Sales Allow Retotaling Report overview

Sales > Reports > OE Reports > OERT

Function acronym: OERT

If sales tax rates have changed, use this report to recalculate the tax amounts on orders that were entered but not invoiced before the rate change.

Running the report sets the internal OE Line Flag field in the database to Yes on orders in stage 0 (Entered) through 3 (Shipped). When the Line Flag is Yes, it indicates a change has been made to a line and that the order totals need to be recalculated (such as for a changing tax rate) or retotaled (such as for a changing order amount). The recalculating/retotaling is completed by running the Sales Order Audit Report.

The report output lists all of the orders that are updated, and any that cannot be updated for the following reasons:

  • Invalid order
  • Invalid stage
  • Invalid order type
  • Order in use

Blanket Release (BR) orders that have not been converted and Received On Account (ROA) orders/transactions are not included.