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create report

  • October 13, 2025
  • 1 reply
  • 28 views

hi,

I'd like to create a report for incentives for sales staff.it need to be by supplier & specific products with product ID,Description,Cost & sell for each salesperson.

Any assistance will be appreciated

Best answer by lauraj46

Hi ​@wendy71 ,

A good starting point would be the standard report Sales Profitability by Salesperson and Customer.  To see product details, add the InventoryID and other details from ARTran table in the Detail section of the report.

For specific suppliers, add the POVendorInventory DAC to the report schema (join with ARTran by InventoryID) and filter on the VendorID.

Hope this helps!

Laura

1 reply

lauraj46
Captain II
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  • Captain II
  • Answer
  • October 13, 2025

Hi ​@wendy71 ,

A good starting point would be the standard report Sales Profitability by Salesperson and Customer.  To see product details, add the InventoryID and other details from ARTran table in the Detail section of the report.

For specific suppliers, add the POVendorInventory DAC to the report schema (join with ARTran by InventoryID) and filter on the VendorID.

Hope this helps!

Laura