Adding the "S.O Number" Column in reports

Options
David Trinh
David Trinh Member Posts: 3 ✭
edited March 2017 in Reckon Accounts (Desktop)
Hi All,

I am trying to create a report template in Reckon Accounts Premier Edition 2015 and have trouble finding the column for "S.O. Number" when I'm trying to modify a report. 

Does anyone know how to get this report column? 

Any help would be greatly appreciated.

Thank you,

David

Comments

  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited February 2017
    Options
    Hi David,
    From memory this field appears in some modify reports and not in others.
    I think it's best if you use the Advanced Find window to generate your report as it appears from that report.
    Kind regards,
    Sally McIntosh (sally@samsolutions.com.au)
  • David Trinh
    David Trinh Member Posts: 3 ✭
    edited September 2015
    Options
    Hi Sally,

    This field does not appear to be in the Advanced Find Window. Is there a reason why this may be the case?

    Regards,

    David
  • Sally McIntosh, Accredited Consultant
    Sally McIntosh, Accredited Consultant Accredited Partner Posts: 468 Accredited Partner Accredited Partner
    edited December 2016
    Options
    Hi David,
    No, create the report from the Advanced find window, i.e. tax invoices from x date to x date, then when you create the report, you can add the field/column.
    Sally
  • David Trinh
    David Trinh Member Posts: 3 ✭
    edited September 2015
    Options
    Hi Sally,

    I have run this report, but unfortunately, the "S.O Number" Column/Field cannot be found. 

    I am running Reckon Accounts Premier Edition 2015 if this helps.

    David
  • Reckon FAQs
    Reckon FAQs Reckon Staff Posts: 357 Reckon Staff
    edited March 2017
    Options
    Hi David, Sally,

    A Sales Order is a "non-posting" transaction - that is, it does not form part of our accounting totals.  Only when it is converted to a Tax Invoice does it become part of your numbers.  For this reason the Sales Order is accessible only in reports configured for Sales Orders like the Open Sales reports, and Transaction List by Customer.  The Sales Order number is listed in the Num column.  Sales Orders will not be available in reports that reflect on real Accounting totals.  

    Hope this helps.


    regards,
    John

Categories