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A Generic Inquiry for Daily Sales shows some Credits as negative numbers, a lot more as positive.


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My GI is showing some Credits as negative numbers, but a lot more numbers are not negative, showing as positive. I have included the coding to account for negative numbers but it appears to not be consistent across the inquiry.

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Best answer by sbond84 23 May 2024, 16:47

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@wmatthews1877 

I noticed your formula is for Invoices created from Sales Order Invoices.

Are you creating Credit Memos from Receivables → Invoices and Memos? if so, those might be the ones showing up as a positive amount because they are a different type...

 

 

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It appears that those Credit Memos are appearing under the Sales Orders → Invoices and the

Receivables, so is there a way to make those as negative numbers also? They are appearing as positive numbers which is throwing the sales totals out of whack.

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@wmatthews1877 

I believe you would have to add the ARInvoice types to your formula because the current formula is only switching the sign for SO Invoices.

So, if the ARInvoice.DocType = CRM, you would want to flip the sign on that too.

I hope this helps...

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You rock! Added another formula trick to my magic bag. Thank you.

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