Sales Order > Sales Order > Sales Order Reports

The Shipment Report function allows you to generate a report that provides information about the shipment of the sales orders.

The report can be used to determine what sales orders are shipped for a particular date or within a specified period of time.

To print the Shipment Report, perform the following steps:

1. Access the Shipment Report function from the Shipment 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 record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes:

oInclude Freight Charge

Mark this checkbox if you want to include freight charges in the report.

oInclude Adjustment

Mark this checkbox if you want to include adjustments as one line item per sales order. The adjustment amount is taken from the Adjustment field of the Ship Sales Order function's Line Items page.

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 Salesperson # sorting option is chosen and the Each Group on New Page checkbox is marked, the report will display on each page the SO shipment transactions handled by a particular salesperson.

oShow Serial #

Mark this checkbox if you want to display on the report the inventory items' serial numbers.

oShow Lot #

Mark this checkbox if you want the report to display the inventory items' lot numbers.

oShow Kit #

Mark this checkbox if you want to display on the report the kit item numbers.

oShow Kit Formula

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

oShow Item Description

Mark this checkbox if you want to show on the report the inventory item descriptions.

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.

7.Select any of the following options for the shipment transactions you want to show in the report:

•All Shipments

•All Shipments including Cancelled

•Cancelled Shipments

•Shipments with Invoice Only

•Shipment without Invoice Only

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 Shipment 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 number in the report.

oInvoice #

AccountMate displays the Invoice document when you double-click the invoice number in the report.

Shipment Report

Shipment Report

See Also