sales order statistics

lanemark

We have various product groups that we sell within our company, I want to be able to see how much profit we are making in each group. I was going to perhaps crate a Jet report to do this, using figures taken from the Sales Order statistics, unless anyone knows of an easier way!.
What I have noticed though is that when I look at a posted sales invoice the profit is a lot more than I expect, I found out that some lines on the sales order do not have a cost.
I think this may be due to when the line was originally added there was no cost on the item card, either because we did not know the cost or it was an assembly we had not made yet.
How do I get the unit cost onto the sales order automatically, once the cost is added to the item card.

Alan

Asiri

Hi Alan,

If the Cost is added in the Item Card system will automatically get the cost to the Sales orders. There is a report call "Sales Statistics" (Report ID 112) to get the profit and so many other details and u can filter based on the Customer Groups also.

lanemark

thanks for the report reference, this could be just the job. But I do not think the unit cost gets onto the sales order automatically, I think you have to refresh the line. I this the case or can we make it happen automatically.

alan

Alex_Chow

In version 5.0, the cost on the invoice statistics will update automatically based on the cost from the related value entries. However, the data will not be updated on the sales invoice lines.

What you can do is filter on the document number on the value entry (assuming your invoice number is unique in the system) to get the Cost Amount (Actual).

lanemark

Thanks Alex

We are in the process of moving from V4 to V5. So does that mean on a posted invoice the sales statistics will be correct for the costs based on ledger entries for that sales order.
alan

Alex_Chow

Yep. In version 5.0, they have a field for Adjust Cost on the invoice statistics.

HOWEVER! For some strange and twisted reason, this new field is not brought over in the NA version (form 10041 vs 397). You'll probably need to ask the developer to move the field over to the NA version.