Sales Analysis

Define sales analysis general ledger posting options and ODBC parameters on this form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Sales analysis posting options

Select either the posting date or the period end date to use as the basis for sales analysis. Once sales history exists in Greentree, you cannot change the selected option. Deleting all history resets these options.

Calendar

Select the calendar to use for calculating the period end date when updating sales history.

ODBC fields

Set fields to incorporate data into your sales analysis if you are using ODBC.

Update prompt discount to sales analysis

Select this option to include prompt payment discount values in sales analysis.

Delete history

Click this button to delete all, or a selected date range of sales analysis history postings. Deleting all history resets the sales analysis posting options.

Recreate history

Click this button to recreate all, or a selected date range of sales analysis history postings.