Scenario
When users preview the report but the document code or document date is not in sequence as shown in the picture below.
Refer step below to sort Document Code.
Solution
Step 1: Go to Sales Invoice Listing report
Step 2: In Home Tab, Click on the Design Icon
Step 3: Double click on default report format <SR>01
Step 4: Insert your report name as at “Sales Invoices Listing - Order by Date and Document Code” and then Create.
Step 5: In the report customization, Find the Details column and expand the small arrow on the top right of the column to access Details Tasks.
Step 6: In the Sort Fields, click on the 3 dots at the end of the column.
Step 7: Click on Add
Step 8: In order to sort Document Code, drop down field name and look for Date /Document number (Invoice #), after select click OK.
For Document Code: Drop down field name and look for “Invoice #”
For Document Code: Drop down field name and look for “Invoice #”
Step 9: Then save the report
Note: Refresh before previewing the report. Then Preview.
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