Searching Extended Text or Comment Lines on Sales Invoices

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Posted on by Tanner

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Hello,

My client offers services such as a talent evaluation, which would be set up as an "item" in 365. They want to be able to include text along with each line item on an invoice, such as "Jim Jones" so that they can track that the talent evaluation was performed for Jim Jones. I've found two ways to do this: one way is using the extended text to place the comment lines automatically, and the other way is to just enter a new line after each line item with a type of "comment". The good part about both of these methods is that it allows the tracking the client desires and it prints on the invoice for the customer to see. The part I'm struggling with is they want the ability to search these comment lines on the invoices, such as searching for Jim Jones and seeing the different invoices that he was included on and what service (item) was performed for that person. Every report that I have found to run for open or historical/posted invoices only lists the line items, or lines with a type of "item", but they don't list the lines with a type of "comment". Therefore, these reports do not offer the search abilities that they desire. My only other thought was to export every invoice to PDF or Excel and save them in a folder that you can then search through windows explorer, but I'm hoping someone has a better way of accomplishing this.

Thank you.

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Community Member on at

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RE: Searching Extended Text or Comment Lines on Sales Invoices

There is a Smart Search tool available for BC appsource.microsoft.com/.../PUBID.360%7CAID.6a757585-e5b4-4477-b679-ddc77814f59e%7CPAPPID.7d1c5be9-19a8-4ae3-af8c-b67c36d3b4f8

I wonder if leveraging this tool would modify your technique. I don't have strong knowledge of the product, but this could give you more options.
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Joe B. 60 on at

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RE: Searching Extended Text or Comment Lines on Sales Invoices

Hello, Tanner. I'm not sure if you have found a good solution for your client, but one that I could recommend for you is Popdock. Its an application that integrates with Business Central as well as quite a few other applications like Dynamics GP. It imports all your Web Services and access each of them for the data available. Once it has access to the Web Services that you would like data from you can do a lot of things with the data like sort, group, filter, and search. You can also build relationship between the web services. For example, the Posted Sales Invoice Lines can have a relationship with the Posted Sales Invoices matching on the Document No. and No. This then allows you to find a Posted Sales Invoice Line item and also see what Post Sales Invoice it belongs to with all the data that that web service shows as well. Here are some screen shots:

Thanks,

Joe
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BrianNielsen 335 on at

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RE: Searching Extended Text or Comment Lines on Sales Invoices

Comment lines are now available in the posted documents.

In order to get a dataset where you can search for comment lines mentioning Jim Jones and list the Items in that invoice [There's no direct link between a specific comment and lines in the same invoice] you can consume a query in Excel and do the analysis there:

Try this: (high level guide)

Search for and open Web Services

Select Actions (ribbon) and select Create Data Set

Follow the wizard and select page 526 Posted Sales Invoice Lines as data source ID - this is the data you want

You can add filters to your selection, e.g. datafilters or customer no. filters

After you publish the web service you can open it in Excel

In Excel you can pivot on document number and then search for Jim Jones (or the other way round if you prefer)