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Contributor
DBailey902
Posts: 32
Registered: 02-03-2009
0

Inventory Misc Item Code History

I am trying to get history detail on a misc iteam code.  I can find the totals by month and year in the Misc item Code Maintenance but I really need to find out who we sold these to. Is there any way of doing this?

 

Auditor is coming next week and could use this info...

 

Thanks for any help you can give me

Super Contributor
Posts: 1,461
Registered: 11-03-2008
0

Re: Inventory Misc Item Code History

Create a Crystal Report based on the invoice history and detail files.

Contributor
DBailey902
Posts: 32
Registered: 02-03-2009
0

Re: Inventory Misc Item Code History

Will that work on a misc item code?

Regular Contributor
JacquieP
Posts: 264
Registered: 01-29-2009
0

Re: Inventory Misc Item Code History

I use the report in Sales Orders - Reports - Customer Sales History by Item - tehn in the item types ot print only check the miscellaneous items.

 

Good luck

Now on New Sage 4.4 with Job Ops


It is exciting learning new things.....
Contributor
DBailey902
Posts: 32
Registered: 02-03-2009
0

Re: Inventory Misc Item Code History

I tried the report it doesn't work, say no data found. That would have been nice if it worked...

Moderator
skirmoochsage
Posts: 181
Registered: 07-09-2010
0

Re: Inventory Misc Item Code History

DBailey: The SO Customer Sales History by Item should print the total sales and total quantity sold of miscellaneous items (CI Miscellaneous Item Maintenance, Type=Miscellaneous) that are sold in Sales Order.

 

If the item was sold through Accounts Receivable Invoice Data Entry (Allow Use in AR is selected for the item), the Miscellaneous Item History by Period or Miscellaneous Item Detail Transaction Report (CI menu, Reports) can be used instead.

 

If you still get 'no data' on the report, check AR Invoice History Inquiry/Report to find out what period to which the sales were posted, and see if maybe the sales were posted to a different period than you expect.  

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Super Contributor
Posts: 1,461
Registered: 11-03-2008
0

Re: Inventory Misc Item Code History

I've never seen an invoice history detail file that did not contain all types of items (standard, comments, misc. items, etc.).

Super Contributor
Posts: 1,461
Registered: 11-03-2008
0

Re: Inventory Misc Item Code History

You can always hire me to create the report for you. :smileyhappy:

Regular Contributor
JacquieP
Posts: 264
Registered: 01-29-2009

Re: Inventory Misc Item Code History

I do at time get that same response - no data selected for printing - this occurs all over sage and is frustrating at times. Just play with your selections in the report - I check the miscellaneous items box and put the "/M" slash M in the item code as contains and I believe that i also just select the qty sold not the cost of goods and the proofs - just a simple list. It should really run for you. I think I may have another report that I run as well - as soon as I can I will review that for you but this one should run.

 

One downfall of Sage in my opion is the reports - I do not enjoy crystal and the canned reports are so sensitive as to the selections - this is an area to me that Sage must improve on to make it more user friendly.

 

You can email me at Jacquie-P@s-k.com if you need to and i will look into the custome reports that we have set up for you that you can use.

 

Now on New Sage 4.4 with Job Ops


It is exciting learning new things.....
Contributor
DBailey902
Posts: 32
Registered: 02-03-2009
0

Re: Inventory Misc Item Code History

All of our invoices are done through Sales Order. The Misc Item that I am looking for does have sales in 2008 - 2011 which are the ones we are looking for but for some odd reason it says no data found when I try and run that report.