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How to perform calculations on sales data

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Posted on by benken10

Hi all

We are new to D365F&O. We have a separate system, where some sales are booked.

We need to import this data, but perform certain calculations. Some transactions come direct from the customer, others are booked via a third party and hence receive commission. Some attract sales tax, others do not etc.

The separate system does not handle this business logic. At present, the business logic is being applied offline via spreadsheets, and then imported as a sales into D365.

Is there a way we can make this business logic happen within Dynamics? Apologies for what is probably a very basic question.

Many thanks

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Financial Management

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Arunraj Rajasekar 1,729 on at

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RE: How to perform calculations on sales data

Hi,

there are three options to achieve this.

1) If you want data to be imported automatically, you can write a custom service and run it as batch job.

2) you can build a power automation using REST API to import the data, if you have the data calculated and saved in an excel

3) More easier solution, you can write a class to import from excel.

You need to determine how to consolidate all the transaction before importing them into the system.
André Arnaud de Cal... 283,860 Test role Public on at

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RE: How to perform calculations on sales data

Hi Benken,

It is possible to import data using data entities. You can apply x++ on several methods of the data entity to perform calculations.