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Capn_K

Sales Analysis Report Includes Incorrect Information?

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When running a sales analysis report by sales rep it is showing the invoice total even when there is a Line Item on the invoice that does not post to sales for the company as a whole.

We are a printing company and Postage is a pass through expense so when invoicing item #TP posts to a Current Asset account that the money has already been prepaid out of to the USPS.  Since by law we cannot adjust the postage this does not count toward sales - basically a type of escrow.

Does anybody have any idea of how to get the sales analysis report to show the same total that the sales account shows for this invoice?  Since we base sales compensation off this report it is a major problem - I can't pay commission on $71,000 in postage on one job when I do not make anything on it.

  • 0
    Can you tell it to print from a certain item to another item? Maybe make the Postage a ZZZ number then you can have the range correct? Just a thought. Other than that, you could post the report need to www.thereportstore.com and see if someone can write you a report.
  • 0
    SUGGESTED
    The Sales Analysis report by Sales Rep is really not designed to match the Sales Account. Otherwise you can run the Sales Analysis report by Sales Account. The Sales Analysis report is going to give you the Invoice Subtotal (which is the total of the line items on the invoice) and the Total of the invoice - which include sales tax, miscellaneous charges, freight, etc... If you do not enter your Postage as a line item in the invoice you should be able to use the Subtotal column. If you post your Postage as a line item in the invoice then, the report is designed to include it in the totals. If you need additional assistance on this issue, I would recommend calling 800-447-5700 and open a support case to work direction with a support analysis and you can discuss the specifics on how you post your transactions and what your options are.
    Thanks,
    Coleen
  • 0 in reply to Coleen Graber
    Can somebody write a report for this? Or - post it to thereportstore.com and see what happens. It's like going fishing. Someone is bound to bite if you post it. Then you will have what you want. Everything to gain.
  • 0
    SUGGESTED
    Thanks for the info - now that I know how the Sales Analysis Report works I can just use it a different way. Running the report by sales account and then filtering to a sales rep gets me what I need pretty simply.

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