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

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Sales Reports



 NOTE

To be able to generate sales reports, Microsoft SQL Server Reporting Services (SSRS) should be installed for Dynamics 365 for Operations. Check whether sales document reports are working in Dynamics 365 for Operations to make sure that it will be possible to generate reports from the Sana webshop.

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 Operations 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 Operations can generate reports for all types of sales documents (orders, quotations, invoices, shipments, return receipts, credit notes). Dynamics 365 for Operations uses Journals to generate sales reports.

To be able to download sales reports from the webshop, you should enable this feature in Dynamics 365 for Operations. Click: Webshop > CommonWebshops, and on the General FastTab set the Enable report downloads option to Yes.

Reports of sales orders and quotations can be downloaded from the Sana webshop only when the order or quotation is confirmed in Dynamics 365 for Operations and the journal is created.

To confirm a sales order in Dynamics 365 for Operations, open it and on the Sell tab click Confirm sales order.

To confirm a sales quotation in Dynamics 365 for Operations, open it and on the Quotation tab click Send quotation.

When you post shipments and invoices in Dynamics 365 for Operations, the journals are created automatically. Thus, the corresponding reports will be shown in the Sana webshop.

A sales report can be downloaded from the corresponding sales document page in the Sana webshop.

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