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Hello Everyone,
I am needing to find a way to see historical balances of older sales orders before they had any shipments or invoices posted against them, is there any way to do this?
Hi, I agree with Kim, Archive Documents is the most convenient feature to manage the history of orders.
More details: https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-to-archive-documents
If you are still looking for other ways, you can try Field Monitoring feature.
or change log feature.
https://docs.microsoft.com/en-us/dynamics365/business-central/across-log-changes
Hope this helps as well.
Thanks.
ZHU
Kim gave you one smart option,and that can work. The tricky part about using the order archive is that it can have several revisions of the same order. So what version do you pick?
What i would do is to look at the order date on the posted sales invoice and use that as the base date for calculation. And then you can deduct the value for each posted sales shipment for that invoice on the shipment dates.
Then you can put those data in a buffer table and create a report based on that buffer table if it is the not shipped order balance you want.
If it is the not invoiced balance you follow the same principal just with the posted invoice data.
If you are Archiving Sales Orders when they are deleted (posted), you should be able to combine data from Archived Sales Orders and Open Sales Orders to get what you need. You will need Power BI and probably a BC Query to get there.
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