web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Generate detailed sales report in Dynamics RMS Store Manager based on percentage off item

(0) ShareShare
ReportReport
Posted on by

Is there any way to generate a detailed sales report in Dynamics RMS Store Manager based on a manual percentage off given to certain items during POS checkout? 


We ran an in-store promotion. Anyone that qualified for the promotion received a 20% off ONE item. So our cashier would scan the item, then use the manual discount of 20% for the item.

I would like to know if there is a way to show how many 20% item discounts were used during the promotional time period.

Thank you in advance!!

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    would like to know if the the discount % can be added to the detailed sales report

  • Kevin Antosh Profile Picture
    1,649 on at

    Hi - it may be possible to create a custom memorized report using Crystal Reports or a similar tool. Please call 888-267-7483 if you need assistance with this. Thanks!

  • Suggested answer
    Rick Kirkman Profile Picture
    8 on at

    Copy this report into your Reports folder.

    Access it through RMS Manager > Reports> Memorized

    Modify the settings to match your Date Sold range, and the discount amount as needed.

    //--- Report Summary --- //

    Begin ReportSummary

      ReportType = reporttypeSales

      ReportTitle = "Detailed Sales Report Discount"

      PageOrientation = pageorientationPortrait

      WordWrap = False

      ShowDateTimePicker = False

      OutLineMode = True

      Groups = 1

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.bmp"

      ProcedureCall = ""

      PreQuery1 = ""

      PreQuery2 = ""

      TablesQueried = <BEGIN>

         FROM     TransactionEntry INNER JOIN [Transaction] WITH(NOLOCK) ON TransactionEntry.TransactionNumber = [Transaction].TransactionNumber and TransactionEntry.ItemType <> 9

            INNER JOIN  Batch WITH(NOLOCK) ON [Transaction].BatchNumber = Batch.BatchNumber

            LEFT JOIN   Item WITH(NOLOCK) ON TransactionEntry.ItemID = Item.ID

            LEFT JOIN   Department WITH(NOLOCK) ON Item.DepartmentID = Department.ID

            LEFT JOIN   Category WITH(NOLOCK) ON Item.CategoryID = Category.ID

            LEFT JOIN   Supplier WITH(NOLOCK) ON Item.SupplierID = Supplier.ID

            LEFT JOIN   ReasonCode AS ReasonCodeDiscount WITH(NOLOCK) ON TransactionEntry.DiscountReasonCodeID = ReasonCodeDiscount.ID

            LEFT JOIN   ReasonCode AS ReasonCodeTaxChange WITH(NOLOCK) ON TransactionEntry.TaxChangeReasonCodeID = ReasonCodeTaxChange.ID

            LEFT JOIN   ReasonCode AS ReasonCodeReturn WITH(NOLOCK) ON TransactionEntry.ReturnReasonCodeID = ReasonCodeReturn.ID

            LEFT JOIN Register WITH(NOLOCK) ON Batch.RegisterID = Register.ID

            LEFT JOIN   Customer WITH(NOLOCK) ON [Transaction].CustomerID = Customer.ID

            LEFT JOIN   Cashier WITH(NOLOCK) ON [Transaction].CashierID = Cashier.ID

    LEFT JOIN   QuantityDiscount WITH(NOLOCK) ON TransactionEntry.QuantityDiscountID = QuantityDiscount.ID

    <END>

      SelCriteria = ""

      GroupBy = ""

      SortOrder = ""

    End ReportSummary

    //--- Title Rows ---//

    Begin TitleRow

      Text = "<Store Name>"

      Font = "Arial"

      FontBold = True

      FontSize = 16

      Color = "Blue"

    End TitleRow

    Begin TitleRow

      Text = "<Report Title>"

      Font = "Arial"

      FontBold = True

      FontSize = 12

      Color = "Black"

    End TitleRow

    Begin TitleRow

      Text = "Generated On <Report Date>"

      Font = "Arial"

      FontBold = True

      FontSize = 10

      Color = "Black"

    End TitleRow

    //--- Filters ---//

    Begin Filter

      FieldName = "[Transaction].Time"

      FilterOp = reportfilteropBetween

      FilterLoLim = "6/1/2011"

      FilterHilim = "6/30/2017"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    Begin Filter

      FieldName = "Cashier.inactive"

      FilterOp = reportfilteropEqual

      FilterLoLim = "0"

      FilterHilim = "0"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    Begin Filter

      FieldName = "TransactionEntry.QuantityDiscountID"

      FilterOp = reportfilteropNotEqual

      FilterLoLim = "0"

      FilterHilim = "0"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    Begin Filter

      FieldName = "ReasonCodeDiscount.Description"

      FilterOp = reportfilteropEqual

      FilterLoLim = "DISCOUNT"

      FilterHilim = "DISCOUNT"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "Department.Name"

      DrillDownFieldName = "Department.Name"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Department"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2205

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Category.Name"

      DrillDownFieldName = "Category.Name"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Category"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1515

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Supplier.SupplierName"

      DrillDownFieldName = "Supplier.SupplierName"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Supplier"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 825

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.ItemLookupCode"

      DrillDownFieldName = "Item.ItemLookupCode"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Item"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1380

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.BinLocation"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Bin Location"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1140

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.Description"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Description"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 3060

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.WebItem"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Web Item"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1050

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

    Begin Column

      FieldName = "Item.Quantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "On Hand"

      VBDataType = vbDouble

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 810

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 675

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceA"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price A"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 765

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceB"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price B"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 750

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceC"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price C"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 765

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SalePrice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Sale Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.MSRP"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "MSRP"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleStartDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Sale Starts"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1020

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleEndDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Sale Ends"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 930

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.LastSold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Last Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.Quantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Qty Sold"

      VBDataType = vbDouble

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 810

      GroupMethod = groupmethodSum

      ColFormat = "#.##"

    End Column

    Begin Column

      FieldName = "TransactionEntry.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Sold Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 975

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Total"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Total Sales"

      VBDataType = vbCurrency

      Formula = "TransactionEntry.Price * TransactionEntry.Quantity"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1275

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].TransactionNumber"

      DrillDownFieldName = "[Transaction].TransactionNumber"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Transaction"

      VBDataType = vbLong

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1245

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].Time"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Date Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.Cost"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Cost"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Profit"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Profit"

      VBDataType = vbCurrency

      Formula = "TransactionEntry.Price - TransactionEntry.Cost"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ProfitMargin"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Profit Margin"

      VBDataType = vbDouble

      Formula = "CASE WHEN TransactionEntry.Price <> 0 THEN ((TransactionEntry.Price - TransactionEntry.Cost) / TransactionEntry.Price) ELSE 0 END"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodAverage

      ColFormat = "0.00%"

    End Column

    Begin Column

      FieldName = "ReasonCodeDiscount.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Discount Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "TransactionEntry.QuantityDiscountID"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Discount Scheme"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ReasonCodeTaxChange.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Tax Change Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ReasonCodeReturn.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Return Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "PriceSource"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price Source"

      VBDataType = vbString

      Formula = "CASE TransactionEntry.PriceSource WHEN 1 THEN 'Regular Price' WHEN 2 THEN (CASE WHEN TransactionEntry.QuantityDiscountID <> 0 THEN QuantityDiscount.Description ELSE 'Quantity Discount' END) WHEN 3 THEN 'Buydown Discount' WHEN 4 THEN 'Price Level Disc.' WHEN 5 THEN 'Sale Price' WHEN 6 THEN 'Disc. from Reg. Price' WHEN 7 THEN 'Disc. from Cur. Price' WHEN 8 THEN 'Cost Markup Disc.' WHEN 9 THEN 'Profit Margin Disc.' WHEN 10 THEN 'Cashier Set' WHEN 11 THEN 'Component'  WHEN 12 THEN 'Price Level A Disc.' WHEN 13 THEN 'Price Level B Disc.' WHEN 14 THEN 'Price Level C Disc.'  WHEN 15 THEN 'Disc. from Reg. Price' WHEN 16 THEN 'Disc. from Cur. Price' WHEN 17 THEN 'Cost Markup Disc.' WHEN 18 THEN 'Profit Margin Disc.' ELSE 'Unknown' END"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Register.Number"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Register"

      VBDataType = vbLong

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1245

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "CustomerName"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Customer"

      VBDataType = vbString

      Formula = "Customer.LastName + ', ' + Customer.FirstName"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1350

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Customer.AccountNumber"

      DrillDownFieldName = "Customer.AccountNumber"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Account #"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1035

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Cashier.Name"

      DrillDownFieldName = "Cashier.Name"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Cashier"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1350

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Cashier.inactive"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Cashier Inactive"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans