web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Report of applied discounts?

(0) ShareShare
ReportReport
Posted on by

Our bookkeeper is looking for a report that gives us the dollar amount of discounts applied within a certain period. Is there a way to get that out of RMS?

Thanks.

*This post is locked for comments

I have the same question (0)
  • willie whelan Profile Picture
    185 on at
    RE: Report of applied discounts?

    THERE IS A REPORT FROM CHECKPOINT THAT DOES THIS BUT THE ONE I HAVE MAY BE OLD AS IT includes refunds as part of the overall discount value . As I say i have an "OLD" report and an updated version may exclude refunds from the discount total. example 1 sale 60 for 45 offer price ( disc 15) refund of same sale done on same day . total discount for that day should be Zero or 15 depends. But the report adds the two together and gives 30 as total . as explained I have old report.

  • willie whelan Profile Picture
    185 on at
    RE: Report of applied discounts?

    This is another but it too has the same issue on doubling refunds as part of the discount total value.

    If anyone want to amend this and correct the logic in the xml please feel free .   so no release without prior communication in relation to this report or any part therof. if changes are made please send me the updated version .

    this is for tracking discounts done by cashier , it will show the discount percentage.

    if someone can exclude refunds with an option or dropbox at the beginning that would be great , my skills are still new .

    //--- Report Summary --- //

    Begin ReportSummary

      ReportType = reporttypeSales

      ReportTitle = "Discounts by Cashier"

      PageOrientation = pageorientationPortrait

      ShowDateTimePicker = True

      OutLineMode = True

      Groups = 1

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.Bmp"

      ProcedureCall = ""

      TablesQueried = "FROM [Transaction] LEFT JOIN TransactionEntry ON [Transaction].TransactionNumber = TransactionEntry.TransactionNumber LEFT JOIN Cashier ON [Transaction].CashierID = Cashier.ID"

      SelCriteria = ""

      GroupBy = "TransactionEntry.ID,Cashier.Name"

      SortOrder = ""

    End ReportSummary

    //--- Title Rows ---//

    Begin TitleRow

      Text = "<Store Name>"

      Font = "Arial"

      FontBold = True

      FontSize = 16

      Color = "Blue"

    End TitleRow

    Begin TitleRow

      Text = "<Report Title>"

      Font = "Arial"

      FontBold = True

      FontSize = 12

      Color = "Black"

    End TitleRow

    Begin TitleRow

      Text = "Generated On <Report Date>"

      Font = "Arial"

      FontBold = True

      FontSize = 10

      Color = "Black"

    End TitleRow

    //--- Filters ---//

    Begin Filter

      FieldName = "[Transaction].Time"

      FilterOp = reportfilteropBetween

      FilterLoLim = "01/05/2008"

      FilterHilim = "20/05/2008"

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "Cashier.Name"

      DrillDownFieldName = "Cashier.Name"

      DrillDownReportName = ""

      Title = "Name"

      VBDataType = vbString

      Formula = "MAX(Cashier.Name)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 3000

      GroupMethod = groupmethodMax

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].TransactionNumber"

      DrillDownFieldName = "[Transaction].TransactionNumber"

      DrillDownReportName = ""

      Title = "Transaction Number"

      VBDataType = vbString

      Formula = "MAX([Transaction].TransactionNumber)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].Time"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Date"

      VBDataType = vbDate

      Formula = "MAX([Transaction].Time)"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.FullPrice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Full Price"

      VBDataType = vbCurrency

      Formula = "MAX(TransactionEntry.FullPrice)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = True

      ColWidth = 2000

      GroupMethod = groupmethodSUM

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = " Discounted Price"

      VBDataType = vbCurrency

      Formula = "MAX(TransactionEntry.Price)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = True

      ColWidth = 2000

      GroupMethod = groupmethodSUM

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Percentage"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Discount %"

      VBDataType = vbDouble

      Formula = "CASE WHEN MAX(FullPrice) > 0 THEN ROUND((MAX(FullPrice)-MAX(Price))/MAX(FullPrice),2)*100 ELSE 0 END"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = True

      ColWidth = 1000

      GroupMethod = groupmethodNone

      ColFormat = "#.##"

    End Colunm

  • willie whelan Profile Picture
    185 on at
    RE: Report of applied discounts?

    as with all reports use at your own risk

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Report of applied discounts?

    Which discount types do you want.  Basically the report need s to show you the transactionentry.fullprice - tranasctionentry.price.  

    There are 10 diffference price sources for the transactionentry table.  For instance, type 10 is a price override discount.

    You could always run this query also.

    select sum((fullprice - price)*quantity)  from [transactionentry] where quantity >0 and transactiontime > '8/1/2013'

    gives you total discount for everything after today.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans