Sales Order Processing - Open Order Detail Report

 

Function

Use this report for auditing, reviewing, or analyzing open orders. A range of customer numbers and order dates, an order taker identification code, and a salesperson code may be specified. The report shows the selected orders by customer, with a recap by product code.

 

=> To access this task...

Select Open Order Detail Report from the Reports menu.

 

Open Order Detail Report

Open Order Detail Report Menu

 

About the Fields

The fields provide a variety of filtering selections. Reports for open orders, open backorders, open orders on credit hold, or any combination of these can be produced. The Print Status function allows previously created orders, those that haven’t been printed, or both to be viewed and printed.

 

In the Beginning/Ending Customer ID field...

  • Enter the number of the first/last customer to display on the report.

  • Press [Tab] to select the first/last customer number record.

  • Click Click to select from a list of customer numbers.

In the Beginning/Ending Order Date field...

  • Enter the first/last date to display on the report.

  • Press [Tab] to select the first/last date record.

  • Click Calendar button to select a date by using the calendar tool.

In the Order Taken By field...

  • Enter a person’s 3 character code to create reports of orders taken by that person.

  • Press [Tab] to select all.

In the Salesperson field...

  • Enter a valid salesperson code.

  • Press [Tab] to select all.

  • Click Click to select from a list of salesperson codes.

From the Print Status dropdown...

  • Select Print (P) to produce a report of previously printed open orders only.

  • Select Unprinted (U) to produce a report of unprinted open orders only.

  • Select All (A) to view both printed and unprinted orders.

Open? checkbox...

  • Mark the checkbox to create a report detailing open orders.

Quoted? checkbox...

  • Mark the checkbox to create a report detailing open quotes.

Backorders? checkbox...

  • Mark the checkbox to create a report detailing open backorders.

Credit? checkbox...

  • Mark the checkbox to create a report detailing orders on credit hold. Orders released from credit hold are labeled with an ‘R’ and printed with open orders.

Non Stock? checkbox...

  • Mark the checkbox to print orders with non stock items.

From the Non Stock Option dropdown...

  • Select All (A) to display open orders with non-stock items with and without associated purchase orders.

  • Select With associated POs (P) to display open orders with non-stock items with associated purchase orders.

  • Select Without associated POs (N) to display open orders with non-stock items without associated purchase orders.

Export Format checkbox...

  • Mark box to show the printed report in columnar format.

  • Unmark box to show in non-columnar format.

When done making selections...

  • Click Run Process button to create the Open Order Detail Listing.

  • Click Save button to save these selections for future report creation.

  • Click clear Form button to clear selections and begin again.

Open Order Detail Report

Sample Open Order Detail Report

 

See Output Options.



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