Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics SL forum
Suggested answer

report 08740 and 10730

Posted on by 3,205

Hi there,

I need info here, how report 08740 and 10730 calculate. I know source of 10730 is from Item history, and 08740 is from artran, based on formula editor. but I need more detail, each transaction that involved.

please kindly advise. thank you so much.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: report 08740 and 10730

    In Sales by Customer  (08.740.00) : The Margin Pct column lists the profit margin on each item sold to the customer.

    It is calculated by dividing the gross profit on each sale (Extended Price minus Extended Cost) of an item by the item’s selling price.

    Whereas the Sales by Product Class (10.730.00) report compares the sales of each product class to total company sales. Total company sales is calculated from the total sales of all product classes.

    Hope this helps

    Thanks & Regards

  • Suggested answer
    Ram Peru Profile Picture
    Ram Peru 2,830 on at
    RE: report 08740 and 10730

    Hello Rodi,

    Below are the information that you needed on the 08740 & 10730 reports.

    08740 – Sales by Customer:

    Sales by customer reports (detail & summary) are used to list the details of customer invoices & memos entered during an account period or range of periods. You can use this report to obtain a by-period breakdown of the accounts receivable documents entered for each customer and to analyze customer sales volumes and the profitability of sales to each customer.

    Also report displays all the transaction that are related to customer like the modules from AR (Accounts receivable), OM (Order Management), BI (Flexible billings) & Service Module.

    • Detail — Used to list the detailed about all related sales information for each customer

    o document number and type, document date, inventory item ID and description, unit, quantity, unit price, extended cost, and extended price amounts

    • Summary —this is a summary format that includes selected sales information for each customer.

    • Margin Pct column: It’s the profit margin on each item sold to the customer. It is calculated by dividing the gross profit on each sale (Extended Price minus Extended Cost) of an item by the item’s selling price.

    10730 – Sales by Product class:

    Sales by Product Class report associates the sales of each product class to total company sales. The total company sales is determined by total sales of all product classes defined in SL. Product class is the category used to classify the inventory items in Inventory.

    For instance, if you need to review the information of all electronic items in inventory (computers, telephone, Printers & Modems etc.), Here Electronic is the product class and underneath computers, telephone, Printers & Modems are the inventories.

    Here you can see the information about the sales of each product class. This report is mainly getting the information from Inventory, ItemHist, Item2Hist, Productclass & site tables

    • Detail — Used to list the detailed about all related sales information for each product class & Inventory associated against the Product class

    • Summary —this is a summary format that includes selected sales information for each product class

    If you are running the Report on the period 01-2014, the following details are main display values on the detail report

    Qty Sold column – Sum ({@QtySlsPtd}, {Inventory.InvtId})

    Sum of {Item2Hist.PtdQtySls00} based on the inventory and month of Report Period

    Sales Column - Sum ({@SlsPtd}, {Inventory.InvtId})

    Sum of {ItemHist.PTDSls00} based on the Inventory and month of Report Period

    Cost of Sales column – Sum({@COGSPtd},{Inventory.InvtId})

    Sum of {ItemHist.PTDCOGS00} based on the inventory and month of Report Period

    Profit column - {@SlsPtd} - {@COGSPtd}

    @{@SlsPtd} =  {ItemHist.PTDSls00} – This will change based on the month of Report Period

    {@COGSPtd} = {ItemHist.PTDCOGS00} - This will change based on the month of Report Period

    Hope that explains

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,513 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,862 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans