PRINT SALES ORDER BACKLOG REPORT

Use this screen to print the Sales Order Backlog report, which lists line item quantities for a selected range of orders that have been ordered but not yet issued. You can print the report using the sales order line due date or ship-by date to determine accurate backlogged quantities. Choose any combination of line item types.

Print the backlog report any time after entering an order.

Select

Use this group box to choose the sales orders for which you want to generate a Sales Order Backlog report. Sales orders will be sorted and appear on the report based on the value that you select in the Select By drop-down box.

Select By

Specify the range of sales orders for which you would like to print a backlog report. Valid values are "Catalog," "Customer," "Item," "Project," "Sales Order," and "Warehouse." Once you select the category from this drop-down box, use the Range Option to indicate which sales order backlog information will print based on the catalog, customer, item, project, sales order, or warehouse range.

Range Option

Enter or select the range of sales orders that you want printed based on the value in the Select By drop-down box. Valid options are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."

From

If you selected "One," enter, or use Lookup to select, the one ID (or value) for which you want to print. If you selected "Range," enter the starting value for the range in this field. If you elected to print beginning from a specific starting value ("To End"), enter that starting value.

Rev

This field is currently unavailable.

To

If you elected to print a "Range" of orders, enter, or use Lookup to select, the ending ID (or value) for the range.

Rev

This field is currently unavailable.

List Mode

Select this checkbox to select multiple range selections for printing. Leave this checkbox blank to print the one selected range of forms. Select the Apply and Remove pushbuttons when list mode is in use to populate the list box with all selected ranges.

Apply

Select this pushbutton to populate the list box with all selected ranges.

Remove

Select this pushbutton to remove a range from the list box.

Date Selection

Use the options in this group box to define the backlog date.

Due Date

Select this radio button to select sales orders by the due date entered on the sales order line item.

Ship By Date

Select this radio button to select sales orders by the ship-by date entered on the sales order line item.

Range Option

Enter or select the range of dates for which you want to print. Valid options are: "All," "One," "Range," " From Beginning," and "To End." The default for this field is "All."

From

If you selected "One," enter the one date for which you want to print. If you selected "Range," enter the starting date for the range in this field. If you elected to print beginning from a specific starting date ("To End"), enter that starting date.

To

If you elected to print for a "Range" of dates, enter the ending date for the range. If you selected to print to an ending date ("From Beginning"), enter that date.

Report Options

Use the selections in this group box to list print options on the report.

Include Sales Status

Select this checkbox to print the current sales order status for backlogged items.

Include Order Default

Select this checkbox to print detailed line information on the report.

Include Pending Sales Orders

Select this checkbox to include sales orders with a status of "Pending."

Items to Include

Use this group box to include a combination of sales order line types.

Inventory

Select this checkbox to include "INV" (Inventory) sales order lines in the Sales Orders Backlog report.

Intransit

Select this checkbox to include "INT" (In-Transit) sales order lines in the Sales Orders Backlog report.

Dropshipment

Select this checkbox to include "DRP" (Dropshipment) sales order lines in the Sales Orders Backlog report.

Invoice Only

Select this checkbox to include "INO" (Invoice-Only) sales order lines in the Sales Orders Backlog report.

Recurring

Select this checkbox to include "REC" (Recurring) sales order lines in the Sales Orders Backlog report.

Miscellaneous

Select this checkbox to include 'MSC' (Miscellaneous) sales order lines in the Sales Orders Backlog report.