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
SO 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
SO 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
SO 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
SO Pricing Report
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.
7.15.9
Unconfirmed SO 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.
7.15.14
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
Shipment Transaction 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.