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Sales Orders and Invoicing Reports
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Report
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Function/Purpose
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7.15.1
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SO by Order Report
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This report generates a report of sales orders activity sorted on the order number based on the selection criteria available on this report.
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7.15.2
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SO by Customer Report
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This report generates a report of sales orders activity sorted on the customer based on the selection criteria available on this report.
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7.15.3
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SO by Item Report
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This report generates a report of sales orders activity sorted on the item number based on the selection criteria available on this report.
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7.15.5
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SO Gross Margin Report
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This report provides you information relevant to commissions and profitability for each existing sales order based on the selection criteria available on this report.
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7.15.7
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SO Pricing Report
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Used much like the SO 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.
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7.15.9
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Unconfirmed SO Report
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This report generates a report of sales orders that need to be confirmed based on the selection criteria available on this report.
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7.15.11
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EMT Tracking Report
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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.
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7.15.14
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Booking Transaction Report
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This report generates a report of incoming sales orders activity based on the selection criteria available on this report.
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7.15.15
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Booking Transaction Summary by Item
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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.
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7.15.18
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Shipment Transaction Report
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This report generates a report of sales orders shipment transactions during a specified timeframe based on the selection criteria available on this report.
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7.15.19
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Shipment Transaction by Customer Report
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This report generates a report of sales orders shipment transactions sorted on the customer based on the selection criteria available on this report.
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7.15.21
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Shipment Transaction by Item Report
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This report generates a report of sales orders shipment transactions sorted on the item number based on the selection criteria available on this report.
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7.15.22
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Transaction Summary by Customer Report
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This report generates a summary report of sales orders transactions sorted on the customer based on the selection criteria available on this report.
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7.15.23
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Transaction Summary by Customer by Item Report
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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.
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7.13.8
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Invoice History Report
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This report generates a report on invoicing activity based on the selection criteria available on this report.
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