Running the Open Sales Orders Report

Run the Open Sales Orders Report to see which orders remain unshipped (open). The report lists all the open orders that meet your selection criteria.

The report shows you the branch, order numbers, ship dates, customer names, and order amounts. You can also include information on costs, if desired. Grand totals display at the bottom of the report.

To report on open sales orders:

From the Orders > Reports menu, select Open Sales Orders.
In the Br/Tr/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.
In the Start Date and End Date fields, press F10 and specify the desired calendar date range.
In the Select Date field, press F10 and specify whether to select the open orders by their Ship Date or Order Date.
In the Sort by field, press F10 and specify how to sort the report. For example, sort by Customer or by Writer.
If needed, use the Customer field to specify a customer. This limits the report to that customer.
If needed, use the Writer field to specify the salesperson writing the orders. This limits the report to that order writer. Press F10 for list.
In the Select By field, indicate whether to run the report for price lines or for products. Based on your selection, the system names the next field accordingly. For example, if you enter Price Line in the Select By field, the next field is called Price Line.
In the Price Line or Product field, enter a price line or a product ID, as needed. To enter multiple values in this field, use the Multi hot key. When you press Esc, *Multi* displays in the field. To run the report for all values, leave this field blank.

Note: The Multi hot key only works in conjunction with the Select By field and its corresponding Price Line and Product selections; it does not work with any other fields on this screen.

In the Bids field, press F10 and specify whether to Exclude or Include bids, or Only report on bids.
In the Select By field, press F10 and specify whether you want to select the report by Price Line or Product.
In the Report Format field, press F10 and specify whether the report is for Internal or External use. An external report, which a customer might see, does not show cost information or gross margin dollars and percentages.
Set options, if needed, and generate the report.

Note: If you have COGS.VIEW or COST.VIEW authorization, before printing you are prompted to specify which cost shows on the report. Specify Generic Cost (cost you want others to think you pay), Cost of Goods Sold, or None.