Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Order to Invoice report
Microsoft Dynamics GP (Archived)

Order to Invoice report

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello, when an order gets transferred to an invoice a log prints, is there a built-in report that can be run for a day or whatever time period to show all the orders that were transferred to invoices on that day along with both numbers (order no. and invoice no.) ?  I looked under reports bur did not see anything like that. I know I can create a smarlist in SOP and use the original number field but was wondering if there is an already formatted report that can be printed showing the transfer dates.  I'm most concerned with the date the order was transferred to an invoice.

Also, does the DocDate on the invoice use the same date as the order or the date it was transferred? For example say an order is entered on the 1st but it not transferred to an invoice until the 3rd, will the docdate on the invoice be the 1st or the 3rd?

TIA

*This post is locked for comments

  • Suggested answer
    soma Profile Picture
    soma 24,406 on at
    RE: Order to Invoice report

    I think you can view the transferred invoices which are originated from orders in SmartList report. Go to SmartList-->Sales-->Sales Transactions and add the columns Original Number and Original Type. Then set the filter for Original Type = 2 and Original Number is not equal to zero. Now click ok to view the reports.

    Note: For your example, the default document date is taken from date of user transferred the order to invoice. So, you can set the filter for document date of invoice to get the reports. But, sometimes users may change the invoice document date after it was transferred from orders. So, be double check with the document date and get the reports.

    Hope this helps!!!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Order to Invoice report

    Frank is right, There  is no such report to track Order to Invoice.  Through customized report we can track the same

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Order to Invoice report

    I don't think such a report exists because the log created is a temporary file.

    The invoice date is the date the invoice is created (transferred).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans