Adding the "S.O Number" Column in reports
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David Trinh
Member Posts: 3 ✭
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
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
0
Comments
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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)
1 -
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,
David0 -
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.
Sally0 -
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.
David0 -
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,
John0
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