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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Order value report
Small and medium business | Business Central, N...
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Order value report

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Posted on by Frida_Admotion 387

Hi!

I like to get the total order value a specified time? I like to use "Order date" or "Document date " as filter and get the value of both sales order and already postes sales orders (invoices). 

Then I can see what our total incoming order value was in like 2020 or in September. 

This is one of our key figures and was so simple to get out of our old system.

Anyone who have an idea?

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,581 on at

    Hi

    Did you try  Item Sales Statistics and Item Sales by Customer and Customer/Item Statistics reports?

    Thanks

  • Frida_Admotion Profile Picture
    Frida_Admotion 387 on at

    Hi, as I understand, these report only give me sales statistics, not incoming order value. I am interested in the incoming order value in a period, also when nothing is posted yet. The posting might happen several month later. (Or sometimes directly.)

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,581 on at

    Hi

    I a see. I do not know about any report that does that. But

    1) You can go to SO List filter by date range and then take to Excel and create a data you need. You can do the same action for Posted Sales Invoice. 

    2) You can use ODATA and Excel to generate such a report : https://archerpoint.com/how-to-use-business-central-odata-feeds-to-get-data-into-excel-for-reporting/

    3) Use Power Bi Desktop (which is free) and build such a report https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-powerbi

    4) Develop such a report 

  • Frida_Admotion Profile Picture
    Frida_Admotion 387 on at

    Thank you for these alternatives. I am really new to this system and your first suggestion seemed simple. Untli I realise we have different currencies. The "Amount" column only shows the corruncy amount, not LCY. Is it a simple way to also see the amount also in LCy? (When we have shipped, I got the "Amount Shipped, Not Invoiced (LCY)")

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,581 on at

    As far as I know LCY is only works for order that shipped/invoiced (since system start calculating FX loss/gain from that date). I do not know easy way for not shipped SO. But if you can add "Currency Factor" field to SO List page then when you use open in Excel you can use this field to convert to LCY (you need your partner help here I guess). the other method is to filter then use Edit in Excel and then copy info to new Excel. This way this field is available. 

    pastedimage1640099814674v1.png

  • Frida_Admotion Profile Picture
    Frida_Admotion 387 on at

    Thanks for all help. We will Use you first suggestion and do some currency-calculations in excel manually, this is godd enough when we use this only for monthly report. :)

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