Dear All,
Can anyone help me generate a salesperson wise monthly items sold report please
thank you,
Shifan
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Hi Shifan,
The Smartlist Sales transaction and Sales line items report can generate your required report.
From Dynamics GP > Smart List > Sales
Choose Sales Transactions or Sales line items > Click on Columns > add > Choose the Sales Person ID and also add Invoice Date / order date
the report will have the sales person column and the dates at the end of the report which you can adjust later (from columns).
Click on search and choose invoice date in column name, in the filter choose in between and in the value enter the start and the end of the month.
you can click on favorites to save this report for future use
Best Regards,
Dear ahamed,
Thanks for the reply, more over I am looking for SQL query (view) If any anyone have please do let me know
Thank you,
The following should get you started:
select [Salesperson ID], [Item Number], [Item Description], year([Document Date]) as [Year], month([Document Date]) as [Month], SUM([QTY]) as [Quantity Sold], SUM([Extended Cost]) as [Total Cost], SUM([Extended Price]) as [Total Price] from SalesLineItems where [SOP Type] = 'Invoice' group by [Salesperson ID], [Item Number], [Item Description], year([Document Date]), month([Document Date])
You can then pivot that data in Excel or refine the query to get more information (or less) as needed.
Dear Gomez,
thanks for the reply, this helped. I only need to add the void status to it
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