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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Open Transactions Repo...
Microsoft Dynamics AX (Archived)

Open Transactions Report in AR module ....

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Posted on by Community Member

hi all,

i want to see the open sale orders for a customer or a group of customers using Open Transactions Report in AR module. i do't know how can i add new query filter using select button. any one can tell me how can i do this?

thanks

Regards,

Hassan

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hassan,

    Have you tried using this selection?

    7536.report.png

    Note, that you can specify a range of customer accounts in the first line.

    As an alternative you can also select the customer group field in the first selection line to get the Report data for this customer group only.

    Hope it helps,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hello Ludwing.

    thanks for reply. yeah i have done this but i want to see only open sale orders.is it possible to see?

    thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hassan,

    You Need to extend the query of the report by doing a right click and selecting the related tables.

    I tried the following and could identify the status field.

    report2.png

    Please note that I have not tested the outcome and leave it to you :-)

    All the best,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    yeah. i also have done the same but no result. report did't show anythg.

    even i have a lot of open sale orders for a specified customer.

    now what i have to do?

    Hassan

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hassan,

    Please try to use a different way how you extend the report query through 1:n or n:1 connections. You might need some time to test the correct specification for your query but I am pretty sure that you can extract the data that you need.

    All the best,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    yeah. let me try

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