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How to pull out Sales Order and Sales Invoice and put them in one Jet report one sheet?

Josh

November 04, 2021 13:31

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Hi Community,

May I find out how to pull out Sales Order and Posted Sales Invoice and put them in one Jet report one sheet?

Thank you! 

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5 comments

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  Ruth Entwistle November 04, 2021 14:02

  My first question would be why?

  What data do you want from each? 

   

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  Josh November 05, 2021 00:49

  Hi Ruth,

  Thanks for your reply. (Note that I have corrected my title. It is sales invoice, not Posted Sales invoice.)

  Our business flow is such that sales person will create sales order, but they will not invoice. Only accounts will do the invoicing. So when payment by customers has been made to accounts. Accounts will create a sales invoice to that sales order in Navision, thus Sales Person will be able to know that his/her sales Order has receive payment. Please note that I mentioned Sales Invoice, not Posted Sales Invoice. :) gI'm hoping to create a Jet report which will let the Sales person to know if the payment has been made in one Jet report.

  If this is not the best way to track, kindly advise what is the best way. In Navision, it seems to me that there is no connection between sales order and sales invoice when payment is being paid. 

  Please note that my company has not yet configured Warehousing portion, if you intend to suggest using warehousing.

  Thank you!

  Edited by Josh November 05, 2021 00:51
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  Ruth Entwistle November 05, 2021 12:00

  At the sales line level you have several fields that would give you the information whether the sales line has been invoiced.  Based on your process as detailed, it seems that if it is invoiced it has been paid. So if you can see if the order has been invoiced, you would know it's been paid. Correct? 

  There is a field "Quantity Invoiced" and "Qty to Invoice" in the sales line table 

   

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  Josh November 06, 2021 08:50

  Hi Ruth,

  Thanks for getting back to me so quick.

  I have did a test. Unfortunately, when I created a Sales Order and then post to Ship, without going to invoice.

  Then I went to Sales Invoice to post Invoice.

  When I come back to my Sales Order, the status for Qty to Invoice did not move to Quantity Invoiced.

  

  So it seems like I do need to pull the sales order and the sales invoice together in one worksheet..

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  Josh November 07, 2021 13:49

  Hi Ruth,

  I realize why my Qty to invoice didn't went to Qty invoiced already. It was because, in my Navision Sales Invoice, I didn't use the Get Shipment Lines. So that's why the SO and SI didn't link.

  I think now I can use just SO to do my jet report.

   

  Thanks!