You’re offline. This is a read only version of the page.
5
I am an end user so excuse me if I don't use the right words or terminology.
We are using NAV for a few years now and also CRM and now Power BI for reporting. Despite all our efforts and investment to make them work as they are supposed to I still get different numbers from each of the apps so I am really frustrated with it. I am writing on this forum to try to understand what's going on and also to find help, if not for us for our IT guys who don't seems to understand what we need and how to achieve the expected results.
To start, my first issue is with the Sales Orders. We would like to track the number of sales orders we enter in the system daily, number of orders and amount, and be able to check it for past dates. I am being told that every time we invoice a sales order it disappear so there seem to be no way of getting that info... From a technical stand point I may understand the logic of it but it doesn't work for us... The number of sales orders received and the amount of those sales orders is something very important for us, it gives me trends, history... its precious information.
Is there any way to get this information? (maybe an audit track??????)
Thanks!!!!!
*This post is locked for comments
Hi,
I understand the need to track booked orders as well as why the orders disappear. I have seen this solved by reporting on the Archived Orders. You can archive the order at a point in time (release, posting etc..), then report of the Archived Orders. Keep in mind that there may be multiple versions in the Archive, depending on how/when they're archived.
#1
Sohail Ahmed
2
#1
mmv
2
#1
Amol Salvi
2
Share
Report
All responses (
Answers (
