SQL Report combining Sales Invoices & Sales Credit Notes

Hi Experts
As a novice at the SQL game, I was looking to produce a single report of all sales invoice/credit note lines where the product code began with "tel" in a given date range for the selected account manager
I've managed to complete this for Invoicing but despite best efforts, I cannot combine Credit Notes into the report. Can you help please?
My SQL is as follows
SELECT DISTINCT T0.[DocNum], T0.[DocType], T0.[DocDate],T0.[CardCode], T0.[CardName], T1.[ItemCode], T1.[Dscription], T1.[LineTotal]
FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OSLP T2 ON T0.SlpCode = T2.SlpCode INNER JOIN ORIN T3 ON T2.SlpCode = T3.SlpCode INNER JOIN RIN1 T4 ON T3.DocEntry = T4.DocEntry
WHERE T1.[ItemCode] Like 'TEL%%' and T0.[DocDate] >= '[%1]' AND T0.[DocDate] <= '[%2]' AND T2.[SlpName] = [%']
Thanks
Derek

Hi,
Check the following :
SELECT DISTINCT T0.[DocNum], 'AR INVOICE', T0.[DocType], T0.[DocDate],T0.[CardCode], T0.[CardName], T1.[ItemCode], T1.[Dscription], T1.[LineTotal]
FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OSLP T2 ON T0.SlpCode = T2.SlpCode
WHERE T1.[ItemCode] Like 'TEL%' and T0.[DocDate] >= '[%1]' AND T0.[DocDate] <= '[%2]' AND T2.[SlpName] = '[%3]'
UNION ALL
SELECT DISTINCT T0.[DocNum], 'AR CREDIT MEMO', T0.[DocType], T0.[DocDate],T0.[CardCode], T0.[CardName], T1.[ItemCode], T1.[Dscription], T1.[LineTotal]
FROM ORIN T0 INNER JOIN RIN1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OSLP T2 ON T0.SlpCode = T2.SlpCode
WHERE T1.[ItemCode] Like 'TEL%' and T0.[DocDate] >= '[%3]' AND T0.[DocDate] <= '[%4]' AND T2.[SlpName] = '[%3]'
Run the query in Query Generator.
Kind Regards,
Jitin
SAP Business One Forum Team

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How could I create a query which gave me a total for each month of 2011 for every sales employee which includes invoice minus credit notes.
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(select(sum(t2.doctotal)-(t3.doctotal)) where (Month(t2.docdate)=1 and t3.docdate=1) FROM OCRD T0 INNER JOIN OSLP T1 ON T0.SlpCode = T1.SlpCode INNER JOIN OINV T2 ON T0.CardCode = T2.CardCode INNER JOIN ORIN T3 ON T0.CardCode = T3.CardCode)
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Hi,
I have moved your posting here because it belongs here.
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Hi Friend,
The billing block is comming from the tx. VOV8 -> choose the Order type -> billing
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In Shipping column, there is also a field Delivery block where you could set delivery
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Or you could also set delivery block and billing block manually when you create the order.
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The bellow way at document level.
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Hi Guys,
I am trying to do a query that shows all the Invoices and Credit Notes Posted from a specific Date. So far I have come up with this, however It is not returning the correct Information and I need to show the document type as either an Invoice or Credit Note, can anyone assist me with this ? It is Important for me to have the DocEntry in there as I will need to use that in a Crystal Report.
SELECT DISTINCT T0.DocNum as 'Invoice/Credit Number', T0.DocEntry,T0.DocDate as 'Doc Date', T0.CardCode as 'Customer Code', T0.CardName as 'Customer Name',T0.VatSumSy as 'VAT', T0.DocTotal as 'Doc Total' FROM OINV T0 WHERE T0.DocDate >=[%0]
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Hi,
You can also check this query :
Select distinct CASE WHEN T1.transtype = '13' THEN T0.DocNum WHEN T1.transtype = '14' THEN T2.Docnum
END as 'Invoice/Credit Number',
CASE WHEN T1.transtype = '13' THEN T0.DocEntry WHEN T1.transtype = '14' THEN T2.DocEntry END,
CASE WHEN T1.transtype = '13' THEN T0.DocDate WHEN T1.transtype = '14' THEN T2.DocDate END as 'Doc Date',
CASE WHEN t1.TransType ='13' THEN T0.CardCode WHEN T1.transtype = '14' THEN T2.Cardcode END as 'Customer Code',
CASE WHEN T1.transtype = '13' THEN T0.CardName WHEN T1.transtype = '14' THEN T2.CardName END as 'Customer Name',
CASE WHEN T1.transtype = '13' THEN T0.VatSumSy WHEN T1.transtype = '14' THEN T2.Vatsumsy END as 'VAT',
CASE WHEN T1.transtype = '13' THEN T0.DocTotal WHEN T1.transtype = '14' THEN T2.doctotal END as 'Doc Total',
CASE WHEN T1.TransType = '13' THEN 'INVOICE' WHEN T1.transtype = '14' THEN 'CREDIT MEMO' END
from JDT1 T1
LEFT join OINV T0 on T1.transid = T0.transid and t0.DocDate >= '[%1]'
LEFT join ORIN T2 on T2.transid = T1.transid and t2.DocDate >= '[%2'
where T1.TransType in ('13','14')
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I have got a query with respect to transaction MRBR (Remove Block on invoice). The process that we follow is:
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Hi,
I also think that there is no need for putting a R block in the credit note at all.
The process should be like below:
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2. Post credit note - do not put any kind of block. Make sure that you are referencing the credit note to the earlier posted invoice or the the relevant PO line item.
3. MRBR matches and releases the invoice.
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Remove invoice and credit note block

Hello all,
I have got a query with respect to transaction MRBR (Remove Block on invoice). The process that we follow is:
1) When AP clerk enters invoice, he enters the invoice with a 'R' block. This blocks the invoice from getting paid.
2) Every evening there is a background job scheduled with transaction MRBR. What this job does is removes the 'R' block from the invoice if it has got a corresponding GR.
3) This invoice then appears in the payment run and is paid off.
The problem with this process is when the credit notes are raised on account. We link the credit notes and invoices by copying the document number of invoice in the 'invoice reference' field while entering the credit note. The 'R' block also gets copied onto the credit note (if the invoice has the block). Transction MRBR runs overnight and removes the block from the invocie (if it has a corresponding GR) and the invoice becomes free for payment. However there is no parameter in the program to remove the block from the credit note as well. What eventually happens is that the invoice becomes free for payment, the credit note remains 'R' blocked and hence does not appear in the payment run to offset the invoice and the invoice gets paid off even though it had a credit note.
Is anyone aware of how to remove the 'R' block from the credit note or if there is a better process to work with invoice and credit notes.
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if it is just reversal doc against wrong doc, then also need remove the block by supervisor asap.
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