Sales Order > Sales Order > Sales Order Reports

The Sales Order Line Item Report function allows you to generate a report that displays the line items in the sales orders.

This report has the following use:

•To pinpoint the saleable products by showing you the quantities and values of the inventory ordered over a specified period of time.

•Useful for estimating production needs, planning of shipping volume and analyzing product movements.

To print a Sales Order Line Item Report, perform the following steps:

1.Access the Sales Order Line Item 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 sales order or item, 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 any or all of the following checkboxes:

oInclude Orders on Credit Hold

Mark this checkbox if you want to include in the report the sales orders that are put on credit hold.

oInclude Freight Charge

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

oInclude Sales Tax

Mark this checkbox if you want to include the sales tax amounts in the report.

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 selected 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 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.

oIdentify Upsell Line Items

Mark this checkbox if you want to include in the report an Upsell column, which identifies that the line item was included in the sales order as an upsell item.

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 Line Item 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.

oCurrency

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

Sales Order Line Item Report

Sales Order Line Item Report

See Also