Users can now flag specific customers to be excluded from sales analysis/reporting. This is useful for customer codes used to sell goods to yourself for internal use.

 

Customer Masterfile Maintenance > General Information tab

 

 

Users will also be able to see in Global Customer Enquiry if a customer code has been flagged to be excluded from Sales Analysis/Reporting.

 

 

It is also visible in Customer Masterfile Report/Listing.

 

 

 

The change will not be retrospective and will only apply to invoices updated after the flag on the customer masterfile is set. If you would like to mark historical sales for a customer code as excluded from sales analysis/reporting, please email the customer codes to support@bbsoftware.com.au and we will set the flag on the historical invoices and force a sales analysis recalc in your system.