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I would like to know the best way to view sales by selecting date range.
I would like to view this from sales role centre. Or other ways.
Thank you!
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Hi
I would like to know the best way to view sales by selecting date range.
I would like to view this from sales role centre. Or other ways.
Thank you!
*This post is locked for comments
Ariana,
What is your default Role Center ? You need to open the development environment and find the Sales Cue table. You can check the below link for help
Stefano
I cant find the table 9053 I don't know where to look for it :(
A simple example:
1) Open the table 9053 - Sales Cue
2) Add a field called Sales Amount with Type = Decimal and FieldClass = Flowfield
3) Set CalcFormula = Sum("Sales Line"."Line Amount" WHERE (Document Type=CONST(Order),Shipment Date=FIELD(Date Filter)))
4) Save the table
Now you can add the new field to a Cue page in the Role Center you want, for example:
1) Open page 9060 - SO Processor Activities (displayed in the role center 9006 - Order Processor Role Center) and add the Sales Amount field previously created.
It will be displayed as a Cue in the Role Center.
You can also create a custom Cue page with the data you want by creating a ciustom page (with type CardPart).
Hi Stefano
Can you show me the steps how to get there? Thank you!
There are few reports in standard Navision like Customer Sales Statistics or Item Sales where you can filter on the date and view the data. You could add that report to the Main Role Center Page or add a chart to show that data.
You can create flowfields in the Sales Cue table that shows exactly the data you want and place that fields on your Role Center (for example, sum of the amount of the Sales Line table for a range of date).
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