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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Sales Dept Target Report

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Posted on by 3,090

Hi Experts,

A Requirement was given to me by Sales Dept Manager to Develop a new report with the following Fields:-

1)Salesman Code 2) Salesman Name 3)Branch 4) Traget 5) achieve 6) %(Percentage) 7)Cleared Order 8) Pending Order  

The purpose of my Post is to from where I could get this requirement what will be the tables ??

Note : Some fields I developed by myself which were not exist in ax such as (Salesman Code  2 Salesman name 3 branch) on Form.

Best Regards,

Shabir Ahmad

  • Microsoft Profile Picture
    on at
    RE: Sales Dept Target Report

    So when you customized one field, you need to customize the UI and let user and input the value and then the value could be saved to database. then customized the report design to include the field label and field value, then the report would have that value.

  • Shabir Ahmad Profile Picture
    3,090 on at
    RE: Sales Dept Target Report

    Jasmine Wang

    There is not sales target functionality configured in the system otherwise, SMMsalestarget and SMMsalestTargetTrans are good choice, but they give me there own data in excal sheet for target  etc.

  • Suggested answer
    Microsoft Profile Picture
    on at
    RE: Sales Dept Target Report

    Could you try to check all the related tables which is  refered to salesTable and also check their relation, then you can decide which table you want to add your customized fields.

  • Shabir Ahmad Profile Picture
    3,090 on at
    RE: Sales Dept Target Report

    TargetReport.png

    Hi both this is the format they want I to make a report. This is a Target Report on the bases of different branches as well as. There is a list of other product in the same manner in this excel sheet but I wanted just these columns to clear your doubts or any further questions.

    Best Regards,

    Shabir Ahmad

  • Shabir Ahmad Profile Picture
    3,090 on at
    RE: Sales Dept Target Report

    Hi Jasmine Wang,

    Yes, i already added those fields made customization. but now i am looking for the above requirement from which table I can get those.

    Best Regards,

    Shabir Ahmad

  • Microsoft Profile Picture
    on at
    RE: Sales Dept Target Report

    for the field that not exist in ax, you need to do customization. and add those filed to one existing table.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Sales Dept Target Report

    Hi Shabir,

    I think that we need some additional information especially about the following points

    No 4: How do you define the target and where? (monetary, units, bundles, etc.)

    No 7/8: Are you referring to sales orders only or also things that are related to project related invoices or other kinds of sales invoices?

    Best regards,

    Ludwig

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