Exact Globe+

Overview of back to back orders

Introduction

You can generate an overview of all back to back orders that you have created based on the entered sales orders. This overview gives you an insight into the purchase orders which are linked to sales orders. To generate an overview of back to back orders, go to Purchase ➔ Reports ➔ Back to back order. The functionality is available only if E-Back to Back Order is included in your license.

Description

You can filter the back to back orders that you want to display. To view the back to back order overview, you can define one or more of the following criteria and click Start. The back to back orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click the Purchase order box, Supplier box, and other boxes. From the list, select an option and click Select.

Range section

Purchase order

Select a purchase order number or a range of purchase order numbers to display back to back orders linked to the selected purchase order number(s). Select the All check box to display all back to back orders.

Purchase order date

Select a range of purchase order dates to display back to back orders with the selected date range. Select the All check box to display back to back orders with any purchase order date.

Note: Typing or selecting only the start date will display back to back orders with the selected order date and later dates. Typing or selecting only the end date will display back to back orders with the selected order date and earlier dates.

Fulfillment date purchase order

Select a range of purchase order fulfillment dates to display back to back orders that were fulfilled (received) within the selected period or have purchase order fulfillment dates within the selected period. Select the All check box to display back to back orders with any purchase order fulfillment date.

Note: Typing or selecting only the start date will display back to back orders with the selected fulfillment date and later dates. Typing or selecting only the end date will display back to back orders with the selected fulfillment date and earlier dates.

Supplier

Select a supplier or a range of suppliers to display back to back orders from the selected supplier(s). Select the All check box to display back to back orders from all suppliers.

Sales order

Select a sales order number or a range of sales order numbers to display back to back orders linked to the selected sales order(s). Select the All check box to display back to back orders from all sales orders.

Sales order date

Select a range of sales order dates to display back to back orders within the selected range of sales order dates. Select the All check box to display back to back orders with any sales order date.

Fulfillment date sales order

Select a range of delivery dates to display back to back orders that have been fulfilled or have sales order fulfillment dates from the selected date range. Select the All check box to display back to back orders with any sales order fulfillment date.

Debtor

Select a debtor or a range of debtors to display back to back orders from these debtors. Select the All check box to display back to back orders from all debtors.

Item

Select an item or a range of items to display back to back orders for the selected item(s). Select the All check box to display back to back orders for all items.

Extra section

Sort by

Specify how you want to group the overview. Select one of the following options:

Purchase order
Fulfillment date purchase order
Sales order
Fulfillment date sales order

After defining the criteria, click Start to generate the back to back order overview.