"End of Day" Procedure for Sales Analysis

The following table identifies all of the programs used during the typical 'End of Day' process. Each program is identified as being Mandatory, Recommended or Optional during the End of Day process. These terms are defined as:

  • Mandatory - The program must be run each Month (Period) End.

  • Recommended - The Month End process is not dependent on this program, but it is urged that the program be run. This program preserves the integrity of cross-reference files and purges eligible records from certain files.

  • Optional - This program is not required but is useful if you are using the feature or process.

The following table lists all of the SA End of Day programs:

M/R/O

Program

 Description

Recommended

 SA30 Generate Executive Summary Statistics.

Optional

 SA31 Print Ship Via Sales Report.

Optional

 SA33 Print Order Source Sales Report.

Optional

 SA34 Print Salesman’s Sales Summary.

Recommended

 ibis_sa49 Review Executive Sales Summary views:
  • Sales Executive Summary Current Period (ibis_saesi.sa49_exec_summ_current)
  • Sales Executive Summary Next Period (ibis_saesi.sa49_exec_summ_next)

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