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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Open Sale Order - amou...
Small and medium business | Business Central, N...
Suggested Answer

Open Sale Order - amount not yet invoice

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Posted on by A.L BC user 5

Hello I am new to using BC

My boss wants to know how we can see open sales order amount that have not been invoiced.  Items can be shipped or not shipped but he wants to know what has set to bill to all customers

For example: this is the scenario i have .  $50 for 1 box of paper.  Customer want 7 box.   Amount $50 x 7 = $350

QTY = 7.

Qty to ship  = 4  

Qty Shipped = 3 as we had stock

Qty Invoiced = 1

Qty to Invoice = 6

BC only shows me the following.  Amount $350

Amount Shipped Not invoiced = $100

I have 6 boxes to invoice,  = $300.  My box would expect the report on open sales order not billed at $300.   

How can i generate this report?

Thanks

Angie

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Robyn2018 Profile Picture
    Robyn2018 Most Valuable Professional on at

    Hi,

    Maybe you can use the report "Customer - Order Detail":

    pastedimage1661375342249v1.png

    Remember you can add more filters in the request page of the report:

    pastedimage1661375451470v2.png


    Don't forget to help the community by verifying the answer or at least like the suggestion if it did help in any way. It will let others know that the topic has verified answer and was beneficial to you.

    Roberto Corella

    Business Central developer

    blog: https://blog.msdyn365bc.es
    youtube channel: www.youtube.com/.../UCeIS0DjQXp4R-aWY20PSVyg
    Linkedin: www.linkedin.com/.../
    Twitter: https://twitter.com/rccorella

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    Hi, you can just filter in sales lines page.

    More details: 

    https://yzhums.com/8876/

    Hope this helps.

    Thanks.

    ZHU

  • A.L BC user Profile Picture
    A.L BC user 5 on at

    thank you for the input.. unfortunately, i do not know how to use "With Design"  to pull the display fields such as Qty. to Invoice, Qty. to Ship, Qty. Shipped Not Invoiced, Quantity Shipped, and Quantity Invoiced on the page.  I am unable to pull those field data when i create new data set via table 516, even if I add a filter, i see the field but not able to pull in to the table.   ........  really don't want to go back to the developers as it cost extra money just to pull those fields out.  

    Open to alternative suggestions..  The field that i really need the most is Qty to Invoice and Qty invoiced from the sales order....  thoughts?

    Thanks

    AL

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at

    So what you want is a list like this just with the two extra fields you mentioned ?

    pastedimage1661414789352v1.png

  • A.L BC user Profile Picture
    A.L BC user 5 on at

    Hi Inge.

    Pretty much.  once i have fields

    1). Qty to Invoice

    2) Quantity invoiced.,

    3) Unit price    

    I can just do the math in Excel qty to invoice x unit price will be what we still need to invoice for open sales order

    these fields are not showing when I Personalized my page.   Probably hidden.  

    Ideally will be also nice to have these fields also,  Qty to Shipped, Qty Shipped, Qty Shipped Not invoiced as these fields are also in the line section of the sales order

    I am a finance user of BC and not a dev so any programming behind the scene is beyond my knowledge...

    thank you

    Angie

  • A.L BC user Profile Picture
    A.L BC user 5 on at

    I also try creating a new data set using table  516 the fields needed when i add , it does not show up up . very odd

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,037 on at

    Hi,

    My suggestion is to create new report from Sales Line table to achieve business requirement.

    Regards

    Amit Sharma

    www.erpconsultors.com

    erpconsultors.com/.../

    Press Yes if info is useful.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at
    [quote user="A.L BC user"

    I also try creating a new data set using table  516 the fields needed when i add , it does not show up up . very odd

    [/quote

    Hi,

    If you do not do programming yourself you will need to get some assistance from your partner or someone else to achieve what you try to do.  It will require a small customization to the system and your Business Central partner should be able to help you with that.

    The code you need to extend the page i showed you is the code i show here.

    Then you can open the page in excel and do your math there.

    pageextension 50102 salesLineExt extends "Sales Lines"
{
    layout
    {
        
        addlast(Control1)
        {
            field("Qty. Invoiced (Base)";rec."Qty. Invoiced (Base)")
            {
                Visible = true;
            }
            field("Qty. Shipped Not Invd. (Base)";rec."Qty. Shipped Not Invd. (Base)"
            {
                Visible = true;
            }

            field("Qty. Shipped Not Invoiced";rec."Qty. Shipped Not Invoiced")
            {
                visible = true;
            }

            field("Quantity Invoiced";rec."Quantity Invoiced")
            {
                Visible = true;
            }
    
        }
        
    }
    
}

  • Suggested answer
    A.L BC user Profile Picture
    A.L BC user 5 on at

    Thanks everyone for your input.  

    Someone told me to use configuration package to pull the data from table 37 - sales line so I think its similar to Amit's suggested

    use table 37 and filter only fields that i needed.

    Thanks

    Angie

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