So, new to nav 2016. I tried to make a jet report for this, but somehow can't figure it out.
I wanna make a report where I can see a list of total sales based on shippingdates (1M usually) but I can't figure out how to catch both the invoiced ones, but also the open and released ones.
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I am bringing up this old post in hopes for some assistance. I am still unsure on how to link the two tables, Sales Orders and Posted Sales Invoices. I am using Jet Reports and do have Jet Data Cube.
I don't have cubed, sadly.
Is there a way in navy directly
Well if you're doing this with Jet Reports then it's a little harder to help out. If you are using Jet Reports with the 'Jet Data Cube' then:
For Sales Invoiced:
In your list of fields from the cube under Posted Sales Transactions choose:
Invoiced Quantity - This field is the units invoiced from Posted Sales Invoices
Sales Amount - This field is the sales amount invoiced from Posted Sales Invoices
For Sales Orders:
In your list of fields from the cube under Values choose:
Booked Amount - This field is the sales amount booked from Sales Orders
Booked Quantity - This field is the units booked from Sales Orders
Hopefully this will help. I'm not sure if your fields will have the same names. If not please tell us what product you're using to build this report and maybe we can provide additional help.
That's exactly what I'm trying... though I need it to sort on location code too I.. can't figure it out though.. I'mm guessing it's beacuse I cant directly translate your tutorial because of different language here...
As Saurav said we will be able to provide you a much more help if you can share the steps you followed and the problem you facing at the moment.
Hello,
It sounds like you're looking to do a Sales Booked report that has all open Sales Order lines plus what has already been Shipped/Invoiced for the same time period. This is a tricky report in NAV, but can be done a couple different ways.
If you typically create the invoice right when the item ships then you can make this report by combining two separate queries into one report (Sales Orders and Posted Sales Invoices).
--
The first step is to get the open Sales Order lines. You will use the two Sales tables:
[Sales Header]
[Sales Line]
When you sum the lines from the Sales Line table you must use the [Outstanding Amount] field; where the Document Type = 1 and the Status = Open or Released.
--
The second step is to get the Posted Sales Invoice lines. You will use the two Sales Invoice tables:
[Sales Invoice Header]
[Sales Invoice Line]
When you sum the lines from the Sale Invoice Line table use the [Amount Including VAT] field.
*Both the [Outstanding Amount] and [Amount Including VAT] fields include tax.
Hi,
What is the problem and what you tried.
If lets say today is 22-09-2016 which you can get using Today() in excel, you can always calculate a date which is 1M.
Base on these two fields you can have your date filter which will be (22-08-2016..22-09-2016).
Now for navision part -
You can filter Sales invoice Lines, Sales Lines (Document Type - Order & Invoice) with date filter applied.
The Result will be all sales invoices and open sales order / invoice lines within the period of 1M.
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