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Evo-ERP and DBA Classic >> Accounting >> Sales Orders in Business Status
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Message started by Karen Mason on 11/27/06 at 10:00:28

Title: Sales Orders in Business Status
Post by Karen Mason on 11/27/06 at 10:00:28

Trying to balance sales orders in the business status report.

How does business status handle changed sales orders?

Does business status do anything with amounts over or under shipped with the resulting SO being closed?

Thanks

Title: Re: Sales Orders in Business Status
Post by cathyh on 11/27/06 at 14:13:01

From my post some time ago re business status calculations:

Quote:

A Sales order invoice with a post date of 4/28 was processed some time in the first of May. The invoice added (was Changed) the amount of $450 to a line item, then invoiced. This added to the Shipped SO's in April, and subtracted from the Open orders in April, but added to the booked orders in May. This really messes with the open/booked orders in May. Not to mention booking an already shipped amount.
Shouldn't the changes in a sales order go to the order date month? or at least the invoice date month?

This will mess with the open sales order amount.
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PS
In PO's closing a PO with items still on it does mess with the numbers in the Business Status. We always 0 out quantities in Sales Orders before closing, but I imagine that if you did not, this might also affect SO's in the BS.