Sales Order > Sales Order > Sales Order Reports

The Recurring Sales Order Report allows you to generate a report that shows the recurring sales order templates you have set up through the Recurring Sales Order Setup function.

This report can be used to review and update the recurring sales order templates.

To generate a Recurring Sales Order Report, perform the following steps:

1.Access the Recurring Sales Order Report function from the Reports 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. You may mark the Individual checkbox if you want to generate the report for a single 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 which recurring sales order transactions you want to show in the report, depending upon the status:

•Active and Inactive Status

•Active Status Only

•Inactive Status Only

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

The Recurring Sales Order Report function also provides you with the 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:

oRecurring Sales Order #

AccountMate displays the Recurring Sales Order document when you double-click the recurring SO number 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.

oCurrency

AccountMate displays the Currency Profile when you double-click the currency code in the report.

Recurring Sales Order Report

Recurring Sales Order Report

See Also