Set Options for Open Sales Orders

When you run Open Sales Orders (ESAGE) or you click Shipping and then Open Stats in the Executive Information Summary (EIS) program, the program displays orders due and the open amount per period. You can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Cutoff date 1 - 15

Optional
10 characters

Enter the ending date or date shortcut to calculate the ending date for up to fifteen groupings to cover any desired time frame.

The first grouping starts at 01/01/1900. Groupings 2 through 15 start one calendar day after the previous cutoff date. You cannot leave "holes" between cutoff dates; however, you need not populate all cutoff date fields.

Example: You want to see past due orders in two groups: orders less than 30 days late and orders 30 or more days late. You also want to see current orders for the next couple of months by fiscal period. Assuming that today is 9/18/2019, you would enter five cutoff date shortcuts as follows:

  • Cutoff date 1: -30
    Groups orders due from 01/01/1900 to 30 days prior to the current date

  • Cutoff date 2: Y
    Groups orders due from the day after the prior cutoff date through yesterday

  • Cutoff date 3: EOP
    Groups orders due from the day after the prior cutoff date through the end of the current fiscal period (i.e., 09/30/2019)

  • Cutoff date 4: +1EOP
    Groups orders due from the day after the prior cutoff date through the end of the next fiscal period (i.e., 10/31/19)

  • Cutoff date 5: +2EOP
    Groups orders due from the day after the prior cutoff date through the end of the next fiscal period (i.e., 11/30/2019)
    1. (Optional) Click the Program 2 tab to set these program specific options:

Field Name

Type / Max Length

Action / Description
Include header discounts? Optional Select to calculate values using the discount specified in the order header or leave blank to not consider this discount.
Include line discounts? Optional Select to calculate values using the discount specified on the line or leave blank to not consider this discount.
Select date to use Optional Select the date to use:
E Expected ship date: The date the order is expected to ship
P Date promised: The date the order was promised
W Date wanted: The date the customer wants the order

    1. (Optional) Click Save to save these options for future use.

    2. Click OK to apply these options or click Cancel to exit without applying them. If you click OK, see Display Open Sales Orders.