Item History (Sales)

Import and maintain historical sales to extend Bevica sales analysis.

Bevica Item Sales History is a separate extension. Please contact your system administrator or your TVision contact if you would like further information or would like to install Bevica Item Sales History.

Item History functionality allows you to import pre-Bevica item related sales information and have it merged with ongoing Bevica sales information. See sales trends from day one of go-live going back as far as the data you import.

Features:

• Item History Page lets you see in one list page all item history. You can filter and sort old and new data. The data can also be used as the basis for external sales analysis reporting, i.e. PowerBI or Jet.
• Customer/Item Sales Analysis accessed from either the item or customer cards this page displays all sales information 'customer by item' or 'item by customer' alongside quantity and values. Filtering the page by date lets you see sales analysis over a selected time period.
• Moving Annual Total Sales Analysis (MAT) reports show, month on month, 12 month previous sales figures plus other item related information. The page can also be filtered to show buying pattern by customer.

Prerequisites

Sales, purchase and items setup.

Item History Page

1. In the search button, find Item History.
2. Open the page.

Records in the page are created from Item Ledger Entry (ILE) postings on shipping a Sales Order/Invoice or receipting a Sales Return Order/Credit Memo.

Populating the Item History

The Item History page is updated in two ways:

• Sales from within Bevica is created and updated via the Update Item History report. This can be run manually or via a Job Queue.
• Importing pre-Bevica sales. Item sales information from your previous system can be imported into the page. See Importing Item Sales History for information on how to do this.

Update Item Sales report

The report creates and updates Item History records from ILE records. When the report is run, it creates records for any new ILEs created since the last time it was run and updates existing Item History records with any changes since the last time it was run, i.e. the ILE has been invoiced (sales values) or an ILE has been revalued (cost values).

To run the Update Item History report manually, navigate to the Item History page and select the option from the page's ribbon.

Because the report is looking for new, as well as changes to ILEs you should apply a Date filter to stop it searching for changes going too far back. We suggest a date filter of -1M.

Job Queue

To run the Item History report on a periodic basis create a Job Queue for report 70515 setting it to run overnight.