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Customer profitability - revenue is actually reflecting amount invoiced instead of revenue recognize
I noticed for this client (they don't have ARM module, but manually creates JE to recognize revenue per customer), the amount showing for revenue is the amount invoiced, not the amount recognized. Per income statement, the amount recognized is $6712.51. I did not have this issue for a different client who uses ARM module,…
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How to add Sales Order body fields in Customer Profitability Report?
Hi, Is it possible to get the Sales order body fields (created from join body field values) in the Customer profitability report? I need to add the Sales order body memo in this report. Please advice if this is possible. Also which field needed to be added to get the PO number from the invoice to this report?
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Specific Customer Profitability Report - Help
Hello all. I need a little help on a saved search report. I would like to pull a profitability report for a specific customer and all the projects they are on. The report would look just like the below from the native Customer Profitability report however I would like to just narrow it to specific customers. This is the…