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Orders Report - Summary by Subjects and items

   
      

Short description of the funtionality or tell where you can find the menu/form.

WARNING

 If you use the Only Where Ordered and Delivered Qty Differ option, you can define, which orders will be reported.

  • If you select orders the option, the program will report orders that have not yet been totally dispatched (non-dispatched  or partially dispatched orders).
  • If you do not select the option, the program will report all dispatched orders (with other defined criteria). The report will include orders where the entire ordered quantity has already been dispatched to the customer, and the difference will be equal to 0.

The difference for the delivery will not change, regardless if the option is selected, what will change is the number of records the program will include in the procedure.

Compare to the report: Summary by subjects and items - difference only.

 

WARNING

The order is dispatched if through the adding function has been (for more information see Adding sales orders -issue):

 

(Report criteria) In the header of the report are defined report criteria (report is limited limited by: document type, different kind of dates, order status, etc.). You can limit the report to some data if you select checkbox in the Administration panel | Settings | Program parameters | General.
(Subject) In this section are data that are sorted and grouped by the name of the customer (1st person) from the header of the sales order.
Item  In this column is the ID of the item from the line of the sales order.
Name  In this column is the name of the item from the line of the sales order.
Price In this column is the average sale price for the current item, by the price from the sales order, less discounts which are also available in the order line and excluding VAT (Compare to the Orders report - detailed report type).
It is calculated as a product of total value of sold quantities and the sold quantity.

Ordered

Quantity In this column are total quantities of ordered quantities for the particular item.
Value In this column are total values of ordered quantities for the particular items.

Dispatched

Quantity In this column are total realized (sold) quantities for the particular item.
Value In this column are total values of realized quantities for the particular items, evaluated with the price from the sales order. It is not the actual value of sold goods, but the (due to comparability of data about ordered and dispatched quantity) value of dispatched quantities, evaluated with the price from the sales order.

Difference

Quantity In this column is ordered quantity les realized (dispatched) quantity.
Value

In this column is the remaining value (ordered value less dispatched value).
It is the value of non-dispatched items, less approved discount in the order and before VAT, evaluated with the price from the order.

 

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