Running the Open Orders Details Report

The Open Orders Details Report lists all the open orders and the products on the orders for a designated date range. You can sort the report by the person who entered the order or by customer. You can print the report for a specific writer, salesperson, or customer and include orders, bids or both in the report.

The transactions selected for a writer or salesperson are based on the writer or salesperson identified in the header of the sales order.

To run the Open Orders Details Report:

From the Reprts > End of Month Reports menu, select Open Orders Details to display the Open Orders Details Report screen.
In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view orders. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view orders. This field supports variable dates.
In the Sort by field, enter one of the following column names by which to sort the report data:

In Salesperson
Out Salesperson – This is the default value.
Customer
Writer

In the Select by field, enter one of the following sales representative types to use to select the orders for the report:

In Salesperson
Out Salesperson – This is the default value.
Writer

In the Writer/Salesperson field, do one of the following:

To run the report for...	Do this...
one writer or sales representative	Enter the user's login ID.
all writers or sales representatives, based on the selection in the Select by field	Leave the field blank.
multiple writers or sales representatives	Use the Wrtr/Sls hot key to display the Writers/Salespersons screen. Enter the user login IDs for the selected writers or sales representative and press Esc. Multi displays in the field. Each order writer or salesperson with open orders displays in the header of the report.

In the Customer field, enter the name of the customer for which to run the report. To run the report for all customers, leave the field blank.
In the Orders/Bids/Both field, indicate whether to include only orders, only bids, or both orders and bids in the report. The default value is Both.
In the Product Status field, do one of the following:

To run the report for...	Do this...
one designated product status, such as Stock, or LotItem	Enter the status.
all product statuses	Leave the field blank.
multiple product statuses	Use the Prd Stats hot key to display the Product Status Selection screen. Enter the product statuses and press Esc. Multi displays in the field.

Note: If you use the All or LotItem status selection, direct generations with products that have a status of LotItem are included on the report. Be aware than open lot item generation subtotals display differently than regular items.

In the Report Format field, enter one of the following formats:

Internal – Displays pricing/costing information that you may not want a customer to see.
External – Displays only the net and extended prices.

Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.