RE: Excluding customers from Sales Analysis/Forecasting

I have to disagree with Jeff here.  With auditors very sensitive these 
days I would certainly not want to delete anything from the system.

Richard




"Jeff Klipa" <jklipa@xxxxxxxxxxx>
Sent by: system21-bounces@xxxxxxxxxxxx
01/13/2004 08:48 AM
Please respond to System 21 Users

 
        To:     system21@xxxxxxxxxxxx
        cc: 
        Subject:        RE: [SYSTEM21] Excluding customers from Sales 
Analysis/Forecasting


I say change your focus to one step further back in the process...

You've already implied that you don't care about the Invoice since it's 
"Zero Priced" so the simplest thing to do is NOT post the Invoice to 
A/R... 
Simply Delete the Zero Priced invoice prior to posting and it should never 

hit Sales Analysis...  Or if you want the visibility in A/R then log the 
Invoices Manually since manually entered items do not hit Sales Analysis 
either.  At least not on our V3.5.1 system.

I'm not aware of any way to flag a customer/destination to not 
auto-generate 
an invoice in JBA.  Perhaps there is a setting in a later version. Perhaps 

in Advanced Shipping...

If there is no invoice then there is nothing to be included in the Sales 
Analysis Rebuild...!!!

Hope this solves the problem.


----Original Message Follows----
From: "Angus Appleby" <aappleby@xxxxxxxxxxxxxxxxxx>
Reply-To: System 21 Users <system21@xxxxxxxxxxxx>
To: System 21 Users <system21@xxxxxxxxxxxx>
Subject: [SYSTEM21]   Excluding customers from Sales Analysis/Forecasting
Date: Tue, 13 Jan 2004 09:58:11 +0000

Hi

We issue a number of samples to our sales reps which we do by setting them
up as customers and raising a zero priced invoice to get the goods picked
& despatched. This has the effect of adding the quantities to sales
analysis, which in turn, goes through to the forecasting module and can
give a false impression as to how well items are selling.

Does anyone know of a way to exclude certain customers from being included
in the sales analysis rebuild?

TIA

Angus

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