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Customer Report - delivered but not yet invoiced

  • 1.  Customer Report - delivered but not yet invoiced

    SILVER CONTRIBUTOR
    Posted Feb 11, 2019 05:15 AM
    ​Hi to all,

    Do someone knows whether there is a report for the debtors as with the creditors "Accrued purchases excluding VAT Report"?

    Here you should be able to display in the past which orders have already been delivered but not yet invoiced.

    regards
    KEKE

    ------------------------------
    Kerstin Kemner
    Head of Finance
    Gebr. Dorfner GmbH & Co. KG
    ------------------------------


  • 2.  RE: Customer Report - delivered but not yet invoiced

    SILVER CONTRIBUTOR
    Posted Feb 12, 2019 10:44 AM
    Hi Kerstin

    There are two reports that could work.

    Accounts Receivable -> Orders -> Shipped but not invoiced sales orders. This will show you any SO that is fully delivered but not fully invoiced
    Accounts Receivable -> Inquires and Reports -> Invoices -> Shipped not invoiced reports. This will show you each line that has been shipped and not invoiced

    Thanks,

    Arush

    ------------------------------
    Arush Kuthiala
    Western Computer
    Toronto ON
    ------------------------------



  • 3.  RE: Customer Report - delivered but not yet invoiced

    Posted Feb 13, 2019 03:58 AM
    Hi,

    my experience is, at least in AX2012 R3 CU10, that these two reports are not possible to print for past dates. They will always show what is delivered not invoiced as per todays date.

    Regards,
    Ragnhild

    ------------------------------
    Ragnhild Tilly
    Lantmännen Unibake Holding A/S
    Copenhagen
    ------------------------------



  • 4.  RE: Customer Report - delivered but not yet invoiced

    Posted Feb 12, 2019 05:37 PM
    Assuming that you're using Dynamics D365 F&O then try
    Accounts Receivable > Inquiries and reports > Invoices > Shipped not invoiced report...
    Shipped Not Invoiced rpt


    ------------------------------
    Joe MacPherson
    Coldwater Creek
    Hingham MA
    ------------------------------



  • 5.  RE: Customer Report - delivered but not yet invoiced

    SILVER CONTRIBUTOR
    Posted Feb 13, 2019 09:47 AM
    The Report has a cutoff date which allows you to back date the information.

    Thanks,

    ------------------------------
    Arush Kuthiala
    Western Computer
    Toronto ON
    ------------------------------



  • 6.  RE: Customer Report - delivered but not yet invoiced

    SILVER CONTRIBUTOR
    Posted Feb 14, 2019 01:53 AM
    ​Hi to all,

    many thanks for your help!

    We work with AX2012 R3.

    Can you show me where I can enter the key date to backdate the data.

    So far I only know that I can only retrieve this report with today's date.

    regards
    Kerstin

    ------------------------------
    Kerstin Kemner
    Head of Finance
    Gebr. Dorfner GmbH & Co. KG
    ------------------------------



  • 7.  RE: Customer Report - delivered but not yet invoiced

    GOLD CONTRIBUTOR
    Posted Feb 14, 2019 12:38 PM
    Hi Kerstin,
    If you are using advance warehouse, you can look at KAI/Warehouse management/Common/Loads/Load lines ready to ship.
    Filter Line status of 'Delivered' and Shipment status of 'Shipped'. If you personalize and add in Net Amount, this will show your total dollars.
    Good luck!


    ------------------------------
    Sarah Gabriel
    Operations Business Analyst
    Kai USA Ltd
    Tualatin OR
    ------------------------------



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