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Bill-to another customer: Sales Statistics

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  • 1.  Bill-to another customer: Sales Statistics

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 12:17 PM
    ​Hi,
    We have thise case where we make a sales order on a customer A, but make customer B be invoiced.
    It works well, but our problem is that the Sales statistics (Sales field on customer and plenty of NAV basic reports) do not account for the fact that the sales was made by customer A. Everywhere we only see customer B.

    Is there something we can do that already exists or do I have to enter into changing all the reports and fields to fit what we need and feed sales statistics based on sell-to and not bill-to?

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    Samuel Champoux
    IT Director
    Drummondville QC Canada
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    NAVUG Summit - Post


  • 2.  RE: Bill-to another customer: Sales Statistics
    Best Answer

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 07:49 AM
    ​I feel stupid... after looking at the Customer Entries I saw that there was a Sell-to customer Id there, so I updated my Sales and Profit filters to use this instead of the Bill-to customer.
    Everything works fine now :)

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    Samuel Champoux
    IT Director
    Drummondville QC Canada
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    NAVUG Summit - Post


  • 3.  RE: Bill-to another customer: Sales Statistics

    TOP CONTRIBUTOR
    Posted Jan 09, 2019 09:40 AM
    ​Samuel, If you have the question someone else has also had the question. So its good to post it even if you solved your own question.


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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
    ------------------------------

    NAVUG Summit - Post


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