Company

Select one 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

In the From: field, enter the start date assigned to sales orders or click the calendar icon to select the date.

In the To: field, 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

In the From: field, enter the start date assigned to line orders or click the calendar icon to select the date.

In the To: field, 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)

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

To narrow the search, select an option in the Starts with any of these keywords field. 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)

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

To narrow the search, select an option in the Starts with any of these keywords field. 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)

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

To narrow the search, select an option in the Starts with any of these keywords field. 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)

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

To narrow the search, select an option in the Starts with any of these keywords field. 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)

In the Keywords: (ID + Name) field, enter a portion or the entire ID of one or more projectsto be added on the report.

To narrow the search, select an option in the Starts with any of these keywords field. 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.