Sales report: Written vs. Delivered

May 02, 2006 3 Replies
T

I want a report that shows 'written' instead of 'delivered' sales for any given time frame.



Delivered Sales is what I get now. It's invoices generated in the specified date range.



Written sales should include:



  1. all orders (open & closed) created in the specified date range
  2. invoices where no order was created

It should also exclude:



  1. invoices generated from orders created outside the specified date range

If you have a report like this or would be willing & able to help me create one, I'd really appreciate it.



Tom


Vote
Twitter Facebook LinkedIn
K

Hi Tom, you can use the RecallID and RecallType fields in the Transaction table to link back to the original Order table record. Both tables have TIME fields you can use to filter records by date. Your query will probably need a couple of UNION commands to piece together the segments you need. Let me know if you want to discuss it further.

Ken K kkosnik at cacorp dot com

Vote
Twitter Facebook LinkedIn
T

I am definitely interested in discussing it further.

I have successfully added columns to existing reports in the past, though my experience with the UNION statement is practically nonexistent.

Today's a really busy day here - our annual anniversary sale - but I would very much like to talk about this some more tomorrow.

Tom

"Ken K" wrote:

Vote
Twitter Facebook LinkedIn
T

I was talking with one of my bookkeepers and it dawned on me that I am complicating this issue unnecessarily.

All I need to do is add transactions with no RecallID to an existing work order report. I can already remove the 'Status = OPEN' filter to get all orders for a date range. All I need to do is add from the transaction table all entries with no RecallID that meet the date range criteria.

I think that the best starting point would be the Work Orders - Detailed report.

Tom

"Ken K" wrote:

Vote
Twitter Facebook LinkedIn

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required