Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Answered

Purchase Order Line Items Report

(0) ShareShare
ReportReport
Posted on by 5

Hi,

How do I generate a PO line items report that will also show me the vendor, item, quantities and cost in Dynamics 365 Business Central?

For both open and closed purchase orders.

Thank you!

  • Suggested answer
    Awais haider Profile Picture
    Awais haider 27 on at
    RE: Purchase Order Line Items Report

    Hi Lytt here I will suggest you three places that can solve your problem

    https://globaldata365.com/

    But what I think you can do is which can help you

    To generate a PO line items report that shows the vendor, item, quantities, and cost in Dynamics 365 Business Central for both open and closed purchase orders, you can follow these steps:

    Go to the "Purchase Orders" page in Dynamics 365 Business Central.

    Click on the "Navigate" button in the ribbon, then select "Reports" and "Purchase Orders - Line."

    In the "Purchase Orders - Line" report, select the following filters:

    "Document Status" = All

    "Order Date" = All

    "Posting Date" = All

    "Document Type" = Order

    Click on the "Preview" button to generate the report.

    In the report preview, you will see a list of all the line items for all open and closed purchase orders, with the vendor, entity, quantities, and cost information.

    You can refine the report by adding additional filters or grouping the data by vendor or item, for example, by using the "Modify Report" option.

    Once you have customized the report to your liking, you can either print it or export it to a file format such as Excel or PDF for further analysis or sharing with others.

    plus you can also visit https://globaldata365.com/jet-reports/ to solve your problem easily 

  • anthonychew Profile Picture
    anthonychew 30 on at
    RE: Purchase Order Line Items Report

    Hi MahGah,

                    thanks for the pointers. I will take some time to go through designer tutorials and yzhums documentation. He is a valued member and great contributor in this community.

    Cheers

    Anthony

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Purchase Order Line Items Report

    Hi anthonychew

    In this case you need to use Designer. See below

    https://yzhums.com/21735/

    www.youtube.com/watch

  • anthonychew Profile Picture
    anthonychew 30 on at
    RE: Purchase Order Line Items Report

    Hi all,

            We are using a dropshipment order as our main business model. I would like to check if it is possible to add the sales order number in the purchase order screen and also purchase order number in the sales order screen.

    I can see the fields in the page inspection at the line items table but unable to find them using personalised function.

    Thanks,

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purchase Order Line Items Report

    Hello,

    One other idea to generate the data you are looking for is Jet Reports.

    insightsoftware.com/.../

    Here is a sample of a report:

    pastedimage1645610464196v1.pngpastedimage1645610514916v2.png

    Thanks,

    Steve     

  • lytt Profile Picture
    lytt 5 on at
    RE: Purchase Order Line Items Report

    Hi MahGah,

    I have deleted the web service for 5168 in BC and republished it again. Works!

    Thank you so much!!

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Purchase Order Line Items Report

    Hi Iytt

    I had no issue today. But I saw many articles with the same issue. Can you

    1) Click on web service in BC and see if you can access it direct?

    2) Try on another computer?

    3) Delete the Web Service for 5168 in BC. Then republish it again

    4) After publish and before connecting to Excel click on the link and open it in browser

  • lytt Profile Picture
    lytt 5 on at
    RE: Purchase Order Line Items Report

    Hi Mah Gah,

    I tried to publish page 5168 but encountered the error "the odata.context url is invalid". Do you know how to rectify this issue?

    Thanks!

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Purchase Order Line Items Report

    Hi

    This is a great news. You need to publish page 5168 (Purchase Order Archive Subform) through web service.

    if you need the archive header you need to publish page 5167 (Purchase Order Archive).

  • lytt Profile Picture
    lytt 5 on at
    RE: Purchase Order Line Items Report

    Hi Steven,

    That's awesome! I am going to look into using Power BI and the links that you have shared.

    Thank you!

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,622 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,354 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans