Sales Order Processing - Order Status Report By Item

 

Function

Use this report to view all open orders sorted in inventory item number sequence, with optional reporting by a specific product type. For each item reported, dollar amount and quantity totals are provided by customer and order number, along with on-hand, committed, and available quantity totals.

 

=> To access this task...

Select Order Status Report By Item from the Reports menu.

 

Order Status Report by Item

Order Status Report by Item

 

About the Fields

Enter information in the fields to produce the report for different order types, specific product types, and/or for particular warehouses. A report of only open orders, quotations, backorders, and open orders on credit hold or any combination of these may be created. Select an option to create a report summarizing dollars and quantity sold by item with or without a breakdown by customer and order.

 

In the Product Type field...

  • Enter a valid product type.

  • Press [Tab] or [Enter] to select all.

  • Click Click to select from a list of product types.

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 are included with open orders.

From the Summary or Detail dropdown...

  • Select Summary (S) to create a report summarized by item.

  • Select Detail (D) to create a report detailed by order item.

In the Warehouse ID field...

  • Enter a valid warehouse code.

  • Press [Tab] or [Enter] to select all.

  • Click Click to select from a list of warehouse codes.

When done making selections...

  • Click Run Process button to create the Order Status by Item Report.

  • Click Clear Form button to clear the selection and begin again.

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

  • Click Close Wondow button to return to the Sales Order Processing Reports menu.

Sample Order Status Report by Item

 

See Output Options.



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