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Need to mark unusual sales

  • 20 April 2023
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rwhetsell77
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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?

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Best answer by aaghaei 20 April 2023, 21:55

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Regards, Robert Whetsell

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aaghaei
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@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*.
rwhetsell77
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Thanks @aaghaei for the confirmation.

Regards, Robert Whetsell
PatrickSchlenker90
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@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...

 

 https://help-2022r2.acumatica.com/(W(123))/Help?ScreenId=ShowWiki&pageid=9efa9e79-b143-49af-bd9b-02fede356dda

Cheers, Patrick

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