Sales Analysis for non-Posted documents

airam

Dear All,

My client is requesting a form (similar to Sales Analysis By Dimension) but which includes all Sales Docs and have the possibility to filter by Document Type (i.e. Quotes, Orders, Invoices, Cr Notes, Posted Invoices, Posted Cr Memos) and filtered by Dimensions too.

I don't think there's something ready like this right? do you suggest to edit the existing Analysis by Dimension or try to create something similar? this client will soon be upgraded to NAV2013, so I guess best way forward is to first upgrade to 2013 and then customise the Analysis.

Thanks a lot!

Miklos_Hollender

You could define a (non-global) dimension as Document Type with values like Quote, Order etc. and write a processing only report that fills out the Analysis View Entry table accordingly. Most likely you don't even need to modify the Analysis View functionality at all, thus making it perfectly upgradeable. Only problem is what happens when quote goes to order etc. probably you need to delete and recreate the whole thing every night. Maybe you need to insert the document numbers into the dimension value table too, not sure.

This is a very handy trick of upgradeable, configurable reporting customizations - a custom procedure can turn ANYTHING into a dimension value and analysis view entry while leaving the standard code base untouched. For example once we integrated a point of sales system. So we had dimension values like Cassa No., Cashier ID, even Time of Day in 15 min chunks i.e. dimension values like 1215, 1230 and so on, and this in analysis view entries, why not? It was very useful and left the standard code base untouched.

EDIT: I mean ITEM analysis entry

airam

Thanks for your reply and useful tip, I'll give it a shot.. see how it goes