Sales Order > Sales Order > Sales Order Reports

The Un-invoiced Shipment Cost Report function allows you to generate a report that provides information on the cost of confirmed shipped items for which no invoices are created yet.

This report has the following use:

•To determine which inventory items that are accepted by the buyer are yet to be billed

•To determine the cost of un-billed sales orders shipped on a particular date or within a specified period

To print the Un-invoiced Shipment Cost Report, perform the following steps:

1.Access the Un-invoiced Shipment Cost 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.

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:

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

The Un-Invoiced Shipment Cost 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.

Un-invoiced Shipment Cost

Un-invoiced Shipment Cost

See Also