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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / sales target setup
Microsoft Dynamics AX (Archived)

sales target setup

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Posted on by agus 1,174

HI expert,

I want to use functionality of sales target (sales and marketing>>periodic>>sales management>.sales target.

how to setup this menu step by step ?

I have not found another article about this case.

thanks

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I have the same question (0)
  • Mea_ Profile Picture
    Mea_ 60,286 on at

    Hi Agus Setiawan,

    Please check this technet article technet.microsoft.com/.../gg231780.aspx

  • agus Profile Picture
    agus 1,174 on at

    yes I have read this article, but it has not yet solved, which point should be followed. have you used this menu ?

  • agus Profile Picture
    agus 1,174 on at

    sales-target.png

    in my environment only display like this.

  • Suggested answer
    Nesrin Profile Picture
    Nesrin 3 on at

    1. Setup your sales units & workers -> Sales and marketing > Setup> Sales management > Sales unit/teams and set the status to Active. 

    2. Select a default period in Sales and marketing parameters > General > Period > Period code.

    2. Open the Update sales targets menu (under Periodic group of Sales and marketing module) 

    3. Now in the left pane you will be able to see your sales units and the button New will be available. You should only click on New and add new dates & amounts. 

    I was expecting the Sales targets reports to make a comparison between targets & actual sales but it only prints the numbers you've entered in the form. I didn't find this menu very useful... 

  • YK Cheong Profile Picture
    YK Cheong 84 on at

    Hi Expert,

    I also encounter the same problem. I did not select any filtering when printing the sales target report.

    Below is the sales target screen. Please advise what is the missing steps.

    SalesTarget_2D00_sample.jpg

    Thank you and best regards.

    YK Cheong

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