Tracking Sales Orders in Sage 100

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Tracking Sales Orders in Sage 100

Open Sales Order Report

Use the Open Sales Order Report to view information for all or a selected group of open sales orders. A variety of options for this report make it a helpful tool for tracking and analyzing sales orders. These options include:

• Ability to base the selection criteria on a sales order number, customer number, ship date, bill-to name, and salesperson
• Option to include just new, open, or on hold sales orders
• Ability to include all order types, just one order type, or a combination of order types
• The extension calculation amount can include the amount ordered or just the amount remaining
• You can print the report in either a detailed or summary format

Open Orders by Item Report

Use the Open Orders by Item Report to view open orders by item number or description. This is helpful for analyzing or tracking which items are needed to fill open orders. The options on this report include:

• Ability to include all order types, just one order type, or a combination of order types
• Choice of whether miscellaneous and special items are included
• Options for how kit lines appear
• Ability to base the selection criteria on item number, product line, and warehouse

Open Orders by Job Report

Use the Open Orders by Job Report to view open sales orders by job number. Print this report to track the job numbers of items on open orders, pending processing and shipment.

• The report is sorted automatically by job number.
• Ability to base the selection criteria on item codes, job numbers, customer numbers, product lines, and warehouse codes to print.
• You can print this report in a summary or detail format.
• This report is available only if Job Cost is activated and integrated with Sales Order.

Open Orders by Promise Date Report

Use the Open Order By Promise Date Report, sorted by promise date, to assist you in ensuring you are meeting obligations to your customers in a timely manner. The promise date is the date you indicate the order would ship.

Sales Order Recap

Use the Sales Order Recap report to view all sales order numbers processed and whether they are open, completed, or deleted. The information on this report is kept indefinitely unless you indicated in Sales Order Options that it should purge at period end or it is manually purged using Purge Sales Order Recap on the Utilities menu.

Back Order Report

Use the Back Order Report to view detailed information on all back orders by item, by customer, or by bill-to name. The information for each back order includes the order number and date, the ship date, and the customer number and name.