Suggested by Batoul Taha – New
Description:
This feature aims to ensure that the cost amount is consistently updated for customer orders in the store transaction form, similar to how it is updated for cash and carry transactions. This will help maintain accuracy in cost reporting and streamline the process for users who need to generate reports and analyze the cost of goods sold.
Currently, the cost amount is not updated for customer orders in the store transaction form, causing significant issues for users. They are unable to retrieve cost details from sales transactions, even after the sales order is invoiced. This inconsistency affects the ability to generate accurate reports and determine the cost of goods sold, leading to substantial business impact.
Business Impact:
- Users cannot determine the cost of goods sold from the retail front.
- Inability to generate accurate sales reports.
- Manual effort required to dig into InventTrans to view cost details.
- Significant disruption in financial reporting and value recognition.
Request:
We propose to ensure that the cost amount is updated for customer orders in the store transaction form, similar to cash and carry transactions.
- Implement logic to fetch and display the cost amount for customer orders once the sales order is invoiced.
- Consistency Across Transaction Types: Maintain consistency in how cost amounts are handled across different transaction types (cash and carry, customer orders) and ensure that the cost amount is visible and accurate in the store transaction form for all types of transactions.
- Automated Updates:
- Automate the process of updating the cost amount for customer orders to reduce manual effort and errors.
- Implement checks to ensure that the cost amount is correctly updated and displayed in the store transaction form.
Benefits:
- Improved accuracy in cost reporting.
- Streamlined process for generating sales reports.
- Reduced manual effort and errors.
- Enhanced financial reporting and value recognition.