Part sales invoices

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linuxblinux
Posts: 1
Joined: Thu May 04, 2017 4:46 am

Part sales invoices

Postby linuxblinux » Thu May 04, 2017 5:29 am

Hello,

how can i get the Part sales invoices in JetReports?

In MS Dynamics NAV 2015 under the open sale orders.. I can bill a part of the sales order..
I would now like to find out what is still to be invoiced.
Which amount is still open.

can i do this via jetreport?
Is there already a finished report here in the forum?


regards
Linux

Heather
Posts: 122
Joined: Tue Jul 09, 2013 2:04 pm

Re: Part sales invoices

Postby Heather » Thu May 04, 2017 10:47 am

Using Dynamics 2009, I am able to find open sales lines using the Sales Header

Filtering on "DOCUMENT TYPE" "Order" - I don't know if that has changed in Dynamics 2015 or not (we're waiting to upgrade)
Basically, in the system I'm using (which does have some custom programming), once it has completely invoiced, the "Order" Document Type no longer applies.
To get the individual lines that are open, I filter on "QTY. TO INVOICE" and look for those not equal to zero.

I have found out over the last couple of years that our version of Dynamics has some interesting customization, so I can't guarantee that the tables or fields aren't differently named. Hopefully this gets you pointed in the right direction.

krd1996
Posts: 16
Joined: Mon Jan 05, 2015 10:57 am

Re: Part sales invoices

Postby krd1996 » Tue May 09, 2017 10:57 am

Jet Reports has sample reports available for download from their website. There are 2 that may point you in the right direction depending on exactly what you are attempting to accomplish. They are:
1) NAV100 - Open Sales Lines Overview.xlsx
2) NAV103 - Professional - Shipped Not Invoiced.xlsx

I've attached these for convenience. You can download the lot from:
https://www.jetreports.com/p/jet-report ... t-players/

You do not need to install the Report Player in order to use these.

I advise that you read the ReadMe worksheet in the files.

Hope these help,
KRD
Attachments
NAV103 - Professional - Shipped Not Invoiced.xlsx
(82.87 KiB) Downloaded 12 times
NAV100 - Open Sales Lines Overview.xlsx
(106.07 KiB) Downloaded 11 times


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