We recommend using the following e-views to get the information similar to the OMD JU Invoice Activity Report.
Sales Fulfillment Details e-view
- Manager Commissions
- Can view sales price and cost of all equipment by using an item filter (category, inventory code, sales code, model, item number, etc.) or a sales order type filter (exclude supply orders)
- Additional Available Columns/Data to view or sort/filter by: Invoice Number, Date, Item, Cost, Sale Price, Branch, Sales Rep, Customer (Bill to & Ship to)
- Sales Rep Commissions
- Can view sale price and cost of all equipment by sales rep using an item filter or a sales order type filter
- Additional Available Columns/Data to view or sort/filter by: Invoice Number, Date, Item Cost, Sale Price, Branch, Sales Rep, Customer (Bill to & Ship to)
- Un-invoiced sales can be obtained via the sales order details e-view using a filter on “Open” equipment orders. This will provide a status of all line items on the sales order.
- Model Packet – Wholesale Parts
- To get wholesale parts sales, is it possible you can run the report by the bill to customer or order type? The location is not on this e-view, but if the location is necessary we can use the sales order detail bins e-view and that will provide the warehouse/location information needed.
- Additional Available Columns/Data to view or sort/filter by: Invoice Number, Date, Item Cost, Sale Price, Branch, Sales Rep, Customer (Bill to & Ship to)
- Model Packet – Wholesale Supplies
- Can view the cost of supplies by using an item filter (category, inventory code, sales code, etc.), a price filter (price = $0), and a date range filter. The sum is an available function in this e-view (screenshot below) and I also included a sample quicksearch so you have a reference.
- Supply Activity
- Similar to the view/quicksearch above supply orders that have been shipped/invoiced for a specific period of time can be viewed. The order type can be used to determine whether it was a customer supply order or a supply order for new install.
- Equipment Activity
- The report can be sorted by items/models and if you’re looking for average monthly purchase quantities, that can be brought in by linking to the item e-view. However, if you’re specifically looking for usage numbers on equipment, there is a better report/view for this.
- QL Lease Revenue
- Lease revenue can be obtained by using a date range filter as well as a bill-to customer filter
Sales Order Details e-view
- Equipment Activity
- Filters can be used to find open orders, backorders, and pickups – all of the information listed is very similar to the sales fulfillment details view with the exception of invoice cost
Service Contract Billings e-view
- Shows all contract activity/contracts billed for a specific period of time (filter by date)
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