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Tasks #10689

Sales report - Summary by Customer type

Added by Rijas P over 2 years ago. Updated over 1 year ago.

Status:
Closed
Priority:
Immediate
Assignee:
Ijas Ahammed
Start date:
05/31/2023
Due date:
% Done:

0%

Estimated time:

Description

Dear Suhail,

Issue 1:

Showing same cost for all report line if summary by Customer type. Kindly fix, Mgt need to take a detailed report on this.PFA

Issue 2:

if we drill down "Sales Excl Vat" of any customer type we will get entire invoice details of the searched date range instead of getting invoices of the selected customer type.

Files

WhatsApp Image 2023-05-31 at 9.06.56 AM.jpeg (133 KB) WhatsApp Image 2023-05-31 at 9.06.56 AM.jpeg Rijas P, 05/31/2023 10:42 AM
WhatsApp Image 2023-05-31 at 9.10.11 AM.jpeg (204 KB) WhatsApp Image 2023-05-31 at 9.10.11 AM.jpeg Rijas P, 05/31/2023 10:42 AM
Region wise Sales report Working as Expected.JPG (167 KB) Region wise Sales report Working as Expected.JPG Rijas P, 08/24/2023 02:23 PM
Wrong Sales total Customer type.JPG (204 KB) Wrong Sales total Customer type.JPG Rijas P, 08/24/2023 02:23 PM

History

#1

Updated by Mohamed Suhail over 2 years ago

  • Assignee changed from Mohamed Suhail to Savad Ibrahim

Rijas P wrote:

Dear Suhail,

Issue 1:

Showing same cost for all report line if summary by Customer type. Kindly fix, Mgt need to take a detailed report on this.PFA

Issue 2:

if we drill down "Sales Excl Vat" of any customer type we will get entire invoice details of the searched date range instead of getting invoices of the selected customer type.

@savad please raise bugzilla ticket

#2

Updated by Savad Ibrahim over 2 years ago

  • Assignee changed from Savad Ibrahim to Anonymous
#3

Updated by Anonymous over 2 years ago

  • Status changed from New to Resolved
  • Assignee changed from Anonymous to Dev User
#4

Updated by Shemil Ali over 2 years ago

  • Status changed from Resolved to New
#5

Updated by Shemil Ali over 2 years ago

  • Status changed from New to Bugzilla Created
#6

Updated by Rijas P over 2 years ago

  • Assignee changed from Dev User to Peer Thanesh

Still not deployed in live..

#7

Updated by Peer Thanesh over 2 years ago

  • Assignee changed from Peer Thanesh to Rijas P

Please check this

#8

Updated by Rijas P over 2 years ago

Dear Thanesh,

I checked and found both issues are fixed.

But I checked the Current month Sales report but the total Sales is wrong. Some invoices not adding while Summary by is "Customer Type" due to not set customer type for those customers. If not set the Customer type for some customers it should be listed under the category "Not_Assigned". same working as Summary by "Region" . Attached Both Region wise & Customer type wise Sales reports for your reference.

I took report of Current month and below invoices not adding to the report if Summary by "Customer type".

Invoice Date Accounting Customer SALES EXCL VAT
66714 1-Aug-23 1011053_GIFT TOWER LLC - Abu Dhabi Mr. Hameed 1680
66764 8-Aug-23 300000338_GOLDEN LAND RAHEEM GOLD SOUK 84
66804 10-Aug-23 1011053_GIFT TOWER LLC - Abu Dhabi Mr. Hameed 2298
66901 17-Aug-23 1011053_GIFT TOWER LLC - Abu Dhabi Mr. Hameed 3273

#9

Updated by Peer Thanesh about 2 years ago

  • Assignee changed from Peer Thanesh to Ijas Ahammed
#10

Updated by Rijas P about 2 years ago

  • Status changed from Bugzilla Created to Closed

Fixed

#11

Updated by SHAIJAL EDAVANA over 1 year ago

  • Tracker changed from Bug to Tasks
  • Project changed from Euro Novelties to Temp Projects
  • Category deleted (Others)

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