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Sage Intelligence Sales Report

Posted By Michael Ericksen 8 months ago

Is there a report that shows sales activity for a customer with transaction from both AR and OE. My clients enters most credits in AR since it is easier, but wants to see the overall profitability for the customers. I know the standard sales report pulls from OE shipments, but I need to see the offset from AR credits.

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Jim Love 8 months ago +1

Use A/R Customer Inquiry

0 Jim Love 8 months ago

Use A/R Customer Inquiry
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0 Michael Ericksen 8 months ago in reply to Jim Love

Thank-you for your response. In A/R Customer Inquiry I can see all the transactions, but i manually have to add up all the sales and credits to determine the profitability of the customer. I am looking for a report like the OE Sales Report that can be run for a date range and will total the activity. Currently we have to run the OE Sales Report and the AR Sales Report and add the totals. We are looking for a one step solution.

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Sage 300

Sage Intelligence Sales Report

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