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Sales Order Report

   
      

Sales order reports can help you can keep track of important business information, search for accounting data and use a modern information system to improve your overall overview of your company's operations.

In the Sales Order Report module, you can report the following data:

  • Material requirements –orders by customer
  • Orders by item
  • Orders by clerk
WARNING

You can easily select document and item types by using the shortcuts that appear if you right-click the Item Types or Document Types checkbox. For more information on this topic, see Multiple selection lists in the User Manual for PANTHEON.

 

WARNING

For a general description of taskbar (toolbar) functions, see Toolbar.

 

WARNING

By default, the filter criteria is set to all valid orders with a status that affects available stock. Document types for reports must be selected each time you create a report, however, you can also save the selection as a template.

 

WARNING

Like with all filters, a blank field in the sales order reports means that all values of a given criteria in the report will be displayed. When any criterion is entered into a field, only documents and lines that meet the entered criteria will be displayed.
You can also set filters using wildcards. For more information on this topic, see Wildcard characters in the User Manual for PANTHEON.

 

  1. Report Type
  2. Criteria
  3. Document Types
  4. Item Types

1. Report Type

First, select a report type. This is the format in which the report will be printed. The report is generated by double clicking the name of the desired report type or by selecting the report type name and clicking the Report button.
You can select among the following report types:

Detailed

Detailed with Serial numbers:

  • Orders Report  detailedThis report type shows all orders and all data from orders (order lines) by a serial number. 
  • Orders report - detailed by serial number – This report type is similar to the Orders report – detailed. It shows all orders and all data from orders (order lines), and it also shows serial numbers if an item is tracked by a serial number.    
Chronologically
Delivery
Difference in Quantity and Value
  • Orders Report – Difference in Quantity and Value - This report type shows Difference in Quantity and Value.
  • Orders Report – Difference in Quantity and Value – Detailed -  This report type shows Difference in Quantity and Value detailed.

Summary

Summary by Items:

  • Orders report – summary by Items – This report type shows the total number of pieces and their average price and value. Each item is displayed separately. This report does not include materials in BOMs.

Overview of links:

       Summary by Subjects:

      Summary by Consignees:

Summary by Subjects and Items:

Summary by Clerks:

Summary by Persons Responsible:

Overview of Links
By Clerks
Difference between Ordered and Dispatched

Difference between order and dispatched qty only – These report types are compact versions of the predefined reports mentioned above. They contain considerably less information, which is why they are easier to view.

 

Detailed  difference only:

Summary by Items  Difference only:

Summary by Subject and Items - Difference only:

Item prices in summary reports (Summary by items report) are calculated as value divided by quantity.

2. Criteria

In the Criteria panel, you can define the conditions by which you want to limit the output of the report. It is divided into several tabs:

  • Criteria
  • Custom Fields – Items
  • Custom Fields – Subjects
  • Custom Fields – Documents
HINT

Clicking the magnifier icon next to the drop-down list arrow opens the Search By window, which helps you narrow down the search criteria by by selecting multiple parameters or adding conditions to the search criteria.

2.1. Criteria

Item

Enter an individual item ID if you would like to limit the report to a single item. This information is taken from the lines of order documents.

Name

Enter an individual item name if you would like to limit the report to a single item. This information is taken from the lines of order documents.

Alternate

Select an alternate if you would like to limit the report to a single alternate.

Primary Category

Select a primary category if you would like to limit the report to a single primary item category. The primary category of an item is listed in the Items register. Item categories can be found in the Item Categories register.

You can use the Search By function in this field.

Sec. Category (Secondary category)

Select a secondary category if you would like to limit the report to a single secondary item category. The secondary category of an item is listed in the Items register. Item categories are listed in the Item categories register.

You can use the Search By function in this field.

Customer

Select a customer if you would like to limit the report to the first person from the order (customer). Select a customer from the Subjects register.

You can use the Search By function in this field.

Customer Type

Select a customer type if you would like to limit the report to a single customer type. Information about customer types can be found in the Subject Types register (see Customer register).

You can use the Search By function in this field.

Country (Customer)

Select countries if you would like to limit the report to the countries that your customers come from. Information about the countries, i.e. individual subjects from that country that you have done business with, can be found in the Subjects register.

You can use the Search By function in this field.

Region (Customer)

Select a region if you would like to limit the report to a specific region of the customer. Region can be defined at Postal Areas.

You can use the Search By function in this field.

Receiver

Select a consignee (receiver) if you would like to limit the report to a single consignee. Select a consignee from the Subjects register.

You can use the Search By function in this field.

Consignee Type

Select a consignee type if you would like to limit the report to a single consignee type. Information about consignee types can be found in the Subject Types register (see Customer register).

You can use the Search By function in this field.

Country (Consignee)

Select countries if you would like to limit the report to the countries that your consignees come from. Information about the countries, i.e. individual subjects from that country that you have done business with, can be found in the Subjects register.

You can use the Search By function in this field.

Region (Consignee)

Select a region if you would like to limit the report to a specific region of the consignee. Region can be defined at Postal Areas.

You can use the Search By function in this field.


Department

Enter an individual department if you would like to limit the report to a single department. Information about departments is listed in the Subject register and is taken from the lines of order documents.

You can use the Search By function in this field.

CIS

Enter an individual CIS if you would like to limit the report to a single CIS (Classification of Institutional Sectors). CIS IDs are found in the Subjects register.

You can use wildcards to search for a specific CIS ID. For example, "S.1%" means domestic partners, "S.2%" means foreign partners, "S.211%" means partners from the EU, etc.

You can use the Search By function in this field.


Cost Ctr.

Select an individual cost center if you would like to limit the report to a single cost center. This information is taken from the lines of order documents.

You can use the Search By function in this field.

Person Res. (Person responsible)

The person responsible for the document. Depending on the settings that you have defined, the program will either enter the user logged in the program or the responsible person entered in the customer's entry in the Subjects register.

You can use the Search By function in this field.

Clerk

The person responsible for the document. Depending on the settings that you have defined, the program will either enter the user logged in the program or the person responsible entered in the customer's entry in the Subjects register.

You can use the Search By function in this field.

Linked Doc. 1 (Linked Document 1)

Select a linked document if you would like to limit the report to a linked document 1 (for example, a sales order slip).

From
(Linked Doc. 1)

Enter the start date for linked document 1 if you would like to limit the report using this criterion.

To
(Linked Doc. 1)

Enter the end date for linked document 1 if you would like to limit the report using this criterion.

Linked Doc. 2

Select a second linked document if you would like to limit the report to a single linked document 2.

From
(Linked Doc. 2)

Enter start date criteria for linked document 2 if you would like to limit the report using this criterion.

To
(Linked Doc. 2)

Enter the end date criteria for linked document 2 if you would like to limit the report using this criterion.

Document No.

Select an individual document number if you would like to limit the report to a single document number.

You can use the Search By function in this field.

Order Date From

Enter the start date of the period for which you would like to show orders in the report.

Date To
(Order Date)

Enter the end date of the period for which you would like to show orders in the report.

Deliver-by From

Enter the start date of the period (by deliver-by dates) for which you would like to show orders in the report

Date To
(Deliver-by Date)

Enter the end date of the period (by deliver-by dates) for which you would like to show orders in the report.

Dispatch-by date from

Enter the start date of the period (by dispatch date) for which you would like to show orders in the report.

Date To (Dispatch-by date)

Enter the end date of the period (by dispatch date) for which you would like to show orders in the report.

Validity from

Enter the starting date of validity of the order if you would like to limit the report to the show only orders valid from that date.

Pay. Method (Payment Method)

The default payment method is taken from the customer's entry in the Subjects register. It can be changed if needed by selecting a different payment method from the Payment Methods register.

Days in Week

Select the desired days in the week if you would like to limit the report using these criteria.

Weeks in Year

Select the desired weeks in the year if you would like to limit the report using these criteria.

Convert to Currency

Select a currency in which orders will be listed (re-calculated) in the report.  All orders that meet the criteria that you have entered will be included in the report, but will be converted into the currency entered here using the central bank rate on the day that an order was issued.

For Currency

Select a currency if you would like to limit the report to a single currency that was used in orders. Only orders created in the currency you will enter here will be included in the report. If you do not enter a currency, all orders will be displayed, regardless of the currency, and will be converted to the primary currency using the central bank rate valid on the day an order was issued (see the Convert to Currency field). 

Deliver Via

Enter a delivery method if you would like to limit the report to a single delivery method. Information about delivery methods is listed in the Delivery Methods register and will be taken from order documents.

You can use the Search By function in this field.

Bank for FCY Docs.

Select a Bank for FCY Docs. if you would like to limit the report using these criteria.

Primary Supplier

Enter the Primary Supplier if you would like to limit the report using these criteria.

You can use the Search By function in this field.

Delivery Priority

Enter the delivery priority if you would like to limit the report using these criteria.

You can use the Search By function in this field.

Carrier

The data is populated from the Carrier field on the Transport tab on the order document. More than one subject from Subjects register can be selected here. If this criterion is selected, only the documents on which subjects are selected in the Carrier field of the Transport tab are shown in the report.

You can use the Search By function in this field.

Warehouse Select one or more warehouses  if you would like to limit the report using these criteria.

BOM items

This option is available only in the Material requirements report. Select this option if you would like to include materials in BOMs in the report. Values will be listed by purchase price.

Only Where Ordered and

Delivered Qty Differ

Select this option if you would like to exclude the following orders from the report:

  • orders where the entire ordered quantity has already been dispatched to the customer;
  • orders marked as finished.

For report types in section Difference between Ordered and Dispatched, this checkbox is selected by default and does not appear in the report.

Search Stock in Primary Warehouse

When creating a report, select this option if you would like to find the inventory of an individual item at the primary warehouse. This information is included in the predefined report type Summary by Items with Stock.

Use Secondary Subject Type

If this option is selected, the program takes into account the data for customer type defined for the subject in the General data of the Subject. If the option is not selected, the program only takes into account data for the primary customer type defined for the subject in the General data of the Subject.

Print documents in Documentation

Use only for detailed reports. By default, the option All Documents is selected.

  • All Documents: prints all documents, both those transferred to the Documentation and the ones not transferred.
  • Documents transferred documentation: prints only documents transferred to the Documentation.
  • Documents not transferred to documentation: prints only documents that have not been transferred to the Documentation.

Valid

Select which orders you would like to include in the report:

  • All orders, regardless of their validity.
  • Validity: only valid orders with the validity date later than current date.
  • Expired: only expired orders with the validity date before the current date.

Status

Select orders statuses if you would like to limit the report to orders with a particular status.
By default, only statuses that affect available stock are selected, i.e. orders with the status: 2 – Confirmed.

Send notice by e-mail Enables the mass sending of notices to subjects from the selected report.

Transfer to Ad-Hoc Analysis (button)

Transfers data based on the selected criteria to the Ad-Hoc Analysis.

Report (button)

Displays the sales order report based on the selected criteria.

2.2 Custom Fields Items

Custom Fields – Items

Select an entry in an item's custom field if you would like to limit the report to a single entry in a custom field in the Items register.

2.3 Custom Fields Subjects

Custom Fields – Subjects

Select an entry from a subject's custom field if you would like to limit the report to a single entry in a custom field in the Subjects register.

2.4 Custom Fields  Documents

Custom Fields – Documents 

Select an entry from a document's custom field if you would like to limit the report to a single entry in a custom field in the Documents module.

 

3. Document Types

 

3.1 Document Type

Document Types

Select document types that you have used to record sales orders and that you would like to include in the report (Record-only document types will not appear in the list). You can select them if you check the checkbox next to the desired document.

 

3.2 Document Types – Record Only

Document Types – Record-Only

If this checkbox is checked, this document type is available in the main menu and you can enter new documents. However, you cannot use some other functions with this document type, e.g. create purchase orders or use them in certain reports.

 

4. Item Types

 

Item Types

Select all item types that you would like to include in the report. Certain item types are unchecked by default.

 

RELATED TOPICS:

  Add a link to the topic in the User Manual

  Add a link to the topic in the Tehnical Manual

 


 

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