Sales History can be prevented for a customer by going into Customer Entry (6.1.1) Field 37.

Any combination of the following options is allowed.

<I> to prevent posting to Inventory Quantity Sales History.   (INVENTORY.SALES file).

*Used in 5.1.1, 5.1.3 and anywhere quantity sales history by part number is shown.

<P> to prevent posting to the Posted Sales Summary Report.  (DLY.SLS.HIST file).

*Used in 2.1.7, 2.1.8, 6.3.6, 6.10.4 and 10.1.9.

<S> to prevent posting to the rest of the sales history files, which include:  

• CUST.PART.SLS.HIST file. Used in 2.1.3.
• CUST.SLS.HIST file.  Used in 2.1.2, 2.1.4, 2.1.5 and 2.1.16 if selecting by customer sort code.

This file is used in SALES.TAX.RPT.PD by period (6.10.6) so sales tax will be wrong in this report. SALES.TAX.RPT by invoice date (6.10.7) must be used. It is also used in Customer Inquiry (2.1.1, 6.1.2, or I in Customer Entry).

• LOC.SLS.HIST file. Used in 2.1.16.
• MFR.SLS.HIST file. Used in 2.1.9 and 2.1.11.
• PART.SLS.HIST file. Used in 2.1.10.
• SALESPERSON.SLS.HIST file. Used in 2.1.12, 2.1.13.

Files that are not affected by this change:

       CUST.PART.ORD.HIST

       CUSTOM.SLS.HIST

       LAST.PRICE

         LOST.SALES

         CUST.SLS.HIST - Recurring sales portion.

         TRANSFER.HIST

         WARRANTY

Salesperson Commission Report is not affected because it generates off of the ORDER file.

Useful hint: The programs which post sales history (AR.PGM RECORD.SALES.HIST, SUB.PGM REC.SH, DIST.PGM UPDATE.REMOTE.SLS.HIST) will write the customer options in the POS.INVOICE file attribute 18. This will be useful for troubleshooting how the invoice affected sales history.