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Page History: Sales Order Management

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Page Revision: Thu, 28 May 2009 11:46



Default Menu Location

Reports >> Order Entry >> Sales Order Management

Click here for screenshot

General Description

Sales Order Management report allows users to generate a sale order report by salespersons or by account manager.

Fields/Filters

Date Range: Report date range

Sales person or Account Manager: Can choose one of the options for the report

Report Type: Type of report to generate

Customer number: Customer code and the company name

SO Type: Options to choose from the sales order types

Whse Name: Warehouse locations

Standard Report Fields (Page Header)

Sales Management Report

Group Header : Customer

Customer

  • CUSTOMER

Group Header : SONO

SO#

  • sono

Group Header : Item/Shipdate

Sales Person

  • sp

SO Date

  • sodate

Margin%

  • marginprct

Amount Ord

  • ordamt

Amount Ship

  • shipamt

Amount Billed

  • billedamt

Balance

  • balance

Inv#

  • invno

Inv Date

  • invdate

SO Type

  • sotypec

Standard Report Fields(Line Items)

Item #

  • item

Description

  • descrip

Ship Date

  • shipdate

Qty Ord

  • qtyord

Qty Billed

  • qtybilled

Qty Shp

  • qtyshp

Qty Open

  • qtybackord

Group Footer

  • "Item Totals for SO#: " + sono

  • qtyord

  • qtybilled

  • qtyshp

  • qtybackord

Summary

  • Totals

Total Ordered

  • ordamt

Total Shipped

  • shipamt

Total Billed

  • billedamt

Total Balance

  • balance

Additional Report Fields for Customization



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