Hello,
I need guidance on how I can build a report using the jet formulas that can satisfy the below conditions. Any help is greatly appreciated.
System being used: Navision
• Reports pulls data from the open sales order & posted orders
Conditions:
• Filter by brand code
• Item No.
• Date
Shows the following fields:
• Item No.
• Description
• Quantity from open sales orders
• Quantity from poster orders
• Customer State
• Customer Name
Note: Purpose of this report is to compared the number of cases on sales orders vs. last years posted orders for the same product number.
1 comment
-
Jet Reports Historic Posts Hi Biru,
It seems like you have all the information you need to get started on the report. I would suggest building a mockup to help you get to where you want.
For example, you have both Items and Customers so how do you want to see the report? Items grouped by customers or customers grouped by the items. Those are two different reports.
For the quantities, you just need to have two different date filters, one for this year and one for the matching previous year.
One thing to note is that you will probably need to use some sort of array calculation to get all of the items/customers from the two different tables (Sales order and posted orders), in case the bought something last year but not this year (or vice-versa)
Jet Essentials Videos http://kb.jetreports.com/article/AA-00731/8/ (There is a series on Grouping Reports)
Filtering Based on Data from Another Table http://kb.jetreports.com/article/AA-00494
Array Calculations http://kb.jetreports.com/article/AA-00498
Hopefully that will help you get started on this report.