Invoice Total by Year

Yahoo Archive
1
I have posted the dashboard and baq to the files section of this group. The file is called SOandInvoices.dbd.




________________________________
From: "Patty_A_Mader@..." <Patty_A_Mader@...>
To: vantage@yahoogroups.com
Sent: Friday, March 13, 2009 5:08:36 PM
Subject: Re: [Vantage] Invoice Total by Year



We would be interested in you uploading the Dashboard to the files section.
This would be a big help to us. Thank you!!

Patty Mader
General Accountant
Le Sueur Incorporated
Phone 507-665-6204 X 244
Fax 507-665-8468
email Patty_A_Mader@ lesueurinc. com

Steven Gotschall
<sgotschall@ yahoo
.com> To
Sent by: <vantage@yahoogroups .com>
<vantage@yahoogro cc
ups.com>
Subject
Re: [Vantage] Invoice Total by Year
03/13/2009 01:36
PM


Please respond to
<vantage@yahoogro
ups.com>



I have a BAQ/Dashboard that lists open sales orders, sales orders by date range,
and invoices by date range. I often list the invoices by date range and then
group them by customer which will show me customer totals in that date range.
Optionally, I have a calculated field showing month and another one showing year
which will allow me to group them by month and/or year so I can get totals that
way.

If you are interested, I can upload the dashboard to the files section.

____________ _________ _________ __
From: Jonathan Lang <lsbestinc@yahoo. com>
To: vantage@yahoogroups .com
Sent: Friday, March 13, 2009 1:20:55 PM
Subject: [Vantage] Invoice Total by Year

Happy Friday the 13th!

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
2
Happy Friday the 13th!
Â
I have been trying to get a BAQ to spit out what I thought would be simple, all of our Invoices per customer per invoice num and Amount on each. Sounds easy right? Well, it's kicking the heck out of me.
Â
I need Invoices for Customers, that have been invoiced, and the Total Amount by Year.
Â
I have used the InvcDtl, InvcHead with Shipping tables but can't get all the customers. Tried using OrderDtl and Invc tables and no luck that way. Tried a mix of variations and now I am out of ideas. Perhaps I am looking at this all wrong.
Â
Any ideas?
Â
Jonathan LangÂ
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699
Â




[Non-text portions of this message have been removed]
3
Jonathan,
Â
Start simple.
Â
Just do an InvcHead to Customer join (company, custnum) & dump out InvoiceDate, InvoiceNum, InvoiceAmt, InvoiceType (which you may then wish to filter out some types with criteria in the BAQ), CustomerID & Customer Name.
Â
That'll get you the raw numbers.
Â
If need to get down to invoice line number level add InvcDtl (joined to InvcHead through company & invoicenum) & bring in each line's amt instead of the entire invoice amt...
Â
Get used to editing the join columns manually as the BAQ wizard is only making a best guess at the joins and, more often than not, guesses wrong for anything but the simplest BAQs.
Â
Ordernum, orderline, orderrel, packID and packline are all available in InvcDtl so you don't need to bring those tables in... It's only if you need to get to more detail like part number, etc., that you'd need ShipHed & ShipDtl - or OrderHed, OrderDtl, OrderRel, etc.,.
Â
If you want to tie in payment info, outer join cashDtl to InvcHead.
Â
Rob

--- On Fri, 3/13/09, Jonathan Lang <lsbestinc@...> wrote:

From: Jonathan Lang <lsbestinc@...>
Subject: [Vantage] Invoice Total by Year
To: vantage@yahoogroups.com
Date: Friday, March 13, 2009, 1:20 PM






Happy Friday the 13th!
Â
I have been trying to get a BAQ to spit out what I thought would be simple, all of our Invoices per customer per invoice num and Amount on each. Sounds easy right? Well, it's kicking the heck out of me.
Â
I need Invoices for Customers, that have been invoiced, and the Total Amount by Year.
Â
I have used the InvcDtl, InvcHead with Shipping tables but can't get all the customers. Tried using OrderDtl and Invc tables and no luck that way. Tried a mix of variations and now I am out of ideas. Perhaps I am looking at this all wrong.
Â
Any ideas?
Â
Jonathan LangÂ
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699
Â

[Non-text portions of this message have been removed]



















[Non-text portions of this message have been removed]
4
I have a BAQ/Dashboard that lists open sales orders, sales orders by date range, and invoices by date range. I often list the invoices by date range and then group them by customer which will show me customer totals in that date range. Optionally, I have a calculated field showing month and another one showing year which will allow me to group them by month and/or year so I can get totals that way.

If you are interested, I can upload the dashboard to the files section.




________________________________
From: Jonathan Lang <lsbestinc@...>
To: vantage@yahoogroups.com
Sent: Friday, March 13, 2009 1:20:55 PM
Subject: [Vantage] Invoice Total by Year


Happy Friday the 13th!
Â
I have been trying to get a BAQ to spit out what I thought would be simple, all of our Invoices per customer per invoice num and Amount on each. Sounds easy right? Well, it's kicking the heck out of me.
Â
I need Invoices for Customers, that have been invoiced, and the Total Amount by Year.
Â
I have used the InvcDtl, InvcHead with Shipping tables but can't get all the customers. Tried using OrderDtl and Invc tables and no luck that way. Tried a mix of variations and now I am out of ideas. Perhaps I am looking at this all wrong.
Â
Any ideas?
Â
Jonathan LangÂ
Oil Rite Corporation
Sr. Network Administrator
Ph: (920) 682-6173 Ext: 126
Fax: (920) 682-7699
Â

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
5
We would be interested in you uploading the Dashboard to the files section.
This would be a big help to us. Thank you!!



Patty Mader
General Accountant
Le Sueur Incorporated
Phone 507-665-6204 X 244
Fax 507-665-8468
email Patty_A_Mader@...



Steven Gotschall
<sgotschall@yahoo
.com> To
Sent by: <vantage@yahoogroups.com>
<vantage@yahoogro cc
ups.com>
Subject
Re: [Vantage] Invoice Total by Year
03/13/2009 01:36
PM


Please respond to
<vantage@yahoogro
ups.com>











I have a BAQ/Dashboard that lists open sales orders, sales orders by date range,
and invoices by date range. I often list the invoices by date range and then
group them by customer which will show me customer totals in that date range.
Optionally, I have a calculated field showing month and another one showing year
which will allow me to group them by month and/or year so I can get totals that
way.

If you are interested, I can upload the dashboard to the files section.

________________________________
From: Jonathan Lang <lsbestinc@...>
To: vantage@yahoogroups.com
Sent: Friday, March 13, 2009 1:20:55 PM
Subject: [Vantage] Invoice Total by Year

Happy Friday the 13th!

[Non-text portions of this message have been removed]