Open Order Report

Use the Open Order Report function to print unposted orders and returns. Use the report to verify their status and to compare the original ordered quantity against the actual ordered quantity. If you interface Sales Order with Inventory, the report also shows the quantity of ordered items available. If the ordered quantity on a line item changes, the original quantity and the ordered quantity differ.

If an order has backorders but the backorders are not listed in the report, you may not have posted the orders. Backorders are generated when you run the Post Transactions function. If you use multicurrency, reports will show data grouped and subtotaled based on transaction currency.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select the types of transactions to include in the report from the View section.
  3. Select the sort criteria for the report from the Sort By section.

  4. If you use multicurrency, select the Print All In Base check box to print all transactions (regardless of the currency in which they were entered) in your base, or functional, currency. Clear the check box to select a different currency from the drop-down list.

  5. Select the Print Kit Detail check box, if applicable, to print kit components in the report.
  6. Select the batches to include in the report from the Batch List section.
    Note: Only available if you elected to use batch processing in the Business Rules function.
  7. Click a command button to 
    8. Click To
    Print Process the Open Order Report.
    Output Output the report as a PDF.
    Send Save the report as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Open Order Report.
    Reset Set all fields to their default values.