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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 5528

Approved Sales Order Worksheet

 
The Approved Sales Order Worksheet shows detailed item ordering information for each sales order that has been approved.
Approved Sales Order Worksheet
1

Report Type

1. Report Type
A summary report shows order number and date, code, customer ID and name, customer phone number, and order and tax amounts.  It allows you to drill down to the sales order and to the customer file.
 
A detail report shows the following information:
It allows you to drill down to the sales order, to the customer file, and to the item inventory file.
2

Date Range

2. Date Range
Enter a range for the date of approval.
3

Order Status

3. Order Status
Select the order status to include.
4

Order

4. Order
You can order report results by sales order number, customer ID, salesperson, or code.
5

Include Information

5. Include Information
Check to include additional information as desired.
6

Filter Criteria

6. Filter Criteria
You can filter report results by salesperson, vendor ID, code, or item classification.
 
Here is an example of a summary report with default settings:
 
Here is an example of a detail report with default settings:
 
Approved Sales Order Worksheet