web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Business Central forum

statement with line details

(0) ShareShare
ReportReport
Posted on by 1,236

Normally, a statement summarizes the sales order/invoices to one line.  Can the statement be modified to to show the line details?  If not, are there any other reports that print open invoice details?

Categories:
I have the same question (0)
  • Suggested answer
    AJAnsari Profile Picture
    5,754 on at

    I don't believe there are any that combine a list of open invoices with the line detail, although you'll find a couple different reports focused on open transactions, and others that focus on line details.

    I would suggest creating a report in Power BI (through Power BI Desktop). You'll need to create Web Services in Business Central for the following pages (so we can use them as queries in our dataset in Power BI Desktop, model it, and then publish to PowerBI.com to build your report):

    Page 21: Customer Card

    Page 25: Customer Ledger Entries

    Page 526: Posted Sales Invoice Lines

    To model these three together, the No. field on the Customer Card page maps to the Customer No. field on the Customer Ledger Entries page, and the Document No. field on the Customer Ledger Entries page maps to the Document No. field on the Posted Sales Invoice Lines page. And make sure to filter the Customer Ledger Entries page so that you're only getting records of Document Type = Invoice. Potentially, you can also filter the Customer Ledger Entries page to only show records where Open = TRUE.

    Then, in either Power BI Desktop, or PowerBI.com, you can build a tabular report showing open Invoices by customer along with Line details.

    If you don't want to do it in Power BI, you can also do it in Excel with PowerPivot.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

  • rcboiler Profile Picture
    1,236 on at

    Good idea but we will want to run the report through BC so we can use the report distribution features.

  • Suggested answer
    AJAnsari Profile Picture
    5,754 on at

    In that case, you will need to create an extension in AL / Visual Studio code for a new Report object. To keep things simple, you can forego the layout(s) while creating the extension and focus simply on the dataitems.

    Also, remember to either add the report as an action to a page's ribbon (by creating a PageExtension), or by adding it to a Department.

    Once your extension is loaded in Business Central, then you can create custom layouts in either RDLC or Word. This will allow you to use the report distribution features within Business Central.

    Here you can see an example of how to create a report object in AL: 

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-report-object

    Alternately, if you have a background in NAV, you can create a report object using C/AL in C/SIDE, and then export it to TXT (new format), convert it to AL using Text2AL, and package it as an extension using Visual Studio Code.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans