Hi Everyone,

I’m trying to build a Gridview that will allow me, using GridviewRW, to change the cost of a particular line of products in SalesAnalysis. Let me preface this with why I want to do this. One of our largest suppliers defines the pricing for our customers. We then buy the product and typically sell it for a loss to our customers at their contract price. At the beginning of each month we submit a rebate report to our Vendor and they rebate us the difference between the cost and sell price, and a brokerage fee which is our profit. We then pump this rebate back into our cost of goods sold (as a reduction) to true up the margin on the Income Statement. That process works just fine as far as we are concerned. The problem is that our margin is skewed (negatively), on a customer account basis, because we are selling below cost. That’s where we came up with the idea to use GridviewRW to adjust the cost of these sales after we submit our rebate report to get a true gross margin. We cannot change the cost up front because we will buy one product at one cost, and sell it to multiple customers at varying prices below cost.

My question is what tables in sales analysis do I need to hit. I have tried adjusting the cost on the S/R Transaction 9.0A Master but it doesn’t seem to be a comprehensive change, or rather it doesn’t change the cost across the board in S/A.

Maybe there is a better way to achieve this without using GridViewRW, and if so I’m open to it.

We are using Sales Analysis 9.1A (131009)


Thanks
-Clint

Hi Clint

GridView RW is not meant to be used in the normal course of operations unless it is the absolute last resort. There are two better ways to do this directly from SalesAnalysis.

If the number of transactions to modify is low, you can just go into Edit | Sales Data, find the transaction and modify the cost.

If that is too difficult, you can use export/import to make the change. First make a backup. Then export the range of transactions you'll want to modify (date and/or document range) to Excel. Then purge the exact same range under Maintenance | Archive/Purge/Restore Sales Data. Then modify the Excel file and import it back into SalesAnalysis. If you use the View Statistics screen, you'll want to also run Statistics | Rebuild Sales Statistics (you'd want to do this if you used GridView RW too).

Steve