SAP Business One Out of the Box Reports

SAP Business One Out of the Box Reports

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00:01
happy one welcome to our webinar about out-of-the-box reports in NCP business one today we are not going to talk about customizations we are going to talk about what is available out of the box in terms of reporting and you try to cost you the knowledge maybe some of those you already know already using there is that knowledge and may be sure we do some new things you didn't know about some of the reports and give you
00:32
maybe couple of poor customers very happy to present today with the best Cameron I did hi everybody and with that being said we gonna start the meeting so the gentle forty day we broke it into different parts financial reports business partner reports inventory sales in additional reporting options we're gonna start with the financial reports
01:04
it's part of agenda if you have any questions feel free to type it in the area or feel free to ask a question and good morning Karina and good morning Robert the camera and we're gonna start with the general ledger report in this one the general ledger report really is hundreds of record and I'm going to go
01:38
to our SCP environment and will you bet but also an ordinate looks like the screens not updating on the go to meeting thank you yeah there we go thank you so going back to the presentation we are going to talk about financials business partners inventory sells and additional reporting under each section we have the reports that we thought are interesting to look
02:10
at either many of our commute okay that sounds better okay and with that being said we're gonna start with the general ledger
02:39
report let's go to ASAP as you can see at the end of all the reports there are sections for each module or for each aspect we're gonna start under the financial under the accounting to go to the general ledger the general ledger is really a dream of every controller or finance person because everything you want to know about accounting can be done through this report and as you can see there are a lot of options in this report you can look at that from
03:12
business partner perspective customers or vendors or from accounts perspective so normally you would like to choose either or because if you choose both you will see duplicate results from the business partner perspective and from the GL accounts perspective the big benefits of that report is the ability to have different options if you want it summarized or solid or if you want to see all the posting or only then not fully reconciled or externally
03:44
reconciled and things of that nature so a lot of options here you can choose all the accounts you can choose dates and things of that nature but the really big thing about that report is the extended function here as you click on the expanded on the expanded you could choose what you want to see so for example if you are looking for a specifically a transaction of a specific amount you can check that here and choose your specific amount if you look at all your error invoices you're going
04:14
to check out our invoices and then the system will bring only a our invoices report and things of that nature the nice think about that report is also the ability to save different selection criteria so if you are running the same report every day you can save that selection criteria and that will be saved so for example the way to do that is a little bit uncomfortable but if I go to the general ledger and I go to add mode like as it was a document I can go
04:47
to add mode and say like a our invoices for example uncheck business partners check all the accounts do the expanded and do maybe air invoice and credit memos for example update and ok that will give me only their invoices again with drill downs obviously within the report itself you can always copy table and paste it to excel you can print it if you wish there are a lot of columns here but you could select what you're
05:19
going to see in the report and in which order using the form settings and the table formats so there is a lot more information that can be exposed by checking the visible checkbox once you get the report you want and you want to save it you can just click on the save and then next time you are going into the same general ledger report you can select they are inverses from the list in my case I have also unclear checks
05:49
for example so in that case I chose the display and reconcile externally everything that is within the assets and that will give me all the unclear checks that we have with our vendors does that make sense any any questions about that okay so with no questions I'm going to move to the next report the budget reports thanks alright so the budget
06:24
report this is something I would say for budgets probably I don't know maybe half and half of the customers use them but I think it's a really powerful tool in SA P to be able to bring your budget in there and then use it for different reporting features so I know this isn't kind of a configuration webinar so we're not going to go through the specifics of actually setting up a budget in Sapa although if you have questions feel free to ask but essentially once you do setup that
06:55
budget in SA P you know you'll set up a budget scenario one thing you can do to set that up if you don't want to go through and allocate your budget to all your different accounts you can just take your prior your actuals and create a budget based off of that so maybe you want to take your prior year and you know with the growth of 10% and so you can create a budget that way it's a lot easier if that's what you want to do but essentially once you have created this
07:24
budget and si P you can go into so this is where you would see your budget in here have your different budget scenarios so we'll go to our main budget and this is a test system so looks like we don't have a lot of info in here for the budget but if and when we do this is where you would see it and then so to report on that we'll go down here and our financials we want to go to financial reports and then budget reports so one of the basic budget reports is just it's called just the budget report basically that's just
07:57
going to show you essentially what your budget shows you you can check different accounts you can do it monthly quarterly annually things like that and then just execute here if you want to see down more levels and see kind of into the GL account level you can see it that way so that one's just kind of our basic budget report the other one that we think is probably the most helpful in terms of these budget reports is that profit and
08:29
loss statement budget report so as you probably know in your other financial reports you can run just a profit and loss statement but this helps you actually compare it against your budget so you can take what your expected income and expenses are and you know in your budget and compare that to all of your actual income and expenses there so yeah again that a test system so we don't have much data in there for a budget but if we did then you would see
09:02
kind of the comparison there and there are a couple more budget reports to explore if you wanted to explore those as well but I think the main two that we use the most and see customers using the most are this budget report and the profit and loss statement budget report thank you and one more thing to mention is part of settings when he set up the budget there you can import budget from using dtw so your numbers can be done in Excel or through forecast and things of that nature and then can get imported to SCP
09:34
the other thing if you just want to start with budget if you're just starting with budget the other thing you can do is define a budget scenario that will be based on previous year numbers and maybe with the growth percentage you are looking to it so that would be the easiest way to start working with the budget awesome thanks Aaron all right so the other thing we're going to go through after the budget is the
10:05
comparison report there are few reports that allow you to do comparison versus comparison this year or last year or comparison between one company that you have been SAT and maybe a separate legal entity so we wanted to introduce the comparison report and make sure everybody aware of that function so let's go back to SAV and under the financial reports you will see consolidated reports so let's go to the
10:38
financial reports into the comparison and you will see three different reports the balance sheet trial balance and PNL for example if we go to the PNL it allows you to define a period let's do that on 2018 to the end of 2018 that's the current period and what do you want to compare it to so in this case I will do 2017 so we compare DC results to last see results you can do that just by the end of the quarter or whatever the timeframe you want to
11:09
execute and you can click on the change if you ever want to change between if you ever want to compare between two separate company between this database and the comparison database could be something different so you can see two different legal entities in the same report different options of display if you want to see the difference in percentage you know accounts with balances ero and different other options and you also have like in the general ledger report
11:39
you also have different segmentations and expanded that allow you to filter what you want to see so if you use charter for con segmentations you will be able to filter the division or the region depends how you set up your segmentations in the division they expanded allow you to select PNL only based on projects or branch or product line again depends how your setup is revaluation allow you to see your numbers using a different currency that
12:10
is defined in your system and allowed to give it the fixed rate things of that nature let's see if we execute the report what are we gonna see we're gonna see basically the traditional P&L of the current period compared with the past year and to see the differences and we can see that in the level one of the chart of a card we can spray the subtotals if you wish and it would have an effect when we go to other levels but if you go to the jail at our level we
12:41
will see every account in it's discrepancy and it's a good tool for the controller or CFO or CEO to go through different numbers and when you have a bigger percentage difference that is negative you could really analyze better your financial reports any questions okay so with that being said we're gonna go to different cash flow options the
13:14
cash flow is really out of the box again there very good tool and there are three different cash flow reports available out of the box one of them the one you see on the screen is only available on Hana I'll allow you to see that in a graphical way today we're going to mainly talk about the first two the cash flow reports in the statement of cash flow and see the differences between those cash flow reports they are available out of the box you don't need
13:46
to do much setup to do that but there are two a GL account setup that you need to do in order to see those accounts so let's go back to the system and let's review them so the GL account let's see first the chart of account so if we go to the revenue or you know I'll just choose the random accounts there are two things to define so if I go for example to one of our cash accounts there are
14:18
two check boxes relevant to cash flow one of them can be changed after you check it or after we have transactions and one of them will be grayed out once we start working with the GL account the cash flow relevant is relevant for the statement of cash flow which is the second report presented and the cash account is really for the first report I'm going to present so let's start with the first one cash account so if I go
14:49
under the financial reports we're going to look at two of the reports the cash flow and in the statement of cash flow let's start with the first one that is correlated with that definition of the cash account so the cash flow is a tool that allows you to present your cash flow in so different ways and you can see that you can define the framework what's the selection criteria of the dates you are looking to see and on the right side you have the definitions of
15:22
the cash which accounts are included all of the accounts that are checked with cash flow close the other reports so all the GL accounts that are shipped with cash account will be presented here and you can define which one is in which one not the second level of certain C is going to be the credit card that are going to be presented over here and that will work when you receive or send out outgoing or incoming payments that are
15:52
with the credit card tab checks and business partners basically opened it with customers and opened it with the vendors so they are a and 80 in additions on the left side you can present the report in many different ways you can take a daily cash flow weekly monthly and things of that nature and you can decide which transaction to present may be reoccurring transactions or posting you want to see there maybe not you can also define which
16:24
reoccurring transaction you want to consider that report and you can also filter using those three buttons you can have opening balances you can also have like manual transactions things that you think will come in the future but you haven't recorded them from financial perspective so for example if I add today's date and I'm gonna say you know I know I'm gonna have some marketing
16:55
expense that you know next month but nothing has been recorded I can associate that with a specific project and I can say you know the outgoing total of that marketing space is going to be twenty five thousand dollars and it's gonna happen maybe not today maybe 11 all six of weeks what that would do that we will incorporate that into the cash flow reports with a security level we think it's related so maybe it's
17:25
gonna be vendor purpose in that piece with no more question maybe I'll execute that report maybe I will execute that to a future date so we can see that marketing expenses well so let's go you know until the end of November executing that report will show us basically the casteau because we run it weekly it will show us week after week what our cash flow looks like and as you can see on the left side each week comes
17:58
in a separate line and it will show you the cash flow and the debits and the credits and the total after hitting those transaction and also on the top you can define which to include which not for example customer forecast which was my manual transaction I just did now could be checked or non based on my selection criteria okay I actually did the vendor four cuts in that case in addition if you wanna drill down you can
18:28
always open and expand so you can see which transaction affected your cash flow and like everywhere in SAT you can always split down into that transaction so you can see that in that case it came from a reoccurring transaction in this case you can expand everything if you want to get granular so you can see all those transaction in this case for example it's an open invoice haven't been paid in this place it's real for
18:57
introduction any questions so with no more questions that will go to the statement of cash flow and this is more of a report for normally sometimes asked by investors or auditors things of that nature you could also define your period for example in this case I'm going to do from the beginning of the year 1 1 into previous periods so that was the previous periods I'm gonna do this year
19:32
and last year and you can have different templates in this case I have only the default but that will show me a statement of cash flow has normally been asked by investors so it will show you all the different line items and work popularized and if every time you hit an account that is marking the GLS cash flow relevant is gonna hit any one of those criteria there are a couple of setup you need to do in order to have that
20:02
report right but if some amounts are incorrect you can always adjust and Ed manually your numbers if needed so that report is more flexible in that regards just quickly to grow some of you of the up if you go to the GL account and we looked at the cash at Bank the cash flow relevant is determined what is going to be presented in that report and every time basically you need that account
20:35
either with a journal entry or incoming outgoing payments deposits you will have a choice from list which line items it's going to be relevant and there are symptom definitions what will be the default light items where the transaction will eat so if I'm going to the general settings of the system there is a cash flow tab under the general settings where you can define if it's
21:05
mandatory or not to have a line item in the cash flow report and what would be the default when you do incoming or outgoing payments which line item of the statement of cash flow it's going to go and you can choose any of those when you do transactions to those specific juliette accounts those line items would be available to select as well you can have warnings with no assignments you can have mandatory fields and things of
21:36
that nature so I don't want to go too deep because I know most of our customers are using sequel environment but there is the third option of the Hana cash flow forecasts that allow you like the first reports to define your certainty level with real done in the better graphical view of your cash flow the next report is the receivable aging
22:16
report things aren't so um this is starting into our business partner reports this is one of the reports that I really think is pretty valuable so this customer receivables aging report is basically going to help give you a picture of your financial health when it comes to you some of your customers and kind of help evaluate the credit quality of some of your customers so you can see you know for an example maybe you have some customer that's having difficulty
22:49
paying their invoices and it'll help you you know kind of give you some insight into that so let me open that up for you and it's available through the business partners reports but also from the financial accounting reports there we go so for the customer receivables aging report you have some options here depending on what you'd like to set your aging date eyes you can also set your
23:21
different intervals for aging and that might run a pretty good ok perfect so here's an example of what it's going to look like one of the most beneficial features I think with this customer receivables aging report is the ability to batch send aging statements to your customers so say we want to send a few for this one you can just control click and select maybe some overdue invoices that you'd like to send out an aging
23:55
report for for and then here you just go file send and business one mailer and that way it sends them out all individually you know Intel will get their own Amazon will get their on that kind of thing so the only thing that you need to do to be able to set that up is just select email groups in the business partners and then you'll be able to send it out to a specified email
24:27
group to show you what are the email addresses it will go to you can define your subject and body what will give sending the email so if you have a business partner that doesn't have the definition you will see that here also if you want to clip how the report looks you know you could define a preview and then you have different options for example the customer statement report would look like that it's a Crystal Reports designed in this
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specific one it's sometimes a little bit tricky to modify it but it can be modified in terms of you know additional details to present into that nature one more thing to mention maybe here and I'm on the recent version of 93 is that the ability to connect vendors so if you have a client that is also a vendor you could present in the aging either the customer civil box for the vendors liability aging that is very similar you
25:29
can present the take the connected vendors as well so if the client is connected to a vendor you can send them one statement that including both business partners operation and the definition is really easy to connect the customer with a vendor it it's basically under that counting double the business partner the editing 9-3 the connected vendor option any any questions so far
26:04
maybe one last thing to mention the aging day the aging date is flexible so you can run it hey what does it look like today my aging but if you need to bat date it for the end of previous year things of that nature you can absolutely do that by just changing the date and it will give you what was the your aging based on last year something very important to mention sometimes you you do not display customer with zero
26:37
balance so if that customer had a balance in in that past date I'm sure that this one is unchecked so it will show all customers and and display also the ones that today have a zero balance any questions anyone feel free also to write the check is we are looking at it okay with no question we will go into the next second step the next we
27:17
questioned we have Christina from Gummer down the line so let's go into the activity report and the reason I ask is because Christina one of our client from grammars and typically did an excellent presentation last week during this week during to this one event and brought some great examples around that lot let's go into the activity person see
27:48
what is an activity as if you allow you to record anything happens in the business is related to record things that are happening or conversations or email with customer things of that nature the best way to do that is recording activity and you can record an activity from the business partner you can record an activity that will link to a sales order just using a right-click in the sales order and it will open that it will link automatically the document you know the appropriate sales order and the number and everything you can add
28:20
notes client requested discount things of that nature all of that is funneled into one big report that you can execute we have some clients using that to record for example expense of their sales employees all the cells employees enter their expenses here so they added additional UDF's in order to have the expense type in the expense amount so that could be used some [Music] to present so many different business
28:51
activities and to record them and the nice thing is that when you look at the business partner you can always either for example if I bring one of the customers right and let choose Inter corporation for example if we look at their activities if you look at all what the business partner is doing in their activities and I can balance you can also view all the related activities so that's really quickly show you everything that was done with him everything that was promised to them in
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terms of distance or Pet Products return things of that nature some of them already handled so we can display only the open in this case everything is open you can drill down into the activity itself to see what was done what was the subject and things of that nature who end of that you can have a reminder so that will show up is in your message and alerts and will prompt when when it's due to head low activity scheduled for today for example so it tells you
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exactly what you need to do you can define it per person you can assign it to different people and things of that nature also this report can be customized in terms of what you see in the reports using the first form settings so you could define what will be presented maybe you want the handle bar to be you know just after the number so you can sort the order and things of that nature okay in addition if you have any document that is associated with that transaction you can you don't have to
30:25
necessarily drill down to the activity change tab you can immediately from here double click and that will get you into the specific transaction associated with that activity okay so let's look at the report itself the two reports that I really like are the my activity that shows me all my activities and I can display a show just the open or not just
30:55
display that service call as well and things of that nature but the really strong report is the activity report because then you can run it based on anything you can track your return you can track your complaints you can drive the compliments customer give use it just a matter to define the types and the subject and you can do that by yourself you don't need a consultant for that you just define those and then you can execute the report between dates or
31:27
for a specific customer group or a specific vendor book or all the activities have been handled by a specific user or specific employee once I run it I can get a really robust report with all the information related to that instance does that make sense any questions okay so with that being
31:59
said we're going to go into one report that related to the pipeline and sales opportunities think so this is our last business partner report that we're going to share with you it's the opportunities pipeline report and this is a really powerful reporting tool for sales managers primarily so if they want to see you know the company's current sales pipeline at a company level view it allows you you know to see it at the
32:30
company level view and see where all of your opportunities are and then if you do want to see it if you want to sit down with your salespeople and want to see it I'm sorry I'm terrible at multitasking there we go so if you do want to sit down with your sales employees and see you know where their opportunities are at an individual level you can also do that so you know you're sitting down with Brad Thompson here and then you can work on you know
33:00
moving forward your leads moving forward things like that so yeah I mean or in any other comments on that one on the opportunities list yeah you know it allows you the driz dance for example if we are looking at the opportunities that red Thompson have we can take a look here we can look at only specific stages those stages are definable so each company will have different stages and different closing
33:30
percentage and that allow the system to calculate your expected total and then you can go through with that sales guy and look at okay we are in first meeting with those three prospects let's drill down in that to the opportunity let's see what was the last time you talked to them what's their potential amount interest level you know different stages that you executed with them maybe different documents and that allow you to flow into the sales process one day became a client and start transacting
34:02
with them sales orders quotation and things of that nature it allows you to specifically look at specific business partners specific VPS or specific dates but in addition you know if i refresh that and see all our leads you can also filter the table or go into the dynamic so that will allow you to see between the timeframe the define how those
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opportunities you know being handled what was one what was lost and things of that nature so so with that being said any questions or are we ready to move into the inventory reports yes we're ready perfect so the first two inventory reports we are going
35:07
to show you are actually similar or sometimes mistaken for one another but there's so sorry this screen oh no way but there's some pretty distinct differences between the two reports so this first one the inventory audit report dollar reports are going to give you an audit trail for all of your inventory transactions as they move through the chart of accounts so it's going to explain to you all your value changes in your inventory accounts versus the second one the second inventory report we're going to talk
35:39
about is the inventory valuation simulation so that inventory audit report is going to actually give you your values in whatever costing method you currently use versus that inventory valuation simulation is used for what-if scenarios or you know to kind of help you see if you were to change your costing method how what effect that would have so the inventory auto report here you can select by warehouses you can you
36:11
know filter by different items or you know specific item groups things like that and then of course put in a date range no just to mention the only things that aren't going to be captured by this report so we're gonna have of course those any non inventory items aren't going to be captured in this report dropship warehouses aren't included service type documents aren't included and then any manual journal entries you make to inventory accounts aren't going
36:48
to be factored into this report so oh sorry Orin were you gonna say something no I just wanted to say that many of our customers try to compare the GL account number into that report and this is the right thing to do but you gotta execute that in a specific way and as as Beth mentioned if you do any menu of journal entry to inventory a card first you probably don't want to do that but if you did do that the discrepancy
37:22
is probably going to be just that okay and then maybe we'll go back into the selection criteria and we can talk a little bit about how to execute that so it's match with your GL the other thing maybe to mention is like for every item you can expand but you can expand one by one so if you look at that item that show us all the transaction between the
37:52
days that got us to that value so that was the opening balance and then all the in and outs that affected my inventory based on that valuation method how it affected what value not just how much quantity but what value got into our admit our gelatin and what deduct from that gala card and obviously you can always drill down to see if it was an invoice or it was received from production or issue for production and
38:23
things of that nature so all the inventory transaction ever happened to this item between those dates are going to be here you can send to Excel you can print it and so forth just to mention so you could select those specific account if you want to compare to a specific date account it's hard to see to that you can always click on that and make it harder you can also summarize that but GL account or by item earlier we saw that by item but you can also summarize by GL Akkad and when you
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compare it it's important to look at the posting date right because the system that is when it is created but the posting date is the date you put on the transaction so make sure you put it right if you do give a big range make sure you do that maybe after hours because this is the healthy report in some time it takes time to execute that so you know maybe before lunch or before the end of the day to run it so you don't have to wait for that report good
39:26
tip um and then so if there's no questions about are there any questions about the inventory audit report at all ok so then the image revaluation simulation is kind of the other side of this let me see there it is okay so the inventory valuation simulation like we said if your say you have a first in first out method costing method but you want to see you know you want to check your inventory valuation as moving
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average so this will let you compare against what you normally use and then you know give you a different picture and also running this inventory valuation simulation report is also going to update your last evaluated price list yep yeah it's important to mention that this report the inventory valuation simulation is not supposed to match with your GL account the audit report supposed to match with your
40:31
gelatin in like that cell the valuation simulation is just to simulate different types of valuation or run it by specific prices and things of that nature and the last step valuated report one of the prices from sa fee is going to be updated based on the results of that specific report any questions I have a question Karina have
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a questions her question is there is something else that we could update the last evaluated prices beside this report good question so just to show you the price list so there are a few price list with sed visit one there are two that are grayed out they are being updated automatically by the system and all your prices that you created the last purchase price has been updated every time there is inventory incoming transaction the last evaluated price has
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been updated every time we run the inventory valuation report and your question Karina this is the only thing that updates the last evaluated price so it cannot be updated through another mechanism any other questions okay so with normal questions we will go into the next topic so we talked about the audit we talked I'm sorry can you
42:11
hear me sorry for interrupting I still have one question is there any way that I can see when was the last evaluation price updated or maybe who run that report a little bit of an historical part we have been having challenges with that particular report and we wanted to decipher who is updating the last evaluated price thank you this is a really good question yeah yeah that's a good question I am Not sure but I will
42:43
update you I don't think so but I need to reach out to us if it to see if there is anything that I might be missing I will get back to you later today and maybe we'll add that also to the blog post we're gonna create around this session today so this is a really good question thank you any other questions okay so with that
43:15
being said we're gonna go into the last inventory report we wanted to talk about cover that really quickly is the inventory posting report this is the one report that will give you everything you wanted to know about inventory movement from an item perspective beebeep respected by location by warehouse between dates again the extended report right the extended features which transactions you are looking for which
43:46
transact so like the general ledger report that you can see everything related to accounting this report will give you everything you ever wanted to know about any inventory book okay and once you select your selection criteria and you execute it for the specifics you're gonna get the report that is going to show you every movement of every items again with the ability to drill down into each one of those
44:16
elements again the form setting is available to present additional features if you're using batch or serial numbers of beam location you can add those into the report so it will show you the batch numbers or the bill location and will speed those transaction into the different lines like with every report you can copy the table to excel and continue processing or print that you know there is a print layout that keep it modify using PFD and things of that
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nature Beth anything to add on this um I don't think I think that that's good okay thank you so let's go back to the presentation and we're gonna go and talk about sales report we have maybe 10 11 more minutes so we'll try to cover most of the reports the main one really is the cells analysis the cells analysis report give
45:23
you information about sales reporting from every angle that you wish to now it's not it's you we cannot modify those other the Box reports so sometimes the queries or custom reports needs to be built but this gives you the basic or in the comparison even when you build the custom queries it gives you the opportunity to compare and to make sure your custom queries are accurate from a higher level when you need you know UDF information and things of that nature
45:53
so let's look let's see how it looks and just to mention there is the sales analysis report but there is also a very similar report for the purchasing analysis in the work in the very similar way this says analysis report allow you to view customer information to see that as an annual report or quarterly or monthly reports most cases I run it on English it but we can look at orders so you can see all today's productions all you know here today's transaction you
46:25
can see that in an individual way customer by customer or by group display so the group of the customers as you define is defined in in your system you can have a total by customer or by a blanket agreement you can run it between dates and you can choose a specific customer group of customer properties of the customer things of that nature that will give you basically in this case it's it's a monthly report that I
46:55
decided to present and I'm hiding months with no data but I can uncheck that as well it shows you each customer what was their sales for each month what is the gross profit you can always double click to filter to see that from the biggest customers to the smallest customer and things of that nature I can also run it as an annual report so it's not month by month shows me everything done in 2018 and I can see that intel has 20 invoices I can double click on
47:27
the line number two show the details of of those inverses and again we're down into the specific invoice and if you ever see any issue with a gross profit you can always if you are authorized to it you can always update the gross profit and it's also can be updated using somebody 2w in addition to that you can also view the same thing from an item perspective so you know you want to analyze your item
47:58
sales from annual monthly quarterly report you can do item you know each item separately or you can do secondary selection choose I want to see the items sold for a specific customer or for a group of customers or you know what let's do even better let's do the total by customer or total by sales employee okay so a lot of options to analyze your sales and when I run it that way I can see every customer in in their
48:30
product so I see Intel Corporation and all the items sold to them what's the quantity what's the sales amount for each one what's the gross profit and so forth with the rest of the customers I can double click to see that by accountant again also here different reporting options available and this is both Crystal Reports and kill-kill he are available as a base default and also from a sales employee so if you do commissions and things of that nature every transaction have the sales
49:02
employee so if you run relatively simple commissions you can use the sales analysis to analyze the sales of each sales employee so if you want to see what was the permission for the previous month which I'm going to do nine one two nine thirty and run that report and then I know it sells employee what was their sales amount and can drill down into those transactions between it saying that most of our customers actually need the special query for Commission because
49:33
every client executed Commission is a little bit differently any questions so far about sales analysis report okay so the second report that is really similar is the purchase analysis and I will let desktop buddy think so um as Oren mentioned we have this purchase analysis report that's really really similar to the sales analysis report kind of the same
50:08
thing instead of customers items and sales employees we have vendors items and sales employees and it just helps give you that same view or the same level of analysis that the sales analysis does but for your purchasing side thank you and because it works exactly the same we're just gonna move forward with the next report which is the open items this perfect so this open items list is gonna help you basically track the status of
50:39
any of your sales and purchasing documents it'll help you see you know if you have some customers that still need to pay for their invoices or if you have some vendors that haven't provided your items yet things like that you can also one of the Handy features here for production orders which is really helpful you can filter it either by oh thank you
51:08
so you can filter here and see okay any of your released production orders or if you have some planned production orders you can go ahead and select them say we want to release all of these planned production orders so from here then we can just you know in mass go ahead and release those production orders another handy tip that we learned also thanks to Christina for the great tip but if you
51:41
have a long list here say you know you have more than 500 sales orders on a list so in a test environment we may not have that but you know if we have over 500 Orban sales orders if you press control tab and end it'll load all of the documents so this list won't by default load more than 500 but you can then have it load 500 and then from there you can filter and sort the tables right right so if you have more than 500 results you will see that that steel
52:14
tray table is not going to be available because it always allow you to filter by specific customers and things of that nature so if you do not see that filter button available just just to the control tab and it will present all transactions and then the last thing that I wanted to mention here to say even for sales orders do you want to go ahead and you know just like the production orders say you want to cancel
52:44
some in mass you can go ahead and do that straight from here okay thank you Beth and you can do that by going in with data and cancel everything altogether yep example it happens in many cases for example when you have sales quotation when a tense of the old one or close them you can go into the data in batch close or cancel all of
53:15
those okay and that will do that in a batch way we have a question about the previous report from Natalie so Natalie feel free to ask the question or to type it and we'll address it so additional reports options I don't think we have the time or we or nor we plan to cover them today but just so you know the additional reporting options
53:53
there are two options there are three options that we wanted to mention one of them is the Dragon related functions that allow you from the business partner on the transaction to drag and drop it into the relevant area so you can see for example you're in a buddy business partner and you want to see all the sales order all the sales invoices you can just drag and drop it and that will show you all the invoices okay the second thing is the excel connection the excel connection allow you to connect
54:25
your excel directly to your SQL Server and it's out of the box you don't need to do any setup for that you just need to write access and to work with your IT department in order to be real-time connected from excel at people in all kinds of Advent processing and graphs Excel we all have Excel form so just note that that is available and with just a tiny bit of technical expertise you could really do amazing things like
54:54
Karina and Christina have done and the second thing is grizzle reports so Crystal Reports available for all customers sequel or Hana allow you to do a lot of nice presentations with again some technical knowledge we have on our YouTube channel we have an hour on our website we have a lot of materials around Crystal Reports and training materials how to do that yourself but if we can also do that for you if you don't want to handle that but there are also some reports available within a
55:28
city which one for example under the sales report there are a few reports even Crystal that came out of the box with a city visit one so just so you see how it looks you know math with customer status allow you to do all those nice selection criteria that is if you come with and we can define customer warehouses and all that stuff and get a really nice presentation it's very flexible in terms of what do we need what to do with the data how to present it ability to double-click and
56:00
drill downs if you wish to so if you have like a management monthly report or weekly report that needs to be presented in a very specific way you know the Crystal Reports is a really strong tool to be able to look at that and drill down and things of that nature then so we have a question on the purchase analysis is there any way to get the number of AP invoice and good receipts yes so let's let's look at that
56:38
let's look at the purchase analysis purchase analysis report if I run it for all vendors from the beginning of the year for example we see the vendor they have it English says double-click on the line number not drill down to the vendor double-click on the line number will show you the invoice number and you can drill down so that will show you the AP invoice the good receipts as well so if I go back and run it not an AP invoice
57:09
but the good receipt your transaction and click OK that will with the drill down will give us the all the good we seen if we want to see just all of them and not client by trying we can always do or open up the vendor we can always do a group display and that may show us less lines in a follow-up question from Natalie so I will have to do it separately and then it potentially but
57:39
you can also create a simple query to present all ap invoices or even going to the AP invoices into a search will allow you then to filter between a specific period so for example if I go if I wanted to see all my purchasing documents all the AP invoice I can go to a investible to find out and then I can potentially present everything or by
58:09
vendor and then you know filter it out using the filter button I hope that answer your question Natalie so you know the star I see all the English says that table is fully configurable using the forum settings so if I want to show more data everything in the IP which is available I'm just gonna randomly select one of the option and basically next time I'm searching
58:40
for if invoice I will see all of those I want to filter the due date here for example I can decide you they chose me in range of those specific dates okay excellent okay and if you want to go one by one and you know so that list is available behind the scene make sure you have the key visible so you can double-click on an AP invoice see the result exit out of that and the list is still available behind the scene or if you don't want it
59:14
to be available you can close all the valleys then any other questions alright so with that being said thank you everybody for attending this session we are always open for suggestions for the future so feel free to send to me or to Jennifer any request for additional training or what would you like to see
59:45
in the future thank you everybody happy Friday thank you so much thank you have a great weekend great weekend everyone bye-bye

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