You can generate reports on all sales orders that have been created and
processed.
The information in this document is applicable to product update
390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Display section
Select how you want the report to be displayed. Select one
of the following options:
-
Representative — Select this option if you want
the person defined at the sales order header in the Sales orders
screen (go to Order ?
Entries ?
Sales orders, select the relevant sales order, and then click Open)
to be displayed.
-
Person — Select this option if you want the
person defined at the sales order lines in the Sales orders screen
(go to Order ?
Entries ?
Sales orders, select the relevant sales order, and then click Open)
to be displayed.
General section
Warehouse, to
Type or select a warehouse or a range of warehouses to
display the sales orders belonging to the selected warehouse(s). By default, the All check box is selected to display
sales orders belonging to all
warehouses.
Sales order date, to
Type or select a date or a range of sales order dates to
display the sales orders created on the selected range of dates. By default,
sales orders created during the last eight days will be displayed.
Alternatively, you can select the All check box to display sales orders
that were created on any date.
Note: Typing or selecting only the start date will
display sales orders created on the selected order date and later dates.
Typing or selecting only the end date will display sales orders created on
the selected order date and earlier dates.
Fulfilment date, to
Type or select a date or a range of fulfilment dates to
display sales orders that were fulfilled within that period. By default, the
All check box is selected to display sales orders with any fulfillment date.
Note: Typing or selecting only the start date will
display sales orders with the selected order date and later dates. Typing or
selecting only the end date will display sales orders with the selected order
date and earlier dates.
Ordered by
Type or select the ID or name of the debtor who placed the
sales order. Alternatively, you can leave this box empty to display sales orders
placed by anyone.
Delivery to
Type or select the ID or name of the debtor who will
receive the orders to display sales orders with the selected delivery to debtor.
Alternatively, you can leave this box empty to display sales orders with any
delivery to debtor.
Invoice to
Type or select the ID or name of the debtor who will be
receiving the invoice. Alternatively, you can also leave this box empty to
display sales orders with any invoice to debtor.
Group by
Select how you want the report to be grouped. You can
select any of the following:
-
Sales order — Select this option to display the
created sales orders.
-
Warehouse — Select this option to group all the
sales orders created with the same warehouse.
-
Debtor — Select this option to view the debtors
with sales orders.
-
Item — Select this option to view all the items
ordered by the debtors.
-
Sales order date — Select this option to view
all the sales orders created based on the sales order date.
-
Person — Select this option to group all the
sales orders created by the same person.
Note: The Warehouse option is only available
if you have the E-Warehouse Management in your license. If Person
is selected, and the Representative option is selected in the Display
section, the people displayed will be based on the person defined at the sales
order header in the Sales orders screen (go to Order ?
Entries ?
Sales orders, select the relevant sales order, and then click Open).
Otherwise, if the Person option is selected in the Display
section, the people displayed will be based on the person defined at the sales
order lines in the Sales orders screen.
Status section
Status
Select the status to display sales orders with the selected
status. You can select more than one of the following statuses:
-
Authorized — Select this check box to display
sales orders which are authorized. This check box is available only if you
have selected the Sales order check box at System ?
General ?
Settings, under Order settings in the Authorize section.
-
Not authorized — Select this check box to
display sales orders which are not authorized. This check box is available
only if you have selected the Sales order check box at System ?
General ?
Settings, under Order settings in the Authorize section.
-
Open — Select this check box to display sales
orders which are still outstanding (sales orders that have been authorized
but not fulfilled).
-
Completed — Select this check box to display
sales orders which are completed (sales orders that are fulfilled and
invoiced).
Note: The check boxes are affected by the selection
of other check boxes in this section. For example, if you select the
Authorized check box and clear the Completed check box, the completed
sales orders (fulfilled and unfulfilled sales orders) that are authorized will
be displayed in the overview.
Advanced section
Note: This section is available when you have clicked Advanced.
Sales order
Type or select a sales order number to display the selected
sales
order. By default, the All check box is selected to display all sales
orders.
Selection code, to
Type or select a selection code or a range of selection codes to display the
sales orders linked to the selected selection code(s). By default, the All
check box is selected to display the sales orders linked to all selection
codes.
Person, to
Type or select the ID or range of IDs to display sales
orders that are managed by the people with the selected IDs. By default, the
All check box is selected to display sales orders regardless of who manages
them.
Note: The people or sales orders (depends which option is selected at
Group by) will be displayed based on the selection in the Display
section. If people are selected (whereby the All check box is not
selected), and Representative in the Display section is selected,
the people or sales orders displayed will be based on the person defined at the
sales order header in the Sales orders screen (go to Order ?
Entries ?
Sales orders, select the relevant sales order, and then click Open).
Otherwise, if people are selected and Person in the Display
section is selected, the people or sales orders displayed will be based on the
person defined at the sales order lines in the Sales orders screen.
Item section
Note: This section is available when you have clicked Advanced.
Item group, to
Select an item group or a range of item groups to display the
sales orders with items from the selected item group(s). By default, the
All check box is selected to display the sales orders with items from any item groups.
Item, to
Select an item or a range of items to display the sales
orders with the selected item(s). By default, the All check box is
selected to display the sales orders with any items.
Assortment 1, 2, 3
Select the specific assortment(s) to display sales orders
with items linked to the selected assortment(s).
Note: The Assortment boxes displayed depend on the number of
assortments defined at Order ?
Items ?
Assortments or System ?
General ?
Settings, under Item data settings. For example, if three
assortments are defined, three Assortment boxes will be displayed.