Navigation¶

• Adjutant Wiki Home
  

• CRM Wiki
  

• AFI Wiki
  

• Categories
• All Pages
• Create a new Page
  

• Administration
• File Management
  

• Login/Logout
• Consultant Guide
• Your Profile
• Create Account
  

Quick Search
»


Advanced Search »

Sales Order Management

Table of Contents [Hide/Show] Default Menu Location General Description Fields/Filters Standard Report Fields (Page Header)    Group Header : Customer    Group Header : SONO    Group Header : Item/Shipdate    Standard Report Fields(Line Items)    Group Footer Summary Additional Report Fields for Customization

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¶