Detailed Sales Report

On the "Detailed Sales Report" all sales returns are posted with a profit instead of a "negative" profit amount. This leads to an incorrect "Profit" and "Profit Margin" number. Any idea what I'm doing wrong? Thank you very much in advance for your help!

Reply to
Al
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Hi Al - the report as originally designed was not set up to take into account returns.

Here's how I edited my profit and profit margin report columns on the Detailed Sales Report.

Begin Column FieldName = "Profit" DrillDownFieldName = "" DrillDownReportName = "" Title = "Profit" VBDataType = vbCurrency Formula = "((TransactionEntry.Price - TransactionEntry.Cost)*TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 900 GroupMethod = groupmethodSum ColFormat = "" End Column

Begin Column FieldName = "ProfitMargin" DrillDownFieldName = "" DrillDownReportName = "" Title = "Profit Margin" VBDataType = vbDouble Formula = "CASE WHEN TransactionEntry.Quantity > 0 AND TRANSACTIONENTRY.PRICE > 0THEN ((TransactionEntry.Price - TransactionEntry.Cost) / TransactionEntry.Price) ELSE 0 END" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 900 GroupMethod = groupmethodAverage ColFormat = "0.00%" End Column

If you know how to edit reports, replace the profit and profit margin columns by copying/pasting the above text; save the report; exit store ops manager and go back in - see if this addresses your issue. If you're not clear on how to edit reports reply and we'll walk you thru it - Hope this helps.....

"I used to get lost > On the "Detailed Sales Report" all sales returns are posted with a profit

Reply to
convoluted

Hi Al - the default installation path of reports is C:\Program Files\Microsoft Retail Management System\Store Operations\Reports

First, right click Sales - Detailed Sales report.qrp and select properties; uncheck "read only", then apply, then click OK.

Then right click the report again but select "Open", then select "Select the program from a list"; on the list that appears, select "Notepad" then uncheck "always use the selected program to open this kind of file", then click OK

You will see the syntax of the report; navigate to the "profit" and "profit margin" columns and have them read as I set them up; then click File - Save (you may get prompted for a location, save it in the same path with the same name with the extension ".qrp")

Restart Store Ops Manager, your changes should have taken effect.

** Some RMS users like to keep all orig> Well, I'm definitely lost...! I'm not familiar how and where to edit a
Reply to
convoluted

We figured out how to edit the report and your post was helpful but we realized that the problem is how the Profit Margin value for the Grouped items is calculated. We have posted another question in the forum about the GroupMethodAverage option to see if there is another way to calculate the Grouped Profit Margin values.

Thanks for your help.

Al

"c> Hi Al - the default installation path of reports is

Reply to
Al

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