Line Item Detail With Sites
This report prints a list of the Sites/Quantities on each Sales Order Line Items. You can use the Query Window to select which records to print and in which order to print them. By selecting different filter and sort options you can show items to be shipped, invoiced, quoted or back-ordered and obtain important information such as:
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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
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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
You can also use the filter to examine a particular employee’s open orders, a particular customer’s orders, items scheduled to ship next week, and so forth.
For reasons you will see in the examples below, the most commonly used fields in this Filter Window are the ORDER STATUS, ACKNOWLEDGEMENT DATE, INVOICE DATE, ORDER DATE, PAYMENT DATE and SHIP DATE. We’ll use these fields to extract a variety of types of information from a single Open Order Report format:
Example: Select SHIP DATE within a range of dates to monitor upcoming deliveries, and forecast cash flow.
Example: Select orders with an ACKNOWLEDGEMENT 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.
