Sales Pricing Overview Dataset Details

This dataset provides details for transaction lines from invoice, cash sale, cash refund and credit memo transactions. Use this dataset to analyze sales pricing by transaction, price level, subsidiary, amount, and other options.

The record includes the following fields:

• Calculated Rate

• Date

• Description

• Expected Amount

• Item

• Net Amount

• Price Level

• Quantity

• Subsidiary

• Transaction

• Trans Rate

• Trans Type

• Variance Amount

This template is not based on an existing saved search.

Dataset Configuration

The Sales Pricing Overview dataset combines fields from one record type and one criteria field. To edit the dataset, see Defining a Dataset.

The template is configured as follows:

Root Record Type	Joined Record Types	Custom Formula Fields	Data Grid	Criteria Filters
PriceLevel	PriceLevelLineItem	(none)	The following record fields are included in the dataset: Calculated Rate Date Description Expected Amount Item Net Amount Price Level Quantity Subsidiary Transaction Trans Rate Trans Type Variance Amount	The following criteria is used to filter the dataset: Subsidiary joined with Price Level

Related Topics

• Advanced Pricing Overview
• Sales Pricing Overview Workbook Details
• Sales by Price Level Pivot Details
• Price Variance by Item Pivot Details

General Notices