Reports

The following standard reports in Microsoft Dynamics 365 Business Central were enhanced with COSMO Project Construction information:

  • Sales Quote
  • Sales Order Confirmation
  • Sales Draft Invoice
  • Sales Invoice
  • Sales Credit Memo
  • Purchase Quote
  • Purchase Order

Each is briefly described in the following sections.

Sales Quote

The Sales - Quote report request page allows you to print BoQ Long Texts. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

Report ID 5292686

Sales Order Confirmation

The Sales - Confirmation report request page allows you to print Long Text. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

Report ID 5292654

Sales Draft Invoice

The Draft Invoice report request page allows you to print measurements, measurement details, invoicing details, and period of performance. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

The name of the report is set to Down Payment or Final Invoice if created from a Construction Invoice Plan Sales for those types.

Report ID 5292688

Sales Invoice

The Sales - Invoice report request page allows you to print measurements, measurement details, invoicing details, and period of performance. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

The name of the report is set to Down Payment or Final Invoice if created from a Construction Invoice Plan Sales for those types.

Report ID 5292655

Notera

Report ID 5292655 is used with the Construction Invoice Plan Sales functionality. If you are using the Part Invoicing from Sales Orders functionality instead, choose report ID 5292689.

Sales Credit Memo

The Sales - Credit Memo report includes the Construction Project No./Description and Project No./Description in the header.

Report ID 5292687

Purchase Quote

The Purchase - Quote report request page allows you to print BoQ Long Texts. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

Report ID 5292658

Purchase Order

The Purchase Order report request page allows you to print BoQ Long Texts. The report itself includes the Construction Project No./Description and Project No./Description in the header and Ordinal No. in the lines.

Report ID 5292657

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