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Former Member
Jan 23, 2012 at 06:31 PM

Sample Report: Sales per Customer by Period - WITH QUANTITIES

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I am trying to make some modifications to the 'Sales per Customer by Period' sample report, but am having problems. I want it to be YTD and comparative, so YTD-12. That part was easy enough. Then I wanted to add the quanty. So i want the report to show the sales amount and quantity for each customer, ytd and prior year ytd. This seemed easy enough also, until I looked further into the data. It doesn't match up with reports from Business One. The problem seems to be my items that are packs, like an item that is sold in packs of 10. If the invoice has 10 10 Packs on an invoice, my report shows a quantity of 10. The SBO report shows it as a quantity of 100 (10x10). I have tried to add Item level stuff, so I could go get the 'Items per Sales Unit' value and multiply it by the quantity. When I do this the report crashes.

Does anyone have any suggestions? Has anyone created a report like this? Any help would be appreciated.