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sunwayfan
@sunwayfan
Forum Home   |   Recent Posts
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Topics: 10 / Replies: 48
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RE: How to configure Customerwise- Itemwise Commission

Would there be anyways that we could base commissions on Customer and then Item Class we would like to sell to Customer ABC Which can buy from Item C...

7 years ago
Forum
Everything Else
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RE: Display Purchase Qty and Shipped Qty

Yeah, that's exactly I was looking for! Thank you Shawn.

8 years ago
Forum
Acumatica Report Designer
Topic
Display Purchase Qty and Shipped Qty
8 years ago
Forum
Acumatica Report Designer
Replies: 2
Views: 3385
Reply
RE: publishing GI bundle

Yes, adding Site Maps to the GI worked! Thank you Tim.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: publishing GI bundle

I have added only Generic Inquiry to the customization project. Will add the Site Maps and try publishing the project again.

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Reply
RE: publishing GI bundle

Thanks Shawn, I manually changed the Screen ID in the customization project, and thats when I got this error

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
publishing GI bundle
8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 6
Views: 4413
Reply
RE: Fill Rate by Item

I tried this but getting the following error Column 'SOLine.ShippedQty' is invalid in the select list because it is not contained in eithe...

8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Topic
Fill Rate by Item
8 years ago
Forum
Acumatica Generic Inquiries & Pivot Tables
Replies: 5
Views: 4963
Reply
RE: Formula to calculate Total line items

SO6210001.rpx SO621000.rpx

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Formula to calculate Total line items

It gives correct result only for current month. If I change the Date to last month the Total Shipments in not able to give correct values, though the...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Formula to calculate Total line items

I created a sub report for the shipments, but if there are 4 shipments for that customer it shows number 4 on 4 lines 4 4 4 4 How can i limi...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Formula to calculate Total line items

This is the sub report that I created but it is still showing total line count. And it is not visible on the Main report too. Attaching the Main r...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Formula to calculate Total line items

Okay! Can you give me an example of how to use variable in report designer that would give me the count of lines?

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Formula to calculate Total line items

This is the report for Shipment details by customer 226-SO621000.rpx The formula =count([SOShipment.ShipmentNbr]) counts all the shipment num...

8 years ago
Forum
Acumatica Report Designer
Topic
Formula to calculate Total line items
8 years ago
Forum
Acumatica Report Designer
Replies: 11
Views: 8424
Reply
RE: Total amount of Item shipped and Backordered

Had not included sum( ) for shippedqty field which was showing the difference.

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Total amount of Item shipped and Backordered

Yes I am getting values in the backorder column. The issue is that the Shipped Qty values are not correct.I compared the shipped qty column with the S...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Total amount of Item shipped and Backordered

Oh okay. Attaching the .rpx file so62150001.rpx

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Total amount of Item shipped and Backordered

Was not able to attach the .rps file in the post because it said File type not allowed.The Active Migration checkbox is not checked in the AP screen

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Total amount of Item shipped and Backordered

I figured out the formula for Fill Rate %, but the shipped qty column does not show the correct value. so could you please take a look at the attached...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Total amount of Item shipped and Backordered

Sorry, I don't need the total amount column. So now I have Item | Shipped Qty | Backorders | Fill Rate % How to Calculate Fill Rate%? Fill rate % =...

8 years ago
Forum
Acumatica Report Designer
Topic
Total amount of Item shipped and Backordered
8 years ago
Forum
Acumatica Report Designer
Replies: 10
Views: 3536
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

Thank you Tim! How can I find out the relationship between any 2 tables? Is it listed out somewhere? Is this right?I am confused which field i...

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

For Sales Comparison by Item Class what should be the relation between ARInvoice and InventoryItem table? Right-click to Download

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

It worked after using the Aggregation function

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

Right-click to Download This is the GI

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Using values from InventoryTranHistEnqResult table

Yes, It worked after changing the Group Collection in the Report designer The mapping wasn't right before

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

Like for example the Salesperson YS in the screenshot attached the sales for Feb 2018 in the GI we build is 5500 but it shows 35707.77 in Sales Profit...

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

Also I think the formula for Month to Date sales isn't working correctly, it shows the sales for that particulate date of the docdate rather than maki...

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

If I want to filter Sales this month last year, is this formula right? =IIf(Year([ARInvoice.DocDate])-1=Year([Today]-1) And Month([ARInvoice.DocDate...

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Using values from InventoryTranHistEnqResult table

The quantity 38 is for the items with customer class SP

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Branch Security for Journal Transaction Lines

8 years ago
Forum
Everything Else
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RE: Branch Security for Journal Transaction Lines

Do you think that by using branches we would be able to create the P&L that I have attached to show sells from the separate Department i see how w...

8 years ago
Forum
Everything Else
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

How can I get sum of all the days in a month? I don't want to display it datewise, I want total sum of sales this month and year

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

This is exactly what I was looking for. Thank you!

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Using values from InventoryTranHistEnqResult table

I tried with ARTran and InventoryItem table too, but still it didn't work

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Using values from InventoryTranHistEnqResult table

I think it is something to do with the table relationships in the schema builder What should be the relationship between Customer and Invento...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Dashboard to display Sales for current month and current year for each salesperson

Can you please show an example of the GI which would have such two columns using IIF formula?

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Using values from InventoryTranHistEnqResult table

Yes I am using ARTran.Qty.I tried using ARTran.BaseQty but it didn't show any difference

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Using values from InventoryTranHistEnqResult table

I tried using Qty from AR and the report showed these values(36 qty shipped) Even the net sales are not accurate (the net sales should be 391.4 b...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Using values from InventoryTranHistEnqResult table

Aren't they same? shipped quantities and invoiced quantities?Because whatever gets shipped will be invoiced

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Power BI dashboard to display Sales for current month and current year for each salesperson

Yes, These 3 columns only

8 years ago
Forum
Acumatica Dashboards
Reply
RE: Using values from InventoryTranHistEnqResult table

Yes, But I am trying to create a new profitability report by Customer Class and Item. I want to display the quantities shipped for a Particular item o...

8 years ago
Forum
Acumatica Report Designer
Reply
RE: Using values from InventoryTranHistEnqResult table

The report I created is Sales Profitability by Customer Class and Item Trying to display shipped quantity for item of a particular Customer c...

8 years ago
Forum
Acumatica Report Designer
Topic
Dashboard to display Sales for current month and current year for each salesperson
8 years ago
Forum
Acumatica Dashboards
Replies: 23
Views: 13074
Topic
Using values from InventoryTranHistEnqResult table
8 years ago
Forum
Acumatica Report Designer
Replies: 15
Views: 5359
Reply
RE: Expand the fields in P&L report

Yes I figured that out. It works if we select Account from the Expand drop down list.Thank you!

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Topic
Expand the fields in P&L report
8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Replies: 2
Views: 2502
Reply
RE: Enterprise-Reporting based platforms as alternative to Report Designer

Tim - do you think that Solver BI360 is something that we could use here. we are still looking to to make and build trending reports. we are having no...

8 years ago
Forum
Everything Else
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