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Real-world Business Intelligence with Microsoft Dynamics GP

You're reading from   Real-world Business Intelligence with Microsoft Dynamics GP Become an expert at preparing reports using Dynamics GP quickly and efficiently

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Product type Paperback
Published in May 2015
Publisher
ISBN-13 9781782177241
Length 364 pages
Edition 1st Edition
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Authors (2):
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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Belinda Allen Belinda Allen
Author Profile Icon Belinda Allen
Belinda Allen
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Table of Contents (13) Chapters Close

Preface 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP? FREE CHAPTER 2. Business Intelligence for the General Ledger 3. Business Intelligence for Bank Reconciliation 4. Business Intelligence for Payables Management 5. Business Intelligence for Receivables Management 6. Business Intelligence for Sales Order Processing 7. More Business Intelligence on Sales Order Processing 8. Business Intelligence for Inventory Control 9. More Business Intelligence for Inventory Control 10. Business Intelligence for Purchase Order Processing 11. Miscellaneous Business Intelligence Index

Dashboard of open orders by customer, state, item class, and salesperson

Minor ad hoc changes are made to the dashboard of sales that we just completed to create a dashboard of open orders. This report is intended to be informational in nature, and is typically used to review work created through yesterday; not to monitor and work with today's activity.

If you used the view for History only, you will need to completely recreate the previous report using the view for the Open transactions. If you used the downloadable view (see Preface for download location), you can follow the remaining steps. If you did use the History view, we've included the view for open transactions in the upcoming section.

Brief background of the company

This report is for the same company that sells all across the U.S., and sells products from a variety of manufacturers. This company has a direct sales force, a physical showroom where customers can purchase in person, and a web presence where customers can...

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