Order Reporting (Sales)

If clicked, generates the selected report using the pre-filters entered.

If clicked, opens the Sales Order Entry form, which is used to enter a new Sales Order.

If clicked, opens the Sales Order Entry form, which is used to modify the selected Sales Order.

• Only non-shipped orders can be modified using this button, however certain header information (Payment Terms, Billing Groups, User 1 field, user-defined search fields, Project, Confirmation and Sales Header Notes) may be changed on orders up until the time the order has been paid. Once an order has been paid, only the Description, User 1, Anticipated Cash, Sales Header Notes, and Confirmation fields may be changed. These changes are available via the "Modify Info" button when viewing Sales Order information.
• Separate security exists to control which users may modify orders.
• When shipped orders must be modified, such as making changes to Part Numbers, Quantities, or Prices, the order must first be un-shipped. Once the appropriate changes have been made, the order must be re-shipped. If the Sales Order has been invoiced, the user must first un-invoice the Sales Order and then un-ship it to make changes.
• If modifying or cancelling a backorder, note that linked jobs will not be changed.

Pick list used to select the kind of report to generate. User versions of these reports may be added. Options are:

• A/R Distribution - Displays prices by Part Number and Revenue Account for each Sales Order, with customer information available to display.
• Allocations - Fulfillment - Calculates the Net of Parts after calculating daily inventory in a specific date range; displays MRP columns (QC, Purchases, IC Xfers, Sales, +Issued, -Indirect Reqs, -Job Reqs).
  • Once the report is run, the grid will load and be sorted by Part Number, then Due to Ship date, then Priority.
  • Net is calculated as follows: (On Hand + Staged + Reserved + Jobs) - SO Quantity.
  • The report will exclude lines where the Do Not Post Inventory (or_noinv) flag = true.
• Allocations - Simple - Allows customers to understand, in a cumulative fashion, the relative status of all items on all Sales Orders.
  • Includes the data from the "Order Detail" report plus "On Hand" (current on hand of the part in a Status of "Inventory"), "Staged" (inventory that is staged to the Sales Orders), and "Reserved" (inventory that is reserved to Sales Orders) fields.
  • Parts which do not have anything on hand will still be displayed on the report.
  • If customers are not using linked Jobs, then those columns will be blank.
  • Phantom parts are displayed by their BOMs, not by the Phantom part itself.
  • The report will exclude lines where the Do Not Post Inventory (or_noinv) flag = true.
• Blanket Orders - Detailed report showing Blanket Order number, Bill-to Company, and both Used and Remaining Quantities for individual Part Numbers.
• Cost Summary - Costing report that displays the total Sales Order Cost, based on Item Master Costs tab fields for all Parts as well as Total Revenue.
  • The matcost, totstanmat, labcost, and totstanlab calculated fields on this report only display values for Sales Orders linked to Jobs.
  • The Purchases field displays the cost of materials on Purchase Orders where one or more of the PO lines are linked to a Sales Order and Bill-to Company.
• Cost Summary by Project - Costing report by Project showing Labor and Material Costs together with Revenue, Profit, and Margin information.
• Credit - Web version-only report that returns all un-shipped orders that fail credit check.
  • The security setting "Sales -- Credit Report" controls access to both see the report in the pick list selection and run the report.
  • The report gathering logic is: Any Sales Orders that fail the credit check, and all Credit Hold Orders.
  • Useful when customers want to review credit status before shipping orders, and address orders which will fail a credit check at shipment.
  • A "Yes" in the "Failed" column of this report indicates the order was automatically put on hold. A "No" indicates it was manually put on hold.
  • Changing the status of an order to Credit Hold via the Credit Hold button will not always cause the customer to pass the credit check. In this case, the "Failed" column will still indicate “Yes.”
• Credit Card Authorizations- Shows orders with a value in the "Credit Card Authorization" (to_ccauth) field.
  • The security setting "Sales orders -- view credit card authorizations"controls users' ability to view the report.
  • Authorizations are cleared or re-authorized by clicking on the "Clear CC Auth" button or the "Re-Authorize" button respectively on the report.
    • Clicking the "Clear CC Auth" button does not void payments, just an existing authorization, and clears the to_ccauth and to_authorize fields from the order.
    • Multiple orders can have their authorizations cleared or re-authorized at once by using a combination of the "Select All" and "Select None" buttons. Double clicking will also mark a row on the report as selected.
    • The security setting "Sales -- re-authorize from credit card authorizations report" controls the ability to display and use the "Re-Authorize" button on this report.
    • The security setting "Sales orders -- clear credit card authorizations" control users' ability to clear credit card authorizations
    • Note: Users with permission can use the re-authorize credit card button on the Sales Order Entry form.
• Customer Inventory - Detailed report showing Original and Remaining Quantities of returnable items for each Bill-to and Ship-to.
  • The Item Master Properties tab flag "Track Customer Inventory" determines if items appear on this report.
  • This report may be used in conjunction with Asset Tracking and/or Containers.
  • The to_shipped (Sales Order shipped date) field is available to this report. Users can use this field, together with the current date field to calculate the "Days Out" for containers and other assets.
  • All fields from the Container (dmcontainer) field are available to this report.
  • This report may use the Linked SO feature.
• Date Management - Summary report showing all Date fields, Total Order Amount, and Bill-to Company for each Sales Order.
• DSD Routes - Displays information regarding Direct Store Delivery (DSD) routes in the system including route start date and time, end date and time, total number of order shipped, the Ship Via, Location and User.
  • When drilling down on a route record from this report, the system will display a lots shipped report for all lots shipped from this route. The sales order header contains a field - to_ruid (DSD Route ID) that this report used to display lots shipped linked to sales orders containing the associated route id (to_ruid)
  • All dtroute and dtroute user fields are available to this report.
• From Inventory Charges - Displays order line information, including amounts, for From Inventory charges on sales orders and recurring orders.
• Linked Jobs - Contains Sales Line, Job header, and Job line data for each active Job line that is linked to a Sales Order.
• Lot Exclusions - Displays a list of all System or User Lots that have been excluded for sale to the specified Bill To Customer, Ship To Customer, or Billing Group.
• Lots Shipped - Detail level report showing all Lots that were shipped, by Part Number, for each Sales Order.
  • The report will display all lines/items that were shipped on the Sales Order unless the "Part Number" or "Part Starts With" fields on the pre-filter are used to filter the results.
  • Lot date, Expiration date, and additional customer information and inventory notes (fi_notes) are available to this report.
  • Shipped quantities are displayed as positive quantities and Received (returned) quantities are displayed as negative quantities.
  • The cogsburden, cogslabor, and cogsmat variables, which represent the value that was booked for these three accounts, are available to this report.

  • Beginning in version 17.02.011, the actmatcost and actunitcost variables are available to this report. These can be used to display actual costs for each lot when running in Standard Cost Mode.

• Lots Shipped Summary - Summary report grouped by Item Number, Location, Facility, Account, Attributes 1-3, Master lot, and Density.
  • Shipped quantities are displayed as positive quantities and Received (returned) quantities are displayed as negative quantities.
• Master Orders - Functions similarly to the Blanket Orders report, where only orders that are a type of Master Order are returned on the grid. Displays the Master Order number, number of total child orders and number of shipped child orders, the total due and balance for the order, and contains the ability to view a Sales Order Summary of all associated child orders via the "Child Orders" button available on the report output header.
• Order Detail - Detailed report showing Part Numbers, Quantities, and Pricing for all Sales Order lines, including Customer Part Number and Description.
  • The "Freight PO" button is available on this report.
  • The following are also available to this report: Sales Unit of Measure (salesunit), Base Factor variable (the un_factor for the Part's Stock Unit), and Item Master User Fields.
  • The "Create Forecast" button is available to this report as well as the Sales User Detail 1-5 reports. This is used to create historical type forecasts based upon a set number of orders. Forecasts can only be created based on shipped orders. Note that if there is a Bill-to/ Ship-to/Facility set on the Sales > Order Reporting pre-filter and the "Create Forecast" button is selected it will fill in those values on the Edit Forecast Line form.
  • Tax lines are included on this report.
• Order Summary - Summary report showing pricing and date information for each Sales Order; pulls the dollar amounts from the header information, including taxes.
  • The User, and associated User Group, that entered and/or shipped orders may be added to the grid, which allows sorting and reporting on order statistics.
  • The "View Docs" button is available to this report, allowing users to add files or pictures directly to sales orders without requiring users to drill into the selected sales order.
  • Terms User-Defined Fields are available to the grid in this report.
• POS Reconciliation - Point of Sale report that displays the Register, Sales Amounts, Returns, Deposit, and Gain/Loss information for each store, Location, or Facility as defined in the Facility setup section of Deacom.
• Period - Summary report showing Total Orders, Total Order Amounts, Profit and Revenue information for each period as defined by Fiscal Year setup.
• This report also sums total weight for orders that have had inventory reserved, using either the Catch Weight for Parts flagged as "Catch Weight" or the Unit Weight for all other Parts.
• Pricing - Displays a list of Sales Order prices for a specific Bill-to, Ship-to, or specific Parts based on pre-filter selections.
  • Customer Part Pricing, Deal Pricing, Facility List Price, Item Master List Prices, Pricing Orders, and Quantity Pricing Breaks are also displayed.
  • The following fields are available to the report grid: all dmprod fields, Category, Sub-Category, Sales UOM, Item Master User Fields, Deal Factor (representing the conversion between base unit and sales unit), wtdquant (week to date quantity), mtdquant (month to date quantity), ytdquant (year to date quantity), all dmbill fields including their user fields, all dmship fields including their user fields, the Sales User name fields, the Item Master User User Search name fields, and all fields from the Customer Part Cross Reference table.
  • When filtering on a Customer, Item Master List prices are not displayed when the customer is receiving a Deal Price that is at or below the Item Master List Price's quantity. Example: If Part X has a Deal Price for all quantities, then the Item Master List Price will not be displayed. But, if Part X's Deal Price is for quantities of 10 and up, then the Item Master List Price will be displayed since the customer could order a quantity of less than 10.
  • A common use for this report is to filter by Sales Rep or Sales Group and analyze pricing.
  • The report displays pricing rules regardless of whether or not an item has appeared on any sales orders.
• Pricing - Previously Purchased - Detailed report showing only records returned of items that were previously purchased based on other pre-filter selections.
• Profit Detail - Detailed report showing Revenue, Cost, Profit, and Margin information for each Sales Order line on shipped Sales Orders. All Sales Order Line User Fields are available to the Profit Detail report.
  • Deacom supports the ability to report separately on the burden and labor costs of goods sold by adding Labor COGS and Burden COGS accounts on individual Chart of Accounts. If these accounts are utilized, then the "cogslabor" (representing the Labor COGS for shipped lots) and the "cogsburden" (representing the Burden COGS shipped lots) fields may be added to the Profit Detail report grid.
• Profit Summary - Summary report showing Revenue, Cost, Profit, and Margin information for each shipped order. When calculating Cost, only Parts flagged as "Stocked" will be factored into the total.
• Project Detail - Detailed report showing Pricing, Quantity, and Order vs. Shipped Balance information for all Sales Orders associated with Projects.
• Quote Performance - Summary report that displays Won, Lost, and Pending Quotes by Bill-to Company.
  • A common filter for this report is selecting the Contact Person linked to the Sales Order in the "Rank By" pre-filter.
  • Note: The "Won" column includes Pricing Orders and any other type that is not Cancelled or Complaint.
• Ranking - Summary report that ranks the report results from highest to lowest based on the "Rank By" selection on the pre-filter.
  • The "Unit Of Measure" field on the Page 2 tab of the pre-filter is available for use when running Ranking reports.
  • When ranking by "Part Number", the Part Description will be added to the end of the name field on the grid. Likewise, when ranking by "Part Description", the Part Number will be added.
  • The "Rank By" pre-filter contains a "Customer Part" option that, when selected, works the same as selecting Part Number, except only Customer Parts are shown and taken into account. In addition, the Customer Part Name and Description are shown instead of the default Part's Name and Description.
  • The following Sales Rep fields are available to this report: Sales Rep First Name, Sales Rep Last Name, and Sales Rep CCode.
  • Ranking reports do not include the sales tax from orders in the total dollars calculations. This is because the ranking in these reports is often done based on Part Number, Category, Sub-Category, and Item Search 1-5 fields and therefore excludes sales tax lines since they do not have an item number on them. In situations where companies wish to validate order information on ranking reports, the best report to use is the "Order Detail" report, filtered to exclude tax lines. One option for removing sales tax lines is to use an advanced filter of Sales Order Lines fields and set the condition to remove Part Number IDs (or_prid) not equal to 0 and then run the report.
  • When running this report, the "View Summary" button is displayed at the top of the report. If clicked, this button displays the Order Summary report for the specific row selected on the Ranking report. Note that if a date range was specified on the Sales Order Reporting pre-filter, this date range will be applied to the Order Summary report that is generated.
• Ranking 2 - Summary report that ranks the report results from highest to lowest based on the "Rank By" selection on the pre-filter compared to prior year.
  • When using Ranking 2 as the Report Type, selecting the "Multiple" option from the "Rank By" dropdown menu provides the ability to select multiple rank by options at the same time. The report will then group the results based on the rank by options chosen. (See Rank By for specific options.)
  • The following fields are also available to this report"
    • Current YTD Dollars - Current Dollar Amount based on orders YTD using the beginning of the year of today's date to today's date.
    • Last Year Total Dollars - Dollar Amount based on orders LYTD using the beginning of the last year - end of last year based on today's date (Example - if today is 2/26/18, this would calculate for 01/01/2017-12/31/2017)
    • Current Quarter Total Dollars - dollar amount based on the current fiscal year quarter that we are currently in as of today's date. This will be based off of the default fiscal year. (Example - if today is 2/26/18, and your fiscal year Q1 contained 01/01/2018-03/31/2018, the value would calculate for data between 01/01/2018-03/31/2018. This was obtained from getting the default fiscal year group then getting the financial period. From there the system gets the periods in the same quarter and take the min and max.

• Seasonal Sales Orders - Summary report showing seasonal sales orders.

  • The "Seasonal Date Change" button on this report is used to mass change all the due to ship dates, both header and line order dates, on the filtered orders. Additional information on seasonal orders is available via the Sales Order Types page.

  • The security setting "Sales - Seasonal Sales Orders" controls the ability to display and run this report.

  • All fields, including user fields, from the dttord, dmbill, and dmship fields are available to this report.

• Short Ship - Detailed report showing Quantity and Part information for Sales Orders where the Shipped Quantity was different then the Ordered Quantity.
• Special Order - Detailed report showing all Sales Order lines containing Special Order Parts (Parts with an "Order Type" of "Special Order Item" on their Item Master General 1 tab).
• Tally Items Detail - Detailed report showing all Sales Order lines containing Tally Parts (Parts with an "Order Type" of "Tally" on their Item Master General 1 tab).
• Transfer Variance - Detailed report showing cost variances for Inter-Company Transfers.
• Trend - Dollars - Summary report showing Sales Order dollar totals, ranked highest to lowest based on the "Rank By" selection.
  • Can also be used to perform year over year analysis, as described in the Sales Reporting page.
• Trend - Units - Summary report showing Sales Order unit totals, ranked highest to lowest based on the "Rank by" selection, based off of the Stock Unit of Measure.
  • The quantities displayed will vary depending on the selection chosen in the "Date Based On" pre-filter field. Example: If "Date Based On" is set to "Shipped", then the report will display the shipped quantities instead of ordered quantities.
  • The "Unit Of Measure" field on the Page 2 tab of the pre-filter is available for use when running this report.
  • A user-defined column may be added to the report to show the percentage change in units sold this year versus the same period last year, by Part Number, by using the GRIDSUM function available in Deacom.
  • All Item Master (dmprod) fields are available when running Trend reports or for all Rank By options, as long as the "Part Number" field is filled in on the pre-filter.
  • The Sales User 1-5 fields (s1_name, s2_name, etc.) are also available when running Trend reports when a "Rank By" of Bill-to or Ship-to Company is selected on the pre-filter.
• Trend / Units Relieved - Summary report showing inventory reliefs for all Lots on shipped orders matching the pre-filter criteria.
  • For each of the Lots displayed, the system runs a full Lot Tracking Explosion by finish to retrieve the relieves all the way down. For the Raw Material specified in the pre-filter, the system will sum all quantities relieved and group by the "Rank By" field and display.
  • There is a constraint that requires one of the following to be selected in order to run the report: Part Number, Item Type(All), Category, or Sub-Category.
• Trends - Summary report that first runs, then combines the "Trend - Dollars" and "Trend-Units" reports and shows the type of trend data shown (Units or Dollars) in the "Type" column available to the report.
  • Only users with the "Sales Orders -- View Rankings" security setting may run this report.
• Work Flow - Detailed report showing all Work Flow Sequences for all Sales Order lines.

Pick list used to filter report results by Order Type. Options available are detailed in the Sales Order Types page.

Pick list used to specify whether the report should include or exclude Backorders, or show only Backorders.

Pick list available when "Report Type" is set to "Ranking" or "Ranking 2" used to determine the order in which report results will be displayed, based on the dollar amount of the selection. Options are:

• Bill-to Company
• Bill-to Group
• Bill-to Sales Rep
• Broker
• Customer Part - When selected, works the same as selecting Part Number, except only Customer Parts are shown and taken into account. In addition, the Customer Part Name and Description are shown instead of the default Part's Name and Description.
• Entered By
• Facility
• Facility Group
• Inventory Category
• Item Planner
• Item Search 1-5
• Multiple - (A screen will display with all Rank By options)
• Part Description
• Part Number
• Project
• Revenue Account
• Sales Group
• Sales Rep
• Sales Search 1-5
• Ship-to Sales Rep
• Sold Part Number

Pick list used to determine what orders will be included in the report results. Options vary depending on the "Report Type" selected.

• This field will be set to Not Shipped when picking a Report Type of Master Orders.

Pick list used in conjunction with the Start and End dates to determine what date of the order will be used to filter report results.

Used in conjunction with the "Date Based On" selection to filter report results for the selected dates, based on header date fields.

• The start and end dates will automatically be filled in when selecting a financial period in the date box.

Searchbox for all active fiscal year groups, in order to narrow your search results into the desired frame.

• This option is only available when the following report types are selected: Trends, Trend - Dollars, Trend - Units, Trend - Units Relieved.

Filters for Sales Orders with the text entered indicated in the "Bill-to PO" on the Sales Order General tab.

Filters for Sales Orders with the text entered indicated in the "Ship-to PO" on the Sales Order General tab.

Generates the report for only the selected Sales Order.

Filters for Sales Orders with the selected Bill-to Company defined on their General tab.

Filters for Sales Orders with the selected Ship-to Company defined on their General tab.

Filters for Sales Orders with lines for the selected Part.

• The "Restrict Parts By Facility" field on the User Restrictions form is available. If this field is checked, and the user has a Facility or Facility Group restriction, only part numbers with an active item facility record matching their Facility or Facility Group restriction will be displayed in this field.

Filters for Sales Orders with lines whose Parts begin with the inputted string.

Pick list used to filter report results for a specific inventory segment.Definitions of each segment are available in the "Item Type" field description in the General 1 tab section of the Item Master Fields and Forms Guides page.

Filters for Sales Orders with lines whose Parts have the selected Category defined on their Item Master General 1 tab.

Filters for Sales Orders with lines whose Parts have the selected Sub-Category defined on their Item Master General 1 tab.

Filters for Sales Orders with the selected Broker defined on their Misc 2 tab.

Filters for Sales Orders with the selected Progress Billing listed on their Misc 1 tab.

Filters for Sales Orders with the selected Sales Rep listed on their Sales Assignments tab.

Filters for Sales Orders with Sales Reps that belong to the selected Sales Group listed on their Sales Assignments tab.

Search field used to select a Sales Assignment Category.

Pick list used to filter Sales Orders based on the Sales Reps assigned, or the Sales Reps assigned to a specific sales rep manager. Options are:

• All - Displays all results regardless of the Sales Rep selected on the pre-filter (except if the user is restricted to a sales rep)
• Assigned - Displays orders assigned to the Sales Rep selected on the pre-filter, regardless of if the rep has a "Yes" or "No" under Primary on the Edit Sales Rep form for the order.
• Assigned / Manager - should display orders assigned to the sales rep selected on the pre-filter, as well as any orders where the sales rep specified on the pre-filter is set as the manager of the sales rep on the order based on the hierarchy, if present, when clicking the "View Tree" button on the Edit Sales Rep form. NOTE: This could be multiple levels deep where the manager is set on a sales rep who is then set as the manager on another sales rep, etc.
• Assigned / Not Primary - Displays orders who have the Sales Rep selected on the pre-filter set with a "No" under Primary.
• Assigned / Primary - Displays orders who have the Sales Rep selected on the pre-filter set with a "Yes" under Primary.

Filters for Sales Orders with Sales Reps assigned to the selected Territory.

• Users can be restricted to a specific Territory via System > Maintenance > User Restrictions.
• If a user is restricted to a Territory Group, only the Territories assigned to the restricted Territory Group will be displayed in this field.

Filters for Sales Orders with Sales Reps assigned to Territories that are contained within the selected Territory Group.

• Users can be restricted to a specific Territory Group via System > Maintenance > User Restrictions.

Filters for Sales Orders with the selected Facility defined on their General tab.

Filters for Sales Orders with Facilities that belong to the selected Facility Group listed on their General tab.

Filters for Sales Orders with the selected user-configured Sales User 1-5 options indicated on their Misc 2 tab.

• Captions for these fields are managed via System > Maintenance > Captions.

Filters for Sales Orders with the inputted string as defined in the "Description" field on their Misc 1 tab.

Filters for Sales Orders with Bill-to Companies that belong to the selected Billing Group indicated on their General 1 tab.

Search field used to select the Currency in which the report results will be displayed.

• When this selection differs from the "Currency" defined on the order's General tab, the report will convert the amounts displayed using the exchange rate of this record as of the order's Invoiced date.

Filters for Sales Orders with the Currency selected indicated on their General tab.

Filters for Sales Orders with lines that contain Parts that have the selected user-defined Item Search 1-5 values.

• Captions for these fields are managed via System > Maintenance > Captions.

Filters for Sales Orders with lines that contain Parts that have the selected Item Planner assigned on their Item Master General 1 tab.

Filters for Sales Orders with the selected Ship Via indicated on their Misc 1 tab.

Filters for Sales Orders with the selected Terms indicated on their General tab.

Filters for Sales Orders with lines that contain Parts that have the selected Account indicated on their Item Master Accounts tab.

Filters for Sales Orders entered by the selected User.

Filters for Sales Orders with lines that contain Parts produced by the selected Job.

Filters for Sales Orders that are part of the selected Project, as indicated on their Misc 1 tab.

Filters for shipments that contained the specified Lot.

• Only available when "Report Type" is set to "Lots Shipped".

Filters for shipments that contained the specified Serial Number.

• Only available when "Report Type" is set to "Lots Shipped".

Used in conjunction with the "Sequence" field to filter for Sales Orders with the selected Work Flow assigned on their Work Flow tab.

Used in conjunction with the "Work Flow Type" field to filter for Sales Orders with the selected Sequence as the next available one to complete.

Pick list used to filter for Sales Orders based on the Work Flow status on the order. Options are:

• All
• Completed
• Next
• Open

Pick list used to filter for all Sales Orders, just those processed with a Payment Type of Cash, or just those processed with a Payment Type of Credit.

Filters for Sales Orders processed in the selected Fiscal Year.

• Only available when "Report Type" is set to a Period or Trend option.

Search field used to select the Unit of Measure in which the report results will be displayed.

• Only available when "Report Type" is set to a Ranking or Trend option.
• If a record is selected, the unit quantities in the report will be converted to the unit specified. This is accomplished by dividing the unit quantities by the Factor of the UOM that was selected.
• If no record is selected, the report will display using appropriate units; the Stock Unit for Trend reports and the Sales Unit for Ranking reports.

Filters for Sales Orders with lines that have the selected Change Reason indicated on their General tab.

• Only available when "Report Type" is set to "Order Summary" or "Order Detail".
  • For an "Order Summary" report, the system will filter based on the first Sales Order line.
  • For an "Order Detail" report, the system will filter all of the Sales Order lines.

Searchbox for Group Numbers assigned to orders; orders in each group should be assigned the same Group Number. This is enabled for all report types where Status is enabled.

Filters for Sales Orders with lines that have the selected Service Contract indicated on their General tab.

Filters for Sales Orders with lines that have the selected Service Item indicated on their General tab.

Opens the Sales Order Entry form, which is used to enter a new Sales Order.

This button allows users to attach files or pictures directly to the selected Sales Order without having to drill into the order.

• Only available when running a Report Type of Order Summary.

Clears any saved credit card authorization on the selected order.

Generates a list of all Parts and their details including Planned and Actual Quantity, Planned and Actual Cost, and Variance Quantity and Cost.

Opens the selected Sales Order in modify mode.

Generates a Job Reporting "Job Cost Detail" report for Jobs linked to the selected order.

Opens the selected Sales Order in view mode.

Only available when running the "Ranking" report. When clicked, displays the Order Summary report for the specific row selected. Note that if a date range was specified on the Sales Order Reporting pre-filter, this date range will be applied to the Order Summary report that is generated.

Generates a "Profit Detail" report for the selected order.

If clicked, opens the Sales > Order Entry form linked to and with fields populated from the selected Sales Order. This type of order is useful generally for reporting purposes and/or for customers that sell items that require maintenance or servicing from the Vendor. By linking the orders, Service Orders for a specific Part can be grouped with the initial item order.

• In addition to the customer information, this button will also copy over the following information:
  • Project Number, if present, from the order being linked.
  • Bill-To and Ship-To Company
  • Any order defaults (from the Order Defaults tab of the customer record)
  • Broker ID number, ID numbers from the Sales User 1-5 fields, and the Project number ID.
  • The "Prompt To Copy Fields For New Linked SO" field is available in Sales Options. If checked, the user will be presented with the Linked SO form and the option to select which optional fields will be copied to new linked sales order including sales dates, user fields and the Bill-To and Ship-To PO fields.
• If necessary, users can click the "Copy Order" button on the new sales order to copy over sales order lines and additional information.
• Linked orders do not process any differently than un-linked orders.
• When copying the order via More > Copy order, the system displays the original order number in a read-only field.
• When running the "Ranking" report, this button is not available, and is instead replaced with the "View Summary" button. Details on the "View Summary" button are available in the View Summary description above.

Opens the Print To form, which is used to select a print destination for the item label Part Forms for the selected Part.

Generates an Accounting Reporting "General Ledger Detail" report for the selected order.

Generates a Job Reporting "Job Cost Detail" report for Jobs linked to the selected order.

Generates an "Order Summary" report for any backorders of the selected order.

If clicked, opens the Blanket Releases form for the selected blanket order (i.e. - Pricing Order Bill-To, Pricing Order Ship-To, Pricing Order Billing Group) and displays any

blanket releases.

• Only available when selecting an order type of "Blanket Orders".
• Clicking on the View Detail button when selecting the blanket order will also display any blanket releases.
• Available beginning in version 17.04.004.

Option to modify the quantity or planned quantity for the selected sales order line. Only available when running the Allocations – Simple or Allocations – Fulfillment reports.

• Useful in situations where customers need to change multiple sales order line planned quantities at once, particularly if using the planned quantity to pick inventory. Note that if a planned quantity is specified on a sales order line, this will be the quantity used for picking inventory for the order.
• When changing a quantity via this button, the system will recalculate the line extension and any other amounts that would typically be recalculated, such as taxes, promotions and user calculations.
• User Defined Fields may be marked as visible and enabled via the "Layout" button on this form beginning in version 17.00.077.

Allows users to select a Vendor and enter a Freight amount, then creates a Purchase Order for that amount.

• Beginning in version 17.01.016, the "Automatically Receive Linked Freight PO" , via Purchasing > Options was added. If this field is checked, and a freight purchase order is linked to another purchase order when using the "Freight PO" button, and that purchase order is received, the system will automatically receive the Freight PO on the same date.

When clicked this button will attempt to re-authorize all the sales orders listed. When Re-authorizing the orders, the full auth amount will be used regardless of the terms.

Generates a Sales Order Summary report of all Child Orders associated with the selected Master Order.

• Only available when running the Master Orders report.

Opens the Issue/Reserve form and allows users with the appropriate security to reserve inventory to the selected order.

• Only available on the following reports: Allocations - Simple, Order Summary, Order Detail, Sales User Summaries, and Sales User Details.

Allows users with proper security to place the orders with a "Yes" in the "Selected" column on credit hold.

Allows users with proper security to change the orders with a "Yes" in the "Selected" column to regular Sales Orders, essentially approving the failed credit check.

Changes the value in the "Selected" column to "Yes" for all records listed.

Changes the value in the "Selected" column to "No" for all records listed.

Changes the value in the "Selected" column to "Yes" for all records that have a "No" in the "Failed" column.

Changes the value in the "Selected" column to "Yes" for all records that have a "Yes" in the "Failed" column.

Generates an Accounting Reporting "Receivables Detail" report for the selected record.

Generates an Accounting Reporting "Cash Receipts by Order" report for the selected record.

Displays the user-defined fields for the selected Sales Order line in view mode, as defined on the Sales Order line User Fields tab.

• Users with the security "Sales Orders -- Edit User Fields from View Order Form" set to Yes can modify line user-defined fields while in View mode.

Opens the Edit Order Header form, which contains three tabs. If the order has been shipped, several of the fields on this form may be unavailable for modification depending on the security settings listed below.

• The General tab is used to modify order information such as Terms, Broker, Billing Group, and Sales Search 1-5 options. Users my also modify the Pay Schedule on the order, and on Bill-To PO and Ship-To PO for paid orders.
• The User Fields displays the Sales Order header user-defined fields, as defined on the Sales Order header User Fields tab.
• The Sales rep tab used to identify the sales representative assigned to the order.
• Delivery Time is an available field when modifying info on a sales order.
• Four separate securities can be used to control access and permissions for the Edit Order Header form in sales orders view mode:
  • Sales orders -- modify info from view detail - Permission to use the modify info button on the view order form to view sales order info, and header user fields.
  • Sales orders -- edit user fields form view order form - Permission to update or add data to user fields on the modify info form.
  • Sales orders -- edit sales reps - Permission to change the sales reps on the modify info form.
  • Sales orders -- edit order info from view detail - Permission to use the "Pay Schedule" button and update the general fields on the modify info form.

Opens the Item Master for the selected line item, which allows users with proper security to modify the Item Master record.

• The majority of changes made using this button will not affect existing Sales Order lines unless the order is modified and the Part is re-selected.
• If the order is modified and the Part is re-selected, users will need to verify and possibly adjust quantity and pricing information for the selected line.

Opens the View Bill of Materials form for the selected line item.

• Users may change the "BOM Type" field to view different reports.

Displays any Features contained on the selected line.

Generates an Inventory "Lot Tracking Explosion" report for the selected order line.

• This report shows all Jobs the Lot was issued to, all Products made on that Job, and all Customers that the products were shipped to, as well as all current on hand inventory that contains that Lot. Essentially, this report answers the question: “What is in this lot?”
• When looking for Parts for the Lot Tracking Explosion report, and a Kitted Part is on the order, the system will add the Kitted Part's BOM requirements to the Part list returned on the report.

Generates an Instant MRP report filtered for the Parts, and items on their BOMs, specified on the Sales Order. This allows sales personnel to see the current availability, open Purchase Orders, and Jobs in process. Defaults for this report generation may be configured in System > Options > Inventory 2 tab, including:

• "SO MRP Show All" - Dictates the type of requirements to be initially displayed, which can be toggled using the "Show All" button on the report.
• "SO MRP Pre-filter" - If an MRP pre-filter was configured then saved via the "Settings" button, it may be selected here and those filters will be used when this button is clicked. This is useful if a Time-Phased report is preferred.
• When running order MRP with an SO MRP pre-filter that does not have a Facility selected, then the resulting MRP will be run for all active Facilities.

Displays a list of any Sales Orders linked to the selected order.

Generates a Job Reporting "Job Detail" report for any associated header and line Jobs linked to the selected order.

Displays a list of any Purchase Orders linked to the selected order.

If clicked, prompts the user for the Vendor and Freight Amount, then generates a PO with the cost distributed by the Freight Expense Accounts of the lines on the Sales Order and pro-rated by the Ship Via's "Load Unit" field.

• Beginning in version 17.01.016, the "Automatically Receive Linked Freight PO" , via Purchasing > Options was added. If this field is checked, and a freight purchase order is linked to another purchase order when using the "Freight PO" button, and that purchase order is received, the system will automatically receive the Freight PO on the same date.

Displays a list of all payments (once the order has been invoiced or if pre-payments were made) posted against the selected order.

Opens the Packages form, which is used in conjunction with FedEx and allows users to view any Packages that have been shipped and print package labels.

Used when shipping with FedEx and UPS, this button determines the delivery date of the shipment based on the shipped date and Tracking number for the order.

If the selected order was originally created with an Order Type of "Quote" then converted to an Order type of "Sales Order", the associated Quote will be displayed.

Displays the Record History for the order, which lists all User Modifications and contains the Date, Time, User name, Field name that was modified, and the Old and New values.

Allows the user to print Sales Order labels for the selected order.

• Part Forms are setup with a "Label Print Qty" which defines how the default number of labels are printed. This can be configured By Line, By Lot, By Quantity, or User Expression. If set to "By Lot", labels may only be printed if Lots have been reserved to the order or if the order has been shipped.
• Ship Via fields (dmturk table) are available to the SO Label.

If the current Sales Order started as a "Quote" Order Type, this represents the Created date of the original Quote.

Sales Order ordered date.

Date the Sales Order was shipped.

Date the Sales Order was invoiced/invoice printed in the system.

Date the invoice was posted to the General Ledger.

Date the Sales Order was paid in the system.

Date the Sales Picklist was last printed.

• The field name, to_prtpick, can be added to the necessary sales Report Layouts and Part Forms as required.

Date the Sales Order was placed on Credit Hold.

Used in conjunction with the Dock Calendar to indicate the time of day that the order is planned to leave the loading Dock.