The Billings I manually grab the total sales from the P&L report.
I want to add this in report designer which field i have to select ?
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How to add P&L Total Sales Value in Report?
Best answer by aaghaei
Wow 🤩 your weeks have 8 days. Just kidding.
in your GI you can use week function to identify to what week each date belongs and then in result you can use the Week to aggregate data.
regarding the P&L if you mean the amount from ARM, it is not possible to bring ARM figures into GI. Whatever logic you have in your ARM report you need to replicate it in your GI.
If I have a correct understanding of your need, using out of box features, considering both sales and GLTran are detailed and you need an aggregated number, it will result in duplicate figures and wrong values in GI.
To make this work you need a custom DAC that aggregates the GLTran sales weekly by the associated GL Accounts, another custom DAC that aggregates the SOLine and then in an inquiry you use them to get the desired result.
+10Please elaborate. Not sure if the need is clear. If possible some screenshots will be useful to better understand what you need and help
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
Thanks for your response.
Basically my client is asking to create a report which should display the Total Billing Amount and Booking Amount based on weekly wise.
for ex:-
The report would look like this :
Start Date: 7/1/2023
End Date : 7/8/2023
Bookings : $598,477.13
Billings: $476,910.84
The Next week it would look like:
Start Date: 7/9/2023
End Date : 7/16/2023
Bookings : $488,263.00
Billings: $517,963.02
Booking Amount is Line total from Sales Order summary report and
Billing Amount should display from P&L report from Total Sales Column
+10Wow 🤩 your weeks have 8 days. Just kidding.
in your GI you can use week function to identify to what week each date belongs and then in result you can use the Week to aggregate data.
regarding the P&L if you mean the amount from ARM, it is not possible to bring ARM figures into GI. Whatever logic you have in your ARM report you need to replicate it in your GI.
If I have a correct understanding of your need, using out of box features, considering both sales and GLTran are detailed and you need an aggregated number, it will result in duplicate figures and wrong values in GI.
To make this work you need a custom DAC that aggregates the GLTran sales weekly by the associated GL Accounts, another custom DAC that aggregates the SOLine and then in an inquiry you use them to get the desired result.
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
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