I am trying to create a BAQ that we can use that will show us all invoice totals with or without a SO. And advice on doing this? All the fields that I have tried to use take the credits into consideration and I don’t want that. I just want the total value of the invoice including tax information which is not tied to our DB.
All suggestions are appreciated.
Have you tried only including the invoice header records where CreditMemo = False and UnappliedCash = False?
What does your current query look like? What are you hoping it would return?
We just needed a dashboard that would tell us all invoices entered and how much those invoices were set for. I am testing what Bryan suggested now to see if that is making the data appear the way that we are expecting it…
I think this may have worked. We are testing it now.
Great! Let us know if you need help!