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How to total qty of unique SKUs on Posted Sales Invoices in a date range for a specific customer

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Posted on by Community Member Microsoft Employee

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

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Dynamics 365 Business Central

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MahGah 15,428 on at

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RE: How to total qty of unique SKUs on Posted Sales Invoices in a date range for a specific customer

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.
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JAngle 33,159 on at

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RE: How to total qty of unique SKUs on Posted Sales Invoices in a date range for a specific customer

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.
Community Member Microsoft Employee on at

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RE: How to total qty of unique SKUs on Posted Sales Invoices in a date range for a specific customer

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!
MahGah 15,428 on at

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RE: How to total qty of unique SKUs on Posted Sales Invoices in a date range for a specific customer

Hi

Have you tried the following reports?

Customer/Item Statistics

Item Sales by Customer

Thanks