01-25-2011 05:30 AM
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
01-25-2011 09:21 AM
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.
01-25-2011 11:40 AM
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.