Sales Analysis Report - Help /Request

Yahoo Archive
1
Jerry,

Unfortunately, my boss wants the advance billings included into the
report, so I need to "include deferred revenue".

Thanks.

Best Regards,


Dina Hieber
Vamco International, Inc.
(412) 963-7100 Phone
(412) 963-9511 Fax

-----Original Message-----
From: Jerry Boyle [mailto:jboyle@...]
Sent: Wednesday, February 05, 2003 9:15 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Analysis Report - Help /Request

We also do a lot of advance billings. The canned Sales Analysis works
OK
for us if you do not check the box to "include deferred revenue". We do
not
consider our advance billings as "sales" so it works to exclude them
from
the report.

Jerry Boyle
Sipco Molding Technologies
Meadville, PA. 16335
p 814.724.2243 x53
f 814.724.2244
vantage 5.10.132

-----Original Message-----
From: Dina Hieber [mailto:dhieber@...]
Sent: Wednesday, February 05, 2003 8:39 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Analysis Report - Help /Request
I noticed a problem with my sales analysis report. Here is the
scenario.
1. Received an Order - Payment Terms 50% with Order/50% Net 30 Days
(Amount of Order $20.00)
2. We Advance Bill for 50% of order. (Advance bill amount $10.00)
on Jan 1st.
3. We Ship the order on January 10th. Invoice for the Remainder. $
$20.00 - $10.00 (adv billed) = $10.00
4. Everything seems fine until I run my sales analysis report. It
actually put the full amount on twice!! I understand why but this is
not correct.
Does anyone have a report that handles this correctly? That they are
willing to share. Or does someone else have a solution. This is a
real problem for us as




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[Non-text portions of this message have been removed]
2
Hello Everyone,



I noticed a problem with my sales analysis report. Here is the
scenario.



1. Received an Order - Payment Terms 50% with Order/50% Net 30 Days
(Amount of Order $20.00)
2. We Advance Bill for 50% of order. (Advance bill amount $10.00)
on Jan 1st.
3. We Ship the order on January 10th. Invoice for the Remainder. $
$20.00 - $10.00 (adv billed) = $10.00
4. Everything seems fine until I run my sales analysis report. It
actually put the full amount on twice!! I understand why but this is
not correct.



Does anyone have a report that handles this correctly? That they are
willing to share. Or does someone else have a solution. This is a
real problem for us as

We do a lot of advance billings.



Vantage 4.00







Best Regards,





Dina Hieber

Vamco International, Inc.

(412) 963-7100 Phone

(412) 963-9511 Fax





[Non-text portions of this message have been removed]
3
We also do a lot of advance billings. The canned Sales Analysis works OK
for us if you do not check the box to "include deferred revenue". We do not
consider our advance billings as "sales" so it works to exclude them from
the report.

Jerry Boyle
Sipco Molding Technologies
Meadville, PA. 16335
p 814.724.2243 x53
f 814.724.2244
vantage 5.10.132

-----Original Message-----
From: Dina Hieber [mailto:dhieber@...]
Sent: Wednesday, February 05, 2003 8:39 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Analysis Report - Help /Request
I noticed a problem with my sales analysis report. Here is the
scenario.
1. Received an Order - Payment Terms 50% with Order/50% Net 30 Days
(Amount of Order $20.00)
2. We Advance Bill for 50% of order. (Advance bill amount $10.00)
on Jan 1st.
3. We Ship the order on January 10th. Invoice for the Remainder. $
$20.00 - $10.00 (adv billed) = $10.00
4. Everything seems fine until I run my sales analysis report. It
actually put the full amount on twice!! I understand why but this is
not correct.
Does anyone have a report that handles this correctly? That they are
willing to share. Or does someone else have a solution. This is a
real problem for us as