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[Imran Khan]

Hello I am looking for few standard reports from NAV to achieve:

1. Transaction details (got it from Inventory Transaction Detail report) In the report what Inventory column actually is showing?

2. I am looking for report to show sales orders received by items.

3. I want report where I can track orders against forecast and as well as sales.  

Thanks.

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Imran Khan
Dynamics Nav Developer

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[Imran Khan]

The NAV version is 2015. 

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Imran Khan
Dynamics Nav Developer

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[Kim Dallefeld]

Imran, what do you mean ‘sales orders received’? If you are trying to get a report that shows all sales orders entered for a date range, there is not one in NAV because sales orders completed are removed from tables 36/37 and posted to 110..113.

I think if you want to track orders received against sales and forecast, you are going to need a customization. Something that ‘archives’ every order as it is released (original input) to capture the orders received and then you can report sales and forecast and orders received.

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Kim Dallefeld
NAV Consultant
Ft Worth, TX
Kim@Dallefeld.com
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[Imran Khan]

Hi Kim

Sorry I meant orders received.

So only customization needed is to archive sales order in order to reference with sales made and forecast, am I right?

What is the best report for forecast please?

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Imran Khan
Dynamics Nav Developer

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[AJ Ansari]

Hi Imran,

Have you looked in to Sales Analysis Reports in NAV? It’s an ad-hoc reporting tool where you can construct a report using a combination of Rows and Columns (much like Analysis by Dimensions, except you are reporting on Sales / Purchase data by Items and Customers / Vendors). You can track Amounts or Quantities for Actuals (Item Ledger Entries) or Budget/Forecast (Item Budget Entries) as Net Change, Balance at Date, YTD, Beginning / Ending Balance, etc.

It can show you this information for Sales Order Shipped (but Not Invoiced), as well for Invoiced Sales. What it will not show is detail on Sales Orders that have yet to be shipped. 

The output is shown in a matrix format (a couple examples below), which you can drill down into. You can also Send to Excel or print it.

I have four different screenshots of Sales Analysis reports below. You can also create similar Purchase Analysis reports. If you have access to the CRONUS company in your NAV database, you can test it with some demo data.

Hope this helps!

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AJ Ansari
NAV Product Manager
InterDyn BMI
Houston TX
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[Meenakshi Singh]

Hi Imran,

To get the transaction level detail on Sales by Item, you can also go directly into the Item ledger entry table and filter it by entry type sale. That will give all sales transaction for the item along with the sales shipment no. (document No.) and the customer No. (source no.). A quick NAV or Jet report can be written for this as needed.

Sales Analysis view, as AJ mentioned is the way to go if users have access to the system to drill down and navigate data themselves.

Meenakshi

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Meenakshi Singh
Manager of Business Applications
Home Market Foods, Inc.
Norwood MA
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