rentals quantity and rentals qty(rented) includes refused leads

isabelle A. shared this question 18 months ago
Answered

I use Rentals quantity (in report for inventory) and rentals aty(rented) in report for leads and i noticed that it includes items in refused ''refusée'' leads.

The status ''refusée'' does not reserve the items.

Can you check and let me know why.

Thank you

Comments (18)

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What is the name of the reports?

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In inventory: Consommables

In leads: Liste des items / Quantité

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On the leads report I'm not seeing any leads being pulled that are in "refusée"....do you maybe have another filter applied that would be pulling this? What is a lead that is showing and should not be?

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Here is an exemple:

For pop-corn, it says i have 8460 quantity rented but if you go and see the contract, there are 3 contracts ''refused'' for 1100 quantity that should not show below

** second screen is the liste of pop-corn without the ''refused'' which shows the good ''rented'' quantity which is 7360

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Try running it again like I am and see if its any better. You don't want to put the dates in the report just filter them on the side. If its not what you are wanting let us know and we can look again.

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the problem i am having is with consumable.

Here is a simple exemple with ''Poudre Holi - boite 100 sacs de 75g - multicolor''

If you look at the inventory; i have 5 on hand today and after all quote/contract i will have 4

BUT if you look at the rentals quantity used in the report ''consommable'' it shows 3 because it deducted a ''refused'' contract.


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See the contract with that item

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I need the Rentals quantity to show the good number of consumable i have left. Not including the refused

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What statues do you need to show this on?

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Statues below should not deduct the inventory

Refusé

Partiel

Devis

Annulé

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I've attached a filter to the report go ahead and give it another run and see if its any better.

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You added a filter to which report ?

Still the same on my side; if i display the report ''consommable'' for the holi multicouleur. It still show 3 in Rentals Quantity but it should show 4.

What i am looking for is to have the quantity at the end of all rentals.

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The filter was added to Liste des items / Quantité

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Ok, so liste des items / Quantité is good now for the total of consumable we ''sold''

And i need, the report in inventory ''Consommable'' to show number of item at the end of all rentals. This number should not include leads that are ''refusé'' ''Partiel'', ''Devis'' ''Annulé'' because those are refused or cancelled event.

In those statues Reserve Equipment for Leads in this Status is not checked so i don't see why it in included in the Quantity rented

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The inventory reports don't work that way we cannot filter those out unfortunately.

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I do not understand the relation with filter

Just want to understand why items that are in a lead with a cancelled status count in the colomn ''rentals quantity'' (used in the report Consommable. Why do they count as rentals quantity since they were not rented (sold)

In other word, i am trying to have a report to print with all my consumable with the quantity at the end of all leads. So the quantity i need is the one shown there:

The list of contract under quantity in inventory does not incude refused or cancelled leads. Which is what i need without having to go in each inventory.

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I have developers looking further into this

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Developer made an adjustment see if this is now working as you intend.

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Yes, it seams to be ok now. i will look further with other consumable to make sure.

Can you let me know what is suppose to represent the quantity in the standard report in inventory

As you can see, this quantity still show the quantity rented including the refused lead. does not make sense to me

As oppose to the report Consommable with the quantity you arranged. See next image

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Just so you

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Developers have adjusted that column as well.

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