Note Entry, or Invoice Entry forms, click the History button on the transaction entry form.
Before using
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Select the Keep Sales History option in the O/E Options form. (Note that you will be able to view sales history for transactions entered after you select this option.)
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Specify the type of year and period by which to accumulate sales history.
To review sales history
To print sales history for a range of item numbers, customer numbers, and reporting periods, print the Sales History report.
See also
Keep Transaction History option
Saving sales information for reporting
Saving transaction history for reporting