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Orders Placed Report

Jet Reports Historic Posts

April 30, 2015 13:20

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Hi,

Is it possible to get a report showing orders placed in a particular period (ie Jan 2015- Apr 2015) by Customer??
These orders could be complete or still awaiting delivery


Thanks
Darren

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4 comments

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  Jet Reports Historic Posts April 30, 2015 13:21

  I mean sales orders Thanks

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  Jet Reports Historic Posts April 30, 2015 16:24

  Hi Darren,
  
  Please take a look at the attached report and comment.
  
  Using the table builder I started with the Sales Invoice Header table and linked to the customer table. I selected what fields I wanted and then set a filter on the customer table and on the sales header table. The first filter is for the customer number and the second is for the date of sales. In my example I am going into 2016 as I don't have data until later in this year in the test database. You could also build a very similar report with just the Customer Ledger Entry table.
  
  I hope this helps. If you have questions on creating this kind of report then please post with some additional detail and we can figure it out.
  
  Best.
  
  Jason

  • Book1.xlsx
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  Jet Reports Historic Posts May 05, 2015 11:05

  Hi Jason,
  
  Thanks for that
  
  Is there a way of linking the sales orders still outstanding (ie not despatched) to this report?
  
  Thanks
  Darren

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  Jet Reports Historic Posts May 05, 2015 15:18

  Hi Darren,
  
  The Sales Line table holds all items until the time that the final order is shipped. If you wrote the same report against the Sales Line table then you would only return items that haven't been fully shipped. Microsoft talked about the table in the MSDN page here: https://msdn.microsoft.com/en-us/librar … 71%29.aspx
  
  Is this what you were looking for?
  
  Jason T