The Open Orders Details Report lists all the open orders and the products on the orders for a designated date range. You can sort the report by the person who entered the order or by customer. You can print the report for a specific writer, salesperson, or customer and include orders, bids or both in the report.
The transactions selected for a writer or salesperson are based on the writer or salesperson identified in the header of the sales order.
To run the Open Orders Details Report:
From the Reports > End of Month Reports menu, select Open Orders Details to display the Open Orders Details Report window.
In the Branch/Territory/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Sort by field, enter one of the following column names by which to sort the report data: In Salesperson, Out Salesperson, Customer, or Writer. Out Salesperson is the default value.
In the Select by field, enter one of the following sales representative types to use to select the orders for the report: In Salesperson, Out Salesperson, or Writer. Out Salesperson is the default value.
In the Salesperson field, do one of the following:
|
To run the report for... |
Do this... |
|
one writer or sales representative. |
Enter the user's login ID. |
|
all writers or sales representatives, based on the selection in the Select by field. |
Leave the field blank. |
|
multiple writers or sales representatives. |
Enter the user login IDs for the selected writers or sales representative. Use the Multi button to select more than one. *Multiple* displays in the field. |
In the Customer field, enter the name of the customer for which to run the report. To run the report for all customers, leave the field blank.
In the Product Status field, do one of the following:
|
To run the report for... |
Do this... |
|
one designated product status, such as Stock, or LotItem. |
Enter the status. |
|
all product statuses. |
Leave the field blank. |
|
multiple product statuses. |
Use the Prd Stats hot key to display the Product Status Selection screen. Enter the product statuses and press Esc. *Multi* displays in the field. Each order writer or salesperson with open orders displays in the header of the report. |
Note: If you use the All or LotItem status selection, direct generations with products that have a status of LotItem are included on the report. Be aware than open lot item generation subtotals display differently than regular items.
In the Format area, indicate which format to use:
Internal - Displays pricing/costing information for internal company sources that you may not want a customer to see, such as the list cost.
External - Displays only the net and extended prices.
In the Dates area, in the Start Date and End Date fields, enter the date range for which to view orders. These fields both support variable dates.
In the Include area, indicate whether to include only orders, only bids, or both orders and bids in the report. The default value is Both.
If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.
See Also: