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Sales order report (SalesHeading)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use the Sales order report to print a list of sales orders sorted by customer.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Forms

Select this check box to print information about the customer’s Last packing slip and Last invoice for a specific sales order.

Totals

Select this check box to print information about the Invoiced amount, Ordered, not invoiced, and Margin, not invoiced.

Customer account

Click Select and then create a query for sales orders for one or more specific customers.

Sales order

Click Select and then create a query for one or more specific sales orders.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

SalesHeading

Location of report in the AOT

SSRS Reports\Reports\SalesHeading

Menu item of the report

SalesHeading

Navigation to the report

Click Sales and marketing > Reports > Transactions > Sales orders > Sales order.

Where the data in this report comes from

The data on this report comes from the following sources:

  • CustTable table

  • SalesTable table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).