Business statistics (form)

  • Article

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

Click Sales and marketing > Inquiries > History > Business statistics.

–or–

Click Accounts payable > Inquiries > History > Business statistics.

–or–

Click Procurement and sourcing > Inquiries > History > Business statistics.

Use this form to set up business statistics inquiries that can help you analyze the performance of the organization. For example, you can set up a business statistic to include sales for all customers for the year. You can then update the statistics and view the data as a graph or in a format that can be copied to a spreadsheet for additional analysis.

You can create business statistics for the following sales or purchase relations:

  • Sales per customer

  • Sales per customer group

  • Sales for all customers (sales orders)

  • Purchases per vendor

  • Purchases per vendor group

  • Purchases for all vendors (purchase orders)

You can combine each sales or purchase relation with one of the following options:

  • Per item

  • Per group of items

  • For all items

Note

For each business statistic, you can specify how often the statistics should be updated and what optional information on the Setup tab to include.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

Enter or view information about the business statistics that are defined for your organization.

Setup

Enter additional details about the selected business statistic.

Graphics

View a graphic representation of the data for the business statistic.

Buttons

Button

Description

Update

Refresh the data for the selected business statistic.

Show data

View current data for the selected business statistic in a grid format.

Show graph

Set up display options, select the data to include in the graph, and refresh the graphic that is shown on the Graphics tab.

Fields

Field

Description

Name

Enter a name that describes the type and level of the business statistic.

Item

Select an item relation from the list.

  • Table – Calculate statistics for each item on the Released products list page.

  • Group – Calculate statistics for each item group in the Item group form.

  • All – Calculate statistics for all items on the Released products list page.

Account selection

Select a sales or purchase relation from the list.

  • Revenue – Calculate statistics for all customers on the All customers list page.

  • Customer – Calculate statistics for each customer on the All customers list page.

  • Customer group – Calculate statistics for all items on transactions for customer groups in the Customer groups form.

  • Purchase – Calculate statistics for all vendors on the All vendors list page.

  • Vendor – Calculate statistics for each vendor on the All vendors list page.

  • Vendor group – Calculate statistics for all items on transactions for vendor groups in the Vendor groups form.

Auto

Select this check box to include the business statistic in the update when you select Selected in the All/Selected field in the form that opens when you click Update.

If this check box is not selected, the business statistic is included in the update only when you select All.

Quantity

Select this check box to include the total quantity sold or total quantity purchased in the statistics.

Note

Typically, you would total amounts when totaling statistics per item number.

Amount

Select this check box to include the total revenue amount or purchase amount in the statistics.

Line discount

Select this check box to include the total amount of the line discounts in the statistics.

Cost value

Select this check box to include the total cost values in the statistics.

Period

Enter a date interval code, also known as a period. When you update the business statistics, a total for each date interval that is specified for the date interval code is calculated. For more information, see Date intervals (form).

See also

Released product details (form)

Item group (form)

Customers (form)

Vendors (form)

Date intervals (form)

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