Hello slpaul (Sharon?),

Our records don't indicate a registration for Sales Analysis at your firm. Did you purchase it at some point and fail to register it? Perhaps you could verify this for me?

Do you have FREIGHT set up as an Inventory (or price list) item rather than a "true" miscellaneous charge?

Hi Sharon

Are they using the actual Retrieve or Scan option to pull data from OE into Sales Analysis, or are they using SA's Import option?

If using the import option, the data that gets imported relies on how the transfer templates are setup, rather than the SA Housekeeping options - which are for the retrieve functions.

I have heard of no issues surrounding the retrieval of misc charges when the option is set to 'N' in SA.

There are ways to remove the unwanted data, though. One way to do this is to use SA's Archive / Purge Sales Data option. To do this, from the main SA menu, select:
4. Housekeeping
6. Maintain Archive Files
1. Archive / Purge Sales Data

Before using this function, however - you must create an Extraction rule. Actually, SA has this Extraction rule as one of it's defaults. Basically, all it consists of is:

"Type <equal to> [M]"

I would suggest making a good backup prior to doing this - even making a copy of the data and putting it onto a local workstation's drive, then test it out there first.

Regards,

Yes - you can use SA's Online Inquiry, selecting 'All' for your date range and records, select 'Show' Amount, 'By' Invoice No. for All Customers.

This will display all transactions sorted by Credit Note, then by Invoice Numbers. To see the details for any given document, just select that entry and press <Enter>. Misc charges and Tax lines should be easily identifiable.

Using SA, you could create a 'new' standard report that you could either print to screen or to paper that would give you this information. Make sure to include the 'Type' field on your report as well as any other fields that you need to identify the transactions.

You could also use either QR or QRWIN to create a report that will give you this information, by including the 'Transaction type' and 'Line number' fields, you can see exactly which transactions have the misc charges in them, and what lines they are on.

Another method is to create a transfer template and export data from SA to look at in another application, such as Excel.

Hope this helps!