Customer custom Exports incorrect data

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I have created a custom customer export to capture YTD activity by customer.

When I run the export, the YTD figures are incorrect.  

I am getting figures, but they are not Year To Date figures.  

I haven't been able to figure out what numbers it is returning. 

Any help would be appreciated

Parents
  • 0

    1  Does your data match the number in AR -> Customer Inquiry-> History ?

    2 Have you double checked your export settings?  there are 3 data fields that start with YTD (sales, adjustments, Finchgs) under AR Customer.

  • 0 in reply to Vince Settipane

    Yes the data matches the number in AR/Customer INquiry/ History.

    It must be related to our Fiscal year ending 9/30/2014.  

    The YTD figures seem to be for the first two months of the new Fiscal Year.

    How can I get the data for the last fiscal year?

  • 0 in reply to gostreet

    When the last month of the fiscal year is closed (in your case Sept), many historical fields reset.

    You will need to restore a backup from Sept 30th before your month close.

    I restore EOY data as a new company like Zabc2014

    Z - moves the name of the company to the bottom of the selection list in BW

    abc - is the company name

    2014 - fiscal year of the data

    I then would also have the security rights changed on all users to prevent the altering of this data too.

Reply
  • 0 in reply to gostreet

    When the last month of the fiscal year is closed (in your case Sept), many historical fields reset.

    You will need to restore a backup from Sept 30th before your month close.

    I restore EOY data as a new company like Zabc2014

    Z - moves the name of the company to the bottom of the selection list in BW

    abc - is the company name

    2014 - fiscal year of the data

    I then would also have the security rights changed on all users to prevent the altering of this data too.

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