Open Sales Orders Report
When generating an Open Sales Orders Report can I show Cash Sales Orders as open if they are not completed but have been invoiced?
Answers
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Hi @KayF
No - "Open" Sales Orders refers specifically to SOs that haven't been invoiced!
I'd recommend creating your own report via Find instead, where you can Filter for the relevant conditions that you want 😊
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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The sales orders will remain open if I generate the invoice from the quote instead of the sales order. I just need to close the sales order when the work is completed.
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Hi @KayF
That’s because the linked process order is Estimate > Sales Order (SO) > Tax Invoice.
If using SOs, you need to create the SO from the Estimate in order for the system to recognise the link 😬
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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