Report to recognize revenue received from orders shipped

Epicor ERP 9
1

I’m trying to figure out what I need to link in order to find how much revenue has actually been received on our books on orders that have shipped. Can someone give me a starting point on which tables/joins I need to find this info?

2

Hi Mike,

If you’re not doing any deferred revenue/advanced payments then the InvcDtl should be all you need (with links to customer, prodgrup, and OrderDtl/Header as needed.)

Mark W.

3

Mark, I actually need to know the cash “receipts” from the invoices. I couldn’t find anything in Invoice Detail that states we actually received the cash for them. Am I missing something?

Best regards

Mike Abell
IT Manager

Flexial Corporation
a company of BOA Group
1483 Gould Drive, Cookeville, TN 38506, USA

Phone: +1 931 432 8408
Fax: +1 931 432 1889
Mail: mabell@flexial.com
Website: http://www.flexial.comhttp://www.flexial.com/
http://www.boagroup.comhttp://www.boagroup.com/

4

No, you’re not missing anything. For accrual-based accounting, invoices are considered revenue. But some companies are cash-based and then it’s cash receipts that count.

CashDtl should show you the receipts IIRC.

Mark W.