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Invoice Dashboard Setup

Question asked by laguna92651 on May 25, 2015
Latest reply on May 28, 2015 by philmodjunk


Invoice Dashboard Setup


I have a straight forward Order Entry application. I want to summarize products sold by Code Size and Type, Customer data is entered into a Invoice header with child Line Items. I established a relationship to the global table called Dash with the Products table. I can summarize the product Code, Size and Type (in the product table) in 3 different portals, by quantity and amount (in Line Items) just fine .

But I cannot figure out how to filter the data for a preselected yearly interval, the selected year field is a global field in the Dash global table, but I can't figure out how to get to the Invoice header to set up the relationship for the date interval, do I store the invoice date in the order lines?

I tried going the opposite direction but then couldn't sum the product info. Not sure which way is correct.