Analysis Reports

Business Central/NAV User Forum
1

HI all,

In the Inventory Analysis reports i need to show the Purchase Returns and sales Returns Quanity and Values.

Could you pleas explain how to configure ?

Thanks in advance

2

You cannot do this by the Analysis Type Code because it looks at the entry type - so you see it as a sale or a purchase.

The only way to achieve this is to set the return or credit transaction with a dimension and set the analyiss to contain the dimension and filter on this dimension.

3

Thanks Adam,

Could you explain what type of dimension code and values can we use to get the values correctly?

Could you give one example.

4

You create a dimension of “purpose” against the item. Unfortunately you have to change this every time it is not standard. So you could have a purpose called “01” for direct sales and you attach this to every sale. Then when you credit the item you change this to “02” for Credit. This would tag the line with a different dimension and therefore you could add it into the analysis type and then specify it on the line so the line only looks for item ledger transactions of type “02” which define credits. It is not slick but it is, from memory, the only way to get this differentiation. It has been a long time since I worked with these though so there may be an alternative - so anyone else feel free to jump in if another answer exists!