Create a Sales Order Report Showing Combined Data Found in Open Sales Order Report and Sales Back Order Report

It is possible to customize the Open Sales Order Report to show the details of the Back Order Report. Below are the steps to create the report:

 

1. Navigate to Reports > Order Management > Open Sales Orders Report > Customize

 

2. Under Edit Columns add the following fields:

  a. Expand Open Sales Orders folder > expand Item Folder > choose Name (Grouped)

  b. Expand Open Sales Orders folder > choose Description

  c. Expand Open Sales Orders folder > choose Quantity (Column Label field = option to rename the column to Quantity Ordered)

  d. Expand Open Sales Orders folder > choose Quantity Shipped (Column Label field = option to rename the column to Quantity Fulfilled)

  e. Expand Open Sales Orders folder > expand Item Folder > choose Current Quantity On Hand (Column Label field = option to rename the column)

  f. Expand Open Sales Orders folder > expand Item Folder > choose Current Quantity On Order (Column Label field = option to rename the column)

  g. Expand Open Sales Orders folder > choose Back Ordered

  h. Expand Open Sales Orders folder > choose Memo

   i. Expand Open Sales Orders folder > choose Reference Number

  g. Sales Order Number, Date, Customer Name and Status of the sales order are already available under Edit Columns so there's no need to add the fields in the report

 

3. Under Filters > add the following:

  a. Expand Open Sales Order folder > choose Sold as Kit/Assembly Member > Filter = Equal to False

  b. Expand Open Sales Order folder > choose Quantity Open > Filter = Greater thank or Equal to > Value = 1

  c. Expand Open Sales Orders folder > choose Item Type > choose Not Equal To and enter the following item types:

 

  Description

  Discount

  End of Item Group

  Markup

  Shipping Cost Item

  Subtotal

  Sales Tax Group

  Sales Tax Item

 

* The above item types will not be included in the result.

 

** The filter on Sold as Kit/Assembly Member will remove the member items of a Kit to be shown in the report and the other filter on Quantity Open will show the open sales orders which considers quantities with partial fulfillments

 

4. Edit the name of the report and save the changes.