Customer Statisitcs Fact Box

rico1931

Hi Everyone,

Wondering if there is a way to get the Sales YTD ($) to reset after we close a fiscal year? This number just keeps growing and isn't a true number of YTD.... or are we just closing the fiscal year incorrectly and it does this automatically?

Thanks
-Rico

rico1931

Can anyone provide guidance on this?

rico1931

Solution:

Modify Page 9082 or 9094 for Vendors and add the code for the SETRANGE

SETRANGE(“Date Filter”,CALCDATE(‘<-12M>’,CurrentDate),CurrentDate);

This does the last 12months... if you want it for your fiscal year, you'll have to set it to a set date and change it each year or grab the date from your Financial tables.

Good luck!