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Estmated Monthly Forecast Report Duplicating Combine Product Entries

New Member
Posts: 7
Country: USA

Estmated Monthly Forecast Report Duplicating Combine Product Entries

Hi All,

My company sells low volumes of expensive ($100K+) capital equipment.  A typical order could be for one or two machines.  Sometimes two machines are necessary for one project and are linked, you get both or none.  Larger customers may have a couple of projects going simultaneously for example, on project requires one machine, and the other requires two machines.

 

I customized an 'Opportunities by Estimated Closing Month' which works fine with single machine projects.  However, when I create an Opportunity for a 2-machine project  I get the combined project total $ listed 2 times as shown below.  Each line rpresents one of the 2 machines in the project, but dollars shown are for the two machines combined, which carries the doubling error into the summary totals.  I am a newbie under the gun to 'fix' our companies ACT!.  Can anyone advise me with some detail?  Searching the Knowledge base & google yeilded nothing.  TIA,  Bill

 

RSM    Dealer / Rep     Company       Project Name                Builder  Model      Total Sale   Est. Close   Stage

Bill S   Tools - Direct    Machine Inc.    Test Fake Opportunity      Ford     STB/200     $275,000      2/23/11   Follow Up

Bill S  Tools - Direct     TORK              Test Fake Opportunity 2   Tech    T-42            $181,000      3/28/11   New Opportunity

Bill S  Tools - Direct     Bal-BAL INC.   Test Fake Opportunity 3    Ford    BC-160       $1,660,300   4/23/11   Quoted Solution

Bill S  Tools - Direct     Bal-BAL INC.   Test Fake Opportunity 3    You     ATL-20ATC  $1,660,300  4/23/11   Quoted Solution

Bill S  Tools - Direct     Bal-BAL INC.   Third Separate Machine    Tech   T-42              $182,000     5/31/11   New Opportunity 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Estmated Monthly Forecast Report Duplicating Combine Product Entries

Without examining the report template and database directly is't difficult to say exactly what is causing the problem. However I suspect that you combined fields from the opportunity table and the products table without using a subreport.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: USA

Re: Estmated Monthly Forecast Report Duplicating Combine Product Entries

I definitely didn't use a sub-report.  Nor did I use anything other than the Add/Edit Product menu to enter the information and the total.   I am guessing I should have used 'sub total' for that function.  I am going to give that a try.  Thank You.