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Assuming salespersonid is required, the following 2 results were found.

  1. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    JOIN "Invoice Items vs SoPo Items" invsopoitm ON invsopoitm."Invoice ID" = i."Invoice ID" LEFT OUTER JOIN( SELECT ab2."SalesPersonID" AS "SalesPersonID", ab2."MonthYear" AS "MonthYear", SUM(if_null(ab2."ItemMarginExclTax", 0)) AS "Credit Margin excl...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *

  2. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    to do absolutely nothing but I've left it in there in case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
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