Quantity on Management Reporter

(1) Share

Report

Posted on by Arnab Das

Dear Experts,

I am working on Management Reporter (MR) for D365 FinOps, while my client is asking to bring Quantity also on MR. Quantity should appear for Budget and Sales (requirement). I have seen there is a 'Attribute' to select 'Quantity', unfortunately after a significant effort there is no luck.....

Please suggest me if there is any specific setup is required to bring the Quantity as value on MR.

Thanking you.

Best regards,

Arnab Das

Categories:

Management Reporter

Financial Management

I have the same question (0)

All responses (6)

Answers (1)

Sort by

Verified answer

Ties Philippi 962 on at

Like (1)

Report
Copy link

Link copied!

Dear Arnab,

MR only report on budget transactions and general ledger transactions.

In these transactions it is possible to give in quantity as a field, source is either budget entry or journals (hidden field I believe by default). This is the value you can report on in Management Reporter.

It is not possible to report on quantity coming from a sales order for example in MR. MR is not the intended tool for this.

Best regards

Ties Philippi

Was this reply helpful? Yes No
Arnab Das on at

Like (0)

Report
Copy link

Link copied!

Dear Ties,

Thank you so much for your immediate response.

Requesting your more input on the following statement:

"In these transactions it is possible to give in quantity as a field, source is either budget entry or journals (hidden field I believe by default). This is the value you can report on in Management Reporter."

If you can mention any link or a little detail, for sure will be a great help. Thanks.

Best regards,

Was this reply helpful? Yes No
Suggested answer

Ties Philippi 962 on at

Like (1)

Report
Copy link

Link copied!

Hi Arnab,

THe quantity field I mentioned is shown below:

This is from a daily journal, I think it is present on most journals, however I have not checked them all for you .

For budget register entries it is the field below:

Hope this helps,

Best regards,

Ties Philippi

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

Hello Arnab Das,

If you need sales based quantities for analysis purposes, MR is not the right tool.

Better make use of the standard PowerBI functionalities that can process / analyze those data.

Best regards,

Ludwig

Was this reply helpful? Yes No
Arnab Das on at

Like (0)

Report
Copy link

Link copied!

Thank you so so much.

Was this reply helpful? Yes No
Portia khan 5 on at

Like (0)

Report
Copy link

Link copied!

How to pull these values to Management reporter. Please provide screenshot

Was this reply helpful? Yes No