ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Sales Reports

Sales reports can be key in keeping the sales process and the cash flow movement.

Sana enables customers to download printable reports (PDF file) generated by Dynamics 365 for Financials directly from the webshop.

 NOTE

Sales reports can be also uploaded to the file system on the Web server and downloaded by customers from the webshop. For more information, see 'Sales Reports'.

Dynamics 365 for Financials can generate reports for all types of sales documents (orders, quotes, invoices, shipments, return receipts, credit notes).

To be able to download sales reports from the webshop you should enable this feature in Dynamics 365 for Financials. Choose the Search for Page or Report icon and enter Webshops.

Open the webshop card and on the Downloading FastTab select the Enable Document Downloads checkbox.

In the Sana webshop a customer can download the printable report (PDF file) from the corresponding sales document page.

Dynamics 365 for Financials uses Reports as the basis for PDF files generation. For every sales document the respective report is used.

To view sales documents with the corresponding reports in Dynamics 365 for Financials choose the Search for Page or Report icon and enter Report Selection - Sales. The Report Selection - Sales table contains the specifications of which report is used for a certain sales document.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition