Part 5 - How to develop Daily Stores Sales Payments Summary DP-based SSRS Report in Dynamics 365

Store-wise daily sales payments or collection in retail stores is a very important and needed functionality for the finance department in the Head office in the retail industry. While Dynamics 365 provides many out-of-the-box or standard retail sales reports for the purpose but that is not fulfilling the need to review all the stores and dates simultaneously. The video demonstrates how to develop a data-provider based SQL Server Report that can be used to verify the cash or other payment methods received through retail stores or commerce channels.

Part 1 - Covers briefly sales reports available in the Retail and Commerce module in D365. Then briefly about the requirements to group by store-wise and then date-wise to have a daily summary of the cash received using various payment methods. The development begins with temporary table creation by identifying the fields needed and labelling them properly. Lastly, to synchronize the database for the table to commit the changes to SQL Server.

Part 2 - Covers the creation of the Contract class to pass the parameters and UI Builder class to enhance the contract class's functionality. Besides, here we also cover how to implement multi-select lookup for the selection of multiple stores as filter criteria. The filter also includes a date range to view the sales payment received during the date range entered.

Part 3 - Begins with the creation of the data-provider (DP) class that implements the main business logic for the report. The set-based operations insert-recordset is used to efficiently insert the data rather than using looping to have an efficient report. The list iterator class is used to iterate the values of the list containing the stores that have been selected by the end-user as filter criteria.

Part 4 - Adding more logic to the Data provider (DP) class for aggregating day-wise amount received for each payment method from the stores. The aggregate methods such as sum and count are used for amounts and transaction count.

Part 5 - Completing the data-provider (DP) class, by adding the final aggregation for the child tables such as tax, safe deposit, tender declaration etc. The set-based operation update-recordset is used for math operators and calculation between the fields e.g. to calculate the difference amount, by adding all the payments to the opening or starting amount and then subtracting with the tender declared.

Part 6 - The SSRS report is deployed and then some troubleshooting activities are to fix the issues. The list parm method return type in the contract class needs the AifCollectionType attribute. Also, how to edit the SSRS report in XML to fix the newly added parameter bug, when it is not automatically adjusted in the back-end XML. The data accuracy in SSRS is also verified using SQL Query data. Finally, the recap of the overall activity is performed.

About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.

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👉 E-mail: pkrashdi@gmail.com
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Видео Part 5 - How to develop Daily Stores Sales Payments Summary DP-based SSRS Report in Dynamics 365 канала Learning Business Apps with Pir Khurram Rashdi