Sales value per-month by SalesPerson

bangswit

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

David_Singleton

bangswit wrote:

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

No, but contact your NAV Partner, they can create this easily enough.

bangswit

David Singleton wrote:

bangswit wrote:

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

No, but contact your NAV Partner, they can create this easily enough.

I think i will create it by myself
because we don't use programming service from our partner
so... do you think better create using Customer Ledger Entry table or Sales Invoice Table?

David_Singleton

bangswit wrote:

David Singleton wrote:

bangswit wrote:

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

No, but contact your NAV Partner, they can create this easily enough.

I think i will create it by myself
because we don't use programming service from our partner
so... do you think better create using Customer Ledger Entry table or Sales Invoice Table?

You should NEVER use the Sales Invoice Table for writing reports. This is one of the first things taught in report Writing Classes.

bangswit

Cust. Ledger Entry table then...

David_Singleton

bangswit wrote:

Cust. Ledger Entry table then...

Yes.

bangswit

Thanks a lot David...
if I want to compare for the forecast
should I add a table?

David_Singleton

bangswit wrote:

Thanks a lot David...
if I want to compare for the forecast
should I add a table?

To know that I need to understand your business. This is normally the role of your Navision partner. They know your company, they know how you work and they know your system. If you are going to work without them you need to assign someone in your company to understand the business model and how it applies to Navision. And I don't mean a developer, I mean a business consultant.

Of course there are people on the forums that can give examples of how they have done it, but without knowing your business they will only be guesses.

As to whether to use a new table or not really depends on what you all ready have in your system.

vijay_miss

It is depend on your business need and first you must think to bring the solution without any customization if it necessary to customize something to fulfill your requirement you must do it. but first take trials in your trial DB.

Regards,
Vijay Mishra
viajyamd2800@gmail.com

Alex_Chow

bangswit wrote:

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

In the US version, there's a report called Sales History that will give you what you need.

bangswit

Alex Chow wrote:

bangswit wrote:

Do the NAV have report for Sales value per-month by SalesPerson ??
thanks

In the US version, there's a report called Sales History that will give you what you need.

how about worldwide,singapore and indonesia version?
i do not find it

idiot

David Singleton wrote:

You should NEVER use the Sales Invoice Table for writing reports. This is one of the first things taught in report Writing Classes.

Hi Boss,

What was the reason given for never to use Sales Invoice Table?

kine

idiot wrote:

David Singleton wrote:

You should NEVER use the Sales Invoice Table for writing reports. This is one of the first things taught in report Writing Classes.

Hi Boss,

What was the reason given for never to use Sales Invoice Table?

Because the "real" data are in ledger entries, Sales Invoice table is only archive of document, which could be modified (history could be removed etc.), but the core data in ledger entries are the one which are holding the truth... 8)

bangswit

kine wrote:

idiot wrote:

David Singleton wrote:

You should NEVER use the Sales Invoice Table for writing reports. This is one of the first things taught in report Writing Classes.

Hi Boss,

What was the reason given for never to use Sales Invoice Table?

Because the "real" data are in ledger entries, Sales Invoice table is only archive of document, which could be modified (history could be removed etc.), but the core data in ledger entries are the one which are holding the truth... 8)

How about if we want to create posted sales invoiced?
do we allowed to user Sales Invoice Header for the report?

kine

Of course, if you are printing the document itself, than you will use the tables of the document. But if you want some statistics, sum of amounts etc., ledger entries are the correct one...

bangswit

kine wrote:

Of course, if you are printing the document itself, than you will use the tables of the document. But if you want some statistics, sum of amounts etc., ledger entries are the correct one...

I want to summarize sales value from every salesperson
so I use table Cust. Ledger Entry (Document Type = Invoice only)
is that right?

kine

What about Cr. Memos when some invoice is reverted by cr. memo? ;-) Do you want to count the invoice or not? If you have correct results, it is correct, if you do not have expected results, than there is something wrong. But you are on the good way...

bangswit

kine wrote:

What about Cr. Memos when some invoice is reverted by cr. memo? ;-) Do you want to count the invoice or not? If you have correct results, it is correct, if you do not have expected results, than there is something wrong. But you are on the good way...

I want to summerize all the sales (LCY) for every salesperson
maybe the document type should be Invoice & cr. memo then...

mrsa

You have report 114 Salesperson - Sales Statistics,, you can filter it by month, and sales by month you can get in analisys views if salespersons dimension are setuped proprely

bangswit

mrsa wrote:

You have report 114 Salesperson - Sales Statistics,, you can filter it by month, and sales by month you can get in analisys views if salespersons dimension are setuped proprely

but it's parameter is customer
not salesperson