Report Open Sales Order Summary
(Open Order By Header Information)
Access
Tabs:
Selection,
Details
Use this routine to generate a list of open sales
orders, along with detailed information for each. You can restrict the
report to only orders with balances due or include all orders. Order detail
includes the merchandise amount, delivery/installation charges, tax, order
total, deposits, and balance due. Once the run-time options have been
selected, choose Run to produce
the report.
If Regional
Processing is active on your system, read the Report Exceptions portion
of Regional
Processing - Reporting Rules for details on how Regional Processing
affects this report.
The report displays the sales order information including
the following:
customer number
customer name
order number
order detail
order totals
For lines that have a linked transfer with a linked purchase order, the
report displays "TP" next to the back-order quantity in the
Quantity B/O column.
If multiple
delivery dates are present for an item in the report, all scheduled
and unscheduled delivery dates appear on separate lines.
Selection
Sort By
By Customer Name
With Balance Due OnlyIf you check the box, the
report includes only open orders with a balance due.
District
Location
SalespersonYou can
run the report for all salespeople (leave field blank) or you can limit
the report to specific salespeople. Click the Search button to select
a salesperson code from the list or click the action button to access
the multiple
selection window, which you can use to select multiple salesperson
codes.
CustomerEnter
the code of the customer on which to report. If you click on the
Search button, the Search
for a Customer screen appears from which you can select a customer.
If you leave the field blank, you include all customers in the report.
Delivery Status
Delivery Date
The selection you make at the Delivery Status field determines whether
the Delivery Date fields below are active.
Date TypeClick on the Arrow button
to view a list of date
codes, then select the code that best indicates the time period on
which to base your report.
StartIf you
select CUS at the Date Type field, you activate this field. Use
this field to specify the start date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
EndIf you
select CUS at the Date Type field, you activate this field. Use
this field to specify the end date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
Order Date
Date TypeClick
on the Arrow button to view a list of date
codes, then select the code that best indicates the time period on
which to base your report.
StartIf you
select CUS at the Date Type field, you activate this field. Use
this field to specify the start date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
EndIf you
select CUS at the Date Type field, you activate this field. Use
this field to specify the end date of the custom date range for which
you want to run this report. If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
Orders
Back Orders
Include
Print
Details
Note that if you select any of the options at the Include field, the
program restricts your output options to Screen or Printer only. That
is, adding any of those fields to the report causes the other output options
to format incorrectly.
Include
Output toThe output
destination of the report displays. To change the output destination,
click on the Actions button and select Output
Settings.
Export PathIf you
select either the Personal
Report Viewer (PRV), Excel Export,
or ASCII Export, this field displays the pre-set computer drive and folder
location to which the system exports the report data. You cannot edit
the export path using this process.
