Hi, we need to know how many sales orders are created by certain dates. I have ways to find open orders, shipped orders but not a list of creation dates and sales order numbers regardless of status. The issue we have with tallying up each is that sometimes we have partial shipments and invoice separately so we often have several posted documents for one sales order. Thank you
You need to create a new field called Creation date on Sales header. This modification will work going forward and not for your open orders. Everytime you create a sales order you stamp the Creation date with the today’s date and make this field non editable, even if you partial ship or invoice the creation date will always be stamped and till you order is completely shipped and invoiced this date will carried over to posted sales invoice, you should also create this field on all posted sales document to keep the field no. in sync. This way you can go back to the posted document and filter on creation date and you can find out which actual dates your documents were created.
Don’t do as [mention:e8a9b4a4c12f4558a4b4428326a620b2:e9ed411860ed4f2ba0265705b8793d05] is suggesting before you know exactly what you are doing. I would actually strongly advise against it as it does not give you the correct values!
A few examples where it will go wrong:
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Today you create an order with two items on it. Tomorrow you change quantity, discount or create a new line. What is then the creation date??
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You create an order today, and you also ship and invoice it. Then you no longer can see todays incoming orders.
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An order that you partially ship/invoice is no longer open so your suggested filter is wrong.
So in order to better help you please provide an example of what it is you exactly need.
All we need is really a simple report ( I thought) . The goal is know the number of orders entered in the month (not necessarily shipped, or invoiced). Since we post shipments first, then add shipping charges and post that again (as a shipment to be able to invoice it) we often have two shipment numbers for one sales order number. The same applies if we ship partial shipment of product. So we cannot simply look at the posted shipment list to see the number of sales orders. My report would have a filter for a date range e.g. 6/1/18…6/30/18 and then simply list the order date, and the SO number, regardless of the status of the order (open, released, shipped not invoiced, invoiced etc) So maybe a better way to say it is a list of all the sales orders created in a certain date range.
Thank you for your help
If you post your order during the post - then it will get deleted from the Sales Header Table - and it won’t be part of you counting - as it no longer exist.
Meaning that your list will only show you the numbers of orders within the moth that has not been invoiced! … and that is why it would say that you won’t get the perfect answer to your question in a simple solution.
Also what about creditmemos?
And what if someone deletes a salesorder?
Bottom line is either you go all in a create a special report that does the job for you (such a report will take an experienced developer a few days to do) or you accept that you get totally useless number of documents - or somply don’t do any counting based upon non posted documents.
Sorry.
Agree with Sbhatbng, without capturing the creation date it won’t be possible. Rest detail is described by Sbhatbng.
No, its not the solution - you have to fully understand what the problem is.
I believe NAV 4.03 had Change Logs, whereby you can record insertion, modification and/or deletion within fields of specific tables, didn’t it? In my company I log the Insertion of the No. field on table 36.
We then have a couple of daily Jet Reports starting with this data (filtered to look at just Sales Orders from the Event Log. One that shows not just numbers of orders entered per day but actually breaks them down to per order processor per hour*.The other report checks through those input orders through to their invoices so we can track our OTIF (On Time In Full) rate.
No extra fields were needed for that on the Sales Header table.
I hope this is useful for you. I guess Jet might not be an option but I assume you still have a number of options to access the data.
Please be aware your users probably have a legal right to know if you use the computer system to measure their performance in this way - ours certainly are.
Thank you ! This has turned out to be the perfect solution- it gives me exactly what I need. I appreciate your help!