Background: Sales Order Listing

Use the Sales Order Listing (OL) program to print a list of sales orders with the option to include line detail with date wanted and expected ship date. See Road Map for work flow.

This topic has these subtopics:

Program Options
Summary Listing
Detailed Listing

Program Options

You must select a type of orders: Include open sales orders?, Include invoiced orders?, Include cancelled orders?, or Print shipments with P=Partial or O=Open.

Open orders include orders that have been entered, but not obligated as well as orders for which you have created shipments.

Invoiced orders have been processed by the AR Invoice Register (RR) program. A debit invoice created with the One-Step Invoice Entry (RE) program is an open order until you run the AR Invoice Register.

Cancelled orders are those that were closed in the Sales Order Maintenance (OE) program.

Summary Listing

If you selected S for the Print S=Summary or D=Detail Program option, the listing includes this information:

  • Order number

  • Date ordered

  • Customer number

  • Customer name

  • Date wanted (from the sales order header)

  • Shipping branch

  • Accumulated quantity ordered

  • Extended value of the quantity ordered: (Quantity ordered x Selling price) - Line discount

  • Accumulated quantity shipped

  • Extended value of the quantity shipped: (Quantity shipped x Selling price) - Line discount

  • Customer PO number

Detailed Listing

If you selected D for the Print S=Summary or D=Detail Program option, the listing includes these fields from the order header:

  • Order number

  • Date ordered

  • Customer number

  • Customer name

  • Gross discount

  • Accrued discount

  • Miscellaneous discount

  • Tax code

  • Price code

  • User that entered the order

  • Currency code

  • Customer PO number

And for each order line:

  • Line number

  • Item number

  • Item description

  • Quantity open, which is the quantity that has not been shipped

  • Sales unit of measure

  • Selling price per unit

  • Line discount

  • Extension: (Quantity open x Unit price) - Line discount

  • Date wanted

  • Expected ship date

  • Quantity shipped

  • Extension for the quantity shipped: (Quantity shipped x Unit price) - Line discount

If you selected the Include shipment detail? Program option, the listing includes this information:

  • Shipment number

  • Item number

  • Sales unit of measure

  • Date shipped

  • Date promised

  • Quantity shipped

  • Quantity open

  • Status:
    C: Confirmed shipment
    I: Invoiced
    N: New shipment
    P: In picking

If you selected the Include configured products details? Program option, the listing includes this information:

  • Component item number

  • Component description

  • Component price if one exists

The listing includes these totals:

  • Number of orders

  • Open order quantity

  • Shipped quantity

  • Deposit amounts

  • Open order amounts

  • Shipped amounts