Topic Options
#53457 - 04/24/17 04:40 PM SalesAnalysis Scan Sales Data from OE
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
A client is using an older version of SalesAnalysis (9.1A). I noticed that when I use the Scan Sales Data from Other Systems, and select OrderEntry, it only scans for missing invoices, not for credit notes. I chose "Both".

I'm wondering whether this is on purpose, or is a bug. And if it's a bug, whether it still exists in the latest version.

Thanks

Steve

Top
#53459 - 04/24/17 05:02 PM Re: SalesAnalysis Scan Sales Data from OE [Re: Steve Schwartz]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11520
Loc: Vancouver, BC Canada
Hi Steve,

Using sample data, I deleted a number of OE-based credit notes out of SalesAnalysis 9.2A (2016.07.08), that existed in OE History. I then ran the Scan OrderEntry process and selected to scan both Current and History. When it performed the Scan History portion, the credit notes that I deleted were re-read into Sales Analysis successfully.

I did not see any issues pertaining to recent fixes when Scan missed getting credit notes from OE. I did find an issue from 2010 (version 8.1B) where Scanning Adagio Invoices data was missing credit notes, but that appears to have only been in R&D and never a version that was shipped.

If what you found is a problem in the current version, of course assuming that the credit note(s) you are scanning for are actually still in OE and there are no database integrity errors, then there is something more to the issue than it simply does not work. There are customer and date ranges when scanning OE - make sure that you the credit notes fit into both ranges. And credit notes (like invoices) will not be scanned into SalesAnalysis for missing specific details - if say there already exists a credit note CN123 with one item, but there were actually 5 items on that credit note, Scan will bypass that document since the number was found - the other 4 details would not be brought in. You would have to remove that one detail for the credit note in SalesAnalysis (from Edit Data) and then re-scan to get all 5 details.
_________________________
Regards,
Softrak Tech Support

Top


Moderator:  Christa_Meissner 
Who's Online
0 registered (), 81 Guests and 1 Spider online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14449 Topics
70594 Posts

Max Online: 432 @ 01/20/25 10:17 PM
April
Su M Tu W Th F Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30