Is Sales Analysis 8.1B compartable with Receivables 9.0B? I'm asking because on Sunday October 10, I upgraded Receivables to version 9.0B and since then all my reports in Sales Analysis 8.1B are no longer producing the usual information.

For example, I have a sales report which produces a month to date summary of sales, cost of sales, and margin by category. I have about 51 categories. However on Monday October 11, when I printed the report only one (1) category was printed which was the last category in the list showing the total sales, cost of sales and margin for all the categories. I printed this report on Friday October 9, and the information was correct.

We also use Inventory Version 8.1C, Order Entry Version Version 8.1C.

Hi Ruth,

According to the Compatibility Chart and the module's Readme file - Yes, SalesAnalysis 8.1B is compatible with Receivables 9.0B.

I don't believe there was any data conversion in moving from AR 9.0A to 9.0B, whereas there was significant data conversion if you were moving from an 8.1A release.

It would be interesting to know if you were upgrading from AR 9.0A or an earlier version of AR like 8.1A ?

Does the data for both modules pass the DI check ?

Regards, Pete

Hi Peter

Thanks for your response.

I converted AR from V9.0A to V9.0B. Sales Analysis passed the DI test, however I will be doing a DI test for AR this evening.

Regards
Ruth

Hi Ruth,

Is your Sales Report something custom created in either GridView or Crystal Reports for Adagio? Or an online inquiry within Sales Analysis. That might help in knowing where to go next. Perhaps something was purged, or a selection criteria or filter is based on something that changed.

Installing Receivables 9.0B should not have affected anything in Sales Analysis, based on coming from version 9.0A as Peter suggested, presuming that everything worked while A/R version 9.0A was in place.

You may end up needing to have your Adagio consultant take a look, especially if your Sales Report is a custom report.

The report is a custom report in online inquiry Sales Analysis which was created by me. The installation of Receivables 9.0B from 9.0A went smoothly with no problems.

No changes were made to the Sales Analysis report The report was last used on Friday October 8, and I did the upgrade to Receivables v9.0B from v9.0A on Sunday October 10, (Offices were closed on friday October 8, and opened on Monday October 11)and then on Monday October 11 the problem with the report was noticed.

Receivables V9.0A worked fine, no problems whatsoever.

Hi, Ruth,

Thank you for reporting this issue. When I use AR9.0B with SR8.1B and using sample data, I can duplicate this problem and I will report it to R&D for you.

Hi Softrak Tech Support Team

Thank you all. Hope we can get a solution to this problem soon.
Regards
Ruth

I've been working with a client who has a YTD customer sales inquiry (using SR8.1B) that formerly showed 200+ customers but is now only showing 20. Odd thing is the total seems to be about right.

Hope a fix is coming soon!

Hi, Ryan,

It's possible that the online inquiry has changed or that only 20 customers now meet the criteria. In anything I've seen so far, all customers or categories that meet the criteria are reported in the Details window. Within the Summary window, only the first customer or category in the range specified is reported.

You can email me if you need me to look into this further for you for this client.

I believe it's the summary that is the issue. Multiple customers' details are being rolled together into common summaries. I'll admit to an incomplete understanding of how SR is supposed to work, but I thought that a field marked as "summarize by" would receive subtotals of the amount/qty fields? I don't understand why the summary would only show the first customer or category, if that is the field you're looking to "summarize by"?

When you drill into the details, the heading seems to indicate that you are looking at a single customer, while the details include multiple. Here's a screenshot from sample data:



Thanks,

Hi, Everyone,

The problem results in one or only a handful of what should be many records being reported in the Summary window and details for the many summary records being reported in the Detail window, when only the details for the highlighted summary record should be reported.

However, we have found a very easy way for you to make your online inquiries report correctly.

For those that are summarizing by Customer codes, if the Customer Name field is not already a part of your online inquiry, please add it. Once the field is added, ensure you check the 'Summarize by' option for the Customer Name.

For those that are summarizing by the (IC) Category code, if the Item Description field is not already a part of your online inquiry, please add it. Once the field is added, ensure you check the 'Summarize by' option for the Item Description.

If you don't want either of the Customer Name or Item Description fields to display in any results, don't check any of the 'Show in' options for these fields.

Hi, again,

Looking at this further, if you are summarizing by Category, you might want to choose to use the Salesperson or Territory field to add and also select to 'Summarize by', rather than the Item Description. These will undoubtedly return fewer duplicate results in the Summary screen.

I think there is a flaw in this solution. Rather than a summary by category code only, now you get a summary by category/item desc.

If you only retrieve transactins from one sourse, use the Sourse code instead. If you retrieve from multiple sourses then find another field with only one possible answer.

Softrak: When can we expect a fix for this?

Yes, hence the follow up suggestion about using the Salesperson or Territory fields to summarize by instead. Source would be another field to use. The Summarize by Customer Name works much better as these names tend to be unique. The Category Code requires more knowledge of the individual site and data used.

R&D is working on the solution.

Hi,

On the Downloads | Client Service Packs page of our website, we posted a SysUpdater.exe (scroll to the bottom of the page) that resolves this issue. It is available for download.

Thanks to those of you that got back to us and confirmed that it definitely did resolve your issue.