Simple scenario Sales Analysis Creation ERP MS Dynamics NAV  2018w1

Created by                           :              Jaromír Skorkovský

Date                                      :              14.11.2019

For                                         :              MPH_AOMA and AOPR and  BPH_EPS1

Database                              :              MS Dynamics NAV 2018w1

Keys                                      :              Ctrl-N=New, F4=Look-up, Ctrl-F7-entries,
F7-statistics, F9-post

Shorthands                           :              G/L General Ledger, TO-Transfer Order

                                                                Tutor-TU

1.       Go to working date 1.1.2020

2.       We have to create some item ledger entries in year 2020. Our choice will be selling some
chairs on 1.1.2020 and 1.2.2020. So for that purpose we will create two sales orders on these two
dates. For the sake of simplicity, we present only selling lines of the first sales order. In red
frame you see number of invoices because author recently posted another SO, and this is the copy of
it You will use the copy for the second SO. By use of sequence Action-> Copy document.   After
posting the first SO change the working date to 1.2.2020

3.       You should see just created item ledger entries. Below entries are the one from the first
posted sales order.

4.       Go back in time to  1.1.2020 (the working date) and then use Sales &Marketing
->Administration and you will get:



5.       Let's create  a new Sales Analysis Line Template  by icon new

By icon Lines, you will enter data by use of icon Insert items

6.       Item analysis View Code looks like this (the principle I similar to the one already
presented in the examples related to Accounting schedules. In item filter, we have manually entered
all chairs separately by|character “|” (right alt gr +W). New created Vies must be updated.


7.       Sales & Marketing -> Reports and analysis


8.       By use of New icon you create a new line representing our brand new report Chairs


9.                To open it you must Edit Analysis report and then use icon Show-matrix, and you
will get


10.        You could modify the report by changing the Column template. To show the logic of the
column template, we present below the template Profit

10.   Go to the Sales budget, and you can see some figures already entered to budget matrix. Then
from the set of already created reports, try to see some data. Firstly icon Edit report and then
Show-matrix




or






and lastly

Another set of reports is called Analysis by dimensions and as one result  will show one possible
setup out of many and the results







The report starts  by use of icon Show-matrix

Other possibilities might be