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Hi,
I was wondering what would be the best way to view sales for the month if we create a sales invoice but do not post until the end of the month. Is this possible?
Many thanks in advance!
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This report is for an overview for Reservations per Sales Order. Probably you have selected a Report which intention doesn't cover your requirements.
Hi Hannes,
This is the only report I could see for the Sales Orders - when I opted to view the Unit Cost for the two orders I raised it did not show me this information.
Any ideas where i'm going wrong? (and you might say everywhere)
No. Please post more information. Which report, which filter etc.
Hi Hannes,
Many thanks for your suggestion and recommendation which is very helpful! but I will see if you know whether I am able to extract the amount as when I am filtering for the report to show the amounts for the sales orders for some reason it does not show me anything.....
Any ideas?
[quote user="J5D"]
Would yourself or anyone else know a way to create a sales invoice/order on NAV but then to view a summary of what's supposedly meant to be billed in order to see sales for the month? (without posting them of course)
[/quote]
Hi,
The challenge is to differentiate between "invoiced sales order" and "not yet invoiced sales order". Normally, all entries in "Sales Orders" representing goods and/or services which have not been invoiced. When you invoice, the (full) Sales Order, the entry will disappear and become visible in "Posted Sales Invoices".
To bend this design for your business, you could post the Shipment, when a Sales Order is fulfilled completely and ready to be invoiced in the end of the month. For reporting, you could filter then on the field "Completely shipped" of table "Sales Header".
When you create your own reporting, you could utilize the field "Shipped not invoiced" of table "Sales Line".
Hi Hannes,
Thank you for your response and apologies for not replying any sooner.
The thing is at the moment we bill literally only on the last day of the month, which we are trying to change or figure out a way to create a sales invoice but not post in as we do not want to create many credit notes.
Would yourself or anyone else know a way to create a sales invoice/order on NAV but then to view a summary of what's supposedly meant to be billed in order to see sales for the month? (without posting them of course)
Many thanks in advance
J5D
hi,
There is Report called "Customer - Order Summary".
But, I wouldn't recommend to go the path you described, because it is impossible to distinguish between "finished sales orders" and "open sales orders".
NAV is designed to post the invoice as soon as possible.
Filter the table 113 by posting date (and customer no.) and sum the Line Amount. Here you have the total posted invoice amount.
Then filter table 37 by posting date and Document Type = Invoice, sum the Line Amount and you have the total amount for not posted invoices.
Hi Stefano,
Its more to see the number of sales as well as the amount for each customer. But I'm very much a newbie so do not know what (table 113 and 37) mean?
Thanks for your response
Obviously it's possible but it depends of what you want for your requirements. If by "sales" you mean only invoices (posted or not) you could sum the posted sales invoice lines (table 113) with the opened sales invoice lines (table 37), all filtered by posting date, and this is the total of your sales.
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