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Revenue Line Item - reporting bug?

Ada Napierala

Hello, 

We've recently noticed a discrepancy on number that are reported for Closed Won Revenue Line Items, for the converted (e.g. EUR to USD) product lines. 

E.g. if a Revenue Line Item (Closed Won in April 2024) was 3,500 EUR, on the Revenue Line Item it converts to 3,757.42 USD - which is correct and with accordance to April 2024 conversion rates. The same value is also shown on the Opportunity Revenue Details (which are automatically pulled from Revenue Line Items). 

However, these are not the number we see when we report on the Row and Columns Revenue Line Item Report (is USD) - from the above example, instead of seeing 3,757.42 USD the value yesterday was 3,733.41 USD and today it is 3,812.30 USD. This issue does occur when we report on  Row and Columns Opportunities Report which uses the opportunity fields. 

Does anyone else is experiencing this issue? Do you know if this is conversion rate bug / reporting bug? 

Thanks!

Ada

  • 0 Sugar Employee Badge

    Hello Ada,

    From your description I believe you are facing the following issue 

    #83428 ( portal.sugarondemand.com/ ) 

    The problem appears to be related to the fact that the report doesn't take the historical currency conversion into consideration (at the time the Opp was Closed Won), converting the value to the up-to-date conversion rate. 
    The best would be to create a case to have Support double checking this and allow you to receive updates on the defect progress. 

    At this stage I can see that the issue is set to "Under Consideration". 


    I hope this helps. 


    Cheers, 

    André