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Reporting Lost Sales.....

  • 1.  Reporting Lost Sales.....

    GOLD CONTRIBUTOR
    Posted Feb 07, 2020 10:08 AM
    ​​Hello everyone,

    The powers that be have asked that we come up with a way to report on "lost sales".   This would be any order that cannot be fulfilled on time because we don't have the stock.   This includes customers that order stuff that has been discontinued no matter how old that product was.

    Up until now, we have just deleted the lines from their sales orders, but there is no good way to report on this.   I can pull deleted lines from the ChangeLog, but that doesn't tell me WHY the line was deleted.   I suggested just putting the quantity to zero, but that also does not leave us with the reason for the change.  One of the sales people asked if we could have a new line type for "Unfulfilled".   I am reluctant to mess with the line types as these trigger other events and calculations and I want to try to keep this as simple as possible.

    The trick here is that I know they are just asking for dollars of lost sales, but once they have that, they will want to know which items triggered this and what customers were most impacted.    So I am thinking that I would want to retain this information on the sales lines somehow.  We would not want these lines to show up on the invoices or the packing slips as this will just add confusion.

    Does anyone out there currently do any kind of reporting on lost sales?   If so, how do YOU handle this.

    Just for the record, we are on NAV 2015 if that makes any difference.

    ------------------------------
    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
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  • 2.  RE: Reporting Lost Sales.....

    GOLD CONTRIBUTOR
    Posted Feb 10, 2020 08:12 AM

    It's an interesting question.  I guess you could add another table to record "lost sales", have those that manage orders record "lost sales" in this new table when the event takes place.  I suppose you could add logic to the ondelete trigger to pass information in a more automated way when a sales order line is deleted.  If an order quantity decreases, that could also be a lost sale?

     

    John Bellinger
    Business Systems & Applications Manager
    Office: 952-392-3912 | Cell: 612-719-0289
    Activar, Inc.
    9700 Newton Ave. S. | Bloomington, MN 55431
    jbellinger@activar.com | www.activar.com






  • 3.  RE: Reporting Lost Sales.....

    GOLD CONTRIBUTOR
    Posted Feb 13, 2020 10:18 AM
    Oh, that is a good point about reduced quantity on a line.   I will have to go back to sales and inquire about that possibility.​

    ------------------------------
    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
    ------------------------------



  • 4.  RE: Reporting Lost Sales.....

    TOP CONTRIBUTOR
    Posted Feb 10, 2020 09:24 AM
    We created a "Cancel Order" function and a customer Lost Sales/Fill rate table.  When orders are released the table is updated.  It is also updated when the order is invoiced and if any back orders exist that will not be shipped, we "Cance" the remained of the order and update the custom table.  The table contains the order qty, qty shipped, qty invoiced, and qty not shipped.  This enables us to measure fill rates and any "lost sales" (items not shipped).

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/D365BC-User Group Focus
    May 18-19, 2019
    Denver, Colorado
    ------------------------------



  • 5.  RE: Reporting Lost Sales.....

    TOP CONTRIBUTOR
    Posted Feb 10, 2020 09:53 AM
    We have a custom "Lost Sales" table. We also have a custom field in T37 called "Lost Reason Code" which points to the "Reason Code" table. You could then put the function really anywhere to take any line with a "Lost Reason Code" and convert it into a Lost Sale record. This allows you to record everything you want: datetime, itemNo, qty, customer, pricing, etc.

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
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  • 6.  RE: Reporting Lost Sales.....

    GOLD CONTRIBUTOR
    Posted Feb 13, 2020 10:17 AM
    Thank you everyone for your input.  Looks like no matter what, we are going to have to do a little customization to get what we want.​

    ------------------------------
    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
    ------------------------------



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