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AN-3108 / Plan Usage – The Salesperson ID (plan.salesmanid) and Acres (fldplan.acres) fields have been added to the Plans Used data source.
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AN-3101 / Sales by State Dashboard – The Quantity and Inventory UOM from the Invoice have been added to the Sales by County data source.
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AN-3094 / GL Bank Deposit Analysis – A new data source named GL Bank Deposits has been created. The data source includes data from the Deposits and DepositsDT table in Agvance. The data includes bank deposit detail. ...
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This dashboard honors restrictions based on Profit Center. Purpose The GL Bank Deposit Analysis dashboard can be used to view details about bank deposits. The filtering options give the ability to drill into specific payments to determine on wh...
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This dashboard honors user restrictions based on login Location. Purpose The Discountable Prepaid Bookings dashboard provides insights into the actual prepaid amounts by Customers, excluding any discounts. This ensures accurate refunds at the e...
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This dashboard honors user restriction based on login Location. Purpose The Product Sales with Quantities dashboard shows the quantity sold dollars and average dollars per billing unit cost. Details Filter based on Department, Product, and In...
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The Budget Billing Statement can be run in Energy at Reports / Customer Status . Selecting Save Set saves all options chosen under Report Criteria . Load Set can then be selected to recall these options to avoid having to select the same opt...
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This dashboard honors User restrictions based on login Location. Purpose The Sales Commission dashboard can be used to run Salesperson commissions by Salesperson, by Paid, and by Margin. Details Filter by Salesperson , Customer , Product...
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Created On: 08/15/2024
in Knowledge Base Grower360