Grouped report by Sales Agency, by Invoice, by Marketing-Sub Strategy

Jet Essentials
2015 Update 1

NAV 2009 R2

Hello,

I'm a new Jet user and developing a grouped report for monthly commissions. It works OK, but the sales basis is by individual 'Item Code' and I'd like to consolidate sales by 'Marketing Sub-Strategy,' (or perhaps 'Product Family'. For instance, if an Invoice has 5 Item Codes with a Marketing Sub-Strategy of '44' all applicable sales should be subtotaled in one row, by invoice, instead of 5 individual rows of '44.' We typically pay by category and trying to reduce output for check enclosures.

Here's the main NL for Invoices:

=NL("Rows=1","Sales Invoice Line",,"Sell-to Customer No.",$D$4,"Posting Date",$D$3,"No.","<>534*",,,"Quantity","<>0","Link=","Customer","No.","=Sell-to Customer No.","Salesperson Code",$B8)

Please let me know if you need anything else.

Thanks very much,
Bob

Jet Reports Historic Posts December 29, 2016 21:27

If your "Marketing Sub Strategy" is a dimension, would something like this work?

Jet Reports Historic Posts January 06, 2017 13:24

If your "Marketing Sub Strategy" is a dimension, would something like this work?

sample.png

Hello and Thank You for the suggestion. I'll verify whether or not the item class is a dimension and try it out.

Grouped report by Sales Agency, by Invoice, by Marketing-Sub Strategy

2 comments