Report Summary
Printed Report Title: Regional Sales Summary
Show Units and $ sold by Business Partner, Country and State (IF available)
Default Location In Orchestrated
Base Module: Sales - A/R > Sales Reports > Orchestrated Reports
Reports Module: Reports > Sales and Purchasing > Orchestrated Reports (1)
*These are the standard default locations. Your locations may be different.
Typically Used by
Sales Managers and financial stakeholders can review sales volumes and revenue by country and state
Key Requirements
Country and State codes must be specified in the Business partner master data
To show Countries outside the USA, do not select individual states. (See Tips below.)
Tips
If you select filter parameters for individual USA states, the report will default to USA only. No other countries will be displayed.
Parameter Entry Options
Required:
Starting and Ending Date
Measure (Choose: Units, BBLs, Case Equivalents, Gallons, Liters)
Hide Business Partners (Shows only totals by Country or State)
Optional:
State
Country
Item Group
Brands
BP Groups
Salesperson
Territory
Parameter Entry Image
Report Sample Image (partial)
Version 4.5.1.0
Does this work retroactively? Sales territories weren't set up during our implementation, but I'd like to look at some historic trends in different selling regions.
Anything yet on this? We too did not set up territories during implementation but now need the information.
Lisa, I was able to get it to work retroactively. It seems to be pretty simple to set up the territories and run the sales reports by territories once it's all set up.