I am trying to create a report that lists the top 20 Sales dollars from our customer table. I can make it work if I just use the Sales Invoice line table. However,
accounting needs to have the credit memo's included in the sort.
Can someone show me how to include both the sales invoice line table and the Sales credit memo line table to come up with the top 20 customers in sales dollars?
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3 comments
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Jet Reports Historic Posts Can you instead work from the Ledger Table (excluding payments) to get your list of customers?
Then once you have the customers, you can use the Sales Invoice to gather any additional data needed for your report. -
Jet Reports Historic Posts I cannot use the Cust.Ledger table as I need the sum by Product posting groups, I need to eliminate some of the groups.
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Jet Reports Historic Posts If the sales report is based on items then use the Item Ledger Entries, this will give the values based on Product and Product Groups. As a rule I find it bad practice to base reports on posted documents and will avoid this wherever I can
Regards
Malcolm
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