Sales Order Summary

Form ID: (SO610500)

This report displays summary information about all sales orders, grouped by order type, reference number, and date. You can select sales orders by a customer, warehouse, or inventory item (and subitem, if applicable), and you can easily drill down to the details of each sales order.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • Start Date: The start date of the report date range; a start date must be specified.
  • End Date: The end date of the date range; an end date must be specified.
  • Customer ID: The customer (by its ID) for which you want to view information. Leave the box blank to view information on all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Warehouse: The warehouse for which you want to view information. Leave the box blank to view information on all warehouses.

    This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

  • Inventory ID: The inventory item for which you want to view information. Leave the box blank to view information on all inventory items.
  • Subitem: The subitem code for which you want to view information for the inventory item.

    This box appears only if the Inventory Subitems feature is enabled on the Enable/Disable Features form.

    Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
  • Open Orders Only: A check box that you select to view only open sales orders.