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Amanda J

Invoice Detail Report filtered by Sales Account Number

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I'm trying to run an Invoice Detail Report filtered by Sales Account Number, but the report doesn't produce any data, which I know isn't the case with this Sales Account Number.  I've tried both OE and AR, same issue in both modules.

Under OE or AR I select Invoice Detail Report>Filters>change Data Field to "Sales account #>Condition is set to "EQUAL TO>Value is changed to the correct acct. #>Accept>OK, and then select the Sort by, Reporting Period, and Include complete line item description.  (I've tried selecting this information prior to setting Filters, and it still doesn't produce any data.

Anyone else have this issue before, and better yet, a solution?  Am I missing a step?

Thank you so much!

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    Hi Amanda,
    Transaction information (for example, invoice detail) cannot be filtered. Filters can be generated on only that information found in Maintain Customers, Maintain Vendors, Maintain Employees, Maintain Parts, and Maintain Jobs. Example: If a report is filtered on sales accounts, the customer records assigned to that sales account in AR, Customers, Maintain Customers, Inv/Stmt... are included because the report cannot be filtered on invoice detail. Please refer to Article 18737 "How to use report filters" in the Sage Knowledgebase - support.na.sage.com

    Thank you,
    Janice
  • 0 in reply to Janice Carnarvon
    It is under maintain CUSTOMERS, I have data there ( 8 possible choices but I haven't looked to see if the data is being applied to all customers or if it was a thought and dream and is not used when creating customers. Most if not all of my customers are zero for the SalesAcct but we use REP# and that does work. and FILTERS do work upon the REP#
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  • 0 in reply to Janice Carnarvon
    It is under maintain CUSTOMERS, I have data there ( 8 possible choices but I haven't looked to see if the data is being applied to all customers or if it was a thought and dream and is not used when creating customers. Most if not all of my customers are zero for the SalesAcct but we use REP# and that does work. and FILTERS do work upon the REP#
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