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 Jun 28, 2019 08:58 AM
    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 Jul 01, 2019 10:52 AM
    Cindy,
    Thank you for responding.
    Unfortunately, we are not set up that way.

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