Tuesday, July 15, 2014

AX 2012: Customer Item Statistics

Purpose: The purpose of this article is to illustrate how to use Customer Item Statistics functionality to analysis revenue,Item Group and item Sales amount per customer.

Scenario:For a customers account  that you manage, it is very important to analysis the revenue,item and item group sales amount for a customer before decide to grant long payment terms,discount or bonus.

  Use the following procedures to work with Customer Item Statistics:

  1. Go to Accounts receivable-->Common-->Customers-->All customers


  2. Select customer account -->General Tab --> Item Statistics
  3. Click Update Financials button then enter the Current year start and end date and enter the previous year start and end date
  4. click OK button and close the info massage
  5. Click Revenue button to see current year (Blue Color) Vs Previous year (Yalow Color) revenue total amount for the selected customer .
  6. for further analysis, click Item Group button to see current year (Blue Color) Vs Previous year (Yalow Color) revenue total amount for each Item group was sold to the selected customer.
  7. also you can drill down to see the  current year (Blue Color) Vs Previous year (Yalow Color) revenue total amount for each Item was sold to the selected customer.
  8. enjoy :)

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