Link between cost of Salesperson and Customer????

alantviti

My client has a request: to follow and track the cost of his salespeople (gas, cell phone...) per customer.
For example: dedicated personnel does business with certain customer. They want to record all of the expensess occured, so later on they can do the analysis of profitability of the customer. Like, how much did the customer cost them vs. how much they made of them.
Does anyone have any idea of solving this?
I thought of dimensions, but then I would have to have a Dimesnion called Customer with the dimension values of all customers in the list, (like 500 of them). That sounds insane to me, and it is like really last option.
Please, any advice?!

Arhontis

Hi,

The Customer Ledger Entries keep Dimensions per line. Following the Cronus example, you have a dimenstion that keeps the salesperson and attach a dimension value to every salesperson, and enter the dimension and dimension value to a sales orfer e.t.c.

So you can get the values of the profit per customer and salesperson.

How do you enter costs in the system, do you post them per customer?
In which subsystem?

alantviti

Tviti says:
hello....you repplied to my post on mibuso.com about cost customer salesperson
Tviti says:

Tviti says:
so I thought, this would be faster, if you don't mind that is
Arhontis says:
Hi, what troubles you?
Tviti says:
My name is Alan, from Sarajevo, Bosnia....Bosnien Business Systems....for a start
Tviti says:
the thing is
Tviti says:
that the client has many salespersons/purchasers
Tviti says:
and they want to record the charges that salespeople/purchsers make during their activities with theri clients
Tviti says:
the charges are for example
Tviti says:
gas for ht car
Tviti says:
cell phone bills
Tviti says:
phone bills
Tviti says:
etc....
Arhontis says:
How do you post those charges?
Tviti says:
they can not use invoices nor orders since the type can't be CHARGE....it only has ITEM CHARGE, and that has nothing to do with this type of charge
Tviti says:
so they have to do it through Gen.JNL
Arhontis says:
So, as in Greece, you post directly to a G/L Account via General Journals. Right?
Tviti says:
yeap
Tviti says:
but in GnJNL
Tviti says:
there is no field that would record the name of the customer, unless you create one
Tviti says:
then you need to mess within the code in order to record that customer during the post process
Tviti says:
I know there is a field for salesperson
Tviti says:
but this other one is what I need
Tviti says:
I can not use dimensions because dimension values would be
Tviti says:
as many entries as the number of customers in the customer table, in this case about 1000
Tviti says:
!
Tviti says:
so dimesnion is really not convinient, but is my last of last options
Tviti says:

Arhontis says:
I think I understand...
I suggest you build another table based to GenJNL that has the Customer No.
Then, you make another table Posted Salespeople that has the ammount, Customer Code, Salesperson No., Date Posted, e.t.c.
Arhontis says:
When you enter lines there, and post them, you copy and post the GenJNL lines as in standard Navision so that you get your G/L Account Posting right, and in addition you add lines to your Posted Salespeople table.
Arhontis says:
In that way you can get what charges has made a salesperson in a period of time to a customer or all of them...
Tviti says:
I might try that...but I thought there is a way to do it without getting new tables involved....but I guess that is not possible
Arhontis says:
You must also build custom form (like GenJNL) that you use for data entry...
The base consept is that you don't mess with the existing functionality
Tviti says:
you just confirmed what I thought....
Arhontis says:
You might add a Customer No. in GenJNL and add code into the posting so that you copy data to YOUR Posted Salesperson table... That might be simpler... What do you think?
Tviti says:
that was my first opstion...to add a field Customer No. into Gen.Jnl table
Tviti says:
and then edit the code...
Tviti says:
but we practice not to touch the code unless is really really necessarry
Tviti says:
but for this case we might have to do it
Arhontis says:
Smart move not to touch the code... But sometimes you can't do anything else.
Tviti says:
I know....
Tviti says:
anyways....thank you for your help and advice
Tviti says:
I apreciate it
Arhontis says:
We should make a post to mibuso so that someother people that need the same thing can read and get some ideas. Don't you think?
Tviti says:
yeah....
Tviti says:
I will try comping this conversation in there
Arhontis says:
Nice talking to ya Alan... Have fun...
Tviti says:
HEY!
Tviti says:
Good football past summer!!!! COngrats!
Tviti says:

Tviti says:

RobertMo

Maybe you don't need additional tables.

Why not just adding 2 new fields in the T81-GJL named like "Link Cost to CustNo." with table relation to T18-Customer and "Link Cost to SalesPerson" with table relation to Salesperson.
Also add both fields to T17-GLE and change CU12 to transfer both fields from T81 to T17.
Then you just add your fields on forms where needed. On jornal forms so users can enter them and on entries form so users can see them.

This way you have all your details in T17-GLE. That's all you need for your reporting or am I missing something?