Sales Order Processing - Order Status Report By Customer

 

Function

Use this report to list all open orders in customer number sequence, with the option to view only open orders, quotations, backorders, open orders on credit hold, or any combination of these. Information provided for each order includes the order number, order date, ship date, and shipping method, discount terms, and order type.

 

=> To access this task...

Select Order Status Report By Customer from the Reports menu.

 

Order Status Report by Customer

Order Status Report By Customer

 

About the Fields

 

Open? checkbox...

  • Mark the box to create a report on the status of open orders.

Quoted? checkbox...

  • Mark the box to create a report on the status of quotes.

Backorders? checkbox...

  • Mark the box to create a report on the status of backorders.

Credit? checkbox...

  • Mark the box to create a report on the status of orders on credit hold. Orders released from credit hold are labeled with an ‘R’ and printed with open orders.

Export Format checkbox...

  • Mark box to show the printed report in columnar format.

  • Unmark box to show in non-columnar format.

When done making selections...

  • Click Run Process button to create the order status report.

  • Click Save button to save these selections for future reporting.

  • Click to return to the Sales Order Processing Reports menu.

Sample Order Status Report by Customer

 

See Output Options.



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