Quotation and Order Analysis

Version Relevance: All versions

Issue: If I report all open sales orders with an order date in a specified period, then report all dispatched sales items with an order date for the same period, the total for orders received in the period is not the same as the figures reported by the Quotation and Order Analysis reports - why is this?

Jun 27th, 2005

Feedback: This is because the "Ordered" value reported by the Quotation and Order Analysis does not include returns, credits or negative value sales order items (such as you may use for discounting).

The analysis is intended to report genuine "bookings" only (as defined by items you eventually shipped plus those still outstanding), not other sales adjustments. These other adjustments are of course accounted for in the "Dispatched" element of the report, because this affects your actual "billings".

Paul Wilson - Caliach Consultant