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Report comparable to Get Posted Doc Lines to Reverse

  • 1.  Report comparable to Get Posted Doc Lines to Reverse

    SILVER CONTRIBUTOR
    Posted 11-16-2018 10:47 AM
    So often I need to quickly l look at ALL items a customer purchased.  I have gone through report after report but I have not found a simple report to give me all the data I need.  However, when doing a return or credit memo, I go to the Get Posted Document Lines to Reverse option and quickly export that to excel.  This is exactly the information I need.  But it's quite clumsy to always go into a credit memo or  return order to get that option.
    Is there a canned report that would give me that information?  Or is there a way to access the ​Get Posted Document Lines to Reverse information outside of a credit memo or return?
    Thanks for your help.

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    Carla Karstens
    Hewitt Docks, Lifts & Pontoon Legs
    Nicollet MN
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  • 2.  RE: Report comparable to Get Posted Doc Lines to Reverse

    Posted 29 days ago
    We use Report 10048 Customer/Item Statistics to get all the items a customer has purchased.

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    Shelley Koerner
    Business Process Manager
    New Aqua LLC
    Avon IN
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  • 3.  RE: Report comparable to Get Posted Doc Lines to Reverse

    SILVER CONTRIBUTOR
    Posted 28 days ago
    Thanks Shelly,
    The reason I don't use the Customer/Item Statistics is it does not tell me what invoice that sale is from, nor the date.
    The Get Posted Doc Lines to Reverse gives me all of that.  I need to know that information.

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    Carla Karstens
    Hewitt Docks, Lifts & Pontoon Legs
    Nicollet MN
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  • 4.  RE: Report comparable to Get Posted Doc Lines to Reverse

    GOLD CONTRIBUTOR
    Posted 28 days ago
    We had our VAR recreate a Bookings File on Navision similar to the file we developed 20 years ago on our old ERP system.

    We have approximately 900 product classes that underlie 70 product lines and 4 market segment groups.

    The product classes cover about 70,000 active items in the last three years

    We download all of our Point of Sales Reports, Commission reports and sales by Customer type from it.

    It gives up flexibility and a structure that dimensions could not provide.

    Every line item on a sales order and or credit memo is written to it along with booked order activity.

    It the follows the formula

    Beginning Backlog
    + Bookings
    -Billings
    =Ending Backlog

    A  credit memo is both a negative sale and a negative booking.

    We had to add field in the General Tab of an order to track order splits between outside sales people.

    Document No.
    Created Date
    Date
    Posting Description
    Entry Type
    Terr
    SalesPerson Name
    Cust
    Product Group Code
    Item Category Code
    PL Group
    Market Segment
    Net Order Line Booked
    Net Order Line Billed
    Net Order Booking Change
    Customer Posting Group
    Invoiced Quantity
    Active Version
    Marked For Deletion
    Ext. Invoiced Cost(Actual)
    Ext .Invoiced Cost(Split)
    Responsibility Center
    Item No.
    Unit Price
    Quantity
    Estimated Cost
    Actual Cost
    Gross Margin
    Net Gross Margin Change
    Gross Margin %
    Margin Override %
    Split
    Line Commission %
    SalesPerson Commission
    Ship-to Code
    Customer Type
    Inactive
    Deleted
    Document Line No.
    Document Type
    Version No.


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    Michael Heatherly
    controller
    Lesman Instrument Company
    BENSENVILLE IL
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  • 5.  RE: Report comparable to Get Posted Doc Lines to Reverse

    Posted 27 days ago
    Do you have access to the Customer Sales History through the Customer Card?  This is displays the same information that Get Posted Doc Lines to Reverse does without creating a return. #Functional ​​

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    Shelli Woodworth
    Rentokil N. America
    Reading PA
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  • 6.  RE: Report comparable to Get Posted Doc Lines to Reverse

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hi Shelli,
    Is that what the report is called...Customer Sales History?
    I do not see that as an option, nor does that come up if I do a search.  I would be curious to see that as it sounds like it is what I would need.
    Thanks for your help.

    ------------------------------
    Carla Karstens
    Hewitt Docks, Lifts & Pontoon Legs
    Nicollet MN
    ------------------------------