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All customer invoices (Project and Sales order) with at least Customer, Invoice number and amount.

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Posted on by Community member 4
Hi Experts,
Is there any possibility to extract the report which includes all the customer invoices (Project and sales order) with at least following 3 columns:
1. Customer
2. Invoice number
3. Amount
 
If not, is there any other option to perform so that I can get all the customer invoices.
 
Thanks & Regards,
Mukesh
Categories:
Management Reporter
Project Management and Services
Financial Management
Supply Chain
Sales and Marketing
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,246 Super User 2024 Season 2 on at
    All customer invoices (Project and Sales order) with at least Customer, Invoice number and amount.
    Hi Mukesh,
     
    When you only need these three columns, you can use the records from the CustTrans table and set a range on the field Invoice. In case the Invoice field is not filled, it is either a payment or another journal transaction.
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    All customer invoices (Project and Sales order) with at least Customer, Invoice number and amount.
    Hi,
    You can check whether the standard report has a report that meets your needs, and if not, you can choose the report design, which can be referred to this official document: Report Designer interface - Finance & Operations | Dynamics 365 | Microsoft Learn. This article explains how to navigate through Report designer and how to use the various options to meet your specific requirements. Or you can use Power BI to implement your needs, this is the official website: Combine Power BI and Dynamics 365 | Microsoft Power BI.
    Best regards,
    Kevin

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