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Microsoft Dynamics GP (Archived)

Sales clerk metric

Posted on by 3,125

Good day,

License= GP 10.0 BE SP4

Is there a way for the metric to display a detail on which sales clerk has sold the most?

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  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Re: Re: Sales clerk metric

    Hi Mayra,

    I do not think you can create new Metrics in GP 10. I am speaking of creating a new chart in the 'Metrics' section of the home page. As Richard and Frank advised, the information is available, but you will need to possibly use an Excel report to show a graph.

    Kind regards,

    Leslie

  • Mayra Humprey Profile Picture
    Mayra Humprey 3,125 on at
    Re: Re: Sales clerk metric

    Good day Frank and Richard,

    I apologize for the inconvenience probably I formulated the question improperly.

    In the metric system on GP is there a way to create a new metric that can display a graph indicating the best and worst sales clerk or this can only be done separately through Smartlist then export it to excel and then generate a graph.

    thank again, Sorry for the inconvenience

    Have a nice day

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Sales clerk metric

    The field USER2ENT contains the user id of the user that created the document.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Re: Sales clerk metric

    You could use one of the User Defined fields in Sales Transaction Entry to record the clerk ID and then run a Sales Transaction SmartList filtered by the clerk ID.  In fact, there's a UDF called 'Ordered By'.

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