|
<< Click to Display Table of Contents >> Sales Order Summary Report |
  
|
|
<< Click to Display Table of Contents >> Sales Order Summary Report |
|
The Sales Order Summary Report function allows you to generate a report that shows a summary of information about the sales order and sales quotes recorded in the system. The report can be used to view a summary of the sales order or sales quotes for a group of customers within a specified period.
To print a Sales Order Summary Report, perform the following steps:
1.Access the Sales Order Summary 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. 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.Select any of the following options for which you want to show in the report:
•Sales Orders Only
•Sales Quotes Only
7.Mark the Include Orders on Credit Hold checkbox if you want to include in the report the sales orders that are put on credit hold.
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 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:
oSales Order #
AccountMate displays the Sales Order document when you double-click the sales order number in the report. |
oCustomer #
AccountMate displays the Customer Profile when you double-click the customer number in the report. |
oSalesperson
AccountMate displays the Salesperson Profile when you double-click the salesperson number in the report. |
oCurrency
AccountMate displays the Currency Profile when you double-click the currency code in the report. |
© 2023 AccountMate Software Corporation