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Hi, I am trying to achieve sales for each agent. In this, I am joining SOOrder and SOLine to get the Total Sales and Total Orders for each agent by grouping CreatedByID. Since join is performed, I get multiple lines on SOOrder and when SUM is done on OrderTotal, it doesn't give the correct value.
Attaching the GI, I have created. Any help to get TotalSales would help
If you are looking to get just total sales by createdById then you do not need to add the line item(soline in your example) Also, you should use the ARTran table for sales, as the SO table is not final sale technically until it is invoiced.
I'm with Ellie. Without context about your end objective, it's hard to provide advice. Can you help us understand what you want as an end result?
Data to display
Calculations required
Criteria and/or Parameters
Constraints and/or Filters
Sorting and Grouping