Order Stock
This report gives you information about unfulfilled Orders, showing Order Number, Object, Date, Customer and Order Value yet to be invoiced. As it also shows Planned Delivery Dates, you can use it to aid cashflow planning. Further detail is available if required.
When printed to screen, the Order Stock report has the HansaWorld Enterprise Drill-down feature. Click on any Order Number to open an individual Order record.
- Order
- Range Reporting
Numeric
- Use this field to limit the report to a single Order, or range of Orders.
- Item
- Paste Special
Item register
- Use this field to limit the report to Orders containing a particular Item. Figures in the report will be for the specified Item only, not the whole Order.
- Customer
- Paste Special
Customers in Customer register
- To limit the report to Orders from a single Customer, enter a Customer Number here.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- If you want the report to list Orders received from Customers belonging to a particular Category, specify that Category here.
- Customer Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Orders received from Customers with a certain Classification. If the field is empty, Orders from every Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, only Orders received from those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), Orders from Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), Orders from Customers featuring any Classification except the one listed will be shown.
- For example:
- 1,2
- Lists Orders from Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Orders from Customers with Classifications 1 or 2.
- !2
- Lists Orders from all Customers except those with Classification 2.
- 1,!2
- Lists Orders from Customers with Classification 1 but excludes those from Customers with Classification 2 (i.e. Orders from Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Orders from all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Orders from all Customers except those with Classifications 1 and 2 (Orders from Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Orders from Customers without Classification 1 and those with Classification 2 (Orders from Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Orders from Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- Salesman
- Paste Special
Person register, System module
- To limit the report to Orders generated by a single Salesman, enter their initials here.
- Order Class
- Paste Special
Order Classes setting, Sales Orders module
- Enter an Order Class code to limit the report to Orders of a single Class.
- Object
- Paste Special
Object register, System module
- To limit the report to Orders containing a single Object, enter that Object here. This refers to Objects entered at Order level, not those entered for Order rows.
- Location
- Paste Special
Locations setting, Stock module
- To produce a report for one stock Location, enter its Location Code here. This refers to the Location entered at Order level, not those in the Order rows (flip F).
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Use this field to limit the report to Orders for Items of a single Item Group. The figures shown in the report will be for the whole Order, unless you use the Show Items From Selected Group Only option (below) as well.
- Planned Delivery
- Paste Special
Choose date
- Range Reporting By date
- If you wish to report on Orders whose Deliveries are to be made on a specific date (based on the Planned Del. fields on the 'Date' card and flip E of the Order screen), enter that date here.
- Sorting Selection
- Range Reporting
Alpha
- All Orders with Sort Keys falling in the range that you specify here will be included in the report. The Sort Key of an Order is shown in the Sorting field on the 'Del Terms' card.
- Function
- Use these options to control the level of detail shown in the report.
- Overview
- This option displays the most important Order journal data (Order Number, Object, Date, Customer Name and Order Value yet to be invoiced) in a table format.
- Detailed
- At the Order level, this option provides the additional information of Customer Order Number, Payment Terms and Planned Delivery Date. It also shows the Order rows with Item Number and Name, unfulfilled Quantity and unfulfilled Value. The full Customer Address can be shown by switching on the Complete Order Information check box.
- Order Rows
- This option shows minimal Order level information (Order No, Date and Planned Delivery Date). For all unfulfilled Order rows, it shows the Item Number, unfulfilled Quantity and unfulfilled Value. Change the Order Row option below if you want the Item Description or Customer Name to be shown in place of the Item Number.
- Components
- The report will show the components of structure items.
- Specify
- Use these options to determine whether values or quantities are to appear in the report.
- Amount
- The report will show the unfilled value of each Order.
- Quantity
- This option is only useful if you are using the Detailed or Order Rows options. If so, it will show for each Order row the quantity delivered, invoiced and remaining to be delivered.
- Inc Stock Level or GP
- This option is only useful if you are using the Detailed or Order Rows options. If you have selected the Quantity option immediately above, it will show for each Order row the quantity in stock, thus identifying which Order rows can be fulfilled immediately. If you have selected the Amount option, the gross profit for each row will be shown.
- Status
- Check one or more of the boxes to include Orders of different status. The Not Invoiced option refers to Order rows that have been delivered but not invoiced (i.e. rows that are ready for invoicing): rows that have not been delivered will not be shown if you only select this option. An Order row is said to be invoiced even if the Invoice has not yet been approved.
- Status per Row
- If you are reporting on Part-Delivered Orders and are using the Detailed and Quantity options, switching this option on will only list unfulfilled (undelivered or part-delivered) Order rows. Otherwise, all Order rows will be shown.
- Show Items from selected Group only
- If you have specified an Item Group using the field above, the report will be limited to Orders containing Items of that Group. You can decide whether to show all rows of those Orders or just those rows featuring Items of the specified Group. If you need the latter option, switch on this check box.
- Complete Order Information
- Switch this check box on if you are using the Detailed option and wish to see the full Customer Address for each Order in the report.
- One page per Order
- Check this box if you would like each Order to have a separate page. This applies when the report is printed to a printer only.
- Show GP
- Check this box if you would like total gross profit and gross margin figures to be printed at the end of the report. If you would like gross profit figures for each individual Order to be printed, check the Inc Stock Level Or GP box above and choose the Amount option.
- Status
- You can decide to show open Orders only, both open and closed Orders, or closed Orders only. Orders are closed using the check box in the Order header.
- Order Rows
- If you are using the Order Rows option above, use these options to specify whether the Item Number, the Item Description or the Customer Name will be shown in the report.
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Introduction to Reports in the Sales Orders Module
