I'm not sure how to do the following, "Ensure that the Subsidiary of the Location is included in the Item and Customer's Location. Also, that the Subsidiary of the Location is selected on the Sales Order form."

I checked and the Grandchild accounts are active. Could this be a setting that I don't have enabled? I'm attaching a screenshot but it doesn't show much, just the two available child accounts.

Thank you very much, that turned out exactly like I wanted. I really appreciate your assitance.

I haven't been able to build out a report very well that shows it, but what I tried to do was run a saved search and group by type over the previous 365 days, then use a formula field to divide by 365.

I was looking to have something on the dashboard in a graphical representation showing one bar for each issue type with the average # of that case issue type for the past year. Then next to that one a bar showing the current week's # of that case issue type. Some way ot easily see if a case issue type was happening more…

About the case issue: is this the same as the Issue Type? Yes, that is the field we're looking to track In which field do you typically track the case issue? Currently we're not doing anything with the data, but we're looking for a way to monitor and be alerted if something it outside of the norm. Is this field available…

Currently we don't do much with tracking issues, but we would like to get better at doing so. We're looking for a way to see the average # of cases issues in a given week by type, and compare against the current week to see if something is happening more frequently than usual.