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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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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

Chapter 6. Business Intelligence for Sales Order Processing

Although Sales Order Processing (SOP) is technically a distribution module, many non-distribution companies use it. Many professional services organizations bill through the SOP module as well. Distribution and non-distribution companies alike evaluate SOP reporting daily to view past performance for information on:

  • Sales
  • Cash flow forecasting
  • Commissions
  • Profitability

The SOP module interfaces with our customers and represents (usually) the source of our mainstream revenue, so it is critical to review it regularly.

This chapter focuses on the review of SOP data. The next chapter will focus on using BI as part of your workflow.

What we will build:

  • Dashboard of sales by customer, state, item class, and salesperson
  • Dashboard of open orders by customer, state, item class, and salesperson
  • Items sold by manufacturer
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