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In Contrary to what @Tigran Shahnazaryan claimed about Statuses, there is this Quote that shows up on Sales Rep Forecast which has a Status of "Expired" @Michelle Jabanes-Oracle , please share your insights as well. Please share the accurate list of Transaction Types along with Status that will be part of "Sales Rep…
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Thank You So Much @Tigran Shahnazaryan , this was much needed information. Before we close the discussion, can you please help me out with the Saved Search that you recommended previously (we do have "Incentive Compensation" enabled). If you can simply brief me out of what type of "Saved Search" would be created?…
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Thank You @Tigran Shahnazaryan for your prompt response. Any comment on "Status" of those Transactions, as in "Billed" & "Closed" Sales Orders are not part of "Unbilled Orders", similarly what Status of other Transactions you mentioned will be/not be part of Sales Rep Forecasts screen?
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Hey @Tigran Shahnazaryan , thank you for the information. Even for Saved Search to be created, my Prior Question needs to be addressed "What Transaction Types makes up to Quotes, Unbilled Orders and Actuals?"
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The issue was Self-Resolved, Pivot visualizations need "Measures" to be added under "Values" and that solved the issue.
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Hey @Michelle Jabanes-Oracle , thank you for taking your time and digging into the root cause. So I get that Daily Quota = (Annual Quota / 12) / 31. But the problem is, it is assuming that every month has 31 days, let me share you couple of examples of the month which aren't 31 Days long: Continuing the example of a Sales…
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Hey @Niks Blando-Oracle , I've recently made another observation for Purchase Price (from Item Page on Vendor Line) vs Vendor Price (from Vendor Page on Item Line). So for example this Item FIT-X107-E has 2 Vendors on Item Page: 00107 FAIRVIEW LTD - NB & 01100 FAIRVIEW LTD - ON But when I Visit Vendor Page for 01100…
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Hey @Niks Blando-Oracle , I was wondering for these 2 Fields, how do we put them on Item Saved Search? (My Original question 2)
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Thank You for reaching out, I've passed on your workaround to Primary User of this functionality, based upon their response, will mark your response as Answered or Not 😊