There are several sales summary tables:
Product Sales History
Customer Product Sales History
Customer Sales History
The History tables are created during the general ledger posting routine in order processing. Each table contains 12 months of sales and costs as well as 13 periods of sales and costs (periods being fiscal, months being calendar). The following data is stored:
Posting year
Calendar year
Amount shipped per month and period
Amount returned per month and period
Units shipped per month and period
Units returned per month and period (restocked)
Units returned per month and period (non-restocked)
Accounting cost per month and period
Accounting cost returned per month and period (restocked)
Accounting cost returned per month and period (non-restocked)
Sales cost per month and period
Sales cost returned per month and period (restocked)
Sales cost returned per month and period (non-restocked)
Commission cost per month and period
Commission cost returned per month and period (restocked)
Commission cost returned per month and period (non-restocked)
Additional charges can be defined for a line item or order record. An example of an order additional charge is freight. An example of a line item additional charge is a line item discount.
In some cases additional charges are added to the sales summary tables, in other cases they are not, as follows:
Product Sales History - No order additional charges are added, but line item additional charges are added
Customer Product Sales History - No order additional charges are added, but line item additional charges are added
Customer Sales History - All additional charges are added
NOTE Taxes are not stored in any of the Sales History Summary tables.