{"id":18371,"date":"2018-03-20T11:29:04","date_gmt":"2018-03-20T11:29:04","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=18371"},"modified":"2024-03-27T04:30:24","modified_gmt":"2024-03-27T04:30:24","slug":"simplified-oe-module-report-order-details","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/","title":{"rendered":"Simplified OE Module Report (Order Details)"},"content":{"rendered":"

Sales Order\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Order\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those orders quickly when required. Hence, we have developed a report UI from which you can export Order data, Shipment data & Invoice data from the single user interface in an excel format<\/a>.
\nIn this blog, we will look details about order data & it is columns in details.
\nNew Stuff:-\u00a0Generic Macro of GL Import<\/a><\/strong>
\nBelow is the UI that we have developed.
\n\"\"<\/a>
\nOn this UI, you have the option to select transaction type like Order, Shipment & Invoice. Depending on your selection, the report will export the data. In addition, you can filter by date, customer number & location.
\nIf you select Order type & export it then data will get export in below format
\n\"\"<\/a>
\nExcel includes fields such as Order No, Order date, Customer number, Customer name, and ship to location, Location, ship Via Code, description, Reference, Tax Group, Terms Code, Order subtotal, Order discount amount, total tax amount, Order Total.
\nBelow is the detail explanation of all the fields:-
\nOrder No<\/strong>– Header level order No field
\nOrder date<\/strong> \u2013 Header level order date field
\nCustomer number<\/strong> – Header level Customer number field
\nCustomer name<\/strong> – Header level Customer name field
\nShip to location<\/strong> – Header level ship to location field (Description)
\nLocation<\/strong>– Header level Location field (Description)
\nShip Via Code<\/strong> – Header level ship Via Code field (Description)
\nDescription<\/strong> – Header level description field
\nReference<\/strong> – Header level Reference field
\nTax Group<\/strong> – Header level Tax Group field from Tax tab
\nTerms Code<\/strong> – Header level Terms Code field from Customer tab
\nOrder subtotal<\/strong> – Detail level Order subtotal field
\nTotal tax<\/strong> amount<\/strong> – Header level total tax amount field from taxes tab
\nOrder Total<\/strong> – Header level Order Total field Total tab
\nIn our next blog, we will discuss Shipment entry data that is to be export from this UI.
\nNote: \u2013\u00a0<\/strong>We can add or remove fields as per your requirement.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sales Order\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Order\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those orders quickly when required. Hence, we have developed a report UI from which you can export Order data, Shipment data & Invoice data\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[776,1013,1811,1816,2548],"class_list":["post-18371","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-details","tag-format","tag-order","tag-order-details-format","tag-sales-order"],"yoast_head":"\nSimplified OE Module Report (Order Information)<\/title>\n<meta name=\"description\" content=\"We will look at the order data and its columns in detail.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Simplified OE Module Report (Order Information)\" \/>\n<meta property=\"og:description\" content=\"We will look at the order data and its columns in detail.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2018-03-20T11:29:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-27T04:30:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/4-1.png\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/\",\"name\":\"Simplified OE Module Report (Order Information)\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/4-1.png\",\"datePublished\":\"2018-03-20T11:29:04+00:00\",\"dateModified\":\"2024-03-27T04:30:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"description\":\"We will look at the order data and its columns in detail.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/4-1.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/4-1.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-order-details\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Simplified OE Module Report (Order Details)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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