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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Business central sales...
Small and medium business | Business Central, N...
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Business central sales amount expected actual

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Posted on by Omer Zenkin 15

Hello everyone, I am pulling data from the business centre and I want to show it in power bi, there are two different data called sales amount actuall and sales amount expected, which of these data should I take, I will calculate profitability and margin, which one should I calculate this by looking at which one, what happens if I take both data?
Is there anyone who can explain and guide?

(the same applies to cost amount actual and expected)


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Dynamics 365 Business Central
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    RE: Business central sales amount expected actual

    hi

    I would recommend that you use the sales amount actual data to calculate profitability and margin. This data represents the actual sales revenue that your business has earned, whereas the sales amount expected data represents the sales revenue that your business was expected to earn.

    Calculating profitability and margin based on the sales amount expected data could potentially give you inaccurate results, as it does not reflect the actual performance of your business. However, you could still use the sales amount expected data to compare your business's actual sales revenue to the expected revenue, and analyze the reasons for any discrepancies.

    Similarly, I would recommend using the cost amount actual data to calculate your business's actual costs, as this represents the true cost of goods sold. The cost amount expected data may not accurately reflect the actual cost of goods sold and may give you inaccurate results when calculating profitability and margin.

    If you use both actual and expected data in your analysis, it's important to clearly distinguish between them and use them appropriately. Combining both actual and expected data could help you identify trends and make informed decisions for your business.

    DAniele

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,913 Super User 2024 Season 2 on at
    RE: Business central sales amount expected actual

    are you looking at the value entry or item ledger entry table?

    if so, the expected amount is what is posted when a PO/SO is received/shipped, but not yet invoiced. When the PO/SO is invoiced, the expected amount gets reversed, and an actual amount is posted. To simplify it, if you sum all expected amounts you should get zero, and any amount left over will be items shipped/received not yet invoiced.

    For this reason, if you want a report on fully invoiced items you should take the actual amount. The actual amount will also display any adjustments made, so its the correct column to take.

    If you take the expected and actual amount you will get both fully invoiced items and items received/shipped and not yet invoiced, but it will not duplicate your data or anything like that.

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