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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / vendor file report
Microsoft Dynamics NAV (Archived)

vendor file report

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Posted on by onetwo 3,285

Hello

 

ok one more question. I created a report from the vendor file. its simple it has couple of columns like no., name, phone no and so on, it also has purchase and balance. 

the purchase i want it to be ytd purchase. what code and where do i put to filter only to calculate ytd purchases. 

i also need this to be in the vendor card which i created a link for purchases but it shows all purchases not ytd. 

thanks

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    The easiest way is to use the flowfield "Purchases (LCY)". This sums up the vendor purchase off the Vendor Ledger Entry table.  To get a YTD figure all you need to do is set the flowfilter "Date Filter" on the vendor record.

    i.e.

    setfilter( "date filter", "01/01/09..311209" ); // Sets the filter - can be done in the OnPreDataItem

    calcfields( "Purchase (LCY)" ); // Calculate the purchase for the filtered range

     You will get the same result in the vendor card if you apply a filter to the "Date Filter" flowfilter.

  • onetwo Profile Picture
    onetwo 3,285 on at

     thank you soo much for replying back. ok i can go to table vendor, find the purchases in the filter i add date filter but what code do i put in the filter? if i put 010109..311209 it will give me 2009 , how about the year after. is there a code or something it takes my fiscal yyear which is from aug 1 to july 31st every year or i can do calendar jan to dec.

    by the way i have a pretty important question. 

    we have fiscal year from aug to july . first off NAV doesnt have month end closing , second all reports and links for transactions are set for calendar year or year to date from current date. 

    is there an option in the system for nav to recognize that our year from beggining to end is from aug to july?

    thanks soo much

  • Community Member Profile Picture
    Community Member on at

    Take a look at this report. It breaks down a vendor purchases by month for a whole year.  - ou can easily change this report not to seperate by 12 months.

    Is a US version so perhaps when compliling if you use VAT change Purchases ($) to Purchase (VAT) or whatever the name of your field is.

    http://savatage99.googlepages.com/Report50024-Vendor1YrPurchasesByMont.fob

    It could be a useful guide to see other ways to do calculations

  • Community Member Profile Picture
    Community Member on at

    PS + The quick calculation for July 1st is -CY+6M

  • Community Member Profile Picture
    Community Member on at

    [quote user="onetwo"]

     thank you soo much for replying back. ok i can go to table vendor, find the purchases in the filter i add date filter but what code do i put in the filter? if i put 010109..311209 it will give me 2009 , how about the year after. is there a code or something it takes my fiscal yyear which is from aug 1 to july 31st every year or i can do calendar jan to dec. [/quote]

    To do this you will have to find the fiscal year off the Accounting period (depending on localisation). Have a look at how the standard form 352 Vendor Purchases Lines (from the Vendor Card Vendor -> Purchases) works.

    [quote user="onetwo"]

    by the way i have a pretty important question. 

    we have fiscal year from aug to july . first off NAV doesnt have month end closing , second all reports and links for transactions are set for calendar year or year to date from current date. 

    is there an option in the system for nav to recognize that our year from beggining to end is from aug to july?

    thanks soo much

    [/quote]

    Again depending on the localisation there should be a difference between system and Accounting Period calendar. You can add the filter manually i.e.

    setfilter( "date filter", "01/08/08..31/07/09" );

    Hope this helps

  • onetwo Profile Picture
    onetwo 3,285 on at

     appreciate all the help. this is getting fun ...your report looks good.

    there is one problem with one of my reports. in the classic it shows up correctly but not in the role tailored. 

    lets say i created po receipts report. i am grouping it by document no, then group by vendor. it looks right on classic but on role tailored its not showing up correctly it shows per doc number total and total vendor. for example

    classic report

    doc #  no.  description        cost

    1        gl    glass for table    $25

    1        fb    green fabric        $30

    total for doc 1                  $55

    2        fb    red fabric           $30

    total for vendor xxx $85

    now this is correct above. but for role tailored see below

      doc #  no.  description        cost

      1         gl glass for table      $25

      1        fb   green fabric         $30

    total for doc 1                       $55

    total for vendor xxx                $55

    so basicaly in classic it shows all docs totaled each and then one grant total of the vendor. but in classic it shows total of doc and total of vendor right under it. and it doesnt grant total per vendor

     

     

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