The Sales History report captures every invoiced product line — one row per item shipped on each invoice. It is the most complete financial record of what was sold, to whom, at what price, and what it cost.

Records are filtered to exclude other charge items (freight, fees) and tax lines, so every row represents actual product revenue and COGS. Deleted invoices and projected orders are also excluded.

In P21, navigate to Reports › Sales › Sales History. The report can be filtered by date range, customer, item, product group, salesrep, branch, and ship-to territory.

P21 assigns each invoice to an accounting period and year based on the invoice date and your company's fiscal calendar. These are used for GL posting and period-over-period reporting.

The period column (1–12) maps to your fiscal months. The year_for_period is the fiscal year — which may differ from the calendar year if your fiscal year doesn't start in January.

Sales history is the backbone of the Sales Master Inquiry — P21's year-over-year comparison tool draws from this same data, aggregated by period.

The manual_price_overide flag is set to 'Y' whenever a rep entered a price that differed from the system-calculated price. This is a key audit field.

Overrides are not inherently bad — reps with pricing authority routinely negotiate customer-specific deals. But overrides that result in below-cost sales (visible on the Profit Exception page) represent a control gap.

To review P21's price override controls, see Setup › Company Maintenance → Order Entry where you can require manager approval for prices below threshold.