Hi Experts
Appreciate your prompt help to provide a solution!
We are working on Quota Management based on Territory hierarchy.
In module A (Applied to Fiscal Year, Mapping List with items like PSM1, PSM2, ..PSM1600), users can assign different territories to one employee assignment (employee assignment is not the same as employee - one employee can have multiple assignments of roles in different time frames) which create multiple lines for the same employee assignment. There is another module containing all quotas assigned to different levels of territories. So once the territories are assigned to an employee assignment, in module A, the quota of that territory will automatically pop up to the employee assignment with that territory.
In module B (Applied to Fiscal Period, Mapping List with items like PSM1, PSM2, ..PSM1600), based on the time frames for each assignment and the annual quotas from the territories, it calculates whether each period will have quota and how much it is.
In module C (Applied to Employee Assignment, Fiscal Period), we would like to sum up the quotas from multiple territories under the same Employee Assignment together. But we could not find a way to do it. Numbers are not coming over.
We know it could also be we sum module A to Employee Assignment first on annual quota and then calculate into periods later.
To sum, the challenge is "how to sum the quotas from a module of this Mapping list hosting multiple territories assigned to one employee assignment to a module of the Employee Assignment list hosting the total quota for each employee assignment.
Thanks a lot!
