Company

Select a company from the list.

Sales Order Status

Select the current status of the sales order that you want to include on the report.

The available options are the following:

• Approved
• Closed
• In Approval
• Pending
• System Closed
• Void

The default option is Approved.

Sales Order Date Range

From: Enter the start date assigned to sales orders or click the calendar icon to select the date.

To: Enter the end date assigned to sales orders or click the calendar icon to select the date.

You can opt to select the Earliest date or the Latest date possible for the sales order dates.

Sales Order Line Status

Select the sales order line status that you want to include on the report.

The available options are the following:

• Closed
• Open
• System Closed

The default option is Open.

Line Order Due Date

From:: Enter the start date assigned to line orders or click the calendar icon to select the date.

To:: Enter the end date assigned to line orders or click the calendar icon to select the date.

You can opt to select the Earliest date or the Latest date possible for the need line order dates.

Suppress sensitive columns

Select the option to suppress the net unit price or the original total amount on the report.

The default option is Original Total Amount.

Limit SO number(s)

Enter a portion of one or more SO numbers in the Keywords field to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit customer(s)

Enter a portion or the entire ID of one or more customers in the Keywords: (ID + Name) field to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit sales representative(s)

Enter a portion or the entire ID of one or more sales representatives in the Keywords: (ID + Name) field to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit warehouse(s)

Enter a portion or the entire ID of one or more warehouses in the Keywords: (ID + Name) field to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit project(s)

Enter a portion or the entire ID of one or more projects in the Keywords: (ID + Name) field to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.