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Customer Cost Report

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Posted on by O3I

HI Gurus!

Is there a way to pull cost incurred for each customer in BC?

I would like to get a better breakdown of how we got these numbers.

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Much appreciated!

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Dynamics 365 Business Central

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cetas 230 on at

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hi,

Could you elaborate from where did u get this report.

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O3I 60 on at

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This is located in the Customer Card

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cetas 230 on at

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There is a report called as Balance upto date, which you can take for multiple customers also.

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Marco Mels on at

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Hello,

In W1 this is not to be found or I am looking at the wrong details. Is this a custom report?

Thanks.

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O3I 60 on at

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Hello,

I checked customer up to balance date and it only shows customer balance. It does not show cost incurred by customer.

Is there a way to get the cost incurred to customer?

Thanks

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JAngle 133 on at

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So the actual answer is broken up by field.

Total Sales is a SUM field of the "Sales LCY" field from the customer ledger entry table for the current fiscal year.

The same can be said of the Profit. It is summing up the "Profit LCY" field from the customer ledger Entry table.

For the cost this is only used if you sell items or resources. It uses the value entries table for items to sum up the "Cost Amount (Actual)" field for that customer using the "Source No." Field. Only entries which aren't of an entry type "Revaluation" are included. Note that any flowfilters applied to the page will be picked up in the calculation such as "Date Filter" or for the global dimensions. For the resource it goes to the resource ledger Entry table and sums up the "Total Cost" field using the "Source No." Field as the customer no. in question. Again flowfilters apply.

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O3I 60 on at

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Thank you Josh,

This helps answer my question. I found some of the cost amount in my item ledger entries. Is there a way to pull a report that shows the Cost Amount (Actual) entries?

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O3I 60 on at

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Thank you Josh,

This helps answer my question. I found some of the cost amount in my item ledger entries. Is there a way to pull a report that shows the Cost Amount (Actual) entries?

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JAngle 133 on at

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No base report available from what I can tell that you provide this type of analysis. If you have a report add-on like Jet Reports then you can devise something fairly nice with the necessary filtering. Failing that you could look at creating a report in NAV/BC directly.

Power BI could be another option but if you are using SaaS then the web services could be fairly so as the ILE table of value entries gets very busy over time.

A report that provides a good view on a high level is below:

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