Report of Sales Orders received

neckit

Hi,

my chief wants a report of all received sales orders (per customer).
To my suprise, i can't find such a report in Navision.

What's the best way to generate such a report?
Which tables must i use to get a complete list?
It would be great, if someone has a sample report.

Thanks a lot.

Savatage

How about report 10042 - Customer Account Detail

filter on invoice - document type on the customer ledger entry tab

nunomaia

You have report 108 "Customer - Order Detail"

You need table customer, sales header, sales line

Savatage

I don't have a report 108 - but i think 10042 does the same thing

nunomaia

I think the report 10042 it's only from US

neckit

It's right - report 10048 seems to be only in the US-Version.
Report 108 looks good but shows only sales order lines that are not shipped or invoiced.

For a complete list of all received orders i think, i must change the tablefilter to except all saleslines of "Document Type::Order" (so shipped invoices are included) and then join "Sales orders" with "Posted Invoices".
Over a new field "Create date" in "Sales Line" and in "Sales Invoice Line" i can filter the received Orders.

So far so gut - changing the Tablefilter and using the field "Create Date" could be no problem.
But do you have a tip or other sample report, that join Sales Lines with the Sales Invoice Lines?

Savatage

Note: You can use the Amount field on the headers to get the order total - so you may not need to use the Sales Lines & Sales Inv Lines...Depending on your needs of course (plus is should speed up the report.)

Here's a copy if you want to take a look at the Customer Account Detail report
http://savatage99.googlepages.com/Custo ... Detail.txt

do you have a report 10050????
http://savatage99.googlepages.com/InvoicingReport.txt

it prints posted inv & credits perhaps you can see how those two diff tables are used and change the credits to sales orders.

neckit

Thanks - Savatage

your reports are very helpful for me.
I can't directly use them for the "received Sales Orders", because now open SalesOrders are not included - but they give me helpful suggestions and i can also use them for other purposes.

The header-tables I can't use, because sometimes users add positions to an existing SalesOrder, so in one Sales Order there can be positions with different create dates.

But i think, that i now find a solution for my purposes.

Thanks!