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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sales & Resource R...
Microsoft Dynamics NAV (Archived)

Sales & Resource Reporting

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Posted on by Ian Fletcher 2,445

Nav 2009 R2

We are new to Nav & i have soem reporting requirements, we currently setup some of our Sales ORders with a mixture of Items & Resources (For Labour, Travel etc)  but the overall figure on the Sales Order is the Sales Total. I have created several reports via Sales Analysis, but this only seems to report of Sales Items i.e. For one company we had 45 Posted Invoices, that 44 of them were resource only & one was a £90 item plus resources, so when i ran the Sales Analysis it gave me a figure of £90 instead of the expected £10,000.

Have others come across this? What is the best way of combining these lines so that we get a true Sales Figure?

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  • Suggested answer
    TWBlaisdell Profile Picture
    TWBlaisdell on at

    Hi Ian,

    Thank you for posting on the Microsoft Dynamics Community Forum.

    From what you are explaining, you are using the Sales Analysis By Dimension functionality to analyze sales data, but that is only going to report off of the Inventory related Value Entries Table (T-5802) to analyze your inventory sales and COGS data with dimension breakdown.  

    It appears that you are looking for some options for reporting the total sales data, so you would have to look at reporting off of the Sales Invoice and related Sales Invoice Lines Table (T-112 and 113).  

    I would recommend getting with your partner to analyze what reporting details you are looking for. You may want to look at Jet Reports as a possible option, as well.

    I hope this helps you move forward.

    Best Regards

    Tom

  • Ian Fletcher Profile Picture
    Ian Fletcher 2,445 on at

    Hi Tom,

    Sorry for the delay, our partner has not been the most helpful with the implementation & we went "live" whilst still developing, so when we find issues like this now, they want to charge us for "extra" work, so i am trying to find ways of dealing with this myself.

    I did have a day of "Reports" training, but this was only the use of the Sales Analysis by Dimesnions as you mentioned, so when i created my own & found that it did not cover the resource lines so was deemed to be covered by our implementation any extra training is chargeable.

    I have today downloaded Jet Reports Express & will look into this, but is trying to use the Built in Analysis agaist Budgets that i had setup, so it was half correct in Nav!

    I also have Crystal Reports & Power Pivot, sounless there is a way of doing this within Nav, then it looks like it will be a third party product, which wew were trying to avoid as we wanteds the managers to run their own reports.

    So it will be T112 & T113 as you have mentioned, can i still use the Budget i created in T 7132 & 7134

    Thanks

    Ian

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