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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Data Except Quotes
Small and medium business | Business Central, N...
Suggested Answer

Sales Data Except Quotes

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Posted on by JE-20081519-0 3,865
Hi:
 
From within Business Central, how can we get a report showing all sales data except for quotes with a Document Date range of 01/01/2025 through today's date and containing a total sales amount dollar figure?
 
Thanks!
 
John
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • AndrewThomas81 Profile Picture
    AndrewThomas81 678 on at
    Hi John
     
    Can you define what you mean by sales data?
     
    Do you want open invoices/orders?  Posted invoices?
     
    Kind Regards
     
    Andrew Thomas FCCA MCP
    YouTube - Use Business Central
    LinkedIn
     
  • JE-20081519-0 Profile Picture
    JE-20081519-0 3,865 on at
    @AndrewThomas81: We need simply all sales lines for that date range except for those of Sales Quotes.
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 678 on at
    You can use the sales line page filtered to exclude quotes for open orders and invoices
     
    For posted documents you will need to extract, posted sales invoice lines and posted sales credit memo lines
     
    Date filters can be added to all
     
    Kind Regards
     
    Andrew Thomas FCCA MCP
    YouTube - Use Business Central
    LinkedIn
     

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