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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.