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Microsoft Dynamics RMS (Archived)

Discount Report

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Posted on by 40

I would like to pull a report to see that total discount I have given for a certain period. For example - Store 1 has given $22000 discount this month. Can someone help me or even with a script to run in SQL to get that value.

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  • Community Member Profile Picture
    on at

    If you require reason codes for disconts then you should be able to do that with the standard reports. Start with the Detailed Sales Report and add a filter (besides the date) for Discount Reason Code. Set the filter value to '<>null' (leave out quotes).  I run this report every week.

    Marc

  • Ryan Sakry Profile Picture
    3,425 on at

    Shaun,

    We have a report called the RMS Exception Report that shows discounts, drops, payouts, void, returns or anything else that is an "Exception" to a normal transaction and an owner may wish to review.  If you are interested in this report, drop me an email and I can let you know the details.

  • Suggested answer
    Community Member Profile Picture
    on at

    The detailed sales report has a column called Price that can be compared to the Sold Price to determine the amount of discount, but since the report uses the HQ Item table to supply that field, it doesn't necessarily reflect the list price at the store, which may be different from HQ.

    I like to use the TransactionEntry.FullPrice field, then calculate the difference to find discount:

    You can memorize the Detailed Sales Report, and then open in notepad to add these columns:

    Begin Column
       FieldName = "TransactionEntry.FullPrice"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Full Price"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1100
       GroupMethod = groupmethodNone
       ColFormat = ""
    End Column

    Begin Column
       FieldName = "ItemDiscount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       StoreIDFieldName = ""
       Title = "Discount"
       VBDataType = vbCurrency
       Formula = "(TransactionEntry.FullPrice-TransactionEntry.Price)*TransactionEntry.Quantity"
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1100
       GroupMethod = groupmethodSum
       ColFormat = ""
    End Column

  • Shaun Roos Profile Picture
    40 on at

    Hi Matt

    Thank you for the sample!!!

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