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Comments
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Yes, I can make a custom field. I've made a few custom things trying to solve this already. I don't fully understand the second question you are asking, both the forecast custom record and the invoice have a dates on them.
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Ok so I realized I'm basically trying to solve for SUM = x(b) where x is the forecast number and b is the amount of records it is found in the found set. It is not possible to solve for this using a calculated measure. This leads me to my next fix. This would be to make sure all the sales orders join with the forecast…
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Thank you! Here is the formula used for the formula field CASE CASE REGEXP_SUBSTR({entity#display}, '(\d+)\w') WHEN {entity^customer.custrecordsb_channel_forecast_customer<customrecordsb_channel_sales_forecasts.custrecordsb_channel_forecast_customer#display} THEN 1 ELSE 0 END + CASE {item#display} WHEN…