Open Orders

Overview

The Open Orders Report lists all orders that have not been completed (fully shipped). For each order, the report lists the status of the order, customer name and number, and line item details. This report should be monitored on a regular basis to make sure there are no outstanding obligations not being tended to.

ORD>Reports>Open Orders

Use – the sales orders on a report can be listed by order date, requested date or expirations date and the drop down menu will let you choose.
Starting and Ending Date – you can choose a beginning or ending date to print this report by, or choose a quick date from the pull down menu to populate a set date in. Leaving these fields blank will print all dates.
Starting and ending customers – This report can be pulled by a customer or a range of customers, leaving these fields blank will make all customers eligible. You also have the option of creating and saving lists of customers for quick reports.
Starting and Ending Sales person – This report can be pulled by a salesperson or a range of salespeople, leaving these fields blank will make all reports by any salesperson eligible and lists can be created and stored.
Starting and Ending Order number – This report can be printed by sales order number or a range of sales order numbers.
AR Subledger – When using the branch system different branches will be assigned different accounts, here you can choose if you would like to pull this report by a specific AR account.
Warehouse – Which warehouse should this report be printed for.
Sort By – this report output can be sorted by order number, salesperson, customer or date.
Summary Only – check this box if you do not want to see order line item detail.
Sort by – The sort by field will allow you to decide how the report output will be ordered. Options are date, customer name, customer number or salesperson.
Print line item comments – If the summary icon is not checked you have the option to get any line item comments that are on the order to print.
Gross Profit not printed on the Report – If you do not want gross profit information on this report you must check this box.
Include order notes – If public notes have been created on this order they will print on this report.
Exclude drop shipments - By checking this box drop shipment will excluded from this report.
Exclude incomplete Orders – Incomplete orders are orders that are marked as partial ship allowed and have backordered lines.