Open Forum

OM Detail in AR Detail

  • 1.  OM Detail in AR Detail

    SILVER CONTRIBUTOR
    Posted Jun 21, 2019 10:16 AM
    SL 2015 version 9.01.

    We use OM to do our invoicing.

    Is there a way to "import" detail from OM into AR detail?  All we see after it is posted in any AR description field/reports is below.
    AR detail
    I don't see a report in OM.

    We use for monthly reporting and not to useful without more detail. Edit vr_08621 in Crystal or QQ (ar_balances and soshipline) might be the best way?

    I'm really looking for the easiest way.  Thank you for any assistance or suggestions.

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    Maurice Shallow
    Chief Financial Officer
    Association of Illinois Electric Cooperatives
    Springfield IL
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  • 2.  RE: OM Detail in AR Detail

    BRONZE CONTRIBUTOR
    Posted 24 days ago
    If the invoicing in OM is for inventory items, all of the detail ends up in Intran.  That is our source for sales reporting.

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    Cindy Hall
    Velosio
    Louisville KY
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  • 3.  RE: OM Detail in AR Detail

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Cindy,
    Thank you for responding.
    Unfortunately, we are not set up that way.

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    Maurice Shallow
    Chief Financial Officer
    Association of Illinois Electric Cooperatives
    Springfield IL
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