Printing Sales Order Summary Reports
These reports print a list of sales order headers. These may be open orders waiting to ship, quotations, unpaid invoices, and paid invoices. You use the Query Window to determine which records will print and their order of presentation. This lets you easily print the following information:
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New quotes
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Quotes accepted (or rejected) by the customer
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Open orders (for which P.O.s have been generated)
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Projected cash flow on open orders. (You could also use the Cash Expectations Report for this purpose as well.)
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Orders which are late from the vendor
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Newly received orders waiting to be invoiced
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Invoiced orders awaiting posting
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Commissions due on paid invoices
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Unpaid invoices
For reasons you will see in the examples below, the most commonly used fields in the Filter are the ORDER STATUS, ACKNOWLEDGEMENT DATE, ORDER DATE, INVOICE DATE, SHIP DATE and PAYMENT STATUS. We’ll use these fields to extract a variety of types of information from a single report:
Example: Select SHIP DATE within a range of dates to monitor upcoming deliveries, and forecast cash flow.
Example: Select orders with an ACKNOWLEDGMENT DATE of ’01/01/01′ to view orders which have not received an acknowledgement from the manufacturer.
Example: Select orders with an ACKNOWLEDGEMENT DATE set to today’s date to view orders scheduled to ship today. If they are drop bill and ship, you may be able to invoice these immediately and therefore get paid faster.
Example: Select orders with an ACKNOWLEDGEMENT DATE set later than the promised SHIP DATE to monitor orders which are late coming from the factory.
Example: Select orders with STATUS=’Q’ with ORDER DATE older than thirty days (or whatever their normal life expectancy) to find unsuccessful quotations, or those in need of immediate follow-up.
Example: Select orders with STATUS=’I’ to print a list of generated invoices waiting to be posted. This lets you check for accuracy before customer delivery.
Example: Select orders with STATUS=’O’ and ORDER DATE older than thirty days (or whatever their normal turn-around time) to determine which orders are behind schedule or in need of immediate follow-up.
