Open Order by Item provides a list of all open orders, selling, purchasing, or samples, with a description of the items included on the open orders.  Using the report format, information other than the item description may be printed.

Report Setup

Item Type.  C=Co-op or F=Fulfillment

Item Number.  If the report is to print for one item only, enter the item number in this field.  Partial item numbers are valid for this report.  If a partial is entered, a list of all matching item numbers per the entered partial will be returned.  If all items on all open orders are to print, press Spacebar.

Ship Via Code.  The report may be set to print for one ship via code or for all ship via codes.  If a single ship via code is to be reported on, enter the ship via code.  If all ship via codes are to print, press Spacebar.

Ending Ship Date.  This report may be set to print for a ship date range or for all ship dates.  The beginning ship date will always default to the first day.  The ending ship date may have a specific date entered or press Spacebar to report on all ship dates up to and including today's date.

Print Backorders Only.  The report may be set to print only the open orders that have backorders on them.  This would mean that some of the open orders would not print on the report as no shipping has taken place and therefore no backorder situations have arisen.  If only backordered items are to print, enter "Y".  If all backordered items are to print, enter "N".  If the report is to print only those items that have been partially shipped and the shipped items have been billed to the customer, enter "O".

Print all Other Items on Order.  The report may be set to print all of the items on the order or only the backorders as defined by the response to the previous prompt.  If all of the items on the open orders are to print, enter "Y".  If only the items as defined by the previous prompt are to print, enter "N".

Double-Space Report.  If the report will be a lengthy report, it may do you well for the system to double-space between orders on the report.  This will make reading and analyzing the report much easier on the eyes.  If the report is to be double-spaced, enter "Y". If double-spacing is not required, enter "N".

Sort Order.  The report may be sorted in one of three different schemas.  To sort the report by order number, enter "O".  If the report is to be sorted by the ship date, enter "S".  If the report is to be sorted by customer number, enter "C".

Report Format.  There are different "groups" of information that may be included or excluded from the report.  To print the date, item number and description, enter "1".  Instead of the item information, you may wish to print the city, state and zip of the customer for whom the order was entered.  To print this information on the report, enter "2".  If the customer PO, the customer address and the order notes are to print, enter "3".

The report prints the following information:

Order Number.  The order on which there is an open line item

Customer Number and Name. 

Sls.  Salesperson for this order

Booked Date.  Date the order was entered into the system

Ship Date.  This is the customer in hands date.  If no customer ship date was entered, this field will remain blank.

Last Date.  This is the last date that any shipping or receiving was recorded on the order

Report Formatted Fields.  The information in the next three columns will depend on the response to the Report Format prompt. 

If Date, Item and Description is selected, the system will print the item number and a description.

If City, State, and Zip is selected, the system will print the city, state, and zip code for the customer.

If Customer PO, Address, and Notes is selected, the system will print the customer PO, the street address of the customer and the first couple of lines from the order notepad.  If this option is selected, the customer ship date and the last date will not appear on the report.

Order Quantity.  This is the quantity field from Order Entry

Shipped Quantity.  This is the total of that item that has been recorded as shipped on the order

B/O Quantity.  This is the calculation of Order Quantity – Shipped Quantity. 

NI.  Not invoiced.  If the order has not been billed to the customer, an asterisk will appear in this column.

WC. Order WIP code.  This is the where in process code, not the accounting work-in-process.