Ordered Totals, Previous and Delivered Totals

Owned by Julie Hanlon
Dec 01, 2023
2 min read

In the footer of the sales order entry form you will see a grid for Ordered, Previous, This Delivery totals.

Ordered Totals are based on ordered quantities, so are inclusive of any back orders. Previous means the total delivered on previous snapshots. If you’re looking at snapshot 3, Previous will include snapshot 1 and 2. It uses Qty This Delivery, not Quantity Ordered.

This Del. is the total for this snapshot and is also based on Qty This Delivery for each line.

Why does Ordered vary from This Del?

Well for a start, you might have backorders. If the customer orders 10 items at $7 each, your Ordered Total will be for $70. But if you can only deliver 8 now and 2 are on backorder, This Del will be $56

Sometimes Ordered Totals might differ from This Del, particularly with GST, when the order is completed. The reason for this is that there is in fact a slight difference in the calculation between Ordered Totals and Delivered Totals even when the quantities are the same. Delivered Totals are calculated by summing the Line Totals on the lines. The Lines Totals are rounded in each step of their calculation. When looking at Ordered Totals, we don’t yet have a Line Total (items may be on back order). Ordered Totals are calculated on the go, they’re not saved and they’re not editable, they’re still rounded each step of the calculation.

We round to System Setting ‘SalesOrdersMoneyDecimalPlaces’. Here’s the detail for those who like math:

Ordered Total

Ordered Ex-GST Total: Sum of lines' "OrderedExGSTAmount"

OrderedExGSTAmount For Inc Tax items (when items are inc tax): OrderedIncGSTAmount - OrderedGSTAmount

OrderedIncGSTAmount For Inc Tax items (when items are inc tax): ROUND((PriceIncGST * QuantityOrdered), 2)

OrderedGSTAmount For Inc Tax items (when items are inc tax): ROUND((PriceIncGST * QuantityOrdered) - ((PriceIncGST * QuantityOrdered) / (1 + (TaxRate.Rate / 100))), 2)

PriceIncGST = SO_Lines.ItemPriceIncGST = Grid "Price Inc." (rounded on save)

QuantityOrdered = SO_Lines.QuantityOrdered = Grid "Quantity"

Delivered Total

This Del. Ex-GST Total: Sum of lines' "DeliveredExGSTAmount"

DeliveredExGSTAmount For Inc Tax items (when items are inc tax): LineTotal - GSTAmount

LineTotal = SO_Lines.CurrentLineTotal = Grid "Total" (rounded on save)

GSTAmount = SO_Lines.TaxToCharge = Grid "Tax"