Answer

Need to mark unusual sales

Forum|Forum|2 years ago
April 20, 2023
3 replies
46 views

rwhetsell77
Freshman II

I stock an item, generally sell ten units a month. I have a one-time sale for a customer who buys 100, but I don’t want this sale to impact my moving monthly average.

Is there a way to mark the transaction for this purpose?

Best answer by aaghaei

@rwhetsell77 I do not believe we have anything out-of-box. If it is necessary for your business you will need to proceed with customization that enables you to set a range for your normal activity (it could be a figure +/- a percentage or a min and a max for any given item) then a custom GI that incorporates this into your desired output.

+10

aaghaei
Captain II
Answer
Forum|Forum|2 years ago
April 20, 2023

@rwhetsell77 I do not believe we have anything out-of-box. If it is necessary for your business you will need to proceed with customization that enables you to set a range for your normal activity (it could be a figure +/- a percentage or a min and a max for any given item) then a custom GI that incorporates this into your desired output.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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rwhetsell77
Author
Freshman II
Forum|Forum|2 years ago
April 20, 2023

Thanks @aaghaei for the confirmation.

Regards, Robert Whetsell

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+1

PatrickSchlenker90
Varsity III
Forum|Forum|2 years ago
April 21, 2023

@rwhetsell77 I am not sure, but maybe this Feature can help? If you are working with Project Accounting it could make sense to check if it fits to your purposes...