| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-240423 - Equipment Analysis report does not match site deliveries|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-240423]
* Issue:
** Company sells a winter product with additive and a summer product with no additive to the same customer site throughout the year.
** When setup as Site Product, Loaned Equipment Analysis is only showing the value of sales for the current product assigned to the site, and is missing the sales of the other product.
* Requirements:
** Adjust Loaned Equipment Analysis sums.
*** When Evaluation Method = Site Product
**** Sum all Sales and Margin of Products where the Site was selected on a transaction.
* Steps to create
** 1. Tank Management > lease > Equipment Analysis
** 2. navigate to Lease number showing in screen shots
** 3. Sales Quantity amount is not correct amount
** Acceptance:
*** Sales Quantity should match what is showing in Delivery history tab.
** Please see screen shots in the comments section for reference.
* Updated Steps to Recreate
1. From Consumption Site > open customer site. Note the item used in site.
2. In Device tab > open the device and check the lease. Evaluation Method should be set = Site Product.
3. Create an invoice for that item. Post.
4. Go back to site and change the item. Save.
5. Create another invoice for the new item.
6. Go to Leases > Equipment Usage Analysis. Filter the date range and click Generate button.
7. Check the customer site, its Sales and Profit Margin. Sales and Margin should sum up all the sales regardless of the customer assigned to site.
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