Hello there, thanks for sending this, but would not work for me very easily as we have 15 Entity statuses, i spotted something similar on Suite Answers, but was hoping i could find a calculation via a count of document number, with NULLIF formula on the Entity Status, just not sure how to put it together, will keep trying,…

Sorry, this is the example i was talking about, thought i'd sent it above.

Hello there, no problem, i did find the below on Suite Answers the other day and did manage to apply, so thought there may be a way to apply it, but it was a far more basic formula, thanks again for your help, the individual GPs will be a huge improvement.

Hello there, thanks ever so much for this, it works just as it should across figures from US and UK reps, just one final question, is there a way of adjusting this particular formula so that we also have a total accumulated GP percentage at the foot of the table? I'm aware that MAX is used in these instances in place of…

Hello there, don't suppose anyone has any ideas re the above, i've gone through a lot of permutations of that formula to no avail, would appreciate any advice, thanks.

Hello there, apologies for the delay in getting back to you, been a lot of other reporting to do in other areas, i did try a separate saved search and the same results came back, so all transactions with no tax applicable did not show up when the formula suggested was applied, i also tried some of the previous ones to no…

Hello there, apologies, the above solution did work on all our base currency (GBP), but the {netamountnotax} formula did not work for any transactions where no tax was applicable (Mainly USD), i''ve found a formula that does include them evn when no tax is applicabl but now want to use this to create a formula to calculate…

Hello there, hope you're well, apologies for the late reply, i was on annual leave, very pleased to say this is working, i've grouped purely on Sales Rep and % GP as per your formula and now pulling the correct figure for accumulated GP, thanks very much for your help on this, very much appreciated.

Hello there, thanks for getting back to me, i did do a separate search a while back but, aye, getting a bit cluttered now, will try a new search with the last suggested solution and let you know how it goes, thanks.

Hello there, hope you're well and thanks for getting back to me, was out of office for a couple of days, tried both of the above and returned the same results, marked in red are two of the ones where it's returning no unbillled net of tax when there is amount remaining to be billed but no tax applicable, all five formulas…

Hello there, apologies, after a little more scrutiny i've noticed there does appear to be two highlighted, these happen to be two of the transactions where not tax is applicable, but definitely still outstanding unbilled amounts, so not sure what this is exposing.

Hello there, thanks for getting back to me, i couldn't see any Null values, see below for the three examples tried (ringed in blue), the 4 test formulas (ringed in red), the yellow dots denote a Sales Order where there is definitely an outstanding unbilled amount but no tax applicable, so still showing as blank, thanks for…

Hello there, thanks for getting back to me, i tried the suggestion above, nothing highlighted as having a Null value, excerpt of the results is below, thanks.

Hello there, i think i've solved that issue by grouping in the column summary types, going to do some double checking but this does appear to be working, thanks so much for your help with this, much appreciated.

Hello there, thanks for getting back to me, this does appear to be pulling the correct Opps, which is wonderful, but it's pulling multiple duplicate lines for each Opp, i've tried as both an Opportunity search initially and then a Transaction search with Main Line as true, is there any way i can adjust so that just the one…

Hello there, very much struggling with this issue, at the moment these are the criteria i'm working with, so looking to expose any Opportunities which are Order Received but which have not gone through our custom 'Procurement Review' Entity Status at any point, would appreciate any suggestions as to how we can expose…

Hello there, thanks for getting back to me, i tried the above suggestion and it mirrored exactly the first formula you suggested (ie returned no figure for Amount Unbilled net of tax on those where an amount is definitely unbilled but no tax applicable). As regards zero values, i previously added a filter to expose only…

Hello there, thanks for getting back to me, i've tried the new formula (far right hand column), but throwing up some strange results, below are two examples where i'm certain there's a substantial amount remaining to be billed, or nothing billed as yet, yet it's throwing out some miniscule amounts, see underlined, does…

Hello there, thanks for getting back to me, the above solution wouldn't work as i am trying to expose only those Opps that haven't gone through Procurement Review stage at any point on their progress through the statuses, thanks.

Hello there, hope you're well, after further testing i've noticed a slight snag, on Sales order where no tax is applied or relevant, the Unbilled amount with tax shows up as expected but the net of tax figure shows up as a blank, is there any way to adjust the formula so that the figure shows up in this column, i've marked…

Hello Patrick, my apologies for the late reply, i have Covid and been absent a while, i did identify some zero values and so tested the suggested formula, at first glance it does appear to be doing the correct calculation! I'll ask our Finance team to take a look and confirm, but in the meantime thanks very much for your…

Hello there, hope you're well and thanks for getting back to me, it did occure once the formulas were added, i have also replicated exactly the example above, see below, and still getting the Unexpected Error notification.

Hello there, thanks for getting back to me, unfortunately this turned up an 'Unexpected Error' notice, i also tried with 'Amount' rather than the total Amount as that's the field column but turned up the same error, is there anything that stands out as making this happen. Thanks.

Hi there, yes, i think we will, it would've been handy to have all Opps at Closed Won/Order Received with the relevant PO but not essential, and given the issues we're still having with net of tax fields i'm having to prioritise, thanks for guidance, much appreciated.

Hello again, i think the issue with the Opportunity Search is i need to expose certain Non Inventory items (under item type) and then certain manufacturers in the opportunity field and list them on the saved search, have tried with Line item as a column and the below criteria but just coming up with 'No Search Results…

Hello there, just to follow up on my earlier reply, the issue with the incorrect Sales Order amount and amount net of tax appears to be because of the Main Line being set to False, once switched to true the correct Sales order amounts appear, but this then throws the Amount Billed completely, and shows all as zero when i…

Hello there, apologies, this one got lost in the mists of time somewhere, the reporting priorities in the business change often and unfortunately i'm at the sharp end of that, i'll try take a look at this later today though as it is still needed, at the moment i'm still wrestling with the same net of tax issues that have…

Hello there, thanks for getting back to me, i've tried the solution suggested and looks like it works in principle, however, it's showing wildly inflated figures for the amount already invoiced and left to invoice, and for the transaction total and amount of net of tax, it appears to be showing only displaying the highest…

Hello there, thanks for your help with this, i did have something akin to it but wasn't adding the Projected amount field in a third time on the between amounts fields, that's clarified and working great, much appreciated.

Hello there, apologies for the late reply, and thanks for the days solution, have tried and it works! As regards the project management resource, this is pulled directly from the Opportunity record, so item and quantity in days, i'm looking for a formula that will either divide the quantity of days across the months…