12-02-2019, 08:42 PM,
(This post was last modified: 12-02-2019, 08:58 PM by ALEXSHEN.)
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ALEXSHEN
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Posts: 132
Threads: 34
Joined: Sep 2019
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RE: DASHBOARD "Overdue Customer Balances" by different salesman
YES, any kind change, I all logout/login again. But this time, Nothing change.
This is Salesman A put it.
This is Salesman B showing.
And an interesting thing happened here. I tried an order with an invoice amount of 16, but the total amount shown above was 288.
but I checked all invoice and payment, no other balance there, only this amount 16.
Alex
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12-02-2019, 10:07 PM,
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ALEXSHEN
Senior Member
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Posts: 132
Threads: 34
Joined: Sep 2019
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RE: DASHBOARD "Overdue Customer Balances" by different salesman
Now I found other problem.
Normally our Dashboard "Overdue Customer Balances" only showing the Customer some invoice not paid. Last time, I also asked here and changed script, then it show all Customer even they paid, this is very useful for me.
But if the Customer have two branches, the total amount were double counting. Please see attached photo.
I don't know if this error is caused by changing the Dashboard display options or something else?
So now have two things
1- One Customer two branches, total amount double counting.
2- One Customer two branches cannot allocate to each sales people, everybody can see.
Alex
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12-03-2019, 12:15 AM,
(This post was last modified: 12-03-2019, 12:33 AM by ALEXSHEN.)
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ALEXSHEN
Senior Member
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Posts: 132
Threads: 34
Joined: Sep 2019
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RE: DASHBOARD "Overdue Customer Balances" by different salesman
(12-02-2019, 10:07 PM)ALEXSHEN Wrote: So now have two things
1- One Customer two branches, total amount double counting.
I just put new order and new invoice again, but the total amount seems not only double counting, seems here 20 times more.
Then I tried again and found the situation is:
If a Customer have 2 branches, the total amount will x2
if a Customer have 10 branches, the total amount will x10,
Our this Customer have 18 Branches, so the total amount x 18, right amount is 22,516, but there are showing 405,288 on board.
Alex
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12-10-2019, 01:55 AM,
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ALEXSHEN
Senior Member
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Posts: 132
Threads: 34
Joined: Sep 2019
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RE: DASHBOARD "Overdue Customer Balances" by different salesman
(12-09-2019, 12:44 AM)falkoner Wrote: (12-03-2019, 11:24 AM)TurboPT Wrote: Ok, thanks for the updates.
Can someone check out the attached script and see if it functions as expected?
Tim Hi Tim,
Now it's ok, I tried login with different account, the total amount is ok, and now different branch quotas assigned by different business people also are correct.
Thank you very much
Alex
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