I need to pull a report for each customer which shows all SKUs totaled in qty sold during a specific timeframe. These items would be on the posted sales invoices.
It doesn't matter to me if it is for all customers at one time - I can separate them out in Excel afterwards, but I do need the total of the individual items invoiced (shipped).
Thanks
Hi
In this case Josh's recommendation is the way to go. You can use both Excel or Power BI.
Or you can develop a new report based on any of those report to address the issue. This way users can run those reports in BC.
Item ledger entries makes the most sense. Set the necessary filters to show sales shipments only and a date filter.
If you want it in excel use a web service. Query object 265 is for item ledger entries. You can use the url to do a power query in excel and set your filters.
On Customer/Item Statistics is there a way to break down the items by variant? It gets me the total qty of each item, but not each SKU/variant.
Item sales by customer is one way to do it, but there is no way to look at one account en masse - filter does not work because each item is separated.
Any ways to correct these issues?
Thank you!
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