Hi,
I want to be able to get a list of recent (defined by a date range) and/or open invoices from Navision. IS the Sales Invoice page the correct one?
If not which would be?
Any idea how can I set the filter to get the recent (regardless of their paid status) ?
Thank in advance,
Ignacio
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In this case you need to expose Customer Ledger Entries Page (25). In that you can filter the Document Type to Invoice and Set the sorting order to Posting Date.
By doing that you will be able to get the posted invoices as the order of the posting date.
Then check the value of the Remaining Amount column. If the remaining amount is not equal to zero that means customer has still not paid for the invoice. (Your account department should apply the payment).
How to set the sorting order of a page: tharangac-dynamicsnav.blogspot.com/.../how-to-setchange-default-sorting-order.html
If you want to get the list of invoices not paid you can look at Cust. Ledger Entry table, filtering by Document Type = Invoice, Open = Yes and by Posting Date (based on what you consider as recent).
Hi,
Thanks again Suresh for your help,
When I refer to "open invoices" I meant invoices that are already sent to the client, but not paid yet, not sure if this detail change something in your answer.
Thank,
Ignacio
If you want to know what invoices have been shipped and invoiced then you need to look at posted sales invoice (132) or Posted Sales Invoices (143), which is basically a result of sales order is posted and invoiced.
In Navision you can also create sales invoice directly which is basically a charge to the customer and once you post that even end up in Posted Sales Invoice. These open invoices which are not yet invoiced then you can get that information from Page 9301 or Page 43 (Sales Invoice)
In both scenarios you have posting date/Document Date which you an use to filter it.
Below is the link showing an example how to filter on fields.
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