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(CAN, USA) Gross margin by customer report (CustGrossMarginbyAccount_NA) [AX 2012]

Updated: September 9, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Gross margin by customer report displays sales order information, including the item number, item description, quantity, sales amount, cost, gross profit, and gross profit percentage, for individual customers. This information is sorted by customer name and customer number. You can choose to display either summarized or detailed information based on your selection in the Summary field. This report is typically used by accounting managers, accounts receivable managers, chief executive officers, chief financial officers, compliance managers, and financial controllers to review invoice and cash process performance.

NoteNote

(CAN, USA) This report is available only to legal entities whose primary address is in Canada or the United States.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Summary

Select this check box to display only a summary of sales order information for each customer. Clear this check box to include detailed information for each sales order. By default, the check box is not selected.

Customer account

The customer account that is used to generate the sales order.

Sales order

The sales order number that is included in the report.

Date

The sales order transaction date.

Item

The identification of the item that the sales order is generated for.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

CustGrossMarginbyAccount_NA

Location of report in the AOT

SSRS Reports\Reports\CustGrossMarginbyAccount_NA

Menu item of the report

CustGrossMarginbyAccount_NA

Navigation to the report

Click Sales and marketing > Reports > Statistics > Customer > Gross margin by customer.

The data on this report comes from the following sources:

  • CustGrossMarginbyAccount_NA table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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