Dynamics Community Forum Thread Details

Sales Report (Amount Received)

Dear all,

am new to BC, i kindly request you all to making one report in BC, from where we get all these data ..how can we club it. if it is possible in BI also fine.

The report means, we need to know all the posted invoices,sales return, credit memo for a particular period and how much cash received for each invoice (Which day report is generating- Only received amount Required. ) against sales each sales man also for calculating Incentives etc

Req fields:

SI NO., Name of Cust, Transaction Code, Divsion, Branch, Salesman, Salesman Name, Job NO,Sales Order no, Service order number, walkin customer, Invoice date, invoice amount, invoice amount, bank recpt voucher, bank recpt date , Amount

Thanks you all in Advance

Categories:

Dynamics 365 Business Central

I could not find a report that has all these info. BI maybe a solution for this as you mentioned. These are options that I can think of

1) Higher developer (ask your partner) to design such a report for you in BC. this way all users can run this report in BC. This is the easiest and most user friendly method.

2) Use ODATA/Excel to design such a report. You may need to publish a few pages using Web Service.

archerpoint.com/.../

docs.microsoft.com/.../publish-web-service

3) Use Power BI desktop which is free and build such a report.

4) Use combination of out of box reports to achieve this. Look at following reports

Cust./Item Stat. by Salespers.

Item Status by Salesperson

Salesperson Commission

5) Go to Posted Sales Invoice or Posted Credit Memo. Then filter by needed date. Use Open in Excel then combine and analyze.

6) If you want to deal with commission maybe consider commission app like

appsource.microsoft.com/.../PUBID.aitana_management_sl|AID.idynamics_commissions|PAPPID.9809764e-634d-48ba-a656-b7b27e2c96b4

7) Maybe consider Jet Report. This way you can design any reports you want and share with your team.