Sales Comparison Reports
Question
SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
USMF plans to create reports for executives.
The reports will compare the sales from a month this year to the sales from the same month last year.
You need to prepare the date intervals for the planned reports.
To complete this task, sign in to the Dynamics 365 portal.
Explanations
See explanation below.
1
Navigate to General ledger > Ledger setup > Date intervals.
2
Click New.
3
In the Date Interval Code field, type a code such as CurrMth PY.
4
In the Description field, type a description such as Current Month Previous Year.
5
In the Interval Start section, select Month in the From date period type field.
6
In the From date start/end, select Start.
7
In the From date +/- field, type -1 for -1 year (previous year)
8
In the From date adjustment unit field, select Year.
9
In the Interval End section, select Month in the From date period type field.
10.In the From date start/end, select End.
11.Click Save to save the date interval.
https://docs.microsoft.com/en-us/learn/modules/create-fiscal-calendars-years-periods-dyn365-finance/7-date-intervalAs an AI language model, I do not have access to the Dynamics 365 portal. However, I can provide you with an explanation of how to prepare the date intervals for the planned reports based on the information provided.
To compare the sales from a month this year to the sales from the same month last year, you will need to create two date intervals. The first interval should cover the entire month for the current year, and the second interval should cover the entire month for the previous year.
To create the first date interval for the current year, you will need to specify the start date as the first day of the current month and the end date as the last day of the current month. For example, if you are creating a report for March 2023, the start date would be March 1, 2023, and the end date would be March 31, 2023.
To create the second date interval for the previous year, you will need to specify the start date as the first day of the same month in the previous year and the end date as the last day of the same month in the previous year. For example, if you are creating a report for March 2023, the start date for the previous year would be March 1, 2022, and the end date would be March 31, 2022.
Once you have created these two date intervals, you can use them to compare the sales from the two different time periods.
