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 Branch/Territory/All field, enter the branches or territories 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, specify the desired calendar date range.
In the Sort By field, press F10 and specify how to sort the report. For example, sort by Customer or by Writer.
If desired, use the Customer field to specify a customer. This limits the report to that customer.
If desired, use the Writer field to specify the salesperson writing the orders. This limits the report to that order writer. Press F10 for list.
For the Select By option, indicate whether to run the report for price lines or for products. Based on your selection, the system displays a Price Line or Product field.
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 Multiple Item button to the right of the field. To run the report for all values, leave this field blank.
In the Options area, select from the following options:
For the Ship/Order Date selection, specify whether to select the open orders by their Ship Date or Order Date.
For the Report Format selection, 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.
For the Bids option, specify whether to Exclude or Include bids, or Only report on bids.
If you have COGS.VIEW or COST.VIEW authorization keys assigned, before printing you are prompted to specify which cost shows on the report:
Specify Generic Cost prompt with COST.VIEW authorization.
Cost of Goods Sold prompt with COGS.VIEW authorization.
None / Always
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