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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 Nov 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 Nov 19, 2018 08:44 AM
    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 Nov 20, 2018 12:21 PM
    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.

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



  • 4.  RE: Report comparable to Get Posted Doc Lines to Reverse

    TOP CONTRIBUTOR
    Posted Nov 20, 2018 02:36 AM
    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.


    ------------------------------
    Michael Heatherly
    controller
    Lesman Instrument Company
    BENSENVILLE IL
    ------------------------------



  • 5.  RE: Report comparable to Get Posted Doc Lines to Reverse

    Posted Nov 20, 2018 07:07 PM
    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 ​​

    ------------------------------
    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 Nov 26, 2018 09:42 AM
    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
    ------------------------------



  • 7.  RE: Report comparable to Get Posted Doc Lines to Reverse

    SILVER CONTRIBUTOR
    Posted Feb 25, 2019 04:18 PM
    Does anyone know if that report is something that has to be custom made?  Or if not, where can I find it?

    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
    ------------------------------



  • 8.  RE: Report comparable to Get Posted Doc Lines to Reverse

    TOP CONTRIBUTOR
    Posted Feb 25, 2019 05:24 PM

    ​Carla,

    You can try to filter Item Ledger Entries or Item Value Entries to get what you want.  If you have a reporting tool, like Jet Reports, you can try to report from the Sales Invoice Line table.

    Below is a screen shot of a Value Entries filtered by a date range and Document Type "Sales Invoice."  Maybe this will give you wat you need:


    Value Entries - Sales Invoices






    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    -----------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
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    NAVUG/BCUG FOCUS Houston March 13-14, 2019
    Twitter: @RosenbergL
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    ------------------------------



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