Is there a way to get a report with each invoice's...
# general
j
Is there a way to get a report with each invoice's line items with quantity, rate, and the cost at the time? I tried using est. extended cost (line) but I have 139 results without costs. Any idea how to find the missing costs or why they don't have costs? Edit: I just noticed all the examples with no costs are replacement orders. Why don't replacement orders include line costs?
c
Did you ever get an answer for this? -------- -------- I am trying to get a Saved Search (or equivalent) that will show the "live" $$$value that is in the "Est. Unit Cost" field when creating a Sales Order or Quote. -------- Reason being that we have/are setting our Assemblies Sales/Cost Estimate Type to be "Derived From Member Items". Then the member Items each have their Sales/Cost Estimate Type set to one of: Purchase Price, Average Cost, etc. -------- Essentially, right now the only way to view our current, accurate, "live" costs for these Assemblies that have their Sales/Cost Estimate Type to "Derived From Member Items" is via the live (transaction?) field on a Sales Order / Quote creation page. Then upon viewing the "*Est. Unit Cost*" you get the sum cost of the BOM, but with the initial filter of Sales/Cost Estimate Type for each Item/Sub-Assm. Rather than just summing them all based on Standard Cost, Avg Cost, etc. -------- I am in need of a Saved Search that displays all these "current, accurate, "live"" costs so that we can update our pricing vs. costing accurately. -------- I have gotten close to finding this data/field via Transaction Saved Searches, but it spits out too many and/or zero values. (and wrong ones) But Transaction fields seem to be the only place I have seen the field "Est. Unit Cost", and other similar ones. -------- Some context: We did this because all of the rollups, updating Item Defined Cost, updating standard cost, etc. were becoming too tedious and prone to mistakes/failure/errors. Derived From Members being the proverbial silver bullet, allowing us to have the most average costing for Assemblies. -------- Some examples of fields via formula I've fiddled with so far: {costestimaterate} {correlateditem.currentstandardcost} {transaction.costcomponentstandardcost} {transaction.unitcostoverride} {memberitem.costestimaterate} {memberitems.cost} {componentitem.cost}*{qty} {componentitem.cost}*{componentitem.qty} {memberitem.effectivebomcontrol} {item.currentstandardcost} {itemsitemcostestimaterate} -------- FYI: I do not know how to code, but my co-worker who is also on this channel does. They will be able to assist if anyones suggestions involve coding/scripting etc.