Report Advanced Purchasing By Sales Order

From Fishbowl Advanced
Report-Advanced Purchasing By Sales Order.png

This report looks at the fulfillment date on a sales order and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.

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

OPTIONAL TAB
  • SO Number - Select a specific sales order to include on the report. Leave blank to include all matching orders.
  • Date Created - Include sales orders that were created during the specified date range.
  • Closed Short - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • Estimate - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • Fulfilled - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • In Progress - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • Issued - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • Voided - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
  • 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.