Use Cases

Item Statistics

• Quantity on Hand
• Quantity Available
• Average Lead Time
• Days Supply
• Average Age of Inventory
• Sales and Purchase Trends
• Inventory Level Trends
• Purchase Price Trends
• Sales Price Trends
• List of Open Sales/Purchase Quotes
• List of Open Sales/Purchase Orders
• List of Open Sales/Purchase Returns
• List of Open Jobs and Production Orders
• Inventory by Location
• Inventory by Bin Location
• Inventory Aging and Valuation Chart
• Change Logs

Vendor Statistics

• Purchases last 12 months
• Vendor Balance
• Average Lead time over the last 90 days
• Return Percentage over the last 90 days
• On Time Delivery over the last 90 days
• Vendor Delivery Performance
• Inventory Levels
• Purchases by Item Category
• Monthly Purchases
• AP Aging
• Top Item Purchases
• Vendor Items List
• Everything you have purchased from this vendor
• Open Purchase Orders, Quotes, and Returns
• Change Logs

Customer Statistics

• Sales over the last 12 months
• Customer Balance
• Average Pay Days
• Average Fulfillment Days
• On Time Delivery Percentage
• Customer Sales by Item Category
• Monthly Customer Sales
• Customer AR Aging
• Customer AR Balance History and Trends
• Top Items Sales for last 90 days
• Customer Map
• Customer Items List
• Everything they have purchased from you in the last 12 months)
• Open Sales Orders, Quotes, and Returns
• Open Job Planning Lines
• Posted Invoices
• Change Logs

Enhanced Change Logs

• Customers
• Vendors
• Bank Accounts
• Vendor Bank Accounts
• Items
• Sales Quotes
• Sales Orders
• Sales Return Orders
• Purchase Quotes
• Purchase Orders
• Purchase Return Orders
• Jobs
• Field Monitoring

Sales Document Search

• Globally Search your Business Central Database across all sales records types including posted and unposted documents
• Search ability on both Header and Line data elements
• View filtered records in a tree view with headers and lines with the ability to sort and add additional filters in your data grid
• Drill down directly to the documents from your search results
• Create and save views for quick reporting in the future from your favorite presets
• Your one stop shop for finding any sales document you need

Download Links

   Download from AppSource      Access Setup and User Guide

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

History and Statistics - Setup and Overview

History and Statistics - Toolbox Tuesday Episode 20

 

Sales Document Search for D365 Business Central

Toolbox Tuesday - Episode 15: Dashboard Bundle

 

 

Toolbox Tuesday - Episode 34: Dashboarding and Reporting

 

Dashboard Configuration for D365 Business Central

Dashboard Includes

Customer Statistics

• Sales over the last 12 months
• Average Pay Days
• Average Fulfillment Days
• On Time Delivery Percentage
• Customer Sales by Item Category
• Monthly Customer Sales
• Customer AR Aging
• Customer AR Balance History
• Top Items Sales for last 90 days
• Customer Map
• Customer Items List
• Open Sales Orders, Quotes, and Returns
• Posted Invoices
• Change Log

Item Statistics

• Quantity on Hand
• Quantity Available
• Average Lead Time
• Days Supply
• Average Age of Inventory
• Sales and Purchase Trends
• Inventory Level Trends
• Purchase Price Trends
• Sales Price Trends
• List of Open Sales/Purchase Quotes
• List of Open Sales/Purchase Orders
• List of Open Sales/Purchase Returns
• Value by Item Category
• Inventory by Bin Location
• Inventory Aging and Valuation Chart
• Change Log

Vendor Statistics

• Purchases last 12 months
• Average Lead time over the last 90 days
• Return Percentage over the last 90 days
• On Time Delivery over the last 90 days
• Vendor Delivery Performance
• Inventory Levels
• Purchases by Item Category
• Monthly Purchases
• AP Aging
• Top Item Purchases
• Vendor Items List
• Open Purchase Orders, Quotes, and
• Returns
• Change Log