Clinician sales report not adding to customer sales report
I am have trouble reconciling my OpenVPMS reports to each other.
Because we report in MYOB for each individual clinician I use the Clinician Sales Report for my sales figure but when I run the Customer Sales Report it does not show the same total sales figure. I realise one of the reports in GST inc and the other is GST ex but they still do not balance to each other.
Is anyone else experiencing the same problem or am I missing something?
Thanks
Re: Clinician sales report not adding to customer sales report
Karen - I strongly suspect that this is due to tranactions in progress. The Clinician Sales report looks at all invoices, credit notes, and counter sales, but ignores their status. The Customer Sales report only includes transactions with status 'POSTED' - ie Finalised.
Look at Reporting|Work in Progress and check whether, in the period that you are reporting, if there are any in-progress tranactions. I suspect that you will find some and that their sum will be the difference in the two totals. Alternatively, look at the WIP screen and find a period where there are no in-progress transactions, and run the two reports for that period. The total should match.
Regards, Tim G
Re: Clinician sales report not adding to customer sales report
Hi Tim,
I have looked at that but we finalise all invoices for the period, print the statements and then print the reports.
We leave nothing in progress at the end of the month.
Still, the reports never seem to match.
Regards, Karen
Re: Clinician sales report not adding to customer sales report
Hi Karen,
The Clinician Sales report used the Invoice Item date where the Customer Sales report uses the Transaction (Invoice) date which will cause a skew in the figures. Also Customer Sales report totals include adjustments and other transactions where the Clinician Sales only looks at Invoice Items. That plus the In progress issue Tim mentioned should be the reason for the difference.
The Practice Clinician Sales report uses the transaction date but reports on the Clinician that is tagged on the Invoice not the Invoice Items so may not be what you want.
Cheers Tony
Re: Clinician sales report not adding to customer sales report
Hi Tim and Tony
All I want is a report that is "complete" giving me the total sales for the month and a breakdown by clinician which balance to each other.
Can you suggest which report(s) would be the best to use, as I transfer these figures into my MYOB file.
Cheers
Karen
Re: Clinician sales report not adding to customer sales report
Karen - with the clinician sales report the Total printed at the end does equal the total of all the clinicians and the 'no clinician'.
Now we come to the need to define what a sale is. The clinician sales report is summing the customer invoice line items plus the counter sale line items minus the credit note line items. (It needs to do this because on one invoice one could have items done by different clinicians.)
The customer sales report (as Ben said) works off the invoices etc (and not the line items) - and also looks at the various adjustments.
If you expect the 'total sales' to include the adjustments, then you cannot use the total on the clinicial sales report.
One possible approach is to use the data from the clinian sales report, and the add a further entry that includes all the adjustments (which is calculated from the difference between the sum of the clinician sales, and the total on the customer sales report).
Regards, Tim G
Re: Clinician sales report not adding to customer sales report
Hi Tim
With my fairly limited knowledge of OpenVPMS I would have thought that
Clinician sales report should equal the Total Gross sales in the Customer Sales Summary as this figure includes credits given and counter sales.
What report do other clinics use for total sales?
Thanks
Karen
Re: Clinician sales report not adding to customer sales report
Karen - there is still the question of the dates. Assume that the invoice is dated 29July (the date it was created). It can contain line items with different dates (particlarly if there is a hospital stay involved). If some of the line items are dated in August, then these will be not counted in the July Clinician sales (which runs off the line items) but will be counted in the July Customer sales (which runs off the invoice etc date).
As to your question "What report do other clinics use for total sales?" - I confess that the Hong Kong practice does not use any of the standard sales reports - I built a suite that suited our needs (ie sales by clinician-location, sales by location-clinician, sales by customer-product, sales by product-customer, and sales by supplier-product).
I must also admit that I checked our reports and they do date selection on the basis of the parent document - ie by the invoice date rather than the invoice line item date.
If you want to use the clinician sales report: a) what dates do you want it to use - the line item dates or the parent document dates; and b) do you want it to only process finalised documents?
Regards, Tim G