Open Sales Order Report Home | FAQs & Troubleshooting

 

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	Navigation			Create a Report Setting
	Overview			Print a Report, Listing, or Form
	Fields			E-mail, Fax, or Print a Report as a PDF
	Report Sample			Enter Multiple Values Using Separators

 

Related Topics
	Accounts Receivable Options		Bill To/Sold To Maintenance
	Bill To Customer Maintenance		Sales Order Options

 

Navigation

Select Sales Order Reports menu > Open Sales Order Report.

Overview

Use Open Sales Order Report to view open orders by order number and order type. The report can be used to track the status of open orders pending processing and shipment. The report can be sorted by sales order number, customer number, shipping date, bill-to name, salesperson, and bill-to customer number. You can calculate extension amounts for master orders, include component lines, print tax detail, and/or print only unauthorized and expired credit card orders. You can enter a selection of sales order numbers, customer numbers, shipping dates, bill-to names, salespersons, bill-to customer numbers, and defined UDFs to print.

The sales order lot and serial distribution can be printed on the report if the Enable Lot/Serial Distribution check box is selected in Sales Order Options, and the line items have been distributed in Sales Order Entry.

The report can be produced in detailed or summary format. The detailed report includes the order date, order status, ship date, customer purchase order number (if any), and the last invoice number and date. If the promise date is different from the order date, the promise date is printed.

Line items are detailed by item code, item description, ship-from warehouse code, price level, unit of measure, unit price and price extension for the quantity on order, and the quantity shipped and/or back ordered. Master and repeating order numbers associated with sales orders are included on the report. You can also select to print partial or full line comments on the detailed report, or no comments at all.

The summary version provides summarized totals by order, with no breakdown by line item. The report includes the order date, order status, ship date, customer purchase order number (if any), salesperson, the last invoice number and date, and the order total.

If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both customer quotes and prospect quotes. For prospect quotes, the Sage CRM company ID and name print in place of the customer number and name. You can also 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.

Fields