AM12 Sample Reports


Sales Order Ė Blanket Sales Order Reports

The Blanket Sales Order Reports provide a variety of summary and detailed line item information on blanket sales orders and information on the released quantities from blanket sales orders. One of the Report functions also allows you to print blanket sales order documents. These reports have various options and criteria to enable you to generate blanket sales order information in various report formats. Read the information below to get a closer look at each of the Blanket Sales Order Reports available in AccountMate.

Print Blanket Sales Order

The Print Blanket Sales Order function allows you to preview and print blanket sales orders. These documents are used to establish and authorize orders of inventory items for a certain quantity and for a certain customer within a specific period.

You can select to print only the unprinted blanket sales orders, only the previously printed blanket sales orders or all blanket sales orders. You can configure to hide, encrypt or show in the report the credit card information. Options are available to print for an alignment test only, to include in the report the voided blanket sales orders, and to suppress the report labelsí background color.

You may also choose in the Export/E-mail Options area the Customer E-mail option. This automatically marks the Individual File checkbox and configures AccountMate to create only one file for each Blanket Sales Order and to send a separate e-mail for each Blanket Sales Order to the e-mail addresses set up in the customer record. On the other hand, you may manually enter the desired customer e-mail address(es) and have the discretion of either marking or unmarking the Individual File checkbox. Unmarking this checkbox configures AccountMate to create only one file for all the Blanket Sales Orders that meet the report criteria and to send a single e-mail for all the Blanket Sales Orders.

You can print a blanket sales order on a pre-printed form or on an ordinary paper. You can configure these settings in the SO Module Setup -> Printing tab.

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Blanket Sales Order Summary Report

The Blanket Sales Order Summary Report provides summary information on blanket sales orders including the documentsí entry dates, valid dates, customer and salesperson numbers, pay codes, amounts and applicable taxes. This report is useful for reviewing the blanket sales ordersí validity and other pertinent information.

You can select to show multi-currencies in this report.

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Blanket Sales Order Line Item Report

The Blanket Sales Order Line Item Report provides detailed information on each blanket sales orderís line items including the customer numbers, documentsí entry dates, and source warehouses as well as the inventory itemsí numbers, units of measurement, order quantities, released quantities, unit prices, discount rates, and extended net prices. This report is useful for reviewing the accuracy of the blanket sales orderís line item information. You can also use it to cross-reference with the Released Blanket Sales Order Report in order to determine the quantities released from each blanket sales order.

You can select to include in the report the freight charges and sales tax amounts. Options are also available to show on the report the item descriptions; item class, product line and inventory type; kit itemsí formulas; and multi-currencies.

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Released Blanket Sales Order Report

The Released Blanket Sales Order Report provides information on the line item quantities that are released from blanket sales orders. This report provides details on the unit price, the discount given, and the extended price of the line item quantities released from blanket sales orders, among other information. This report is useful for reviewing the quantities released from blanket sales orders and for cross-referencing the blanket sales orders with the sales orders generated upon release of quantities.

You can select to include in the report the freight charges and sales tax amounts. You can also option to show the item descriptions and multi-currencies.

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Unreleased Blanket Sales Order Report

The Unreleased Blanket Sales Order Report provides information on the line item quantities that are not released from blanket sales orders. This report provides details on the unit price, the discount given, and the extended price of the line item quantities that are not released from blanket sales orders. This report is useful for reviewing the quantities that are not released from blanket sales orders. You can opt to show the item descriptions and multi-currencies in the report.

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