CloudLink Ideas Portal

Fix Financials View to Accurately Reflect Sales & GP - Currently Not Accurate

Currently, the financials or sales analysis section does not accurately reflect the sales amount or GP% for deals that have a trade with an over-allowance. The sales amount should reduce the sales amount and the GP recalculated. We would like to use the Financial view, but currently do not b/c of this accuracy issue. This is related to another ticket regarding over-allowance not being broken out/tracked in COTI as a cost to the deal.

  • Mike Love
  • Nov 27 2018
  • Will not implement
  • Attach files
  • Mike Love commented
    April 18, 2022 18:25

    Jayme,
    You can just delete it. It���s been a while and it is still an issue. Also for attachments in our Compact division. I���ve discussed with Peter.

  • Jayme James commented
    April 18, 2022 18:17

    Hi Mike: Is this still an area of concern for you? This sounds like something that may need to be discussed from a mapping or process discussion. Given the age of this idea just want to confirm with you if you still should discuss with one of the PCs.

    Thanks.



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