Hi,
I'm using a report in Analytics (Seats and Tickets Cube), that shows me unpaid orders among other analysis data.
However, if an order is paid by Invoice, it appears as paid on the report, even though all we have done in financial terms is actually issue an invoice. Is there a way around this?
It feels like the Invoice payment method isn't an ideal way to manage invoices.
thanks,
Dara
Hi Dara,
Applying an Invoice payment to pay for an order and create a receivable does fully pay the order from a ticketing perspective. The best place to review invoice statuses in an Analytics context is the Finance cube, filtered to that payment method type to look at amounts invoiced, paid, and outstanding.
Invoices.dash
Thanks Chris. I'll try to use the Finance cube to get the info. It's all a bit disjointed as my dashboard is mostly looking at the performance info.
Is there a plan to make the Invoices, Gift Certificates more intuitive and get rid of the 'Zero Adjustment' in the Consolidated Orders Roadmap item?
It would be great to be able to simply pull an invoice or receipt for an order. I know it's a bit complicated as reserved orders would need to have a GL entry which they currently don't have.
Many thanks,
There are roadmap items to explore what it might look like to simplify the transactional data store, and this falls squarely into that.
Best,Chris
Thanks Chris. That sounds good.
I think I've got it working with the finance cube, to show a paid order as unpaid if it's been paid by 'Invoice'.
The following is my formula for Amount Paid:
IF( MAX([Payment Method ID]) = 92 , 0, sum([Transaction Amount]) )
I'm not sure where the 92 is coming from as the ID in my database is actually 101, but when i listed the field in Analytics it shows 92 so that's what I used. It seems to work.