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I have a smartlist report, that pulls in the Total YTD Sales and Total LYR Sales.

I am trying to balance out what goes into these figures.  Is it only invoices, that make these figures up?  Are other portions, such as Freight, Miscellaneous included.  How are discounts factored in, or are they?  What about Debit and Credit memos?

Thanks for your help.

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Pamela Stephenson
Director of Accounting and Finance
Ashley Ward, Inc.
Mason OH
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Not sure how the smartlist was built but if your Total YTD Sales matches with Inquiry, Sales, Yearly Summary then yes the ytd sales amount will include trade discount, freight, tax, miscellaneous from SOP and also include Debit and credit memos from Receivable.
Original Message:
Sent: Feb 17, 2021 03:40 PM
From: Pamela Stephenson
Subject: YTD Sales figures

I have a smartlist report, that pulls in the Total YTD Sales and Total LYR Sales.

I am trying to balance out what goes into these figures.  Is it only invoices, that make these figures up?  Are other portions, such as Freight, Miscellaneous included.  How are discounts factored in, or are they?  What about Debit and Credit memos?

Thanks for your help.

------------------------------
Pamela Stephenson
Director of Accounting and Finance
Ashley Ward, Inc.
Mason OH
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