I have existing reporting that measures branch sales against prior year and budget for the previous business day and month-to-date. We recently acquired two additional branches and do not intend to load a specific budget into Phocas. Rather, budget is set to equal actual results. To do this currently, the report is extracted into Excel and the budget column is manually updated for the two locations to point to their Prior Day and MTD columns respectively.
In SQL, I would write a CASE statement that finds the new location and sets the values accordingly. I’m looking for a way to this in Phocas (custom mode) so the report doesn’t require manual intervention ahead of distribution.