Hello,
I’m currently looking for a way to group multiple customers together under one ‘Store Chain’ that I can view on the General Ledger Entries table. The reason for this is that I have mulitiple grocery stores selling our items that are all part of one “Acme Stores” chain and I have 38 Acme001 - Acme038. What I do to get sales data is filter the date range, then the GL Account Range and then past that into Excel, use a vlookup to match the name of every customer no (or in this case Source No.) to a more generic ‘Store Name’.
Is there anywhere I can add this on the customer card that will carry over to this part of the GL? I would like to be able to just grab the data, create a pivot table, and away I go - but if I do that now with just Source No. it is way to expansive, there are almost 1000 source No.s. I’m hoping a field already exists that can handle this, I was trying to use the ‘Search Description’ field but it does not show as an option in ‘Show Column’ when viewing the General Ledger Entries table.
I’ve been at this for hours and a bit fried so if this question doesn’t make sense, please let me know and I will provide more details but I ultimately want to be able to group almost 1000 customers/source into 85 “Store Groups” or “Store Chains” or whatever… The name of the field is irrelevant, I just need to group them.
I can continue to do this with a lookup table, but that is error prone and likely to not be updated when new customers are added and then things will begin to fall through the cracks.
Any help is greatly appreciated, thanks!
-Rex