Sales Analysis Report Form 7117

Business Central/NAV User Forum
1

I would like to modify this report to include Salesperson as a filter. We do not use the department code so I was hoping to change this to salesperson. Can someone please give me instructions?

Nav 6.0

2

Department is a Dimension, but SalesPerson - a field in SO…

Easiest way - duplicate SalesPerson as Dim, too - it might be useful in AnalysisByDims and AccSchedules also.

3

Hi,

You can assign a dimension to the Salesperson record and it will be inherited onto the sales order/invoice

4

This sounds like a great solution. A couple of quick questions. Will this create extra entries some where and reduce performance?

I assume this will work on all future orders but is it possible to mark all orders in the past with the appropriate dimension?

5

Some records in Ledger Entry Dimensions table and Analysis Views. If you do not have a ton of Analysis Views set up for Update on Posting, performance will not suffer.

Out of box - no, but it can be done by a programmer OR some AddOns exist out there to accomplish this, check AddOns section of this site.

6

Thanks for everyone’s help. I appreciate it very much.