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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Sales Totals in Monthly Bucket Columns
I want to Total Sales Order Qty's in monthly columns for Sales Rep and Item rows in a saved search.
I know I need to grab Sales Orders and group them by Sales Rep and Item to get my rows.
Then I need to create a formula column for each desired month that sums the applicable quantities using Case SQL statements.
While I'm having trouble finding any old notes or suiteanswers on the specifics, I believe I can muscle through that part (but hints would be appreciated).
But where I really need help is in making it flexible (i.e., a rolling 8 month window).
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