In the customer card, there is a total sales amount of $0.00 showing for a customer. The customer has sales activity. We have noticed this since 2017. This customer has activity in 2016 as well as 2017. This is the same for all customer cards. Any idea why our Total sales field does not show accurate information?
This should be pulling from the “Sales (LCY)” field in the Customer Ledger Entry table. Check to see if there is information in that field for the customer. If so, you’ll need to check the flowfield in the Customer Card table or the formula in the factbox page.
—————————— Dave Wiser Controller Beckwith & Kuffel Seattle WA —————————— ——————————————-
Kris Ruyeras
Member
January 12, 2017 at 7:09 PM
As Dave mention, check in that ledger entries. I would also like to know if you’re using Bill-to on invoices. So this wouldn’t show on the Sell-to customer card but their Bill-to if different.
—————————— Kristoffer Ruyeras
Director of Business Technology
Bellegrove Medical Supply
Redmond, WA —————————— ——————————————-
Richard Goward
Member
January 17, 2017 at 2:01 PM
So we just needed to add the accounting periods for 2017. We are new to NAV (since Aug 2016). We have never started a new year. Definitely will have this taken care of next year. Thanks for all the assistance.
—————————— Richard Goward Dermae —————————— ——————————————-
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