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#33392 - 09/26/12 12:06 PM Sales History in Item Inquiry
Acrylon Offline
Adagio Specialist

Registered: 04/12/07
Posts: 384
Loc: Canada
Hi there,

One of our plants runs its own Adagio database apart from the rest of the company. For this particular plant, the sales history in the Item Inquiry window has not been posting. Not a single part shows history in the item inquiry, even though the Transaction History tab shows there has been activity.

What could be causing this?

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#33396 - 09/26/12 01:28 PM Re: Sales History in Item Inquiry [Re: Acrylon]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4414
Loc: Vancouver, BC
Cam:

Run period end processing in IC at every period end to update sales history.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#33415 - 09/30/12 05:08 PM Re: Sales History in Item Inquiry [Re: Douglas Dickie]
Acrylon Offline
Adagio Specialist

Registered: 04/12/07
Posts: 384
Loc: Canada
Hey Doug,

We are running the period end. Still no history.

Any other ideas?

Thanks,

Cam

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#33417 - 09/30/12 05:40 PM Re: Sales History in Item Inquiry [Re: Acrylon]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Post screen shots to show where one screen shows history and the other screen does not.
_________________________
Andrew Bates

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#33420 - 10/01/12 07:59 AM Re: Sales History in Item Inquiry [Re: Retired_Guy]
Patricia B. Offline
Adagio Maestro

Registered: 06/26/08
Posts: 1160
Loc: Langley, BC
Do you have the Retain Transaction History checked in the Company Profile?
_________________________
Patricia Balbuena Cotlear
AP SMART SUPPORT
236 991 3060





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#33426 - 10/01/12 03:46 PM Re: Sales History in Item Inquiry [Re: Patricia B.]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi Cam,

What versions of Adagio are being used at this satellite plant?

Since there are many different places in Adagio where 'Sales history' is kept (statistical history by period stored on the item, Inventory transaction history, Order Entry history, Sales Analysis, etc), could you indicate which sales history you mean, which process and tab you are on and looking for information?

If you run Order Entry, most of the sales history in various places will be generated from running Day End Processing, provided that you are running a reasonably current version. Older versions of Order Entry require printing and purging the Invoice/Credit Note Audit Lists in order to populate IC Transaction History and Sales Analysis.

Not only does IC Transaction History require to be enabled as Patricia indicated, but it also can be purged when printing the transaction history report within inventory. To make sure this doesn't happen by accident, an IC profile option allows disabling the purging part of the history report.

If you run Adagio Invoices, a shipment batch must be imported in Inventory in order for the IC transaction history to be updated. Reasonably current versions of Inventory will post directly to history, and older versions require printing and purging the shipments audit list report.
_________________________
Regards,
Softrak Tech Support

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