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
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