Viewing Open Order and Bid Summary Information

Use the Open Order/Bid Summary screen to view information for sales and cost of goods sold (COGS) subtotals and their corresponding gross profit percentages on all open order and bid generations.

Information entered in the Br/Tr/All, As of, and Status fields determines the selection of the order generations.

To view open order or bid summary information:

  1. From the G/L menu, select Open Order/Bid Summary to display the Open Order/Bid Summary screen.

  2. In the Br/Tr/All field, enter the branch, territory, or All for which you want to display the open order or bid summary information.

  3. In the As of field, enter the date to use to calculate the subtotals, using the MM/DD/YYYY format.

  4. In the Status field, to limit the summary to order generations with a particular order status, enter the letter that represents the order status. You can enter multiple order status letters separated by commas, for example, C,S.

In the Open Order Summary and the Open Bid Summary areas, the columns display information on sales, COGS, and gross profit percentages for the following date ranges:

  1. All open order/bid generations whose ship date is prior to the As of date.

  2. All open order/bid generations whose ship date is on the As of date.

  3. All open order/bid generations whose ship date falls within the day after the As of date and that month's fiscal month-end date.

  4. All order/bid generations whose ship date falls within the day after the fiscal month-end date and the fiscal year-end date.

  5. All open order/bid generations whose ship date is after the fiscal year-end date.

  1. Press Esc to close the screen.