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Hello all first time poster,
New user to Acumatica and currently implementing ACU for my company. Reporting has been a bit of a learning curve but I have been making small strides.
Looking for help creating a monthly sales report that shows, grouped by Customer, Invoiced Sales, "Open" sales then total (invoiced + Open). We will be using this to monitor our monthly sales expectation.
Invoiced would come from the ARInvoice / ARTran
The "Open" is a bit trickier as it would need to only pick up shipments that have a Delivery Date (this is a User Defined Field on the shipment) scheduled between the [Start] - [End] dates listed in the parameters. I believe this could be picked up from the SOOrder or even on the SOshipment tables.
I have created a GI that has the AR side done but I am struggling with adding the applicable tables and relations to get the Open Amounts populated.
Happy to share the GI if needed or provide any further details on what I am trying to achieve. Below is a basic layout that I am trying to get.
Thanks all!
What's tricky about this is that you have two different datasets: ARTran and SOLine
There's a technique that I like to call the Wyatt.ERP Technique which I think could handle this. It allows you to do the equivalent of a UNION statement in SQL:
https://www.augforums.com/forecasting-future-acumatica-project-revenue-in-monthly-buckets
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