Prerequisites

Before you complete the task in this section:

  1. Select the Cross Sell option in the Activate group box in the Sales Advisor Constants program.

  2. Set up the document types to include.

    See Setting Up Sales Advisor Included Document Types.

  3. Select an option in the Search Criteria group box in the Sales Advisor Constants program.

  4. Set the value in the Months Back field in the Cross Sell Time Frame group box in the Sales Advisor Constants program.

    See Setting Up Sales Advisor Constants.

  5. (Optional) Run the Order Advisor Workfile Purge program to clean up the workfile.

    See (Optional) Running the Order Advisor Workfile Purge Program.