Microsoft Dynamics AX (Archived)

Total amount by sales order

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Posted on by Community Member

Hi all,

Why there is no total amount by sales order in any list?

thank you!

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Oleksandr Krutiy 5 on at

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RE: Total amount by sales order

Hello,

You can use the report "Open sales orders" (Sales and marketing \ Inquiries and reports \ Sales order reports \ Open sales orders) in the version 10.0.31. I think it was added in one of the latest versions, because I can't find it in the version 10.0.29

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Community Member on at

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RE: Total amount by sales order

My work around is to track the order lines from open sales orders by removing the line status. In this way you can all concerned order lines with net amount on line level. And then you can use pivot table to get the total amount for the filtered order lines.

I am also interested to know what are the standard reports mentioned by Ludwig.

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guk1964 10,886 on at

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RE: Total amount by sales order

See the View totals page to view various totals for a specific sales order, (also shows the total weight of the items, and total discounts, taxes, and miscellaneous charges, and invoice amounts.) However, the totals only display the remaining amount that is not invoiced., so when a sales order is fully invoiced, then the total is zero.

Try Accounts Receivable->Sales Order-> Inquiries Menu->Totals

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Ludwig Reinhard Microsoft Employee on at

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RE: Total amount by sales order

Hi,

Have you tried using the sales order by invoice report?

Best regards,

Ludwig

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Community Member on at

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RE: Total amount by sales order

[quote user="Jane.Gu"]Hi all,

Why there is no total amount by sales order in any list?

thank you!

[/quote]

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ZvikaR 152 on at

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RE: Total amount by sales order

yes. Dr. @ludwig - I have the same question.

Can you point to a report that shows sales order total?

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Paul Ceely 45 on at

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RE: Total amount by sales order

Hi Ludwig,

You stated, "there are a couple of standard reports that show sales order totals for already invoiced or open sales orders." Could you please share the names of these reports? I cannot find them.

Thanks!

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Ludwig Reinhard Microsoft Employee on at

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RE: Total amount by sales order

Hi Kaled,

The sales order form has a totals tab that allows identifying the total amount on a sales order by sales order basis. You are absolutely right that totals can't be identified on a grid \ line basis. However, there are a couple of standard reports that show sales order totals for already invoiced or open sales orders. It is just a different way how to extract the data (form vs report)

Best regards,

Ludwig

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Khaled Alloud 3,658 on at

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RE: Total amount by sales order

Dear Jane,

If you see other threads regarding this issue you will find out that AX doesn't include the Total amount of the SO in the form, even if there is a field for it (Personalize on grid view) but the amount is still 0. You make ask for some customization for it or use other Reports from Sales and marketing module.

Thank you,

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Ludwig Reinhard Microsoft Employee on at

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RE: Total amount by sales order

Hi Jane.Gu,

Do you refer to open sales orders or those that have already been invoiced?

Best regards,

Ludwig

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