Hello there, thanks for getting back to me, I did, I had to adapt it as i don't want to exclude shipping, the formula threw up some odd results, some showing there was unbilled amounts remaining where there definitely wasn't, in others it simply divides the amount billed by two. Given the fact the other two formulas i'm…

Hello there, sorry, just to clarify, the two formulas highlighted are both working correctly in pulling unbilled sales order amount and billed amount, both net of tax, so don't want to adjust them, i'm just looking for a way of combining them to arrive at the unbilled amount, assume i will need to add to parentheses to any…

Hello there, i did spot this search on Suite Answers and did try to adapt it but was pulling up some odd results, plus a fair bit of adaptation as i want to include shipping and i want to include Sales Orders with no relevant invoices also, is there no way i can use the two formulas already in the search (underlined) to…

Hello there, i was trying to avoid using applying transaction as in this instance i don't want to exclude Sales Orders with no invoices, the idea is for our Finance team to able to see both those and the amount remaining on any partially invoiced SOs, but thanks for the suggestion.

Hello Patrick, thanks for getting back to me, the multiple lines is an issue, but definitely a good starting point, will get back to you when i've had a proper look at how this works, but for now (and this might be a simplistic question so apologies in advance) but noticed that the project line doesn't appear on any…

Ah Patrick, thank you, sometimes i miss the obvious in the quest for a formula solution, based on your suggestion of double checking the SO line items i realised that the figures were being inflated by subtotals and end of group totals in the Sales Order, i added Item is none of Subtotal into the criteria and a formula to…

Hello there, thanks for getting back to me, from what i can see the exchange rate is not having a bearing, the inflated amounts are present in our main currency (GBP) as well, the example i gave you is in sterling. The project name appears as a field in the Sales Order, see below, from what i can see

Hello there, thanks for getting back to me, i replicated the above (see screenshots below) but unfortunately it's still throwing up odd results, eg, the project P00049 below has 3 Sales orders assigned to it, total value of the three is £56,991.79, net of tax, yet the sum returned is £105,331.79. On those projects with…

Hello there, thanks for getting back to me, unfortunately this won't work for our purposes, i use the formula {amount}-NVL({taxtotal},0) for Sales order totals because it gives me the net amount regardless of Subsidiaries, if i use the Net Amount of Tax field it will return a 0 result on our US/Inc Sales Orders, i had this…

Hello there, thanks for getting back to me, find it odd that there's no field for customer fiscal period, for a variety of reasons, appreciate the information though as i would've been searching in vain, thanks.

Hello there, thanks for getting back to me, i have managed to pull the quota vs actual columns into a report, but if there's no way i can also group Unclosed Opps by Forecast value and accumulated value will see if there's any way i can join them in Analytics, thanks for your help.

Hello there, thanks for getting back to me, i've checked the manage accounting periods and nothing comes up except the below, i'm assuming our Finance team have not availed themselves of this feature which is a worry, so my query would be where can we actually enter the accounting period for our customers, is there a field…

Hello there, thanks for getting back to me, apologies, didn't explain myself very well, i'm not looking for a count of Opportunities, ideally the report would have the quota column, actual (accumulated Sales Order value), and then the total value of all Opps in each of the Forecast Types as they stand, with no weighting or…

Hello there and thanks for getting back to me, apologies, don't think i explained my problem clearly, i'm looking for a field where you can enter the financial year our customers use, whether that be April to April, or the calendar year, and as mentioned, have not as yet found a field in the customer record where this is…

Hello there, thanks for getting back to me, i have tried putting ELSE 0 END at the foot of the formula but unfortunately this hasn't worked either.

Hello there, thanks for getting back to me, have checked the Best Forecasting practice and can't find anything related to my particular issue, i'm not wanting any weighted/calculated forecast columns, just the totals of Opps related to the Forecast Type they've been placed in by Sales reps, not sure whether this is easily…

Hello there, with regards to the above issue, having a similar problem when trying to use a similar formula to quantify est gross profit based on manufacturer, so suspect it's a small error, see below, the first field is our custom field for manufacturer. As i regularly use the formula…

Hello there, thanks very much for this, works exactly as needed, and have been able to adapt with projected totals on those parameters to gain percentages as well, very grateful for your help.

Hello there, echoing the initial query above, I find it hard to fathom why Sales rep quotas cannot be pulled into a transaction saved search, so that both Actual (Sales Order) and Forecast ( open Opportunities divided by Forecast Type) can be measured against individual Sales Rep quotas, i'm aware there are some…

Hello there, Happy New Year to you, unfortunately i still haven't been able to work out any adjustment to make this formula work, so would appreciate any advice, thanks.

Hello there, apologies, i did miss the apostrophe in the message text but not in the saved search, have tried a few combinations, including the one suggested, see below, but still returning 'Invalid Expression', so a bit stumped at the moment. Would appreciate any advice on this, thanks.

Hello there, i have voted for the above enhancement as it would far easier and more agile to have quota available in saved searches than reports, ideally would like to be able to include quota alongside actual Sales order intake, plus Opps not yet closed, with projected total for Committed, High and Low Potential opps,…

Hello there and thanks for getting back to me, i'm trying to pull actual GP% per Opportunity via Sales Order, for most of the transactions i can pull this figure via the SUM({tranestgrossprofit})/SUM(NULLIF({amount}-NVL({taxtotal},0),0)) formula, but not when two Sales Orders have been raised to cover one Opportunity, i…

Hello there, thanks for getting back to me, and for the solution! I've just added in and it's now pulling correct amount net of tax for all transaction types, very much appreciated.

Hi Patrick, i have, and it does give the correct amount for the UK bill credits, the trouble with that particular field is that it doesn't work correctly across our Subsidiaries, so shows no result in our case for USD transactions, only GBP, i normally get round this by using the formula {amount}-NVL({taxtotal},0), on all…

Hello Patrick, thanks for getting back to me, i don't think the exchange rate is the issue, the example above is from a UK Bill Credit, in our base currency (GBP), i can do some further digging around what the tax circled actually constitutes, i'll speak to our finance team and get back to you, thanks.

Hello there, having taken a look at my report again, i've realised that the only payment type causing an issue is Bill Credits. All other payment types in the column are showing the correct net of tax amount with formula {amount}-NVL({taxtotal},0), but for some reason the Bill Credit is showing an inflated amount. Below is…

Hello there, many apologies for the late reply, was on leave a few days and working on some separate reporting, i haven't had a chance to test this as yet but will get back to you as soon as possible with confirmation on whether the solution works. Kind Regards Sean

Hello and thanks for your help, this is now working perfectly and i've built the table type saved search required, very much appreciated.

Hello there, thanks for getting back to me, no, still not found a solution as yet, would be grateful for any suggestions, thanks.