Road Map: 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 Background for more information.

Before you run this program each time

You should run these programs:

Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

Quote-to-Order Transfer (EPIB) to transfer:

Sales orders imported from ASCII files with Order Import (EPI).
Sales quotations entered with EDI/Sales Quote Maintenance (QOE).
Customer projects transferred with Project Maintenance (PSM).
Orders created with Repetitive Billing Report (RBIC).

You may also have run these programs in this sequence:

(Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance.

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.
Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

Before you run this program the first time

You should run these programs:

System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
Customer Maintenance (CM) to set up customers.
Enterprise Item Maintenance (IM) to set up items for your enterprise.
Branch Item Maintenance (IMB) to set up items for your branch.
Currency Codes Maintenance (TCU) to set up currency codes.
GL Account Maintenance (GMM) to set up GL organizations and GL accounts.
Organization Groups Maintenance (TOGM) to set up groups of organizations.
Branch Maintenance (TBM) to set up branches.
Branch Groups Maintenance (TGM) to set up branch groups.
State Descriptions Maintenance (TSM) to set up state, county, and province descriptions.
Product Class Codes Maintenance (TPC) to set up product classes.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

Sales Order Inquiry (OQ) to display a sales order.

Sales Order Line Inquiry (OIQ) to display a summarized sales order.

Open Order Line Report (OLR) to print a list of sales order lines that have not been shipped.
Sales Order Report (OR) to print a report that shows the gross amount, total cost, and margin of sales orders.
Order Expedite Report (OXR) to print a report that shows requirements for component and parent items along with the demand and supply orders that are scheduled within an expected ship date range.