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SalesAnalysis “Actions > Utility” Menu
SalesAnalysis has a variety of utilities that administrators or users with the proper access can use to easily update or change data. Some utilities can be used to move or reassign documents, while others can be used to affect a change to multiple documents simultaneously. Your SalesAnalysis administrator may have restricted the availability and usage of certain utilities. See your administrator with any questions.
Utility Descriptions
| Utility | Usage |
| Change Account |
Changes an account on selected documents. Should only be used simultaneously on documents that are all going to switch to the same account.
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| Check for Upgrade |
Should only be used on the server console. Checks to see if you are running the most current version of SalesAnalysis, and initiates the process to upgrade your database at that time, if desired. |
| Close Follow Up |
Closes Follow Up on selected documents (unchecks “Enable Follow Up?” box and removes from follow-up view). |
| Close Status |
Changes the status on selected documents from “Open” or “On Hold” to “Closed” |
| Index Ord Maint Views |
Initiates background indexing of the “Order Maintenance” views (to improve performance). This is not needed if you have a local replica of SalesAnalysis and use scheduled local indexing (see AccountManager’s “User Profile” help for more information on indexing a local replica of SalesAnalysis). |
| Index Views |
Initiates background indexing of the SalesAnalysis views (to improve performance). This is not needed if you have a local replica of SalesAnalysis and use scheduled local indexing (see AccountManager’s “User Profile” help for more information on indexing a local replica of SalesAnalysis). |
| Mark for Archive |
Marks the selected documents for Archiving. In order to use this utility, your administrator must have giving you “Mark for Archive in SA” rights on your AM User Profile |