Sales Order

Sales Orders with how much of each product has been delivered. The report for chasing undelivered orders.

Questions It Answers

Which orders are not fully delivered, and which products are still short?
What is the open order value per customer?
Has SO number X been invoiced yet?

Filters

Filter	What it does
Transaction Date	Date range of the orders. Empty means the whole history - slow on years of data, so always fill it.
Required Date	Range of when the goods must be ready - not the order date. This is what made-to-order businesses use to see the workload for the coming week or month. Orders with no date set are not matched.
Ship/Pickup Date	Range of the planned delivery or pickup. As above, orders with no date set are not matched.
Division	Pre-filled from the user role's default division. A role locked to one division cannot change it.
Invoiced	Toggle. Off (default): only SOs not yet turned into an invoice - open orders. On: only SOs already invoiced.
Customer	One customer only. A role locked to a specific customer gets it pre-filled and read-only.

How To Read It

One block per SO: header (number, customer, rep, date, total, memo) then product rows.

Column	Meaning
Quantity, Unit	Quantity ordered.
Received	Quantity that has gone out through Delivery Orders referencing this SO.
Not Yet Received	Quantity - Received. This is what still has to ship.
Gross, Discount, Net, Tax, Extra Tax, Subtotal	Order value per product; Subtotal = Net + taxes.

Why The Numbers May Differ

"Received" is computed from delivery orders, not invoices. An order invoiced directly without a Delivery Order still looks undelivered.
SOs do not filter on approval status - orders still awaiting approval are listed.
The SO total in the header is the final amount after invoice discount; the sum of line Subtotals can differ because the invoice discount isn't spread across lines.

Menu Location

Sales & POS / Sales Reports / Sales Order
/report/salesorder