Factbox showing incorrect YTD total - can this be altered?

Votuc · 2011-05-11

Hi.

My client noticed that the YTD on the Sales Orders List page is not actually Year to Date but total to date for the entire history of the customer.

Anyone else have this problem? I can't seem to find any way of changing the fields behind the factbox - is it possible? Thanks.

AntHillMob · 2011-05-11

Look at the OnAfterGetRecord trigger of page 9802. This calls sets the Date Filter then calls CALCFIELDS. The date filter set does not get ste properly for a YTD figure.

Votuc · 2011-05-11

AntHillMob wrote:

Look at the OnAfterGetRecord trigger of page 9802. This calls sets the Date Filter then calls CALCFIELDS. The date filter set does not get ste properly for a YTD figure.

Thank you!! Ok, so I see:

SETRANGE("Date Filter",0D,CurrentDate);

And from the help files I see 0D means "undefined date" --- is there a date formula that means First day of the year? (1-1-20??)

JDVyska · 2011-05-12

Yeap. I sort of outline some date calculation tricks here, but to talk more directly to what you need:

First read is that you likely want a line like:

SETRANGE("Date Filter",CALCDATE('-CY',WORKDATE),WORKDATE);

So, if the user, for whatever reason, does a WORKDATE of, say, March 31 of the previous year, the YTD total in the FactBox will show Jan 1 through March 31 YTD figures for the previous year.

If you don't want it something the user can goof up with changing the work date, simply swap in TODAY for the two WORKDATE references.

redking · 2012-05-25

Hi Jeremy,

Wondering if you could help me. Our financial year runs 1st April to 31st March.
When I set the filter up as SETRANGE("Date Filter",CALCDATE('-CY',WORKDATE),WORKDATE);
I get the YTD from the beginning of the year i.e. 1st January

Do you know how we can use our financial (fiscal??) year instead?

I have found this but it makes no sense to me: http://mibuso.com/blogs/alexchow/2009/0 ... mment-2552

Cheers
Red

JDVyska · 2012-05-25

Alex had the same question, then blogged his answer to it.
http://mibuso.com/blogs/alexchow/2009/0 ... scal-year/

You can use the above to get the Start/End Dates, then use those to SETRANGE.

redking · 2012-05-25

HI Jeremy,

We are an end user. We asked our partner to quote for this but they came back with £700 to develop this change. I thought that amount of money was too much so I decided to research myself.
I too found Alex's blog but I do not understand how to put this together.

Can you help?
Thanking you for all help
Red

davmac1 · 2012-05-25

You will need to add code to calculate your date range. Since that may not be in your license, maybe you could give your reseller the reference and ask them how much to put the same code in your NAV.

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Factbox showing incorrect YTD total - can this be altered?

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