Sales Orders and Invoicing Reports
  PPT
Sales Orders and Invoicing Reports
 
Sales Orders and Invoicing Reports
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Report
Function/Purpose
7.15.1
SO by Order Report
This report generates a report of sales orders activity sorted on the order number based on the selection criteria available on this report.
7.15.2
Sales Orders by Customer Report
This report generates a report of sales orders activity sorted on the customer based on the selection criteria available on this report.
7.15.3
Sales Orders by Item Report
This report generates a report of sales orders activity sorted on the item number based on the selection criteria available on this report.
7.15.5
Sales Orders Gross Margin Report
This report provides you information relevant to commissions and profitability for each existing sales order based on the selection criteria available on this report.
7.15.7
Sales Orders Pricing Report
Used much like the Sales Orders by Order Report (7.15.1), this report provides you with more pricing detail on each sales order based on the selection criteria available on this report.
7.15.9
Unconfirmed Sales Order Report
This report generates a report of sales orders that need to be confirmed based on the selection criteria available on this report.
7.15.11
EMT Tracking Report
This report generates a report on the status of EMT SO/PO’s as they flow up and down the supply chain based on the selection criteria available on this report.
7.15.12
Orders to Ship Report
Use this program to view information on one or more of the following kinds of orders: sales orders, material orders, customer scheduled orders, distribution orders. For example, the report can identify all orders that are due to ship to a specific address code or from a specific site on a given day. You can also control whether the report includes orders with memo item lines. These are identified in the report by the Type (T) column. Additionally, you can control whether the report includes orders with a value in the Action Status field, such as those on credit hold.
7.15.14
Booking Transaction Report
This report generates a report of incoming sales orders activity based on the selection criteria available on this report.
7.15.15
Booking Transaction Summary by Item
This report generates a summary report of total quantity sales and gross margin summarized by item number into daily, weekly, or monthly buckets based on the selection criteria available on this report.
7.15.18
Shipment Transaction Report
This report generates a report of sales orders shipment transactions during a specified timeframe based on the selection criteria available on this report.
7.15.19
Shipment Transaction by Customer Report
This report generates a report of sales orders shipment transactions sorted on the customer based on the selection criteria available on this report.
7.15.21
Transaction Summary by Item Report
This report generates a report of sales orders shipment transactions sorted on the item number based on the selection criteria available on this report.
7.15.22
Transaction Summary by Customer Report
This report generates a summary report of sales orders transactions sorted on the customer based on the selection criteria available on this report.
7.15.23
Transaction Summary by Customer by Item Report
This report generates a summary report of sales orders transactions sorted on the customer and item number based on the selection criteria available on this report.
7.13.8
Invoice History Report
This report generates a report on invoicing activity based on the selection criteria available on this report.