Sales Order Recap

Window Details
	Navigation
	Overview
	Fields
	Report Sample

How Do I...
	Create a Report Setting	E-mail, Fax, or Print a Report as a PDF
	Print a Report, Listing, or Form	Enter Multiple Values Using Separators
	Purge Sales Order Data

Related Topics
	Sales Order Entry	Purge Sales Order Recap
	Sales Order Options	Period End Processing
	Accounts Receivable Options	Bill To/Sold To Maintenance
	Bill To Customer Maintenance

Navigation

Select Sales Order Reports menu > Sales Order Recap.

Overview

Use Sales Order Recap to view a listing of order numbers entered using Sales Order Entry. The recap information can be retained indefinitely, automatically purged at period end, or purged during Period End Processing. Deleted order numbers, as well as processed order numbers are included on this report.

The report can be sorted by sales order number, customer number, bill-to name, or bill-to customer number. You can enter a range of sales order numbers, order dates, customer numbers, bill-to names, bill-to customer numbers, and defined UDFs to print.

If the Customer Relationship Management module is set up, you can print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields are added to the form in the SAP Crystal Reports software.

If the Sales Order Recap is sorted by customer number, it includes al items on the sales order, including all miscellaneous charge codes.

This report uses the information in the Sales Order Recap file for reporting. The back ordered amount is written to the Sales Order Recap file for orders that are partially invoiced. When the Sales Order Recap is printed, the last back ordered amount is reported as the order total. Only orders that are invoiced in full show the original order amount. This report is designed to report the open order amount (back ordered amount).

Price quotes, master orders, repeating orders, RMAs, and Internet order numbers are retained in the Sales Order Recap file as well. Selecting the All Types check box in the Sales Order Types to Print section or the individual check boxes in this section includes these additional types in the report. History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in Sales Order Recap. Sage CRM prospect quotes are not tracked in the Sales Order Recap.

You can retain the Sales Order Recap information indefinitely by clearing the Purge S/O Recap at Period End check box in Sales Order Options. You can also manually purge the recap information up to a specified date by selecting the Purge Sales Order Recap task from the Sales Order Utilities menu.

Fields

Report Setting	Sort Report By
Description	Sales Order Types to Print
Type	Sales Order Statuses to Print
Default Report	Operand
Print Report Settings	Value
Three Hole Punch	Printer Output
Number of Copies	Keep Window Open After Print
Collated	Keep Window Open After Preview