Sales Order Management

Modified on Thu, 25 Jul 2013 09:59 by hmontgomery — Categorized as: Order Entry

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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

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¶