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Hi Everyone,
I'm trying to build a generic enquiry that returns the sales for each customer by year and compares the values so that we know which customers have had a significant drop in sales.
I have built a generic enquiry to display all the lines items in our invoices, however this also includes line items from invoices that were marked off against credit memos, and I'm not sure how to remove these values.
Another problem is how to compare the totals by year so we can show to the sales team the % change.
Thanks in advance for all the help!
Kind regards,
Guilherme
To remove the ones that have credit memos, you can use a formula like this to turn Credit Memo amounts into negatives:
https://www.augforums.com/forums/acumatica-generic-inquiries/show-credit-memos-as-negative-amounts
Then you can join to the DateInfo table and group on DateInfo.Year to get totals by year.