Customer Profitability report to show the correct revenue and reflect the COGS of Drop Shipment transactions (Workaround for Enhancement 59387)

 

The Customer Profitability report does not capture the corresponding cost associated to a Drop Shipment which in turn makes the Total Profit overstated. 

1.       Create new item records under Lists > Accounting > Items > New

2.       Set Drop Ship Item checkbox = T

3.       Assign an Income Type of account in the COGS Account field

4.       Hit Save.

5.       Existing item records can be edited and change the assigned value in the COGS Account field.

6.       The Customer Profitability report will then show the Net Profit under the Total Profit column.

 Note: The items created/edited are those to be used for Drop Shipment.