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Sales Order & Work Description Notes- Export Options

Posted on by 128

Hello, MS Family. 

Are there any reports in BC that allow a user to export Sales Order Header details and work description notes into an excel file?

I imagine that this could be done with a Jet Report, but wanted to first see if there is anything out of the box that could be used.

I did attempt to pull this with a configuration package, but the work description notes are not appearing, only an asterisk. 

pastedimage1658845014140v1.png

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,099 Super User 2024 Season 2 on at
    RE: Sales Order & Work Description Notes- Export Options

    Hi, As far as I know, there is no standard way to do it.

    It is a field of Blob type, as Josh mentioned, it needs to be extracted before it can be used.

    pastedimage1658882770097v3.png

    I also tested the Open In Excel function, same as exported in Configuration Package, only an asterisk.

    pastedimage1658882734582v2.png

    pastedimage1658882718022v1.png

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Sales Order & Work Description Notes- Export Options

    I say your best option is jet report. I have done this with jet report before (use flowfield). I could not find a method to use configuration package. 

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Sales Order & Work Description Notes- Export Options

    The data is stored as binary so would need something custom to extract it. This blog shows a possibility for you to try: thinkaboutit.be/.../

  • T_Mauser Profile Picture
    T_Mauser 397 User Group Leader on at
    RE: Sales Order & Work Description Notes- Export Options

    Do you have set a filter on the "Work Description"?

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