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Counting processed sales invoices

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Hi, i want to make a count & record of invoices processed by each employee. I can't find this information via a report and have to go into the individual invoice record to find the employee name. Is there a report to show this information instead of having to access them individually?

Thanks :)

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Counting processed sales invoices

Hi, just use the latest In-client Analysis mode, it is very simple to do.

More details: https://yzhums.com/35080/

For example,

Sorry I only have one Salesperson in my record.......

Hope this helps.

Thanks.

ZHU
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NAV_with_Narang 2,236 Super User 2024 Season 1 on at

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Counting processed sales invoices

Hi There, you can definitely use "Assigned User ID", but that requires all users processing the invoice to manually select their User ID here. If they forget, you get a posted invoice with a blank Assigned user ID. Alternatively:

If you do not use Salesperson/Purchasers for any other functionality in your system, you can create a salesperson for each of your user ID in BC and do the mapping in User Setup. Once this mapping is done, whenever a user creates a document, a salesperson will be auto populated from the setup and posted documents will show this salesperson. Then from the salesperson code you can trace back to the user who processed this invoice.

However a user can edit the already populated salesperson code, so it meddles with the data integrity issue

You can talk with your MS Partner, and ask them to expose a field on the list called as "SystemCreatedBy". This is a standard field available from Microsoft, which will record the user ID of the user who posted this document. No one can edit this field at any point of time. Much more reliable but you end up spending some $$ for development
Micheleish 91 on at

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Counting processed sales invoices

On the sales invoice list page, you can add fields such as salesperson and assigned user id - you can then sort by each person, used date ranges etc. You can export it to excel if needed hope this helps.