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Looking for a way to pull credit invoice lines into Excel

  • 1.  Looking for a way to pull credit invoice lines into Excel

    Posted Aug 10, 2018 02:06 PM
    The end-user used the data entities Sales Invoice Headers and sales Invoice Lines to pull invoices.
    However we have discovered that no return invoices showed up in Excel.
    After investigation I found that both data entities use the view: CustSalesInvoiceNotCreditNotesView. This view pulls only invoices where the invoice amount is > -1.
    I can create a new data entity that will not include this view to pull all debit and credit invoices but in the interim we need to get to those lines. Any suggestions? This is quite time sensitive so cannot wait for the new data entity and the whole process of first upgrading UAT and test and then have MSFT upgrade production.
    To get the headers we were able to export invoice journal to excel but it doesn't include the line. We need the line info with the taxes if possible.

    Retha Lambrechts
    The Master's Craft Flooring Company
    West Plains MO

  • 2.  RE: Looking for a way to pull credit invoice lines into Excel

    Posted Aug 14, 2018 03:35 PM
    Can you refresh a non production environment with PRD data and pull it directly out of SQL from there?  The obvious long term answer is to create your own data entity, but short term, this may be the easiest.  Sales Order Headers V2 is the same way (doesn't include returns).  We have done this workaround several times to get access to data that is outside the out of the box data entities until we can get our modifications built and promoted.

    Jessica Vaughn
    Louisville CO

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