Print a List of Sales Orders

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 Background and Road Map for more information.

  1. Set your options:

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

    2. Click the Sort tab to set sort order.

      1. If you sort by Currency and select Y or O for subtotal, currency information prints only for totals.

      2. If you sort by Revenue org cd and select Y or O for subtotal, GL organization codes print only for totals.

      3. If you sort by Sales branch and select Y or O for subtotal, sales branch prints only for totals.

      4. If you sort by State and select Y or O for subtotal, states print only for totals.

      5. If you sort by Product class and select Y or O for subtotal, product class prints only for totals.

    3. Click the Selection tab to select specific records.

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

      Note
      You must select at least one of these options to select orders for the report.

Field Name

Type / Max Length

Action / Description

Include history?

Optional

Select to include records that have been moved to history by the Sales Order Archive (OEX) program.

Print in summary or detail

Optional
1 alphanumeric

Select S (summary) to list sales order header information or select D (detail) to list line items, quantities open and shipped, selling price, and extension. D is the default.

Note
You must also select Include open sales orders?, Include orders with open qty eq 0?, and/or Partial only P=Partial qty or O=Open lines.

Include open sales orders?

Optional

Select to list orders that have not been invoiced or leave blank to omit them.

If you also select D for the Print S=Summary or D=Detail option, the program lists all lines that have open quantities, including lines that partially shipped.

Include orders with open qty eq 0?

Optional

If you selected D for the Print S=Summary or D=Detail option and selected the Include open sales orders? option, select to list order lines that have an open quantity equal to zero (the line has shipped) or leave blank to exclude them.

Select this option to print all lines, including shipped lines, on an open order.

Include invoiced orders?

Optional

Select to list invoiced orders or leave blank to omit them.

Include cancelled orders?  

Optional

Select to list cancelled orders or leave blank to omit them.

Include shipment detail?

Conditional/Optional

If you selected D for the Print S=Summary or D=Detail option and selected the Include orders with open qty eq 0? option, select to include shipment information or leave blank to omit it.

Include configured products details?

Conditional/Optional

If you selected D for the Print S=Summary or D=Detail option, select to list components of configured products or leave blank to omit them.

Partial shipments with P=Partial or O=Open

Optional
1 alphanumeric

If you selected D for the Print S=Summary or D=Detail option, select P to list only order lines for which you shipped a partial quantity (the customer ordered 10 and you shipped 6) or select O to list order lines if a shipment has been created but not all lines have shipped (you shipped lines 1, 2, and 4 but not 3).

Include orders on manual hold?

Optional/Conditional
1 alphanumeric

Select whether you want to include orders on manual hold:

Select

To

Y or blank

Include orders on manual hold
You must also select Include open sales orders?

N

Not include orders on manual hold

O

Only include orders on manual hold
Do not select if you have Include orders on credit hold? set to O.

Include orders on credit hold?

Optional/Conditional
1 alphanumeric

Select whether you want to include orders on credit hold:

Select

To

Y or blank

Include orders on credit hold
You must also select Include open sales orders?

N

Not include orders on credit hold

O

Only include orders on credit hold
Do not select if you have Include orders on manual hold? set to O.
Discounted price? Optional Select if you want extended prices reduced by the discounts specified in the order header.

  1. Choose the appropriate options:

To

Do This

Review the listing on the screen before printing

Click View. See Background for a list of what displays.

Print the listing

Click Print. See Background for a list of what prints.

Note
The listing prints immediately if the option Allow device override? in the Date-Output Device Maintenance (ZE) program is not selected.

If this option is selected, the program prompts Output device. Accept the default device that displays, which is specified in the Date-Output Device Maintenance program, or enter the name of a different device.

Save these options for future use

Click Save.

Create a list of customer numbers or product classes

Click List and then click Customer number or Product class. A green check mark indicates there is a list that will be used. See Create a List of Customer Numbers or Create a List of Product Classes.

Exit the program

Click Exit.