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Improved sales demo data in Analytics Module #29347

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Improved sales demo data in Analytics Module #29347

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@tuan-nguyen-fenwick tuan-nguyen-fenwick commented Oct 28, 2025 •
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Change log:

  • Salespersons: Spread sales documents across more salespeople.
  • Open orders: Added more open sales orders.
  • Back orders: Added more sales backorders.
  • Due dates: Spread out the due date of existing sales documents.
  • Deferral codes: Added deferral codes to posted and unposted sales documents.
  • Discounts: Added line discounts to posted sales invoices.

Fixes: #29346
Fixes #AB#597341

Tuan Nguyen added 30 commits June 26, 2025 15:20
Created Analytics module & added data creation for analytics
9447e7d
Added purchase document creation for analytics
7d816c6
Added Analytics Module Setup table & page for relative starting date
9de60c3
Generate document dates from a starting date instead of hardcoding th…
82a5fd4 
…e dates
Merged PR 35992: Added Analytics module for sales analytics data
864d3e6 
![image (3).png](https://dev.azure.com/fenwick/bf100862-1f7e-4467-bf86-526d4c7ac7eb/_apis/git/repositories/bc6a2808-2da7-4039-8a77-6283538e4d5d/pullRequests/35992/attachments/image%20%283%29.png)

![image (2).png](https://dev.azure.com/fenwick/bf100862-1f7e-4467-bf86-526d4c7ac7eb/_apis/git/repositories/bc6a2808-2da7-4039-8a77-6283538e4d5d/pullRequests/35992/attachments/image%20%282%29.png)

Test container: http://bcdev2.fenwicksoftware.com.au:10260/BC/?company=Demo%20Data%206

Related work items: microsoft#27654
Updated further changes to Analytics module
1a5921c
Migrated "Starting Date" setup field from Analytics to Foundation set…
e21b5dd 
…up for reuse
Removed InitStartingDate & updated starting date retrieval
fc1f294
Removed InitStartingDate usage
4996825
Removed used variables (CodeCop AA0137)
14c1fc1
Added payment method for posted sales invoices in Analytics
9ddbd94
Unlocked Analytics reference token for translations & updated text le…
745eeee 
…ngth
Set hide validation dialogs during demo data creation in IT
3227f30
Added sales & purchase data handlers for Analytics in IT
a2e14ac
Moved sales invoice posting into a function & called purchase order p…
efd5bd3 
…osting on run
Updated analytics purchase orders with missing payment method
36bbd1b
Added InsertSalesHeader with new parameter for Salesperson Code
975339b
Spread sales analytics documents across other salespersons
55e48e7
Added open sales orders for analytics
56d8447
Updated payment terms for analytics sales documents
bde6fda
Updated InsertSalesLineWithItem function to take deferral code parameter
cd15562
Updated deferral codes
03ce255
Updated shipping data details
9f56262
Fixed PaymentMethodCode parameter
de75e57
Updated DeferralCode1Y
feac9b4
Merge remote-tracking branch 'origin/uptake/analytics-demo-module' in…
a585992 
…to task/improve-sales-analytics-2026w1
Added InsertSalesLineWithItem function that accepts line discount per…
f3ac9cf 
…centage
Added line discounts
fa748a4
Reverted shipping data changes
eeebc0c
Reverted new line change
17ef9b9
Tuan Nguyen added 3 commits October 16, 2025 09:49
Removed new line
2189d5f
Removed new line
64d99c9
Merged PR 38201: Improved sales analytics demo data
ab6a9cb 
Several improvements to the sales analytics demo data include:
- Spread sales documents across more salespeople.
- Added more open sales orders.
- Added more sales backorders.
- Spread out due dates.
- Added deferral codes to posted and unposted sales documents.
- Added line discounts to posted sales invoices.

Test container: http://bcdev2.fenwicksoftware.com.au:10320/BC/?company=Demo12-Sales

Related work items: microsoft#27654
@tuan-nguyen-fenwick tuan-nguyen-fenwick requested a review from a team as a code owner October 28, 2025 00:21
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github-actions bot commented Oct 28, 2025

Could not find linked issues in the pull request description. Please make sure the pull request description contains a line that contains 'Fixes #' followed by the issue number being fixed. Use that pattern for every issue you want to link.

@JesperSchulz JesperSchulz added the SCM GitHub request for SCM area label Oct 29, 2025
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@darjoo darjoo Awaiting requested review from darjoo darjoo is a code owner automatically assigned from microsoft/dynamics-365-business-central

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Improve analytics sales dataset in Demo Data Tool

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@tuan-nguyen-fenwick @JesperSchulz