Exact Globe+

Generating sales orders to be processed report

Introduction

This screen allows you to search and generate reports for sales orders which are not processed.

Menu path

Order ➔ To be processed ➔ Sales orders

Fields

You can filter the sales orders that you want to display by defining one or more of the search criteria and clicking Display. The sales orders that match the search criteria that you have defined will then be displayed. A list of options appears if you click in the Warehouse, Sales Ordered by, and Invoice to fields. From the list, make your selection and click Select.

General section

Warehouse

Type or select the warehouse or warehouse range to display sales orders belonging to the selected warehouse(s). By default, the All check box is selected to display sales orders belonging to any warehouse.

Note: This field is available only if you have E-Warehouse Management included in your license.

Sales order date

Type or select the start date and end date to display sales orders that are created within that period. By default, the All check box is selected. This means sales orders that are created on any date will be displayed.

Note: Typing or selecting only the start date will display sales orders that are created on and after the selected date. Typing or selecting only the end date will display sales orders that are created on and before the selected date.

Fulfillment date

Type or select the start date and end date to display sales orders that are fulfilled within that period. By default, the All check box is selected. This means sales orders that are fulfilled on any date will be displayed.

Note: Typing or selecting only the start date will display sales orders that are fulfilled on and after the selected date. Typing or selecting only the end date will display sales orders that are fulfilled on and before the selected date.

Ordered by

Type or select the ID or name of the debtor who placed the sales order to display sales orders with the selected ordered by to debtor.

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.

Invoice to

Type or select the ID or name of the debtor who will be receiving the invoice to display sales orders with the selected invoice to debtor.

Group by

You can specify how you want the sales order overview to be grouped. Select Sales order to view sales orders that have not been processed, select Warehouse to view the warehouses with sales orders, select Debtor to view the debtors with sales orders, select Item to view all the items ordered by debtors, or select Sales order date to view all the sales orders created based on the sales order date.

Note: The Warehouse option is available only if you have E-Warehouse Management included in your license.

Buttons

Display

Click this to view the overview of the sales orders based on the defined criteria. For more information, see Sales orders to be processed report.

Close

Click this to exit.