The open items report will give you a print out of any items in your system that have not shipped and the order that they are on. An order is considered open in TRX if the items on it have not shipped and that is tracked on the line item status.
ORD > Reports > Open Items
Note: Invoicing does not factor into an order being open; an order status is only affected by shipping - AR and inventory do not mix in TRX.
Starting and Ending Order Date – you can choose a beginning or ending date of the order 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 Order – This report can be pulled by an order or a range of orders. Leaving these fields blank will make all orders eligible.
- Classification – This report can also be pulled by Inventory Class, all defined classes will be on the pull down menu.
- Starting and Ending Item– This report can be pulled by an item or a range of items, leaving these fields blank will make all reports by any item eligible.
This report gives the items that are open and the orders that they are on. This report should be printed regularly to make sure that all items are being shipped or being processed as shipped in TRX.