Tuesday, October 2, 2018

Search that will Get a List of Sales Order where the Item Fulfillment and Invoice Dates are Different

User is running the Inventory Profitability Report and notice that some items revenue are inconsistent with the total quantity sold. The Cost Inventory Profitability Report is based on the Item Fulfillment however the Sales by Item is based on the Invoice or Cash Sale created for that item on a particular date.

Here are the steps to get a list of Sales Orders where the Item Fulfillment and Invoice are of different dates:
 
1. Navigate to Transactions > Management > Saved Searches > New
2. Pull up Transaction Search
3. On the Criteria tab > Standard sub tab, mark Use Expressions and add:
     Type = is Sales Order
      Applying Transaction: Type = Item Fulfillment, Cash Sale, Invoice
      Status = is Sales Order: Billed
   ( Fulfilling/Receiving Transaction: Date = is within 01/02/11-28/02/11 ------------------------------------ And
       Billing Transaction: Date = is not within 01/02/11-28/02/11            )
4. On the Results tab have the following fields:
      Date ----------------------------------------------------------- Group
      Type ----------------------------------------------------------- Group
      Number -------------------------------------------------------- Group
      Name ----------------------------------------------------------- Group
      Amount (Transaction Total) --------------------------------- Maximum
      Fulfilling/Receiving Transaction: Number------------------- Group ------------------ Item Fulfillment Number
      Fulfilling/Receiving Transaction: Date ---------------------- Group ------------------ Item Fulfillment Date
      Billing Transaction: Number ---------------------------------- Group ----------------- Invoice Number
      Billing Transaction: Date -------------------------------------- Group ----------------- Invoice Date
5. Put a name on the search and hit Save and Run



 

No comments:

Post a Comment