Hi GP forum,
Is there any report that lists the year to date sales by a customer? (A/R) Something short and sweet?
Thanks,
WennSoft
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Hi,
I think this field only starts accumulating after the closing routine. If you want a true YTD, you'll need to do a date restriction on the transaction table. This is still an easy thing using SmartList.
Hi - tried this. Looks like I got more than just YTD in the sales column. More like inception to date.
Any clues on how to trim this back to the correct $$? thanks
Thank you, I will give those suggestions to our customer. I appreciate the fast response!
Run a Customers Smartlist and add the Total Sales YTD column to it. Short and sweet.
Have you checked AR and Sales views on Victoria Yudin site;
SQL SOP Views
SQL Receivable Views
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