I am looking to run a report that has all Sales Orders for each salesmen for the year. I can figure it out if it just has the Open Sales Order but I also want the closed /invoiced ones too. Any ideas? Thanks in Advance. --Tracy
I am looking to run a report that has all Sales Orders for each salesmen for the year. I can figure it out if it just has the Open Sales Order but I also want the closed /invoiced ones too. Any ideas? Thanks in Advance. --Tracy
If you are retaining Sales Orders/Quote History in the S/O module, you could use the History Orders View as a starting point. That view will give you the closed/invoiced ones, they will show in the view with a Status of Completed.
Sales Order, Reports, Customer Sales History, change sort option to Salesperson. TaDa
Thank you for the feedback. The Sales Manager wants it in listing form per SO that is why I was trying to use Explore. Any other ideas? I am wondering if I will have to run 2 reports and them export them to Excel to add them together.
The Business Insights Explorer - History Orders View will show you current open orders as well as closed/invoiced orders. Also deleted orders if you have the option set to retain deleted orders in s/o history.
That worked - Thank you, Steve!!
*Community Hub is the new name for Sage City