Sales Order Book

The sales order book gives an overview of all the sales (order) lines. The user can extract the needed information by setting the correct filters, which makes this tool very flexible. It is e.g. very easy to get an overview of shipped non-invoiced lines.

Setup

The Sales Order Book requires no setup. The user can easily access it via the indicated path or the search function.

Execution

1. Choose the search icon, enter Sales Order Book and then choose the related link.

2. The Sales Order Book doesn't show all columns. Of course, the order and visibility of the columns depend on the preferences of each individual user and can be changed per user through the personalization function. Basically, the columns that are available are the columns that come from the sales lines.

Note

The Outstanding Quantity (Quantity to Ship) is different from zero for all lines. The reason for that is that the Sales Order Book automatically puts a filter on the Outstanding Quantity (<>0).

3. Add the filter pane to the screen.

4. Remove the filter on Outstanding Quantity. All outstanding quantities are shown.
All sales order lines are shown now. Useful columns are, amongst others, Qty. to ship, Qty. to invoice, Quantity Shipped, Quantity Invoiced and Qty. Shipped Not Invoiced.

  • The Qty. Shipped Not Invoiced column shows the user which lines have been shipped but haven’t been invoiced yet.

  • The Qty. to Ship column can be combined with the Shipment Date column to monitor which sales order lines should have been sent already.

  • The user can personalize this screen by adding filters or sorting in a way that suits him or her best.

5. Choose the process or related action, the user can access the sales order to which the line in the Sales Order Book refers. Some default filters can be activated in the Advanced Filters action:

  • Outstanding Orders (Default): this is the default filter that is activated when the Sales Order Book is opened (Outstanding Quantity <>0).

  • Shipped not Invoiced: only the lines with an amount different from zero in the Shipped Not Invoiced column are shown.

  • Orders Complete for Shipment: shows only those orders for which reservation/tracking lines exist which have already been received, so that they are ready to be shipped.

  • Alarm list: shows the lines that have reservation/tracking entries for which the planned receipt date is after the planned delivery date.

  • Reset : the default filter is put in place again

6. In the Sort action, all lines in the table “Sales lines” from all the different “Document types” (e.g. Quote, Order, Invoice, Credit Memo, Return Order, Blanket Order) are shown.

Creating your own filters and saving this view can help to consult more rapidly the data on a structured manner.`