Recalculate Logistics cumulatives
Statistics are compiled on the basis of the invoice lines. To prevent the analysis from taking up too much time, the invoice lines are saved in a table of cumulative data while the sales invoices are being journalised. This concerns all types of invoice lines (sales invoices, project invoices, subscription invoices and course invoices).
A tab, which contains a view of the cumulative invoice lines, has been included in different menus. You can retrieve the cumulative sales information by:
- Article
- Assembled item
- Sales contact
- Work type
- Cost Type
The cumulatives are automatically updated when journalising the invoices. The year and the period are determined on the basis of the invoice date and the Logistics period table. If you select the Cumulatives based on delivery date check box in the logistics settings, then not the invoice date but the delivery date determines the period in the invoice lines. The delivery date is determined on the basis of the Date (execution/delivery) in the invoice line.
This recalculation must be run in the following cases:
- If you change the Profit Order management period table
- If, in the logistics settings, you change the contents of the Cumulatives based on delivery date field
In these cases a message is displayed if you need to recalculate the cumulatives. In the message, click on OK to start the recalculation.
To recalculate the cumulatives:
- Go to: Order Management / Management / Recalculate cum. Order Management.
- Click on Yes in the message
- Click on: OK.