You open the report Revenue by Team Member and are reviewing the invoiced times and expenses. You notice that values that were invoiced via a credit memo are missing in this report.
Reproducing the Issue
- Navigate to the work center Project Management
- Choose the view Reports and open the report Revenue by Team Member
- Set the required selection parameters and start the report
In the key figure Net Value - Invoiced Time and Expenses you see an incorrect value. Quantities that were invoiced via a credit memo are not considered.
The report Revenue by Team Member shows values that are associated via a project invoice request. Additionally, if the customer invoice is cancelled and a cancellation invoice is created, then this value is considered in this report as well. The values from manual credit memos however are not available in the project invoice request and thus they cannot be considered in this report. This behaviour is correct.
If you would like to see the final invoiced amount you can use the report Customer Project Overview.
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