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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer report showin...
Microsoft Dynamics AX (Archived)

Customer report showing discounts given

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Posted on by Community Member

Hello, 


Does anyone know what report I can run to show customers (ordered by YTD sales) and the discounts that have been given to those customers? This could also be done using two separate reports which I could merge together.

Thanks,
Cristina

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  • nunomaia Profile Picture
    nunomaia 25 Moderator on at

    The YTD Sales report you have Sales and marketing > Reports > Statistics > Customer > Top customers by YTD sales.

    In Sales and marketing > Transactions > Sales Orders > Order Lines youhave the discount for each sales lines.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Cristina, an alternative would be posting discounts granted to customers on separate ledger accounts in the inventory posting form. If your customers are setup with their customer financial dimension value you can retrieve the information required through the trial balance list page, management reporter or the GL dimensions report and do not depend on some AR reports. All the best, Ludwig

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