Sales Analysis by Item Group (Monthly) - To include Sales Employee Name
I have added Sales Employee Name in the Sales Analysis by Item Group (Monthly) report by A/R Invoices. I have added this under Repetitve Area Header0. However, the sales employee name showed in the preview is different than the criteria entered. It seems that the report only the first Sales Employee Name in the report.
Anyone have any idea? Thanks in advance
Gordon Du replied
That is a good question. You have to find out any unique relationships between your Sales Employee and your sales analysis data if there is. Hope the help below can assist you:
This option is relevant for special scenarios only and requires knowledge of SQL.
This field is used for retrieving data related to key records found in tables other than the table linked as default to the current print template.
A key record is a field used as a primary key in a certain table. This key record functions as the identifier of the record, and, therefore, it is required to retrieve any additional data related to it.
Following is an example:
e.g.If you need to print the name of a certain bank, which is not linked to the table used in the current print template, you must first create a Text field of Database source type using the required table and select a key record, such as Bank Code.
Then, you need to create an additional Text field of Database source type. Select the table again, select the required column (such as Bank Name), and enter the unique ID of the field with the key record in the Relate to field.
There might be two or more key records in the same table. In such a case, these two key records are both required for retrieving the data.
Identical bank codes are used in many countries. If you need to print the name of a specific bank, you need to link it to a relevant country, in addition to its relevant bank code.
You are currently working on a print template for Incoming Payments. However, you need to retrieve data (such as the business partner's bank name) linked to the key record Bank Code from the Bill of Exchange for Payment table, rather than from the Incoming Payments table.
In the Relate to field, select the unique ID of the field containing the required key record. In this example, this is a Text field of Database source type containing Bill of Exchange for Payment in the Table field and BP Bank Country in the Column field. The drop-down list contains the unique IDs of all the fields that are situated in the same area as the current field.
This link makes the system retrieve the Bank Code linked to the BP Bank Country field found in the Bill of Exchange for Payment table.