Working on exporting data from REPORTS >> FINANCIAL >> LINE CODE SALES/PURCHASES ... it is a fairly easy way to get data into Excel --- what a large report ... looking at what the report if telling us ... talking with Bob from Windsor and he asks GREAT questions -- like 'what is your LOST SALES data look like ...' ... and I sheepishly say --well - we have never been strong at pushing staff to record a lost sale ....
HOLD ON TO YOUR HATS ... guess what he says next .... ' well - you know there is a option to record a lost sale AUTOMATICALLY when you source something then drop the item from the invoice' .... whoo .... I have liked this idea --similar to what Worldpac does --every 4 times you look up a part ( but do not buy ) they count that as a lot sale .... well ..this is a seemly good idea ...so lets figure out where this option is ....
Call Help Desk - ask - they have never heard of it ( real popular ? ) --- Get a call back -- found it .... OMG --yet another item in INVOICE OPTIONS -- the last 5 posts are all about STUFF we find of use that has been ignored in INVOICE OPTIONS .... see the image -- that is what you turn on .... will need all staff to exit and log out for the data to get updated ... no big rush -- will not really get valid data for several months while this new option starts generating data ( we hope good info --Bob from Windsor likes it ...
Yet one more example of good stuff that doesn't get mentioned except in passing from one smart user to one semi-smart user trying hard to get smarter .... sure seems like a waste of talent at the way ( or lack thereof ) the help desk and bosses have no plan to push us a bone of knowledge every once in a while ....
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