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12M sales volume report

prash

November 28, 2018 12:10

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I wish to write up a  quantity report via JET. The report would consists of 12 months sales volume for a particular customer/account. It would have:

Item No.

Description

 Quantity

I though about using posted sales invoice lines but this does every line as one would expect. How would group the items together to get a total no. of sales per item. I assume I would have to use another table but I am unsure which one and how to link both tables together to get the correct format. I have been using Table builder.

 

Hope this all makes sense.

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4 comments

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  Jack Ries November 28, 2018 15:05

  Hi Prashan,

  You could display the posted sales invoice (or posted sales shipments if you sometimes post the shipment before the invoice) and then insert a Pivot Table that references the table you created. This will allow you to group and slice the data exactly how you want to.

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  Malcolm Johnson November 30, 2018 09:49

  As a default I always try and base my reports on Ledgers, yes posted documents can be used, but the data can be less than optimal as:

  1. The indexes are not so good for reporting

  2. Posted documents can be deleted (ledgers not so, although they can be compressed)

  So for this I would base the report on the item ledger, using Source Type = Customer and Source No. to give the customer number

  the report will run quicker and be more accurate, with adjusted costs etc.   

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  Andrew Cooper November 30, 2018 16:24

  the item ledger entry has pretty much all you want, including customer no.

  Andrew

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  Jack Ries November 30, 2018 16:50

  Great point Malcolm. 

  Another thing is that the cost field on posted sales invoices is usually inaccurate. Again, using the item ledger entry table would fix this.