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Blanket sales order overview

Posted on by 267

Hi!

We use Blanket sales orders a lot, often with a number of items on the same order.  Some customers have a number of sales orders, that are not yet posted, going on, linked to the blanket order. Then the "To be the delivered" in lines on the Blanket just is blank. 

I havn't found a easy way to see what is left in realoty on the Blanket order in total. What I like to get is an overview for how many pieces I sitll have got avaliable to send to an order.

Anyone have a nice solution to this? 

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  • Verified answer
    Frida_Admotion Profile Picture
    Frida_Admotion 267 on at
    Blanket sales order overview
    We solved this issue by a customization with a new field on the orderline on the blanket orders that shows how many items that is actually left to send to a sales order. We also made a field in the item card that shows the total amount on items left to sell on any relaled blanket order. This works very good and also give us a possibility to calculate the currect order stock for all items left to sell on sales orders and blanket orders. 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Blanket sales order overview

    Hi, you can open table 37 directly from page inspection. If there are no quantities that meet your needs, in addition to displaying the fields on the page, I think you need to do a small customization to calculate the required quantities.

    pastedimage1643328734164v1.png

    pastedimage1643328912294v2.png

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Blanket sales order overview

    Frida,

    Adding to the other replies... As YUN noted, the Sales Lines image with the Blanket filter, shows the Quantity and Outstanding Quantity.

    pastedimage1643315592002v1.png

    Thanks,

    Steve

  • Frida_Admotion Profile Picture
    Frida_Admotion 267 on at
    RE: Blanket sales order overview

    I have tried this myselt, but the problem is that the quantities that shows don't take count on the not yet posted orders.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Blanket sales order overview

    Hi, Can the following method help you?

    Click outstanding Orders amount in Customer Card

    pastedimage1643164070947v1.png

    Change the fitler to Blanket Order, then review the data you need on this page, and if the fields are not enough, you may need to add them.

    pastedimage1643164092077v2.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Blanket sales order overview

    Hi

    I could not any easy method for that too. Even I could not find the report to does that. 

    The only solution that I can think of is to publish the following page in Web service 

    1) Publish page 508 "Blanket Sales Order Subform" 

    2) Publish page 46 "Sales Order Subform" 

    Then use Excel / ODATA  (https://thatnavguy.wordpress.com/2021/12/20/getting-d365-business-central-data-to-excel-using-odata-feeds/) and use Power Query to link these 2 pages together. You need to use Blanket Order No.  and  Blanket Order Line No. to link page 46 to page 508. Then build the query or pivot in Excel and refresh it

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