Support Sales Orders with Multiple Fulfillments In Reports
I'm looking for a report that properly outputs the shipped sales profitability for a given time period. My company counts a sale when it has shipped out the door because in our industry customers frequently change their order, cancel their (already paid) order, and/or preorder products months in advance.
I can view shipped sales profitability with the Sales Profit By Sales Rep report (but others probably work similarly) and it's great until advanced sales are in the mix. The whole sales order is counted even if most of the items on the order have yet to be fulfilled, and there isn't a way to filter them out on that report. In addition the sales order's 'Shipment Date' is set to the most recent date of a shipment. That means that if an advanced sales order has a shipment on Day 1 and on Day 3, when reporting is run on Day 1, it will show as being shipped Day 1. When reporting on Day 2, it shows as being shipped on Day 1. When reporting on Day 3, it shows as being shipped on Day 3! Ideally the report is able to break down partially shipped sales orders into fulfillments and allow for proper filtering.
Alternatively the Fulfillment Details report does provide the appropriate fulfillment information, but I cannot add the costs, COGS, journals, etc columns that would be needed to display profitability - that would be a nice addition!
A workaround that I'm considering is to break down sales orders into simple/advanced orders that I know will always ship the same day so that reporting can be done through DEAR and not need to be exported and manipulated in Excel or the like. Really not ideal and I feel as though a new report or upgrades to existing reports wouldn't be too onerous.
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