Distribution, Manufacturing, and Internet Modules

[JacquieP]

We have a crystal report designed that allows us to enter any inventory item and to then pull the detail history of all sales related to the part number entered. The following is the data that it pulls.

Customer Name

SO Number

Order Date

Qty. Sold

Selling price

Last cost at time of sale

We have written this crystal report to pull from AR history - after our update to 4.4 - it was discovered that the selling price did not update to the same selling price within the inventory history file as it did to the AR invoice history file. So our reseller advised us to rewrite the report and pull the data from AR History.

This report now which runs in crystal takes 3.5 minutes to return information. This is very long. Does anyone know a better way for me to obtain this information.

[DFeller]

How long did it take when it was pulling from inventory?  Was your issue with the selling price fixed?  If it's now fixed why not continue to pull from the inventory file?

Dawn

[JacquieP]

It would pull from our inventory records in less then a minute.

We do not store selling prices within Mas. 99.5% of our items are custom engineered. While the same part may be sold many times, there is always a factor within the end piece that changes the selling price. Therefore we place the selling price within each sales order entered.

For 3 years I use this file - then when I went to 4.4 - the following started occuring

We would sell an item for 100.00 and maybe a qty of 2

The inventory would update the Standard price while updating the last cost in AR

In my opion these should always match. The updating of the inventory record changed the value it was storing there after our upgrade to the 4.4

When I addressed it with my reseller this is what I was told:

sales order history does not necessary hold the exact same information as the actual invoice (or the Invoice in History).   During the actual Sales Journal Update (to Invoice History), the costs are calculated and that is what posts to the AR Invoice History and to the General Ledger.  Although the information in the Sales Order History SHOULD match, our experience is that it does not always match. 

The two files are not designed to reconcile against each other.  As an example, if you did a Sales Order for parts, (no work ticket), the cost would be the estimated cost.  It is not until the item is invoiced that it assigns the proper FIFO tier to the invoice.  And I’m not sure what it does, if anything, to the actual SO History file.