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Outstanding Sales Orders Report

Posted on by 25

Hi!

I run the Outstanding Sales Order Status report and open it in Excel. It has an outrageous amount of columns!

To get the usable data, I have to unhide all of the columns. Delete A-L, then C-AB and K-Y, then delete everything L and after. What could go wrong? ;)

I need the sales order date, sales order #, customer #, part#, part quantity and price with discount.

Is there a better report for this? Do filters reduce the column count?

I appreciate your input!

Have a great day,

Lisa

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,639 Super User 2024 Season 2 on at
    RE: Outstanding Sales Orders Report

    Hi, Although this is not a Report, I think you can try the following method.

    https://yzhums.com/8876/

    Thanks.

    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Outstanding Sales Orders Report

    Hi

    I never seen that error before. But as far as you have permission for Web Service and tables used in ODATA you should be fine. Have you tried other ODATA to see if you can open them?

    Also, as Mr Bruvik mentioned you can try export to Excel and try. Or just ask admin/developer to create a new report.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Outstanding Sales Orders Report

    Hi Lisa,

    For this particular report i think you will need a developer to fix it. You might also have an admin that is able to develop this for you.

    Making that report more useful in Excel should not be a very big tasks unless you already have other customization that must be considered.

    It is also possible to do a direct export to Excel so you do not have to go the way around using a report.

    Let us know if you admin / developer needs some input on that.

  • LisaV11111 Profile Picture
    LisaV11111 25 on at
    RE: Outstanding Sales Orders Report

    Hello Inge,

    Are the customized reports within BC able to be edited by a user or would it need to be a developer or admin?

    Thank you for taking the time to reply to my post.

    Lisa

  • LisaV11111 Profile Picture
    LisaV11111 25 on at
    RE: Outstanding Sales Orders Report

    Hello MahGah,

    I tried ODATA, but received an error:  Unable to Connect. Details: "OData: The given URL neither points to an OData service or a feed."

    On the Web Services screen, I copied the OData URL by right clicking on it. I get the same error whether it's a query or a page. Hmm.

    I don't have admin level in BC, do I need it to run this?

    Thank you for taking the time!

    Lisa

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Outstanding Sales Orders Report

    Hi

    As Mr Bruvik mentioned you can customize the report in BC to only show columns you need.

    Also, you can use Power BI

    The other method is to use ODATA/Excel and create a report you need in Excel and refresh that report. See below

    thatnavguy.wordpress.com/.../

    Also, you can see below as an example of Power Automation.

    joshanglesea.wordpress.com/.../

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Outstanding Sales Orders Report

    Totally agree with you.

    The standard reports for this is not very good for exporting to Excel.

    I usually end up doing customized reports either native BC reports or Power BI reports for this need.

    So doing that will be my suggestion to you.

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