Open Orders Report

Sales Report>File>Sales>Open Orders Report

This report will print a list of all open (not delivered or job costed) customer orders.  By selecting certain parameters, this report may be customized.   

The report can be printed by the estimated delivery date or by the installation date which helps in the scheduling process.

It can also be printed out by product codes to assist in the purchasing task.

This report is helpful for checking inventory as well assuring that all Special orders that have arrived have been assigned to the appropriate Customer Orders.

The Open Orders Report shows the line status of every line in the Open Order.

Date Range

Enter the Date Range of either of the user defined dates. Date ranges are defaulted "From" 01/01/80 "To" 12/37/79.  Leave this range as is in order to print a report detailing all dates in the system.  The labels for these dates are defined in >Utilities>System Options>System Wide>Order Entry> (Measure Date Prompt) and (Estimate Delivery Date Prompt)

Sort Options

Choose between sorting by Customer/Invoice, Salesman/Customer/Invoice, Invoice Number or Customer/Invoice/Line Group on this report.

Stores

Include a single store, all stores or a combination of stores on this report. When choosing multiple stores the information can be combined or separated by store.  Select by clicking on the store code to highlight (colored bar) or tag it.

Sales People

A single sales person, all sale people or a combination of sales people can be included on this report.  Select by clicking on the Sales person to highlight or click the tag button to the left to tag all. 

Customer Types

A single customer type, all customer types or a combination of customer types can be included on this report.  Select by clicking on the customer type to highlight or click the tag button to the left to tag all.

Product Codes

A single product code, all product code or a combination of product codes can be included on this report. Select by clicking on the PC to highlight or click the tag button to the left to tag all.

Report Options

Include Orders without Lines

If this option is selected, the report will only include order lines that are presently in "Open” or "ON ORDER" status.   

Include Orders with all lines assigned

If this option is selected, the report will include all lines on all orders and will display the status of each of those lines.  Each line in the report will reflect an order line.  If a Customer Order has more than one line, which is highly likely, each order line will be broken out in this report.  

Include Notes

The report groups by Invoice number and only displays the internal note one time. If the order contains multiple lines the note will appear multiple times on the CSV. This is not a bug.  CSV output does not allow grouping of data. 

Supplier

Select a single supplier for reporting using the F8 key or button.

Print Options

Print Preview

Select this option to preview this report before printing.

Break After Salesperson

Select this to get separate pages for each salesperson. (Only available with the Salesman/Customer/Invoice sort order.)

Output to CSV

This selection allows creating an ASCII text file for use in other applications.

Click HERE to see the fields sent to .csv