Sales Order Quote
This report is accessed from the Line Item screen, when you click the Print Quote button, located at the bottom left of the screen. This report functions as a quote or estimate that can be sent to the Customer.
Here is an example of this report:
Sales Order Requirements
This report is accessed from the Line Item screen, when you click the Print Reports button, located at the bottom left of the screen. This report functions as a picking ticket for production manufacturing. Its a pull ticket that shows what needs to be put together for this Order to ship to the customer.
Here is an example of this report:
Sales Order Confirmation
This report is also accessed from the Line Item screen, when you click the Print Reports button located at the bottom left of the screen. This report functions as the confirmation to send to the Customer.
Here is an example of this report:
Open Sales Order Detail By SO#
Reports only on Sales Orders that have Open Back Orders, sorted by Sales Order Numbers. The Date Range applies to the Sales Order Customer Date. This report can be ran for all customers, or filtered by Customer, Part Number, Shipping Method , SO#, and/or Sold By. The filters are selected from the Advanced Selection Criteria screen. For each record listing it shows you the Sales Order number, the PO Number, the Customer Name, the Quantity Ordered, the Quantity Back Ordered, the Part Number and the Master Schedule Date.
Here is a screenshot of this report with no filters or date range selected:
Open Sales Orders By Customer <Top>
This also reports only on Sales Orders that have Open Back Orders and sorts by Customers. The Date Range applies to the Sales Order Customer Date. This report can be ran for all customers, or filtered by Customer, Part Number, Shipping Method , SO#, and/or Sold By. The filters are selected from the Advanced Selection Criteria screen. For each record listing it shows you the Sales Order number, the PO Number, the Customer Name, the Quantity Ordered, the Quantity Back Ordered, the Part Number and the Master Schedule Date. It is the same as the above report, except that it is sorted alphabetically by the Customer Name, instead of numerically by Sales Order Number.
Here is a screenshot of this report with no filters or date range selected:
Open Sales Order By Customer By PO
This reports on Open Sales Orders sorted by Customers (alphabetically) first. It lists the Sales Orders in numeric order, with their PO Numbers to the right of the Sales Order Number. Then it breaks down the Line Items for the Order showing Quantity Orders, Quantity BackOrdered, the Part Number and Description, the the Customer Date and Master Schedule Date for Each Line Item. This report can be filtered for All Dates, or specific dates ranges, and then further filtered in the Advanced Selection Criteria by Customer, Item Number, Shipping Method, Sales Order Number, and/or Who the Orders are Sold By.
Here is a screenshot of this report with no filters or date range selected:
Shipping Performance <Top>
Sales Order Shipping Details. This report can be ran for all customers, or filtered by customer, Part Number, Sales Order Number, Inventory Code, and/or Sold By, in the Advanced Selection Criteria screen. It is intended to look at all your Shippings, and show you the late shippings, and which Phase, or Sales Orders have late shippings. For each shipping you can see the Ship Date, the SO#, the PO#, PS#, Invoice#, Price and Master Date.
Here is an example of this report with no filters selected:
Shipping Performance By Sales Order <Top>
Sales Order Shipping Details. This report is the same as the above report, just sorted by Sales Order number, rather than Customer. This report can be ran for all customers, or filtered by Customer, Part Number, Sales Order Number, Inventory Code, and/or Sold By in the Advanced Selection Criteria screen. It is intended to look at all your Shippings, and show you the late shippings, and which Phase, or Sales Orders have late shippings. For each shipping you can see the Ship Date, the SO#, the PO#, PS#, Invoice#, Price and Master Date.
Here is a screenshot example of this report:
Accounts Receivable by Sales Order <Top>
This report is accessed from the Report Manager by selecting the Accounts Receivable Category. It shows all Invoices and Payments against Invoices for each Sales Order. It can be filtered by Date Range, and in the Advanced Selection Criteria by Job Number or Sales Order Number.
Here is a screenshot example of this report:
Note: Whenever you run a report, if you get an error, check the criteria for that report. Locate the criteria that is always listed at the top of the report you are looking at. Then go back and make sure there are entries in the data for all that criteria. Here is an example of the Listed Criteria for a Report (The criteria's here are JobPhase, Dept, Started, Complete, and Production Started):
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