Sales Order Report

How do I

The Sales Order report lists all open sales showing quantity ordered, quantity shipped, and quantity remaining to be shipped. You can specify to include sales orders that include all quantities or only those where the quantity shipped was not the same as the quantity ordered.

Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select Range, you can enter a beginning and ending date.
  • Sort by: You can sort by sales order number, ship-by date, customer ID, or item ID.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.

Sales Order State: You can select open, closed, or all sales orders.

Sales Order Type: You can select regular shipments, drop shipments, or all shipments.

Show Quantities: You can select from several quantity definitions that are the relationship between the amount ordered and the amount shipped. You can select greater than, less than, or equal to for the relationship.

  • Shorten Description: This shortens the description to the width of the column so that it fits on one line.

Columns

Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.

Fonts

Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.

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