Sales Reports
WATCH THE VIDEO
To be able to generate sales reports, Microsoft SQL Server Reporting Services (SSRS) should be installed for Microsoft Dynamics AX. Check whether sales document reports are working in Microsoft Dynamics AX 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 Microsoft Dynamics AX directly from the webshop.
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.
Microsoft Dynamics AX can generate reports for all types of sales documents (orders, quotations, invoices, shipments, return receipts, credit notes). Microsoft Dynamics AX uses Journals to generate sales reports.
To be able to download sales reports from the webshop, you should enable this feature in Microsoft Dynamics AX. Click: Webshop > Webshops, and on the General FastTab, select the Enable report downloads checkbox.
Reports of sales orders and quotations can be downloaded from the Sana webshop only when the order or quotation is confirmed in Microsoft Dynamics AX and the journal is created.
To confirm the sales order in Microsoft Dynamics AX, open it and on the Sell tab, click Confirmation.
To confirm the sales quotation in Microsoft Dynamics AX, open it and on the Quotation tab, click Send quotation.
When you post shipments and invoices in Microsoft Dynamics AX, 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.
Print Management
Applies to: Sana Commerce Cloud 10.0.96 and higher in Microsoft Dynamics AX.
Some companies often create their own report formats or use add-ons to generate reports in various formats, especially to accommodate specific requirements in different countries and regions.
Customers can add custom report formats to the sales documents, using Print management setup. In this case, the custom report format will be used for the sales reports instead of the standard one when the sales report is downloaded from the webshop.
Set Up Print Management
In Microsoft Dynamics AX click: Accounts receivable > Setup > Forms > Form setup. On the General tab click Print management and select the necessary document.
Here you can add and configure the custom report formats for each sales document separately.
When the custom report format is added to the sales document in Print management setup, then this custom report format will be used for the sales report when it is downloaded from the webshop.
Enable and Disable Custom Report Formats
You can enable and disable custom report formats globally. To do this, in Microsoft Dynamics AX click: Webshop > Common > Webshops. Select the necessary webshop and click Webshop optimization at the top of the window.
You can enable or disable custom report formats using the Use print management checkbox.
If the Use print management checkbox is enabled, then the custom report formats configured in Print management setup will be used for the sales reports in the webshop.
If the Use print management checkbox is disabled, then the standard report formats will be used for the sales reports in the webshop.
