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Forum : Linking Sales order line items to invoice line itemsSearch Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v8 Forum

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 Linking Sales order line items to invoice line items 
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  Jimmy 
  
 Group: Members 
 Posts: 2 
 Joined: 2008-02-14 
 Profile
 Posted : 2008-03-15 07:20:21
I am not able to find a line item link between sales orders and invoices.  Is there a link? if not, is there a workaround?

Currently I am linking sales orders and invoice line items by doing joins on both 'linkedtotxn' and 'lineseq no' columns.  This is suitable substitute however we are running into situations where we are doing multiple sales orders on one invoice.  This is where the joins will not work.

We use this report to calculate commissions to sales reps and require accuracy to this report.

Our rational or rather constraints that lead to this issue are:
1.) We have monthly products that have reoccuring billing.  Sales reps are paid on these reoccuring orders.
2.) Customers have expressed the their disdain for more than one invoice a month
3.) The initial order a customer places is with one sales rep, however, other sales reps can sell to this customer while they are still being billed for existing products.

Would you have any other suggestions on how to handle this situation if there is not a direct link? 

 
Jimmy 
 
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  Tom 
  6c3c1_sdk-qodbc.gif
 Group: Administrator 
 Posts: 5510 
 Joined: 2006-02-17 
 Profile
 Posted : 2008-03-15 09:05:12

Have you tried looking at the Sale Rep reports instead?

sp_report SalesByRepDetail show SalesRep, Text, Blank, TxnType, Date,
RefNumber, Memo, Name, Item, Quantity, UnitPrice, Amount, RunningBalance
parameters DateMacro = 'ThisMonthToDate'

or:

sp_report SalesByItemDetail show SalesRep, Text, Blank, TxnType, Date,
RefNumber, Memo, Name, Quantity, UnitPrice, Amount, RunningBalance
parameters DateMacro = 'ThisMonthToDate'
where SalesRep='YourRepsName'

 

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