[Corey Armstrong]

Hi all, I am trying to do some planning on how much to produce in a month, to know this i need to see how many items were sold in the past month. What is the most convenient way to do that? Our items have tons of different batch number so i need to be able to see the item as a whole not broken down into batch. 
Thanks for the time

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Corey Armstrong
Applied Medical Technologies, Inc.
Brecksville OH
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[Andrew Lencsak]

Hi Cory,
When running the standard Transactions inquiry from the item or going to Inventory Mgt > Inquiries > Transactions, you can see the history by item. Just make sure you tick off “batch number” in your dimensions display and the batch will not be relevant for your query.

In the Transactions form, you can use the other tabs like “General” to filter by transaction type if you only want to see Sales, for example.

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Andrew Lencsak
Senior Application Consultant
eBECS
Atlanta GA
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[Susan Lindner]

Hi Corey,

I don’t know which version you are on.  In 2012 R2, there is a standard AX report called “Sales item group statistics” found in Sales and Marketing > Reports > Statistics > Customer > Sales item group statistics.  You can enter from and to dates and check the box called “Detailed, with item numbers” and it will generate a concise report for the time period with just item numbers and quantity sold, no batch numbers.  You can then export this to Excel if desired.

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Susan Lindner
Glass Coatings & Concepts
The Shepherd Holding Company
Monroe OH
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[Jeff Watson]

Corey-

There is a transactions report at Inventory management > Inquiries > Transactions > Transactions

It can be run for a single item (or other grouping by pulling in the desired fields) and filtering to your required date range.

We export to Excel, assign a week number to each date and get a report that details sales per item per week. We also use this for raw material usage into batch orders.

It has been very helpful in determining MIN/MAX and default order quantities based on historical usage. You can easily calculate a statistically relevant MIN/MAX that will cover a specified service level expectation.

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Jeff Watson
ERP Solution Manager
Trilliant Food-Beverage-Nutrition
Little Chute, WI USA
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