Customer History Report Mod
New to Acumatica and the Forum. Just getting in to report designer so forgive me if this is a simple question.
For all of our clients who are international, we have a sales territory defined as "export". I would like to modify the standard vanilla Acumatica "Customer History" report to filter on "sales territory=export". I was not sure the easiest way to accomplish or what tables/fields I would need to join.
Any help would be greatly appreciated!
Welcome Ron! What field are you storing the territory in? An attribute?
Sorry for the late reply, we went live on Monday 8/3 and dealing with the "one-off's. Yes, the sales territory is stored on the Customer record under the Attribute tab. We have domestic values defined by US Census Divisions and all international as "export".
You should be able to add the Attribute as a Parameter to the report, then use it in a Filter on the report.