Use this report to view open sales orders with open quantities by product or by customer. This report provides a detailed summary of all open sales orders with unfilled quantities.

  • When printed by customer, the report will print by site, customer, currency, and ship date.
  • When printed by product, the report will print by site, product, currency, and ship date.

The report includes grouping by currency to avoid conversion. The following formula is used to calculate the unfilled quantity.

  • For Normal Orders:

    QTY OPEN TO SHIP = QTY ORDERED - QTY ALLOCATED - QTY BEING PREPARED - QTY PREPARED - QTY BEING DELIVERED - QTY DELIVERED
  • For Direct Orders:

    QTY OPEN TO SHIP = QTY ORDERED - QTY ALLOCATED - QTY BEING DELIVERED - QTY INVOICED

In addition, if the Include assignment details parameter is set to Yes, the QTY ASSIGNED will also be subtracted from the formula.

Prerequisites

Access to the report

This report is accessible from the report menu of the group Sales.

List of criteria

Parameter

Parameter title

Type

rptcod

Report code (Local menu Customer, Product)

M2818

sitedeb

Site range

FCY

clientdeb

Customer range

BPC

itmrefdeb

Product range

ITM

datedeb

Date range

D

inclasgmnt

Include assignment details (Local menu No, Yes)

M1

impselections

Print selections (Local menu No, Yes)

M1

Description of the report

The report details include the following:

  • By Customer: Order number, order date, ship date, product, description, open to ship, UOM, net price excluding tax, extended amount, purchase order, and expected receipt date.
  • By Product: Order number, order date, ship date, customer, customer name, open to ship, UOM, net price excluding tax, extended amount, purchase order, and expected receipt date.
Note:

The extended amount is calculated by multiplying the open to ship quantity by the net price excluding tax.

The report filters include the report code, site, customer, product, date, and include assignment details.