The Customer Balance report does not display information about the holding company
Good day,
The report shows 0, although this is not the case. There is an assumption that this is because the orders are issued to employees of the holding company.
Link to the report: https://owwa.crm-onebox.com/app/report/clientbalance/?datefrom=2022-09-01&gr...
Link to the company card: https://owwa.crm-onebox.com/app/contact/79239/
I'm attaching a screenshot.
Original question is available on version: ua
The report shows 0, although this is not the case. There is an assumption that this is because the orders are issued to employees of the holding company.
Link to the report: https://owwa.crm-onebox.com/app/report/clientbalance/?datefrom=2022-09-01&gr...
Link to the company card: https://owwa.crm-onebox.com/app/contact/79239/
I'm attaching a screenshot.
Answers:
Good afternoon.
That's right, you have filtered the report by a specific contact - and according to the report logic, when selecting contacts, the condition of the presence of the client in the order for the filtered period or in payment orders or in warehouse operations orders is imposed.
As I understand it, this particular contact does not appear anywhere, so the report is not generated further.
That's right, you have filtered the report by a specific contact - and according to the report logic, when selecting contacts, the condition of the presence of the client in the order for the filtered period or in payment orders or in warehouse operations orders is imposed.
As I understand it, this particular contact does not appear anywhere, so the report is not generated further.
24.12.2024, 08:42
Original comment available on version: ua
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