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gp sales and inventory analysis report modifications may 23 2018 may 23 2018 barry crowell leave a comment recently i ve made some updates to my power bi sales and inventory analysis reports and wanted to share those with you on the sales analysis report i ve added the ability to segment my sales revenue by growth rate and compare that growth rate to the previous period selected here are the steps i used to add the changes to the report first i clicked on the enter data icon from the home tab in power bi desktop and then entered the following information i then created a dax sales growth measure with the following code sales growth divide sales cy sales ly 0 1 next i created a sax measure to segment the data based on the sales growth groups that we created in step 1 sales per growth group calculate sales cy filter values customers customer class countrows filter sales growth groups sales growth sales growth groups min sales growth sales growth groups max 0 next i modified my product by sales and customer class by sales visuals to use the new sales per growth group measure by dragging the segment from the sales growth group table into the legend field sales growth measure into the tooltips and sales per growth group measure into the values field below is a screenshot of the end results you can now clearly tell which segments are performing better or worse than last year my next modification was to my inventory order analysis report this one was just a small change by adding one dax measure to calculate slow moving inventory and a table visual to view the results first i added a dax measure for slow moving inventory sm inventory value var sumof calculate sumx inventory inventory quantity on hand inventory unit cost var range datesinperiod dates date edate today 12 24 month return calculate if countrows intersect values inventory last sale date range 0 sumof 0 then i added the following columns and measure to a table visual to show my slow moving inventory below is a screenshot of the modification to the inventory order analysis report until next time enjoy the code and happy analyzing share this share on x opens in new window x share on facebook opens in new window facebook share on linkedin opens in new window linkedin share on reddit opens in new window reddit share on tumblr opens in new window tumblr share on pinterest opens in new window pinterest more email a link to a friend opens in new window email print opens in new window print like loading how to create a better rma dashboard for mammoth saving march 5 2018 march 4 2018 barry crowell leave a comment ok maybe not mammoth saving but controlling quality and costs during the return material authorizations rma process has a multiplicative effect for growth in a company finding new ways to improve perfect order performance continually reduces rma and increases customer satisfaction leading to more sales rmas are a direct measure of product quality and a products nonconformance to customers specifications and requirements they are issued for a wide variety of reasons the rma module within dynamics gp is designed to provide detailed traceability for both customer and supplier returns before we get to designing our power bi rma dashboard let s look at dynamics gp rma module return material authorization module the returns management module for microsoft dynamics gp enables you to meet customer and vendor demands for product and part returns by streamlining tasks and improving your responsiveness to customer queries and complaints generate returns from historical customer invoices service calls or manually return an item to a vendor to fix it within your company and automatically transfer items from the returns warehouse to the main warehouse give your customers up to date information about the status of their returned items you can use returns management to enter set up and maintain your rma and return to vendor rtv documents if returns management is integrated with service call management an rma is created automatically from a returnable parts line on a service call if returns management is integrated with sales order processing you can select items directly from the historical sales order processing invoice that was generated for a specific customer dynamics gp s rma life cycle when operating a returns warehouse you sometimes interact with customers who need to return equipment for various reasons when they bring you a part you complete one of a few tasks issue a credit repair and return the item to the customer or replace the item you also may be accepting the item in exchange for an item you already provided to the customer once you ve completed your transaction with the customer you have a few more options repair the item and return it to your inventory return the item to the vendor or scrap the item the following diagram outlines the life cycle of rmas from entry through completion when returns management is integrated with the other modules of the field service series service call management preventive maintenance contract administration and depot management many new options and paths become available you can create rmas from two different points of access throughout field service manual entry in the rma entry update window from return lines for returnable items on a service call entry in the rma entry update window is the method described in this manual refer to the service call management documentation for more information regarding service calls and returnable items rma types inside dynamics gp rma documents are used to track an item return from your customers the available rma document types are as follows credit provide a credit to your customer s account in receivables management for the value of the items the customer returned to you replacement provide the same item or a similar item as a replacement to your customer you must receive the original item from your customer before you send the replacement item on a new order document in sales order processing advance cross ship provide the same item or a similar item as a replacement to your customer you can send the replacement item using a new sales order processing order document prior to receiving the original item from your customer repair and return you or your vendor will repair the item that is received from the customer your customer will receive the item after it s been repaired none the customer s original item is picked up by your field service technician and returned to your returns warehouse this type of rma document was designed to integrate directly with service call management analyzing our rma data with power bi with all the rma data we will be using the following three visuals and associated measures rate of return this is an incredibly useful kpi in a distribution center especially when segmented by cause for return identifying causes for returns damage late delivery inaccurate product description wrong item shipped etc helps warehouse managers address underlying issues and make necessary improvements number of units returned number of units sold rate of return perfect order rate this kpi measures how many orders your warehouse successfully delivers without incident the correct item shipped on time and received in good condition by the customer who ordered it lean practices help identify errors or inaccuracies before orders leave the warehouse orders completed without incident total orders placed perfect order rate rma pareto analysis done on the top 20 of factors that drive 80 of the returns this will make cause troubleshooting more efficient leading to permanent solutions to problems that may be causing rmas to begin with i m not going to go into detail on how to build this chart in this blog post you can find the steps on how to complete it here https powerbi tips 2016 10 pareto charting first we need to get our dynamics gp rma data into power bi and we ll do that with the sql script below with cte as select 300 as company_key b retdocid as rma document id b lnseqnbr a return_record_type b retref as rma reference b retstat as rma status b rettype as rma type a compdte as docdate a userid b offid as office id b locncode as location code a custnmbr b soptype b sopnumbe as invoice number b svc_rma_reason_code as rma reason code b svc_rma_reason_code_desc as rma reason code description b itemnmbr b quantity b unitcost as unit cost b extdcost as extended cost b credit_sop_number from dbo svc05200 b nolock join dbo svc05000 a nolock on b retdocid a retdocid where b quantity 0 and b compdte dateadd yy datediff yy 0 getdate 4 0 didn t want everything so limiting to last 4 years of rma data and a compdte dateadd yy datediff yy 0 getdate 4 0 didn t want everything so limiting to last 4 years of rma data union all select 300 as company_key b retdocid as rma document id b lnseqnbr a return_record_type b retref as rma reference b retstat as rma status b rettype as rma type a compdte as docdate a userid b offid as office id b locncode as location code a custnmbr b soptype b sopnumbe as invoice number b svc_rma_reason_code as rma reason code b svc_rma_reason_code_desc as rma reason code description b itemnmbr b quantity b unitcost as unit cost b extdcost as extended cost b credit_sop_number from dbo svc35200 b nolock join dbo svc35000 a nolock on b retdocid a retdocid where b quantity 0 and b compdte dateadd yy datediff yy 0 getdate 4 0 didn t want everything so limiting to last 4 years of rma data and a compdte dateadd yy datediff yy 0 getdate 4 0 didn t want everything so limiting to last 4 years of rma data select b rs stsdescr as rma status description iv itmclscd as item class from cte b nolock left join dbo iv00101 iv nolock on iv itemnmbr b itemnmbr left join dbo svc05500 nolock rs on b rma status rs retstat where b quantity 0 with the data now loaded into power bi desktop i created relationships with my inventory date and customer dimension that i already had in power bi desktop from my previous blog posts creating our measures time to build the rate of return measure rather than create one big dax measure we will be building several small measures that build upon each other here are the dax formulas that we will be using for the rate of return measure return of lbs cy returns lbs cy calculate abs sum returns total return lbs lbs cy lbs cy sum sales extendedweight rate of return rate of return divide returns lbs cy lbs cy blank monthly average rate of return monthly avg rate of return averagex datesinperiod dates date lastdate dates date 30 day rate of return with our calculations now complete we create a line chart with date on the axis and monthly avg rate of return for the value as seen in the bottom left line chart visual of our returns analysis report screen shot below up next our perfect order rate measure once again we will build several small calculation and add them together to create our monthly avg perfect order rate here are the dax formulas that i used for this total invoice count since my data includes line level detail for each sales order type in the sales table i ll count all lines invoice and evaluate each line later to make sure it was a perfect order total invoices count calculate countrows sales filter sales sales soptype 3 perfect order now we will determine if the order was fulfilled before the customer s required date perfect order calculate countrows sales filter sales sales soptype 3 filter sales document date sales req ship date perfect order rate perfect order rate divide perfect order total invoices count blank monthly average perfect order rate monthly avg perfect order rate averagex datesinperiod dates date lastdate dates date 30 day perfect order rate with all of our dax measures complete we can create the visuals needs to monthly average perfect order rate and monthly average return rate of lbs here is what my final returns analysis report looks like until next time happy analyzing share this share on x opens in new window x share on facebook opens in new window facebook share on linkedin opens in new window linkedin share on reddit opens in new window reddit share on tumblr opens in new window tumblr share on pinterest opens in new window pinterest more email a link to a friend opens in new window email print opens in new window print like loading enhanced dynamics gp payables workflow reporting february 18 2018 february 19 2018 barry crowell leave a comment a couple days ago gina left a comment on my 3 secrets to an awesome erp system blog post she was wondering if it was possible on the payables transaction workflow to include document type document date document number transaction description vendor name and amount the answer is yes it is possible the below sql view only works with the payables transaction workflow but can be modified to work with other transactional workflows it will not work with batch workflows because batch ids lack an unique id to create the relationship against here is the modified sql view to complete the request go set quoted_identifier off go create view dbo vw_workflow_status as with cte_final workflowinstanceid workflow_name workflow_step_name approver workflow_action completion_date completion_time comments as select d workflowinstanceid d workflow_name d workflow_step_name case when a addisplayname is null then else a addisplayname end as assigned approver case when d workflow_action 1 then submit when d workflow_action 2 then resubmit when d workflow_action 3 then approve when d workflow_action 4 then task complete when d workflow_action 5 then reject when d workflow_action 6 then delegate when d workflow_action 7 then recall when d workflow_action 8 then escalate when d workflow_action 9 then edit else final approve end as workflow_action convert varchar 10 d workflow_completion_date 101 as completion_date right 0 ltrim right convert varchar d workflow_completion_time 100 8 7 as completion_time d workflow_comments from dbo wf30100 d left join wf40200 a on d workflow_step_assign_to a userslistguid where d workflow_action 10 cte_pm as select p vendorid vendor_id v vendname vendor_name p vchrnmbr voucher case p doctype when 1 then invoice when 2 then finance charge when 3 then misc charge when 4 then return when 5 then credit memo when 6 then payment end document_type p docdate document_date p pstgdate gl_posting_date p duedate due_date p docnumbr document_number p docamnt document_amount p curtrxam unapplied_amount p trxdscrn description case p voided when 0 then no when 1 then yes end voided from select vendorid vchrnmbr doctype docdate pstgdate duedate docnumbr docamnt curtrxam trxdscrn voided from pm20000 union all select vendorid vchrnmbr doctype docdate pstgdate duedate docnumbr docamnt curtrxam trxdscrn voided from pm30200 union all select vendorid vchrnmbr doctype docdate pstgdate duedate docnumbr docamnt curtrxam trxdscrn 0 as voided from pm10000 p inner join pm00200 v on v vendorid p vendorid select wf 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