Who you are paying and who owes you money are two very important questions every business needs to answer on a daily basis. This is easily done when you have vendor and customer as dimensions in Dynamics AX 2012. But what if you don’t? With Management Reporter CU6, Dynamics AX 2012 customers can now add them to their reports for display and filtering purposes. Let’s take a look at both examples.
Example 1: Displaying customer and vendor on a report
When you want to display the customer or vendor associated with a transaction you can add an attribute column and choose vendor or customer name as the attribute category.
Example 2: Filtering a report by customer or vendor
If filtering by a customer or vendor is required, then you can add them as an attribute filter in either the row or the column definition.
Hi April, our esteem customer wants a report by customer group in management reporter, I use this blog to display by customer name but then the customer requirement is to display by customer group.
Requesting you to help with your thoughts.
I was hoping to make a similar report. In my case, I would like to create a reporting tree based on a customer group dimension. When I select the dimension for customer, all I get is a list of all customers. Do I have to manually group them into their respective customer groups or can I add a dimension that pulls those groupings for me?
If customer is a dimension you can create a reporting tree definition using it but will need to create the customer group rollups manually. If customer is not a dimension and only an attribute, then you won't be able to make a reporting tree definition off of it.