Best way to report income statement by department to include the revenue and COGS
I am trying to look at budget to actual by department. Departments are defined in our system as our sales reps (account managers). Each customer has a sales rep. Currently the revenue and COGS are not showing up with any department. Most of our sales are web sales so I can’t have it manually entered. I have noticed that the line items do not show a department.
How can I get the department for the sales rep to be included on the line item for the sales order? I know I can do it by using a scheduled script but was wondering if there is a way without using scripts.
NS has no native defaulting of Department from Customer to Transactions (body nor line). To achieve this, you will need to build a simple Workflow or script. There is no other way – unless you want to simply add that info at report time, by joinging on the transaction’s customer to get the department. I do not think the latter approach will work well given that many reports will make this join difficult.