Can I build custom Open Sales Order Report - not grouped by customer or item

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  • Updated 5 years ago
We have a delivery business and I want a report which will show open sales orders sorted by location (postcode).  The only options currently available are grouped by customer or item, but I can't sort by postcode as it will only sort within each group.  Any ideas? 
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Carrie

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Posted 5 years ago

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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Carrie,
Yes you can!
If you go to Edit drop down menu > Find > Advanced Find > Transaction Type = Sales Order > Detail Level = Summary Only > Paid Status = Open > Then click Find > Click on Report on the right hand side > click Modify > tick to add the column for Name Post Code > Sort by Name Post Code > click OK.
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Carrie

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Hmmm,  just started going through the report more thoroughly and it is showing up sales orders that are open, closed and invoiced in full.  I have compared this list to the  Reports > Sales > Open Sales Orders by Customer and discovered that  both lists are different to the Sales Order Fulfillment sheet.

The standard report Open Sales Orders by Customer is also showing orders which are closed (but not necessarily fully invoiced).

I have sales orders that are not fully closed (and are showing items as being backordered) but they are not on the Sales Order Fulfillment sheet..... I am a bit concerned about this.

Any ideas?
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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Carrie,
The Sales Order Fulfillment Worksheet does not show Sales Orders that only have Non-Inventory parts. They will show Sales Orders that have a combination though.
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Carrie

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Ok, so that isn't very  helpful - one would think that it showed ALL open sales orders.  Is there a tag/status field which states whether an order is open/closed?  The report I generated included sales orders that are completely invoiced or those that have been manually closed.
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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Carrie,
I agree with you, it would be much better if it showed all open Sales Orders, not just ones with Inventory as it has great tools for packing slips, etc. I have asked Reckon to put this on the feature request list for future releases.
Are you referring to the report I assisted you with? Did you add the filter Paid Status = Open?
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Carrie

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Hi Sally - thanks again for your time.  Yes the report which you gave me the steps for using the find feature.  When I run the report as directed, the transactions listed include all three categories of Sales Orders (Invoiced in full, Closed, Open).  Any ideas?  I have tried altering the Paid Status to Closed and the results are different, but still showing closed/invoiced in full/open Sales Orders.
Hi Carrie, unfortunately, yes as Sally as stated , not possible , like many other reports,all these features just not possible within any SME softwares. Intuits version of Quickbooks version has much more powerful cababilities and is able to do some of these requirements , but still, not all.
The wish list of features since i have been involved has never stopped, and it will be ever growing...
If this issue is very important and very critical for your business operation, there are options, discuss with us, we can help you.  You have a choice either to live with it and wish one day it will happen ( i was in that situation once that was some time in 1998 on wards) or get work arounds or get some developed tools.
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Carrie

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I understand what you are saying and I agree - an off the shelf software package isn't going to be 100%.  Aside from that,  I would see the fact that the Sales Orders Fulfillment Sheet is not showing ALL open sales orders as quite a flaw.  I have had to trawl back through all my Sales Orders and I have found some that we have missed because they were not showing up - bad for business!  I will certainly be putting this through the wish list team.