Sales Order Transaction Report

(0) Share

Report

Posted on by Community Member Microsoft Employee

When I select sales order transactions and filter to a specific customer, I receive a listing of all the invoices for that customer. Is there a way to filter this listing to only outstanding invoices? Also, when I sort by amount by clicking on the column header and click print, it prints in invoice # order and not invoice amount order. Is there any way to ensure that it prints in the amount order and not invoice # order?

Thanks,

*This post is locked for comments

All responses (3)

Answers (0)

Suggested answer

Heather Roggeveen 9,144 on at

Like (1)

Report

RE: Sales Order Transaction Report

Hi

SmartList gives you more options for what to include and what not to include. And you can push your list to Excel making it easier to print.

In Navigation Lists, you have the option to include Work or History - but this is simply unposted or posted for Sales Order Transactions. I can't see a way to only include outstanding.

If you do it via SmartList, then you can include the column Current Trx Amount and make that not equal to zero.

Cheers

Heather
Community Member Microsoft Employee on at

Like (0)

Report

RE: Sales Order Transaction Report

No, I'm doing it through the Navigation Lists.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Sales Order Transaction Report

are you doing this through smartlist?