Sales Order Report

This utility can be used to list open and closed Sales Orders with the product order details, selected by order number, by customer, by product, by date, or by product within Product Class.
Filters are provided to list orders by:

• all orders
• open orders only (with or without backordered products)
• open orders with backordered products only
• open orders with backorders that can now be filled

This order information can also be reviewed in the Sales Order Inquiry.

The prompts are:

REPORT BY

Select one of the following filter options:

• Select Order # to generate the Sales Order list by document selection.

  FROM

  Leave this field blank to include all eligible orders or enter a starting order number for the selection range, or select one from the Sales Order Search window.

  TO

  Leave this field blank to include all orders, or enter an ending order number, or select an ending order from the window.

• Select Customer # to generate the Sales Order list by customer selection, with the items ordered for each customer.

  FROM

  Leave this field blank to include orders for all customers, or enter a starting customer number for the selection range, or select one from the Accounting Customer Search window.

  TO

  Leave this field blank to include orders for all customers, or enter an ending customer number, or select an ending customer from the window.

• Select Product # to generate the Sales Order list by product selection, organizing the orders by product.

  FROM

  Leave this field blank to include orders for all products, or enter a starting product number for the selection range, or select one from the Inventory Search window.

  TO

  Leave this field blank to include orders for all products, or enter an ending customer number, or select an ending product from the window.

• Select Ship Date to generate the Sales Order list by date.

  FROM

  Accept the default start date of three months back from the current date, or enter a starting date for the shipped order range, or select one from the Calendar pop-up.

  TO

  Accept the current date, or enter an ending date for the shipped order range.

  Note:The Ship Date is the proposed ship date entered on the order in Sales Orders.
  This is NOT the necessarily the actual shipping date when the order is billed.

• Select Class/Product to generate the Sales Order list by product within Product Class providing totals by product number and by class.
  This option can be printed in summary or in detail.

  FROM

  Leave this field blank to include orders for products in all classes, or enter a starting class product number for the selection range, or select one from the Product Class Search window.

  TO

  Leave this field blank to include orders for products in all classes, or enter an ending class, or select an ending class from the window.

FROM CLASS

This Product Class selection filter does not apply when the report is being generated by Ship Date.

Leave this field blank to include orders for products in all classes, or enter a starting class product number for the selection range, or select one from the Product Class Search window.

TO CLASS

Leave this field blank to include orders for products in all classes, or enter an ending class, or select an ending class from the window.

LOCATION, "ALL", OR "SEL"

• Type ALL to include orders from all locations in the output.
• To include orders for a single location, enter space for the Head Office, or enter a specific location code, or select one from the drop-down list.
• Type SEL to select a range of locations or to select locations by inventory region as outlined in Division Select By Region.

SALESMAN, "ALL" OR "SEL"

To select the orders by salesman choose one of the following:

• Type ALL to include orders for all salesman codes.
• To include orders for a specific salesman, enter the Salesman Codes, or select one from the drop-down list.
• Type SEL to select specific salesman codes to filter the order list, as outlined in Select Salesman Codes.

BACKORDERS ONLY

A backorder occurs either when a partial shipment of goods on an order was billed using Bill Sales Orders, or when an invoice was generated in Sales Orders Invoices and there was insufficient quantity to the complete order.

Check this box to include only orders that have backordered quantities.
Uncheck this box to include all orders in the selection with or without backordered products.

Note: Backordered quantities from Work Orders captured in Work Orders are also considered when calculating available quantities to fill the Sales Orders.
A list of backordered Work Orders can be generated from Backorder Report.

OPEN ORDERS ONLY

This field only applies if the Backordered Only box as not already been checked to filter the orders.

Check this box to include only open orders.

Uncheck this box to include all orders in the selection range regardless of open or closed status.
Shipped Orders will still be suppressed if Only Orders that can be Filled is checked.

ONLY ORDERS THAT CAN BE FILLED

Check this box to print only the orders for which there are sufficient quantities available at the location assigned to the order to fill them.
When quantities are used up, items on open orders will not be listed.
If only some detail lines on a Sales Order can be filled, these will be the only products listed on the report.

Uncheck this box to print all open orders regardless of quantities available.

Note: All parts currently on backorder for both Sales Orders and Work Orders are considered by using the oldest dated orders according to the date of the parts detail, as the first to be filled.
Only the eligible Sales Orders are printed on the report.

SORT WITHIN CLASS BY

This selection applies only when the report is generated using the Class/Product reporting option.

• Select Product # to cause the report to be sorted and printed in Product number sequence.
• Select Description to cause the report to be sorted and printed by product Description.

REPORT TYPE

This selection applies only when the report is generated using the Class/Product reporting option.

• Select Summary to print the Summarized report.
• Select Detail to print the Detailed report, including the order# and the customer information.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Note: Sales parts having a sales conversion are identified with an asterisk (*) on the report and a Y in the Sale Conv. column on the spreadsheet output.