OPEN ORDER REPORT:
This report reveals much of the same information as the Open Job Report, but it is much more condensed. It also has some additional Print Options. In addition to several key pieces of information, this report will display the Install Date on each listed Job as well as the Job Line Status in the Status column—the same Status options that appear in the Enter Line Items screen will display here, and if a line has a blank status, the report will display N/A. Additionally, to the far left of the report, in the Job Stat column, the report displays the Ship To Address from the Job and will also display the content of the Special Instructions field if any text has been added to that field in a Job. Please Note: if there are no Order Lines on a Job, the Ship To Address and Special Instructions will not print. And finally, the report will display the total number of Orders for each Branch and, if applicable, each Region included in the report.
When you enter this module, an Open Order Report screen will appear as follows:
The defaults for all of the sort fields in this screen above are **ALL**, which means that if don’t alter any of the 1-8 fields, the report will print all available data. However, if you would like to customize this report, you can access any of the drop-down or date fields to set specific sort criteria, such as viewing only Open Orders for one specific Sales Rep. The Region (1) field will prompt if Region Reporting has been enabled in the system. Use the drop-down arrow to select a specific Region, if applicable. The same goes for the Branch (2) field. At the Order Beg. & End Date (3) fields, only click in these boxes to select a specific date or set a date range for the report. The same goes for the Install Beg. & End Date (4) fields. If no dates are selected, all dates will be included. Click on the Customer (5) button to select a specific Customer for the report. At the Sales Rep (6), Job Type (7), and Job Status (8) fields, only use the drop-down arrows to make specific selections to narrow the report parameters.
In addition to having several sort fields to customize this report, there are also a couple of additional features to consider prior to printing or exporting the data. Just below the Job Status field are additional Print Option (9) fields. The first appears as follows: Print Order Totals. The default is checked, however, if you would like for the report to not display any order or tax totals, you can uncheck this option. The next two appear as follows: Print Labor & Print Material. The default is set to include both; however, if you would like to limit the print out to only Labor lines or only Material lines, you can make that change here. The Print Floor Plan Comment Lines option can be checked if you wish to include those on the report. The Include Closed Jobs option can be checked to include data from closed Jobs in the system. The Sort By (10) option defaults to Order Number; if you wish to sort by order of Job Status, you should leave the field above set to **ALL**. The Print Weight Totals, if checked, will include data based on the Weight field in the Catalog Maintenance module.
This report can be exported to Excel. Please Note: The Print Line Level Cost Info (Excel Only) checkbox can only be enabled where User can see Costs. This allows for adding Cost and Budget info to the exported data provided the User can see Cost. Several additional columns will appear in the Excel export of the Open Order Report. These columns appear at the end of the data that appears on the printed report, with the exception of the following: Order Line # appears next to Order #. The remaining additional columns are as follows: Tax (Y/N), Tax Amount, Closed (blank if open, “C” if Closed), Invoice Date, Invoice (zero if no Invoice), and Invoice Line. Additionally, a column for PO#, when material is assigned, appears after the last column. It is one field listing all PO’s per line, including PO #, Line #, and any quantity remaining to be received, along with the ETA of arrival. Where there are multiple POs, you will see info on the first PO, followed by the second PO, and so on, separated by a vertical line, referred to as a pipe character. The Customer’s Email Address will also export. The system will first look at the Ship To Code for an email address, and then revert to what is in Customer Maintenance.