Linking the UniDevCo Sales Analysis Database to Sales Optimizer

 We have provided a sample Custom Script to correctly import Sales Analysis data.  To use this script, download the Zip file, unzip it and copy the SCRIPTSA.SMD file to your SOP10A program directory located in the same directory as your ACCPAC program files or wherever you have placed it during the installation of Sales Optimizer.

  1. Create a Pervasive ODBC connection on the local workstation to access the UNI subdirectory located in the ACCPAC data directory.
  2. Open Sales Optimizer and choose New. 
  3. Click on Import.
  4. Enter a name for your Analysis and select your date range.  To use the supplied custom script, please select January 2003.  We recommend that you check on all options in the Analyse By:  section.
  5. Select the UniDevCo ODBC Connection that you created in Step 1 from the available data sources.
  6. A list of existing tables will appear. It is not necessary to select a table if you use the custom script.  Click on the Load Script button and select SCRIPTSA.SMD.
  7. The Custom Script will be displayed.  Please note the syntax of the date range in the script.  This date range will match your selected Analysis date.  If you wish to change the date range, you must change the range on the Analysis screen and edit the script accordingly using the same date syntax.  IMPORTANT – you must uncheck the Use Generated Date Clause.
  8. Click on the Import Data button and your UniDevCo Sales Analysis data will be imported and ready for use with Sales Optimizer.

 

 

or email info@unidevco.com with questions or comments about this web. Last modified: November 22, 2006 Copyright © 2000 - 2005 Uni Development Company Inc. All rights reserved.  All other marks are trademarks or registered trademarks of their respective companies.