This report featuring only open orders can be used as a sales analysis auditing tool, measure productivity, and as a customer service tool. You can print the report for a single salesman or a range of salesmen, and it can also print by request date or cancel date. Other sort criteria options include date range, items, and warehouse locations. The only information that will not display on the report is the Qty-OH Balance.
From the COP Menu, select Reports, Open Orders By Salesman Report and then Print.
Note: If you select “Y” to Field 9, the report will include orders that have been selected for billing, (to be invoiced on next Print Invoice).
After you have completed the required information in the above window, you will be prompted if you want to Print to hardcopy, print to Screen, save to Disk, Defer, or e-mail.
Partial Report View
Run Date: Sep 14, 2001 - 1:50am Elliott Demonstration Company Page 1
O P E N O R D E R R E P O R T B Y S A L E S M A N
Ranges: For All Locations
For All Items
For All Salesmen
For All Dates
Stocked Codes (Stk): Y = Stocked N = Non-Stocked
Note: "*" Beside The Customer Totals Means The Total Are Shown In Stocking Unit Of Measure
Slm/Cust-Number Item-Number Item Description Order-No Loc Um Qty Qty $-On-B/O
Customer-Name Request-Date Cust-Po-No Stk Ord B/O
100 000500 16SX-1 Personal Computer 386SX 1007 LA EA 4.00 .00 .00
T-Shirts Unlimited 02/24/92 Kit No1 N
CLOCK 25 Meg Clock For Mother Board 2024 LA EA 5.00 .00 .00
04/08/92 Clock - 25M 879898 Y
Customer Totals: 9.00 Ordered .00 On B/O $6,366.43 Ordered $.00 On B/O
1 Customers Printed Slsmn Totals: $6,366.43 Ordered $.00 On B/O