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Sales History By Customer By Item while entering sales order line or Quote

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Posted on by Samantha73

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Hi Guys

Is there a quick way to see what a customer has previously ordered/invoiced by the item on a sales order? Often you need to see previous prices, quantities etc for the same item? Is there a standard way of getting this info without running a separate report or do we have to customise - say add a fact box or something like that

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Valentin Castravet 31,485 Super User 2025 Season 2 on at

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As far as I know, there isn't a feature that directly shows the breakdown of items sold, including prices and quantities, from the sales order. While the Sell-to Customer Sales History factbox is available, it requires you to click on it and open each sales invoice individually.

The 'Customer/Item Sales' report is the closest option, but as you mentioned, it's not directly accessible from the sales order. Your idea of creating a new factbox sounds like the best solution; it could essentially display the same information as the 'Customer/Item Sales' report.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Gerardo Rentería Ga... 25,365 Most Valuable Professional on at

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Hi

You could review some of the standard reports that may be close to what is requested. I hope it helps you.

Sales reports and analytics - Business Central | Microsoft Learn

Best

GR

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YUN ZHU 95,739 Super User 2025 Season 2 on at

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Hi, I think you can just use the Sales Lines or Posted Sales Lines page.

More details: https://yzhums.com/28010/

Hope this helps.

Thanks.

ZHU

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