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Michael Ericksen

Sage Intelligence Sales Report

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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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  • 0 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.

    Thanks

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