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Real-world Business Intelligence with Microsoft Dynamics GP

You're reading from   Real-world Business Intelligence with Microsoft Dynamics GP Become an expert at preparing reports using Dynamics GP quickly and efficiently

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Product type Paperback
Published in May 2015
Publisher
ISBN-13 9781782177241
Length 364 pages
Edition 1st Edition
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Authors (2):
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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Belinda Allen Belinda Allen
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Belinda Allen
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Toc

Table of Contents (13) Chapters Close

Preface 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP? FREE CHAPTER 2. Business Intelligence for the General Ledger 3. Business Intelligence for Bank Reconciliation 4. Business Intelligence for Payables Management 5. Business Intelligence for Receivables Management 6. Business Intelligence for Sales Order Processing 7. More Business Intelligence on Sales Order Processing 8. Business Intelligence for Inventory Control 9. More Business Intelligence for Inventory Control 10. Business Intelligence for Purchase Order Processing 11. Miscellaneous Business Intelligence Index

Commission details

This report will track commissions for all customer documents in the Sales Series; it will also track whether the document is Open or History. By "Open", we mean the invoice or credit memo/return has been posted, and remains available to be displayed on the customer statement. "History" means the document has been posted, fully applied.

Brief background of the company

This report is for any company that tracks commissions on invoices in GP (Sales Order Processing, invoicing, and receivables management), particularly those companies that pay commissions when payment is received.

Pain or goal defined

GP does a great job providing the amount of commission to be paid. It does not, however, show the invoices with commission amounts for those that have not been paid in full. Salespeople keep track of their commission, and they want to know that your numbers match their numbers.

BI and BI tool chosen

We will be using the PivotTable feature of Excel. We will provide...

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