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Suggested answer

Sales orders with value and charges

Posted on by 50

Could you help me to find the query to extract the sales order amount and related charges ?

thanks

  • Martin Dráb Profile Picture
    Martin Dráb 225,862 Super User on at
    RE: Sales orders with value and charges

    No, it's not sufficient. If nothing else, you need to take into account LineAmountMst of all SalesLine records belonging to the SalesTable and discounts applied to the whole order (which aren't included in LineAmountMst). It's not trivial.

  • mcy Profile Picture
    mcy 50 on at
    RE: Sales orders with value and charges

    no, I'm not able to do that customization.

    I'm just trying to find these data using a query but I don't know if I can and how I can join these tables:

    markupTrans

    salesTable

  • Martin Dráb Profile Picture
    Martin Dráb 225,862 Super User on at
    RE: Sales orders with value and charges

    The form at your screenshot uses SalesTotals class to calculate the values. If you're fine with a customization, you can call the class by yourself (and do whatever you want with the numbers).

  • mcy Profile Picture
    mcy 50 on at
    RE: Sales orders with value and charges

    Hello,

    what do you mean by "standard inquiry form" ?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales orders with value and charges

    Hi mcy,

    I assume that there is no standard report which matches exactly what you are looking for.

    What AX has out of the box might be close to what you need but not include all the data you are looking for.

    Have you tried making use of the standard inquiry form, such as the one for the sales order lines?

    If you export the data to Excel then you should be able to analyze them.

    If this workaround is not sufficient then you need to develop a new report that fully covers your needs.

    Best regards,

    Ludwig

  • mcy Profile Picture
    mcy 50 on at
    RE: Sales orders with value and charges

    hello,

    no, it isn't.

    I need to create a report with the sales order number, the order amount (without charges), and the amount of the charge.

    With your suggested report I'm able to see the total amount of charges invoiced in the document but not the detailed information at an order level like this:

    pastedimage1614675867197v1.png

  • Suggested answer
    Annaick Profile Picture
    Annaick on at
    RE: Sales orders with value and charges

    Hello,

    As mentioned by Ludwig, there are some reports that have charges information such as

    * Customer invoice journal,   you can select the charge code

    pastedimage1614672841927v1.png

    * Customer invoice transactions

    pastedimage1614673001467v2.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales orders with value and charges

    Hello mcy,

    Have you tried using the sales analysis by invoice report?

    This report has a separate column for the charges.

    Best regards,

    Ludwig

  • Suggested answer
    Hussien Ahmed Profile Picture
    Hussien Ahmed 110 on at
    RE: Sales orders with value and charges

    Hi Mcy

    You can create a new query between this two tables :

    - SalesTable

    -MarkupTrans

    Regards,

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