Thanks this helps.I have a similar setup that i cant get to work, would love your thoughts as to whats wrong =IIf(iif(year([ARInvoice.CreatedDateTime])=2020, [ARInvoice.CuryOrigDocAmt], 0)-iif(year([ARInvoice.CreatedDateTime])=2019, [ARInvoice.CuryOrigDocAmt], 0)>0, 'good', 'bad') I actually want the SUM of [ARInvoice.CuryOrigDocAmt] for each one. In its current format it just seems to take the first [ARInvoice.CuryOrigDocAmt]. How should this be written? The overall requirement of the generic enquiry is one, calculate the ales per year for a customer, (this section is working fine) and then two, colour the box depending on whether the customer has brought more or less than the year before.
Hi @dan_00 , You could create a formula field on the Results tab similar to this: =iif(year([ARInvoice.InvoiceDate])=2021, [ARInvoice.CuryOrigDocAmt], 0) Sum in the Aggregate function column In the Grouping tab, group on Customer ID Hope this helps! Laura THANKYOU!!!!!!!!!!
Thanks for the above info. I think the real question is, why is there no inbuilt sales history generic inquiry? This is one of main pages for other CRMs
There should be an inbuilt generic inquiry for this. Everyone needs to see what customers are increasing or decreasing in sales.
Or if not Outreach, does Acumatica integrate with any other Sales Engagement Platform?Salesloft?
Hello @Naveen B With this customisation package, is there a way to have it so that it shows for all activity types, and then dependant on the activity type chosen, have different values in the dropdown?Or is thisnot a possibility?I note this article describes how to add a dropdown field, but not regarding having the selection field dependent on an earlier field. https://www.crestwood.com/2018/03/13/how-to-add-a-dropdown-list-field-to-an-acumatica-screen/ Would there be an extra step or two in this process shown here that would make it possible?
Thank you for that info @Irina Interesting idea @shawn98 I will give look into it.
Ok will do.
Hello @Naveen B Thank you for the customisation file, its good.After working on this, we actually wondered whether the best approach to this was to extend the Attributes setup CS205000to the Activities screen?Is this possible? Would it be another way to answer the issue?Or should this be put on a new thread...
Thanks heaps for that @Naveen B I am actually getting a validation issue:\App_Code\Caches\CRActivityMaint.cs(29): error CS0246: The type or namespace name 'CRActivityCExt' could not be found (are you missing a using directive or an assembly reference?)Do you know why that would be?
Ok thanks for that @Naveen B
Hello @Naveen B We were looking to track all inventory items over a year long period.
We also have the same issue. Our scenario is that we sell to chain stores / buying groups etc. These are set up as Parent/Child business accounts in the system. They then have their own particular stock code for our items.If we could use the Cross References tab to store these codes it would be great.However the same issue occurs for us, where Cross References allocated to the parent account do not feed through to child accounts.It is not feasible to do these for each individual child account.Can this be fixed please?
Hello @smarenich Thanks for this info, yes that makes sense.
How could this be done if we have Acumatica as SaaS?
Thanks for your help @vkumar I went into some of the settings in the Billing Rules following your feedback and found a field that was set incorrectly there. So all fixed now!
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