Exact Globe+

Generating sales order reports

Menu paths

Order ➔ Reports ➔ Sales orders
HR ➔ Reports ➔ Sales order balance list

Introduction

You can generate reports on all sales orders that have been created and processed.

What version are you using?

The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate sales order report?

In the Order ➔ Reports ➔ Sales orders screen, define the relevant criteria.
Click Display.

Fields

Display section

Select how you want the report to be displayed. Select one of the following options:

Representative — Select this option if you want the person defined at the sales order header in the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open) to be displayed.
Person — Select this option if you want the person defined at the sales order lines in the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open) to be displayed.

General section

Warehouse, to

Type or select a warehouse or a range of warehouses to display the sales orders belonging to the selected warehouse(s). By default, the All check box is selected to display sales orders belonging to all warehouses.

Sales order date, to

Type or select a date or a range of sales order dates to display the sales orders created on the selected range of dates. By default, sales orders created during the last eight days will be displayed. Alternatively, you can select the All check box to display sales orders that were created on any date.

Note: Typing or selecting only the start date will display sales orders created on the selected order date and later dates. Typing or selecting only the end date will display sales orders created on the selected order date and earlier dates.

Fulfilment date, to

Type or select a date or a range of fulfilment dates to display sales orders that were fulfilled within that period. By default, the All check box is selected to display sales orders with any fulfillment date.

Note: Typing or selecting only the start date will display sales orders with the selected order date and later dates. Typing or selecting only the end date will display sales orders with the selected order date and earlier dates.

Ordered by

Type or select the ID or name of the debtor who placed the sales order. Alternatively, you can leave this box empty to display sales orders placed by anyone.

Delivery to

Type or select the ID or name of the debtor who will receive the orders to display sales orders with the selected delivery to debtor. Alternatively, you can leave this box empty to display sales orders with any delivery to debtor.

Invoice to

Type or select the ID or name of the debtor who will be receiving the invoice. Alternatively, you can also leave this box empty to display sales orders with any invoice to debtor.

Group by

Select how you want the report to be grouped. You can select any of the following:

Sales order — Select this option to display the created sales orders.
Warehouse — Select this option to group all the sales orders created with the same warehouse.
Debtor — Select this option to view the debtors with sales orders.
Item — Select this option to view all the items ordered by the debtors.
Sales order date — Select this option to view all the sales orders created based on the sales order date.
Person — Select this option to group all the sales orders created by the same person.

Note: The Warehouse option is only available if you have the E-Warehouse Management in your license. If Person is selected, and the Representative option is selected in the Display section, the people displayed will be based on the person defined at the sales order header in the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open). Otherwise, if the Person option is selected in the Display section, the people displayed will be based on the person defined at the sales order lines in the Sales orders screen.

Status section

Status

Select the status to display sales orders with the selected status. You can select more than one of the following statuses:

Authorized — Select this check box to display sales orders which are authorized. This check box is available only if you have selected the Sales order check box at System ? General ? Settings, under Order settings in the Authorize section.
Not authorized — Select this check box to display sales orders which are not authorized. This check box is available only if you have selected the Sales order check box at System ? General ? Settings, under Order settings in the Authorize section.
Open — Select this check box to display sales orders which are still outstanding (sales orders that have been authorized but not fulfilled).
Completed — Select this check box to display sales orders which are completed (sales orders that are fulfilled and invoiced).

Note: The check boxes are affected by the selection of other check boxes in this section. For example, if you select the Authorized check box and clear the Completed check box, the completed sales orders (fulfilled and unfulfilled sales orders) that are authorized will be displayed in the overview.

Advanced section

Note: This section is available when you have clicked Advanced.

Sales order

Type or select a sales order number to display the selected sales order. By default, the All check box is selected to display all sales orders.

Selection code, to

Type or select a selection code or a range of selection codes to display the sales orders linked to the selected selection code(s). By default, the All check box is selected to display the sales orders linked to all selection codes.

Person, to

Type or select the ID or range of IDs to display sales orders that are managed by the people with the selected IDs. By default, the All check box is selected to display sales orders regardless of who manages them.

Note: The people or sales orders (depends which option is selected at Group by) will be displayed based on the selection in the Display section. If people are selected (whereby the All check box is not selected), and Representative in the Display section is selected, the people or sales orders displayed will be based on the person defined at the sales order header in the Sales orders screen (go to Order ? Entries ? Sales orders, select the relevant sales order, and then click Open). Otherwise, if people are selected and Person in the Display section is selected, the people or sales orders displayed will be based on the person defined at the sales order lines in the Sales orders screen.

Item section

Note: This section is available when you have clicked Advanced.

Item group, to

Select an item group or a range of item groups to display the sales orders with items from the selected item group(s). By default, the All check box is selected to display the sales orders with items from any item groups.

Item, to

Select an item or a range of items to display the sales orders with the selected item(s). By default, the All check box is selected to display the sales orders with any items.

Assortment 1, 2, 3

Select the specific assortment(s) to display sales orders with items linked to the selected assortment(s).

Note: The Assortment boxes displayed depend on the number of assortments defined at Order ? Items ? Assortments or System ? General ? Settings, under Item data settings. For example, if three assortments are defined, three Assortment boxes will be displayed.