Customized Item Age Composition Report

  • Customized Item Age Composition Report

    Posted by Sara Sharkey on March 16, 2022 at 5:12 pm
    • Sara Sharkey

      Member

      March 16, 2022 at 5:12 PM

      Hello–

      We would like to create a customized item age composition report showing the following information:

      —Ā  Sales Person
      —Ā  Customer Name
      —Ā  The ability to sort by Location filter
      —Ā  The ability to sort by goods type (i.e. Raw Materials, Finished Goods, etc)
      —Ā  Item Quantity
      —Ā  Item Cost

      With everything that we would like included, is this something that can be built in NAV, or is this something that would be easier to accomplish by creating a Jet Report?

      Thanks–

      ——————————
      Sara Sharkey
      Senior Accountant
      Compax
      Salt Lake City UT
      ——————————

    • Ken Sebahar

      Member

      March 17, 2022 at 9:07 AM

      You could create either a NAV report or Jet Report. Ā Jet may be easier because the data is directly in Excel for sorting/filtering and you can build this report yourself (without a developer). If a NAV report you would need to make sure features are added to allow for in-report sorting and filtering.
      Regardless of the tool used, Items and on-hand Ledger Entries do not have a Customer (or Salesperson) associated, so unless you have a customization to link each item or Item Ledger Entry to a Customer, the answer may be that it cannot be done using either tool.

      ——————————
      Ken Sebahar
      Solution Systems, Inc.
      ken@solsyst.com
      Podcast: A Shot of Business Central and a Beer!
      ——————————
      ——————————————-

    • Gregory Alford

      Member

      March 17, 2022 at 9:06 AM

      Either Jet or Power BI is the way to go for developing reports in house. That is my opinion, and I am sticking to it. šŸ™‚

      ——————————
      Gregory Alford
      Director of Technical Resources
      Tri Star Metals LLC
      Aurora IL
      ——————————
      ——————————————-

    Sara Sharkey replied 4 years ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

The discussion ‘Customized Item Age Composition Report’ is closed to new replies.

Start of Discussion
0 of 0 replies June 2018
Now

Welcome to our new site!

Here you will find a wealth of information created for peopleĀ  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!