Report Outstanding Items

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Revision as of 19:07, 12 March 2025 by NC (talk | contribs) (Created page with "right|border|400px|link={{filepath:Report-Outstanding Items.png}} This report generates a list of sales orders with outstanding credit return items. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort the report by Customer or by Fulfillment Date. ::* '''Customer''' - Choose to run the report for a specific customer. Leave thi...")
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Report-Outstanding Items.png

This report generates a list of sales orders with outstanding credit return items.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

OPTIONAL TAB
  • Sort By - Choose whether to sort the report by Customer or by Fulfillment Date.
  • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
  • Fulfillment Date - Select the date range to find items on orders that have a fulfillment date in that range. This date range looks at the DateScheduledFulfillment on the SOITEM table the items fulfillment date on the order.
  • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
PRINTER TAB - Allows a default printer to be specified for the report in each location group.