Exact Globe+

Generating sales orders to be delivered report

Menu path

Order ➔ To be processed ➔ To be delivered

Introduction

This screen allows you to search for sales orders that are not delivered. Furthermore, this screen allows you to retrieve for each warehouse, all the sales orders (including non-authorized sales orders) of which delivery has not taken place. The report can be further refined if you search by debtors, sales orders, items, and other criteria. It is also possible to search by reference date whereby sales orders with a fulfillment date earlier than the reference date entered are displayed in the report.

Note: This screen is available only if you have E-Inventory Management included in your license.

Fields

You can filter the sales orders that you want to display by defining your search criteria and clicking Display. The sales orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Warehouse, Debtor, and other fields. From the list, make your selection and click Select.

Sales order section

Warehouse

Type or select the warehouse code to display sales orders with the selected warehouse.

Note: This box is available only if you have E-Warehouse Management included in your license.

Debtor

Type or select the ID or name of the debtor who placed the sales orders.

Sales order

Type or select the sales order number or sales order number range. By default, the All check box is selected.

Item

Type or select the item code or item code range. By default, the All check box is selected.

Stock

Select the option to display the stock level of items. Three options are available. Select All to view all items (available and unavailable stock), select Available to view items with available stock in the warehouse, or select Not available to view items with no available stock in the warehouse. By default, the All check box is selected.

Precision

Type the number of decimals to be displayed for columns that consist of numerical values. For example, if "2" is typed at Precision, these columns will display 2 decimals (2.00, 15.50, etc). By default, the box displays "2".

Purchase section

The selection in this section refers to purchase orders that are attached to the sales orders (back to back orders) that you want to be displayed in the report.

Receipts

Select the status of receipt for the purchase orders. Four options are available:

All — Select this to display all the sales orders.
Fully received — Select this to display sales orders with purchase orders that are fulfilled.
Not received — Select this to display sales orders with purchase orders that are not fulfilled
Partial — Select this to display sales orders with purchase orders that are partially fulfilled.

Extra section

Reference date

Type or select the fulfillment date of the sales orders. Select the All check box to display sales orders with any fulfillment date. By default, the current date appears in the box.

Planner section

Planner

Type or select the resource responsible for the items to be delivered. The report will display only the items the selected resource is responsible for. By default, the All check box is selected.

Buttons

Display

Click this to generate and view the report of the sales orders based on the defined criteria. For more information, see Sales orders to be delivered report.

Close

Click this to exit.