Name of Feature/Request: Item Profitability Report not reflecting credit card charges using the item
What financial, time savings, or quality of life improvements will occur from this: Allow the profit margins in the item profitability report to be based on invoices and CC Charges independent from Sales or Purchase orders. This way, even if invoices and CC charges involving an item are created separate from orders, there will still be profit margins on the report.Things to Consider: This will make it easier for users like JP to keep track of an item’s profitability.provided by JP Lessard, Item Profitability Report, Invoice, CC ChargeSuggested Alternative Solutions: Creating two custom reports in the report builder with the transactions details dataset and employing various different columns and filters to fine-tune the reports. Afterwards, compare the sales versus the cost of the item from the data displayed in the two reportsOriginal Description: Please watch this 2-minute describing the issue. Below are reference links for what is mentioned in the . It may be worth noting that I did change the credit card charges to use the item instead of an expense very shortly before I ran the Item Profitability report - I’m not sure if there is some kind of lag on that showing properly on the Item Profitability report or not. Item referenced = "Azure Shared Services (MT Account)"Item Profitability Report, Invoice using this item, Credit card charge using this item
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Please watch this 2-minute describing the issue. Below are reference links for what is mentioned in the . It may be worth noting that I did change the credit card charges to use the item instead of an expense very shortly before I ran the Item Profitability report - I’m not sure if there is some kind of lag on that showing properly on the Item Profitability report or not. Item referenced = "Azure Shared Services (MT Account)"Item Profitability Report, Invoice using this item, Credit card charge using this item
StrivenID: 2149268