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<< Click to Display Table of Contents >> Blanket Sales Order Summary |
  
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<< Click to Display Table of Contents >> Blanket Sales Order Summary |
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The Blanket Sales Order Summary Report function allows you to generate a report that shows information about each blanket sales order in summarized form.
This report has the following uses:
•To track the blanket sales orders created in the system
•To view pertinent information related to the blanket sales order transaction
To print a Blanket Sales Order Summary Report, perform the following steps:
1.Access the Unreleased Blanket Sales Order Report function from the Blanket Order group in the Reports main menu.
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 blanket sales order and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.
6.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.
The Blanket Sales Order Summary 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:
oBlanket SO #
AccountMate displays the Blanket Sales Order when you double-click the blanket SO # in the report. |
oSalesperson
AccountMate displays the Salesperson Profile when you double-click the salesperson code in the report. |
oCustomer #
AccountMate displays the Customer Profile when you double-click the customer # in the report. |
oCurrency
AccountMate displays the Currency Profile when you double-click the currency code in the report. |
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