Sales Order Logged Report

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Hi,

Can anyone pls guide how to generate a report for sales orders in NAV 2013 R2 which logged for a the particular period, maybe current month ,

and also how to check the total order value of sales orders which logged in a month.

Customer order report which comes under order processing does not have a filter option for from and to period.

Customer order summary is also not seems ok because its shows outstanding orders.

Thanks...

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Alexander Ermakov 28,096 on at

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Basically, for the actual sales you can just open a page with all posted sales invoices, and filter that by standard NAV tools:

The similar page with a list of all unposted invoices can show you what yet has not been posted.

You can apply additional filters, e.g. by Customer or Sales Manager, and export this to Excel for further processing.

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Nareshwar Raju Vane... 5,596 on at

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Hi,

I am not sure how Analysis View List Sales can help you.

But if you can run the Sales Header table with your filters you mentioned, Amount and Amount Including VAT fields will have the total order/invoice value. You can get a Excel summary if you copy the data to an Excel.

Hope it helps.

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Community Member on at

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Hi,

You do not have such reports (Order Booking) report available in the system.

However, you can get the complete details from Sales Order List (Page - 9305). You would just require to add Amount field on the page and it would show you complete details as needed. Just export the data into Excel and do the analysis as needed.

If this is not suitable,, you need to build the new report in the system.

Also, please note that, if you ship & invoice the complete order from Sales Order screen, this order would be deleted and hence it would not come in this screen.

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