When and IC item is invoiced and then returns are processed, it effects the sales history so that it no longer reflects the actual units sold during a particular period. Say 100 of an item were sold in January, and of those wer 20 returned in Feb. Feb starts off showing negative sales. Alternately if the sales were returned in the same month, it shows only 80 sales for the month. Also, for items sold for holiday and then returned in the New Year it is particularly difficult because the the new YTD Units sold is brought down by returns. Is there any way to keep sales history and returns history seperate? Perhaps this is a wish list item.

Hi Kristin,

The specific transactions are stored in SalesAnalysis, so they are fairly easy to sort out there (assuming that the inventory items were returned by issuing a credit note in OE).

Hi Kristin

At best, the date of the transaction will determine which sales bucket is affected. However, because Inventory Period End is generally not date sensitive, the sales history buckets in there may not reflect the transaction dates, if period end is run after transactions dated beyond the period end date are posted.

As Andrew stated, SalesAnalysis is date sensitive, so it will reflect the sales by period properly.

Alternatively, if you own Toolkit for Adagio, you can recalculate the Inventory sales history buckets to adjust those sales history buckets.

Steve