Sales Order > Sales Order > Sales Order Reports

The Open Sales Order Report provides information on the un-shipped quantities of the sales order. This report excludes the sales orders that are put on credit hold.

You can use this report to identify the sales orders' line items and their quantities that are not yet shipped to customers as of a certain date.

To print the Open Sales Order Report, perform the following steps:

1.Access the Open Sales Order Report function from the Open Sales Order group under the Reports main menu in the Sales Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single sales order, item or customer, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Select any of the following options for which you want to show in the report:

•All Items

•Non-Kit Items Only

•Standard and Customized Kit Items Only

•Standard Kit Items Only

•Customized Kit Items Only

7.Mark any or all of the following checkboxes:

oExclude On-Hold Orders

Mark this checkbox if you want to exclude from the report the sales orders that are put on hold.

oEach Group on New Page

Mark this checkbox if you want the report to display on a separate page each group of information based upon the chosen sorting option. For example, if the Customer sorting option is chosen and the Each Group on New Page checkbox is marked, the report will display on each page the open sales order transactions for each customer.

oShow Item Description

Mark this checkbox if you want to show on the report the inventory item descriptions. This report option is not available when you sort the report by Item #.

oShow Item Class, Product Line and Inventory Type

Mark this checkbox if you want to display the item class, product line and inventory type in the report. This report option is not available when you sort the report by Item #.

oShow Kit Formula

Mark this checkbox if you want to show the formula of the kit inventory items in the report.

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Open Sales Order Report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSales Order #

AccountMate displays the Sales Order document when you double-click the SO # in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer # in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item # in the report.

oComponent Item #

AccountMate displays the Item Profile when you double-click the component item # in the report.

Open Sales Order Report

Open Sales Order Report

See Also