how to get running balance of sales orders outstanding

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Tracy M
Tracy M Member Posts: 2 ✭
edited September 2019 in Accounts Hosted
I am trying to find/run a report that gives me a by customer breakdown of sales orders lines and what is still on back order.  Nothing seems to be working for me to show this.  It only comes up with opens sales orders but the invoices are not showing as coming off this in the hosted reports.

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,406 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
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    Hi Tracy

     

    The “Open Sales Orders by Item” report will show the order “Qty” v the “Invoiced” Qty.  You can also add the “Amount” & “Open Balance” columns to reflect the $ values of these too.  Unfortunately though, it can’t be subtotalled by customer.

     

    Alternatively, you can tweak the “Open Sales Orders by Customer” report to show the order “Qty” & “Open Balance” ($ amount), but the “Invoiced” Qty is not an available column option for this one  :( 

     

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    shazinoz2@bigpond.com

    www.accounted4bs.com


    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)
  • Tracy M
    Tracy M Member Posts: 2 ✭
    edited June 2019
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    Hi Shaz
    I had already worked all of the above out and just really frustrated that I cannot create a report that shows back orders per customer showing items and quantity as well as $value.  May have to look for another program that provides this detail.....
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited June 2019
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    Hello Tracey
    CAL ME  see if we can help you .  Chandra 0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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