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Exact Synergy Enterprise   
 

Overview of Back Office Sales Order Reports

Introduction

At this screen, you can view a report of sales orders that have been created in Exact Globe. From here, it is also possible to drill down to view more information of a particular sales order.

This screen is accessible if all in the following is met:

Menu path

Logistics/Reports/Back office/Sale orders

Roles & rights

To view the overview of back office sales order reports, function right 729 — View back office reports is required. There is no default role associated with this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display the results according to the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Refresh

Click this to update the results according to the defined criteria.

Reset

Click this to clear the defined criteria so that you can start a new search.

Close

Click this to exit.

Description

Division

Type or select the required option to display the report of sales orders belonging to the selected division. For more information on divisions, see Overview of Divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing Division Cards.

Note: By default, the division of the resource currently logged in to Exact Synergy Enterprise will be selected. You can only select another division if your role level is equivalent or higher than the division level.

Sales order number

Type or select a sales order number or range of numbers to display sales orders with the selected number(s).

Order date

Type or select the date or range of dates to display sales orders that have been created within the specified date(s).

Note: Typing or selecting only the start of a date range will display the report for sales orders that are created on the selected date and after it. Typing or selecting only the end of a date range will display the report for sales orders that are created on the date and before it.

Debtor name

Type or select the account code to display sales orders which have been placed by the selected debtor.

Status

Select the Authorized, Not authorized, Open, and/or Completed check boxes to display orders with the selected status.

Warehouse

Type or select the warehouse code to display sales orders created for the selected warehouse.

Assortment

Type or select the assortment code to display sales orders with items belonging to the selected assortment.

Your ref.

This refers to your reference number. Type a full reference (customer’s reference) to display sales orders that match the entered reference.

Item

Type or select the item to display sales orders with the selected item.

Group by

Select Warehouse, Debtor name, Item, or Order date to group the results according to the selected option. Otherwise, select None.

The following screen is an example of the results displayed once you have clicked Show or Refresh:

You can view certain information of the sales orders such as the sales order descriptions, names of the debtors, as well as the amounts to be invoiced. To view a particular sales order in detail, you can click the link under the Sales order number column. For more information, see Viewing Back Office Sales Invoice, Sales Order, Service Order, Purchase Order, or Quotation Report.

In addition, you can click  under the Attachment column to open or save the attachment file. You can also click  under the Note column to view notes for the particular sales order.

Customize

Click http://www.exactsoftware.com/docs/DocBinBlob.aspx?ID=%7b4bef47ee-0d78-40a7-9444-647c53e50dce%7d Customize at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default settings, or Close to exit. Take note of the following sections/fields:

Columns section

You can add or remove columns based on the information you want to view. You can arrange the order of the columns by clicking the Up or Down buttons. There are various columns that you can select such as Project, CountryDebtor name, and many more.

Criteria section

You can add or remove the fields for the filter criteria before generating the report by selecting or clearing the relevant check boxes under this section respectively.

General section

You can add or remove the fields for the filter criteria before generating the report by selecting or clearing the relevant check boxes under this section respectively.

Sales orders section

You can add or remove the fields for the filter criteria before generating the report by selecting or clearing the relevant check boxes under this section respectively.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 19.390.158
 Assortment:  Date: 29-09-2010
 Release:  Attachment:
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