I’m new to Phocas and I’ve created a new database that is for documented cost savings that gives me a savings total by customer, supplier, rep, ect. I also need to pull the invoice data from a separate table.
Some of my dimensions are pulling the savings data and sales data and others are not. I’m not sure we linked the tables properly.
I’ve watched videos and read documentation and don’t see this addressed anywhere. I’ve tried to add a new stream, but i don’t think that is correct either.
This is a pretty urgent request, my President needs this info yesterday!