Sage 100 Open sales order report – by Item

By | July 3, 2014

The Open Orders by Item Report lists open sales orders by item code to facilitate the tracking of the outstanding orders for each item. This report can be used in conjunction with Inventory Management reports to determine what products should be ordered and the quantities necessary to meet customer commitments.

New Stuff: Sage 100 Open Sales Order Report

Open Order by Item Report is a report that is sorted automatically by product line and item code. You can include miscellaneous items, special items, and sales kit lines. You can enter a selection of item codes, product lines, and warehouses to print.

Working of the Report

To get started with the working of Open Sales Order Report, user should navigate through Reports under the Sales Order Module.

Open Orders by Item Report

The report also provides an option to make a template of the report and save it for reuse, it can also be printed in summary or detailed format. The detailed version includes the item code; product line number; sales order number; order type; order date; promise date; customer number and name; the item unit of measure; the ship-from warehouse code; the extended order amount; and the quantities ordered, shipped, and back-ordered. Quantity and sales totals are provided by item and by product line. The summary version summarizes totals by item and by product line, with no sales order detail.

Back-ordered quantities on standard sales order types are printed only if the Back-ordered Lines on Back Order Reports check box is selected in Sales Order Options. The sales order lot and serial distribution can be printed on the report if the enable Lot/Serial Distribution check box is selected in Sales Order Options, and the line items have been distributed in Sales Order Entry.

If the Customer Relationship Management module is set up, selecting to print price quotes allows you to print both customer quotes and prospect quotes. For prospect quotes, the Sage CRM company ID and name are printed in place of the customer number and name. You can also print the Sage CRM user, company, opportunity, and person information on orders and quotes if the fields are added to the form in the Crystal Reports software.

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