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I'd like to have a grid showing all "Staff" accounts, their sales for the quarter-to-date before staff discounts, and then after staff discounts. I would also want 2 columns showing year-to-date before/after discount sales totals. There are 3 distinct discount line items (eg, Staff 5%, sStaff 10% and Staff 15%) that would apply. No other discounts would need to be separated out. The grid would thus have 5 columns. Oh, and I'm fine updating the grid using actions tied to a button. And I assume that I could just use the "Subtotal" field from the "Invoice" table to represent the sales-after-discount figures.

So how would I structure this? Would I make a screen based on the InvoiceLine table? Insert a detached grid based on the Customer table? Assign actions to a button that loop through the invoice line table and subtotal items, except the staff discount ones? Do I need to insert a new column in the InvoiceLine table called "SubtotalBeforeDiscount", or something like that?

Some advice on the structure/framework would be much appreciated.

Thanks

Hello,
     You can try a grid.  I would say try a new customized screen based on the invoiceLine table.  

This is what I am thinking for three grids for each on the discounts:

1) Search for InvoiceLines that have a 5%, 10% or 15% discount and retrieve the Invoice_RecordIDs.  You would have to create three lists.  One for each discount.

2) You can make a new Subtotal item, say 'SubtotalBeforeDiscount' in the QuickBooks tab group.  You can find the 'New…' button in the Item screen under the Lists tab.

I3) 'm trying to figure out what you can do once you have a list of InvoiceLines.   You can loop through the table and get a total, but there would be no separation between discount values.

Then there is the issue of organizing by SalesRep.  You will need a list/array of names and cross reference it with the list of InvoiceLines for a specific discount.  If you want one table, you will have to create a new table and insert values when looping through the InvoiceLine table.

It's definitely a complicated task.
   
 You can do a chart in Report Designer to display the data.  I would have to check with that as well.  We have the customization videos and customizers in the Method Customization team.

- Greg

Hello Mike,

    I think the best option may be using the Report Designer and doing the calculations there.  I only know the basics of Report Designer, but I believe what you want done can be done and in a visually appealing way.

   The only other thing I could suggest is trying SQL in an Action Result or use the Advance Scripts option in actions. You can use that Action Result with a Build Selection List or get a value and insert it into a custom field on a custom table.  Your best option may be to talk to a customization person here at Method.

- Greg