0

Sales and forecast statistic

Jet Reports Historic Posts

September 15, 2015 09:59

None

Follow

I believe there is a Prepayment Amount field in the Sales Line table. You could subtract that from your forecast.

• Facebook
• Twitter
• LinkedIn

3 comments

• 0
  
  Jet Reports Historic Posts September 15, 2015 09:59

  Hi there,
  
  i need a litle help my sales- and forecast statistic.
  
  I have my sales statistic with a normal sum-formular: =NL("Summe";18;"Verkauf (MW)";"Datumformat";"01.09.2015..30.09.2015")
  
  My forcast of all open oders minus sum of every discount amount is: =NL("summe";37;"Zeilenbetrag";"Belegart";"Auftrag";"Zu fakturieren";">0";"Belegdatum";"01.09.2015..30.09.2015";"Externe Belegnummer";"<>RES.")-NL("summe";37;"Rechnungsrabattbetrag";"Belegart";"Auftrag";"Zu fakturieren";">0";"Belegdatum";"01.09.2015..30.09.2015";"Externe Belegnummer";"<>RES.")
  So far, so good.
  But if we’ll get a down-payment of 50%, the sales part will raise by 50 %, but the forecast is still 100%.
  
  I need to reduce the forecast till we will get the final payment.
  
  Thanks for your help
  
  (Nav 2009 & Jet Essentials 15.0.14329.0)

• 0
  
  Jet Reports Historic Posts September 15, 2015 17:29

  Yes, thanks.
  
  I can use the prepayment amount field from table 37:
  
  NL("summe";37;"Zeilenbetrag";"Belegart";"Auftrag";"Zu fakturieren";">0";"Belegdatum";"01.09.2015..30.09.2015";"Externe Belegnummer";"<>RES.")-NL("summe";37;"Rechnungsrabattbetrag";"Belegart";"Auftrag";"Zu fakturieren";">0";"Belegdatum";"01.09.2015..30.09.2015";"Externe Belegnummer";"<>RES.")-NL("Summe";37;"Fakt. Vorauszahlungsbetrag")
  
  
  the one thing left is, that i don't have any date-field in the sales line table.
  Can i reference to the sales header where i can use the posting date field?

• 0
  
  Jet Reports Historic Posts September 15, 2015 18:02

  You can use the Link= to link to the Sales Header table http://kb.jetreports.com/article/AA-00723 or you can use an NL(Filter) to get a list of document numbers from the header to use as a filter in the Sales Line http://kb.jetreports.com/article/AA-00494
  
  Best practice says that use a Link= when starting from a small table and linking a larger table and use a Filter when starting from a large table and filtering on a smaller table.
  
  In this case, you are getting data from the Sales Line and need to filter on data in the Sales Header so you should use a Filter but you can try what is easiest for you. If it performs at an OK speed, stick with it.