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Service Item Sales report

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Posted on by Mustafa Quraitem

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Hi,

We usually use a particular service item in Sales order Invoices, the only reference for the implemented work is the "text" or "item description" | Currently we need to get a report of that item transactions done thru the year showing the text along with!

Is there any report/inquiry can provide the required information?

Rgds

Mostafa Nagy

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Finance

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Alireza Eshaghzadeh 12,003 Super User 2024 Season 2 on at

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Service Item Sales report

Hi,
You can consider applying the Electronic reporting to create such report or create such report via PowerBI.
Raj Borad 492 on at

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Service Item Sales report

Hi,

To include the "item description" or "text" in the report, you may need to create a custom report using the Sales Lines or Sales Invoice details along with Invent Table details.
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Jonas "Jones" Melgaard 1,920 on at

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Service Item Sales report

Hi Mostafa,

No such report or inquiry exists in standard D365 Finance, unfortunately.

Easiest way is to use one of the "Sales Invoice Lines" entities available in your F&O, and process the invoice lines in Excel.

Alternatively you can develop a Power Bi report that can do it for you. But it requires some more effort.