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Sales Order Register

Access this report using Reports>Accounts Receivable>Sales Order Register.

Use this report to view summary and detailed information about calculated and Historical invoices, as well as, Enter Orders, Cancel Orders, Customer Returns, and Sales Order Fulfillment.

Additional items, columns, and filters are available if any user defined fields were created using Organization>Set Up User Defined Fields. Only user defined fields with a field type of String, Editable Drop-Down List, Non-Editable Drop-Down List, Date, or Yes/No are available in the Items by Page group box on the Content tab.

User defined fields with a field type of Currency follow the formatting of the organization's functional currency. The functional currency was determined when the organization was created (File>New Organization>Functional Currency panel).

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

The Current Reporting Year Begins date is used to obtain the beginning balances for the Opening Balances date. Additionally, Current Period Dates are also required to specify the reporting period for this report.

Use this tab to determine what data to include in the report and to define the report layout.

By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Order Number	The sales order entry number from Activities>Accounts Receivable>Enter Orders>Information tab.
Order Date	The date associated with the order number.
Order Type	The type of the order, such as Sale or Quote.
Cash Sale	A designation of Yes or No, depending on if the Cash Sales check box was selected on the Enter Orders form using Activities>Accounts Receivable>Enter Orders>Information tab.
Order Comments	The optional comments entered for this sales order.
Order Invoiced	A designation of Yes or No, depending on if the sales order has been invoiced.
Activity Code	The system displays an activity code designating which form was used to generate the activity. Forms include: Sales Order, Cancel Order, Customer Returns, Printed Invoice, Calculated Invoice, or Sales Order Fulfillment.
Activity Description	The description of the activity code used. Typically this is the form name that was used to generate the activity, such as Sales Order, Cancel Order, Customer Returns, Printed Invoice, Calculated Invoice, or Sales Order Fulfillment.
Requested Ship Date	The date requested that the order be shipped. This was entered on the Sales Order form using Activities>Accounts Receivable>Enter Orders>Information tab.
Customer PO Number	The customer’s purchase order number entered on the Sales Order form.
Payment Method	The form of payment selected on the Enter Orders form using Activities>Accounts Receivable>Enter Orders>Detail tab.
Cash GL Code	The Cash GL Account number entered on the Enter Orders form. This information is only available when the Cash Sale check box was selected on the Enter Orders>Information tab.
Deposit Number	The deposit number entered on the Enter Orders form. This information is only available when the Cash Sale check box was selected on the Enter Orders>Information tab.
Order Sub-Total	The system displays the sum of all amounts, per each charge code, entered on the Enter Orders form. This column is only available when reporting information specific to the Enter Orders form.
Order Sales Tax	If applicable, the system displays the calculated sales tax, entered on the Enter Orders form. This column is only available when reporting information specific to the Enter Orders form.
Order Total	The system displays the sum of the Sub-Total plus the Sales Tax, entered on the Enter Orders form. This column is only available when reporting information specific to the Enter Orders form.
Amount Received	The amount received from the customer at the time the order was processed. This information is only available when the Cash Sale check box was selected on the Enter Orders>Information tab. This column is only available when reporting information specific to the Enter Orders form.
Balance Due	The system displays the balance due, which is the amount that needs to be billed by Accounts Receivable Billing, using the calculation of the Total less Amount Received. For a Cash Sale, the balance due must be zero. This column is only available when reporting information specific to the Enter Orders form.
Customer ID	The customer ID entered on the Enter Orders form.
Customer Status	The status of the Customer ID-Active, Inactive, or Discontinued.
Customer Name	The name associated with the Customer ID.
Class	The class (if appropriate) assigned to the customer.
Type	The type (if appropriate) assigned to the customer.
Website	The customer's URL for this webpage.
Billing Address	The customer billing address (Maintain>Accounts Receivable>Customers>Addresses tab) associated with the customer.
Billing Customer Contact Title	The title for the billing contact person, such as Ms. or Mr.
Billing Customer Contact Name	The name of the billing contact for this customer.
Billing Customer Contact Position	The billing contact's position, such as Sales Rep or Owner.
Billing Customer Contact Email	The customer contact email for the billing address.
Billing Customer Contact Phone	The customer contact telephone number for the billing address.
Billing Customer Contact Fax	The customer contact fax number for the billing address.
Service Address	The street or post office address to which the customer has items shipped or where services are rendered.
Shipping Address	The customer shipping address entered on the Activities>Accounts Receivable>Enter Orders>Information tab.
Shipping Method	The shipping method entered for the sales order (Activities>Accounts Receivable>Enter Orders>Information tab).
Resale Tax ID	The resale tax ID from the Maintain>Accounts Receivable>Customers>Customer tab.
Sales Tax Code	The sales tax code (Maintain>Accounts Receivable>Sales Tax Codes) associated with the invoice.
Sales Tax Code Description	The description of the sales tax code.
Sales Tax Authority Code	The tax authority (Maintain>Accounts Receivable>Sales Tax Authorities) associated with the Sales Tax Code.
Sales Tax Authority Description	The description of the Sales Tax Authority Code.
Currency ID	The currency type assigned to the customer, such as USD, CAD, or EUR. Currencies were created and activated using the Organization>Currency Setup form.
Currency Description	The description associated with the currency, such as US Dollar, Canadian Dollar, or Euro.
Exchange Rate	The exchange rate associated with the transaction. Exchange rates were entered using the Maintain>Multicurrency>Exchange Rates form. This is only used with non-functional currency sessions.
Charge Code	The charge code associated with the sales order (Activities>Accounts Receivable>Enter Orders>Detail tab).
Charge Code Status	The status of the Charge Code-Active, Inactive, or Discontinued.
Charge Code Description	The description associated with the charge code.
Cancel Number	The cancel number entered on the Cancel Orders Detail form.
Cancelled Date	The date associated with the canceled order.
Cancelled By	The name of the person who canceled the order.
Cancel Comments	The optional comments entered for the canceled order form. This is not the comments entered on the line items.
Line Number	The charge code line numbers for the sales order using the Activities>Accounts Receivable>Enter Orders>Detail tab.
Order Detail Fixed Charge	The fixed charge associated to the charge code line item that was entered on the Activities>Accounts Receivable>Enter Orders>Detail tab.
Order/Cancel Detail Quantity	A positive number reflects the quantity ordered for the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab. A negative number reflects the quantity canceled for the charge code line item on the Activities>Accounts Receivable>Cancel Orders>Cancel Orders Detail form.
Order/Cancel Detail Unit Price	The unit price of the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab.
Order/Cancel Detail Amount	A positive number reflects the quantity ordered multiplied by the unit price with the fixed charge added for the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab. A negative number reflects the quantity canceled multiplied by the unit price with a fixed charge (could be a portion if not fully canceled) for the charge code line item on the Activities>Accounts Receivable>Cancel Orders>Cancel Orders Detail form.
Order Detail Sales Tax Amount	If applicable, the system displays the calculated sales tax, entered on the Enter Orders form.
Order/Cancel Detail Freight Amount	If applicable, the system displays the freight amount. This is selected when the charge code is created using Maintain>Accounts Receivable>Charge Codes. A negative amount reflects the freight amount if a charge code line item was canceled.
Order/Cancel Detail Total	A positive number reflects the total amount of the sales order on the Activities>Accounts Receivable>Enter Orders>Detail tab. A negative number reflects the total amount of the canceled order on the Activities>Accounts Receivable>Cancel Orders>Cancel Orders Detail form.
Invoice Number	The order number assigned when the sales order was created (Activities>Accounts Receivable>Enter Orders). This is a charge code item that was not Sent to Fulfillment.
Invoice Date	The date associated with the order number.
Invoice Comments	The optional comments entered on the sales order.
Invoice Status	The status of the invoices, such as Printed or Unprinted.
Invoice Type	The type of invoice, such as Calculated or Historical.
Invoice Voided	A designation of Yes or No, depending on if the invoiced was voided using Activities>Accounts Receivable>Void Invoices.
Invoice Printed By	The login name of the user that created the sales order (Activities>Accounts Receivable>Enter Orders). This is a charge code item that was not Sent to Fulfillment.
Invoice Fixed Charge	The fixed charge associated to the charge code line item that was entered on the Activities>Accounts Receivable>Enter Orders>Detail tab. This is a charge code item that was not Sent to Fulfillment.
Invoice Quantity	The quantity ordered for the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab. This is a charge code item that was not Sent to Fulfillment.
Invoice Unit Price	The unit price of the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab. This is a charge code item that was not Sent to Fulfillment.
Invoice Amount	The quantity ordered multiplied by the unit price with the fixed charge added for the charge code line item on the Activities>Accounts Receivable>Enter Orders>Detail tab. This is a charge code item that was not Sent to Fulfillment.
Invoice Amount Remaining	This remaining difference between the Order Total less the Amount Invoiced.
Distribution Code	The distribution code for each charge code line item.
Distribution Code Description	The description of the distribution code.
Fulfillment/Return Number	The fulfillment number associated with the Shipping Ticket (Activities>Accounts Receivable>Sales Order Fulfillment>Sales Order Fulfillment Detail), Cancellation Number (Activities>Accounts Receivable>Cancel Orders>Cancel Orders Detail tab), or Return Number (Activities>Accounts Receivable>Enter Orders>Customer Returns>Customer Returns Detail tab).
Fulfillment/Return Date	The date associated with the fulfillment number, customer return, or canceled order.
Fulfillment/Return By	The login name of the user that entered the fulfillment number, customer return, or canceled order.
Fulfillment/Return Comments	The main comments entered on the Sales Order Fulfillment, Cancel Orders, or Customer Returns.
Fulfillment/Return Quantity	A positive number reflects the quantity fulfilled for the charge code line item on the Activities>Accounts Receivable>Sales Order Fulfillment>Sales Order Fulfillment Details. A negative number reflects the quantity being returned for the charge code line item on the Activities>Accounts Receivable>Customer Returns>Customer Returns Detail form.
Created Date	The date and time the form was saved.
Created By	The login name of the user that created the form.
Created At	The name of the computer which created the form.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to set up any Available Options for the report.

Options	Description
Summarize Amounts	Select this option to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.
Suppress Lines with All Zeros	Select this option so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.

The system does not allow the Order Sub-Total, Order Sales Tax, Order Total, Amount Received, or Balance Due columns to be used with the following columns: Order Detail Fixed Charge, Order/Cancel Detail Quantity, Order/Cancel Detail Unit Price, Order/Cancel Detail Amount, Order Detail Sales Tax Amount, Order/Cancel Detail Freight Amount, Order/Cancel Detail Total, Invoice Fixed Charge, Invoice Quantity, Invoice Unit Price, Invoice Amount, Invoice Amount Remaining, and Fulfillment/Return Quantity, because the report would display incorrect quantities and amounts.