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Sales Report

  • 1.  Sales Report

    Posted 11 days ago
    Hi,

    Working with D365FO:

    Do anyone know if we can generate a sales report based on "shipped to" customers ?

    Thank you,



    ------------------------------
    Serge Turgeon
    Boa-Franc S.E.N.C.
    Saint-Georges QC
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Sales Report

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Hi Serge,

    You can use the Sales Order Lines report and filter for line status "Shipped/Delivered". Sales & Marketing -> Inquiries & reports -> Sales Order reports -> Sales order lines.
    Then under records to include filter for shipped lines only.  Only downside to this is that any partially delivered lines will not be picked up.

    There's also the order lines not invoiced report under SalesLedger/Accounts Receivable -> Inquiries & reports -> Orders -> Order lines not invoiced. This will show you all lines that have been shipped but not invoiced.

    The other option you have is to use the table browser and get the source table CustPackingSlipTrans this contains all the packing slips with qty, unit price & net amount.
    <URL>/?mi=SysTableBrowser&TableName=CustPackingSlipTrans&cmp=<LegalEntity>&lng=en-gb

    Kind Regards

    Mark

    ------------------------------
    Mark Bailey
    Application Consultant
    Annata
    Portsmouth
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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