90 Adjust Sales History
This chapter contains these topics:
The Adjust Sales History screen lets you make changes to both the expected and unexpected sales amounts that have been POSTED to the Sales Reporting Control file (F1540). An audit trail is stored for the changes you make from this screen. Along with each detail line that changes, the system retains the old line of information as history.
This screen is a version of the same program for the Expected Sales Report Entry screen. Though the fields are identical, it provides a different function in the sales entry process. The processing options for the program control what function is allowed. In this case, the history mode replaces both the setup and entry modes. Because the history mode is the only mode for this version of the screen, F2 is not a valid function key.
For an overview of sales overage, see Chapter 79, "Sales Overage Process" in this guide.
From the Real Estate Management System menu (G15), choose Sales Overage.
From the Sales Overage (Percent Rent) menu (G1522), choose Sales Report Processing.
From the Sales Report Processing menu (G15221), choose Adjust Sales History.
90.1 Display Posted Sales Information
To display the posted sales information for a lease, choose Inquire in the Action Code field, type the number of the lease in the Lease field, and then press Enter.
You can limit the list of product scale records with the fields in the upper part of the screen. When you enter more values in combination, the search is more specific. The screen does not display unposted records.
90.2 Change Sales History
Caution:
You must limit the display to only the unposted detail lines that need adjusting because when you press Enter, the system creates a new duplicate line for each line.Figure 90-2 Adjust Sales History (Limit) screen
Description of "Figure 90-2 Adjust Sales History (Limit) screen"
To change one or more posted amounts you have displayed for a lease, use the Change action, type the new amounts in the Sales Amount field, and press Enter.
Figure 90-3 Adjust Sales History (Change Action) screen
Description of "Figure 90-3 Adjust Sales History (Change Action) screen"
Note the following:
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When you press Enter, the information is added as a new adjustment line.
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The detail lines with revised amounts cannot be displayed on the Adjust Sales History screen until they are posted again. Until then, you can view the new information from any one of the other three versions: Expected Sales Report Entry, Unexpected Sales Report Entry, and Adjust Sales Report.
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Regarding the report status for the old information, the system replaces code P (Posted) with X (Adjusted). The report status is blank for the lines of the more recent information.
Figure 90-4 Adjust Sales Reports (P and X Codes) screen
Description of "Figure 90-4 Adjust Sales Reports (P and X Codes) screen"
In the example above, the adjustment line for $47,500 was also posted using Post Sales Reports to History.
90.3 Processing Options
See Section 186.30, "Heads Down Sales Report Entry (P1540)."