Sales Ledger Entries

Why?

Sales Ledger Entries is a Business Central extension that builds a dedicated sales analysis ledger from posted sales activity, giving users a fast and consistent way to analyse revenue, margin, quantities, customers, items, resources, G/L accounts, locations, responsibility centres, and dimensions without relying on multiple standard entry tables.

What does it do?

Consolidated Sales Analysis Ledger

  • Creates a dedicated Sales Ledger Entries table designed for reporting and operational analysis.
  • Stores sales facts in one place so users can review posted sales activity without jumping between Value Entries, Item Ledger Entries, posted invoice lines, and posted credit memo lines.

Rich Sales Dimensions and Attributes

  • Captures invoice date, order date, year, month, and week breakdowns for time-based analysis.
  • Stores Dimension Set ID and up to 8 shortcut dimensions for filtering and reporting.
  • Includes operational attributes such as location, responsibility centre, salesperson, origin, source, and purchase indicator.

Revenue, Cost, Margin, and Quantity Visibility

  • Tracks amount excluding VAT, cost of goods sold, margin, and quantity in the same ledger entry.
  • Helps finance and operations teams analyse profitability by customer, item, resource, G/L account, or dimension combination.

Multi-Type Sales Source Coverage

  • Supports analysis across different sales-related source types including items, resources, and G/L accounts.
  • Preserves source references such as source entry, source document, and source document line for traceability back to posted transactions.

User-Friendly Analysis Page

  • Provides a dedicated Sales Ledger Entries page for browsing, filtering, and analysing the generated entries.
  • Exposes descriptive fields such as customer name, item name, resource name, location name, and G/L account name to make analysis easier for end users.

Setup and Refresh Management

  • Includes a setup page to control how the extension updates and maintains the sales ledger data.
  • Supports automatic update scenarios for posted documents and company setup creation during installation.

Integrated with Navigate / Find Entries

  • Extends standard Business Central Navigate / Find Entries so related Sales Ledger Entries can be opened directly from the originating document context.
  • Makes it easier for users to move from a posted document to the corresponding analytical sales facts.

Who is it for?

Ideal for finance teams, controllers, sales analysts, and Business Central users who need a simpler and more analysis-friendly view of posted sales activity, profitability, and dimensions.

Typical Use Cases

  • Analyse sales and margin by customer.
  • Review sales by item, resource, or G/L account.
  • Filter posted sales by location, responsibility centre, or dimension values.
  • Investigate a posted document through Navigate and open the related Sales Ledger Entries directly.
  • Build Power BI or internal reporting on top of a cleaner sales fact table.

Supported Languages

The user interface currently includes translations in:

  • English
  • Czech
  • German
  • Spanish
  • French
  • Indonesian
  • Italian
  • Japanese
  • Dutch
  • Polish
  • Portuguese
  • Swedish
  • Thai
  • Chinese (Simplified)

The extension uses the standard Business Central translation model, making it easier to maintain and extend language coverage over time.