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Session Id :
Microsoft Dynamics RMS (Archived)

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

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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!!

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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

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