SO_SalesHistory mismatch

Posted By llevron20 over 6 years ago

Hello,

I'm running a simple cross-tab report in crystal reports out of the SO_SalesHistory table. The objective is to simply get sales by item, by month.

For some reason there seems to be a mismatch between the SO_SalesHIstory table, and the history tab in item inquiry.

Why would there be a discrepancy between these two areas, and which one is correct? I get that technically the SO_SalesHistory table says quantity "Shipped" and "Returned", but these should match what was "sold". Any thoughts?

A quick example...

April 2017

Item: ABC, SO_SalesHistory says shipped 296, returned 7. Should leave me with a net of 289. Item inquiry history tab shows 292...

Any thoughts? Maybe I'm just misunderstanding what this table is representing?

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0 Helium over 6 years ago

Any chance something was posted as a sale through Inventory Transaction Entry? I wouldn't expect those to show up in Sales Order Sales History.
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0 llevron20 over 6 years ago in reply to Helium

Sadly no. We don't use sales inventory transaction entry. Never have actually. Thanks for the thought though! Any other ideas?
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0 Helium over 6 years ago in reply to llevron20

Have you crashed during updating?
Does your transaction detail on Inventory tab 5 match the history tab?
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0 llevron20 over 6 years ago in reply to Helium

Not to my knowledge anyway. Thinking I've got corrupt data?
It appears as though transaction detail does match history, yes.
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0 JacquieP over 6 years ago in reply to llevron20

Have you tried rebuilding your sort files? Sometimes when my inventory does not agree to Sales orders or requirements, once I rebuild the files it all agrees.
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0 Kevin M over 6 years ago in reply to JacquieP

Transaction (posting) date vs invoice date would be my guess.
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0 Kevin M over 6 years ago in reply to JacquieP

Transaction (posting) date vs invoice date would be my guess.
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0 llevron20 over 6 years ago in reply to Kevin M

I haven't tried rebuilding sort files recently, so I could give that a shot.

Kevin, would you mind elaborating on what you mean exactly? Is there a reason (or a way) that the transaction could post on a different date than the order was invoiced?
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0 Kevin M over 6 years ago in reply to llevron20

There is the face date for the invoice, and the accounting date. These can be different, on a transaction by transaction basis.

The IM History tab, when I click to drill down, shows a Quantity Transaction History screen that indicates year and period. That would be an accounting date grouping. The SO Sales History is likely based on the invoice date (not the accounting date), so the transaction groupings may not be the same.
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0 llevron20 over 6 years ago in reply to Kevin M

Oh I see what you're saying. Thank you for clarifying. As a business, we've always left the accounting date to the actual current date, which would keep the accounting and transaction dates the same. I can't think of a single time we've ever had someone change the accounting date in any module.
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SO_SalesHistory mismatch

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