GI Grouping By Contact Related to SO & Comparing to Attribute

  • 3 November 2022
  • 0 replies

Essentially what I am trying to create, is a GI which shows a list of contacts from a particular customer, and the total vat exclusive value of SO/SO'S that has been created with that contact on it.

Each one of the contacts from that customer has an attribute assigned to it with a Dollar Value, which is their spend limit. Being able to display both their total spend for a particular period (which will be set as parameters on the GI) and the spend limit, and then another column showing the difference between the two.

Any help would be appreciated!

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