OE Order Reports - Add Layout

Navigator > Reports > Order Entry > Order Reports > Add Layout

You can add and customise layouts. Once you have added a layout, it becomes a report and will be available from the appropriate Reports folder.

See also Report Selections Form.


Layouts
Allocation	Produces reports for stock allocated against unprocessed Sales Orders. See also Invoice Allocation Reports. You can specify ranges of customers and / or products and the required Post Status. Customise this layout to group by customer or product. To customise and add grouping, place the number 1 in the Group field for CustomerCode and CustomerName or for ProductCode and Description. After the report layout has been saved, you can access the customisation from Selections Form > Options > Customise. Customer Grouping, reports on allocated Stock Grouped by customer. Customer allocation reports are sorted by customer, then within a customer. Allocated quantities and amounts are sub-totalled for each customer. Grand totals for all allocated quantities and values appear at the end of the report. Product Grouping, reports on allocated Stock Grouped by Product. Product allocation reports are sorted by product, then customer, then within a customer. Allocated quantities and amounts are sub-totalled for each product. Grand totals for all allocated quantities and values appear at the end of the report.
Back Orders	Similar to Allocation reports except it reports on stock on back-order (rather than stock allocated on Current-orders). The same selections are available and the same comments regarding grouping apply.
Order	Produces a report which lists Order header and lines information. You can also show order banking line information. You can specify a range of customers and / or products, and their required Post Status. You can specify the period or a range of periods. The Current/History selection is to allow optimised scanning of the Order files. An order is, Current, if it is not deleted, and not processed. Historic, if it is deleted or processed.
Order Links	This report shows the links associated with orders for a range of periods.
Picking	Report tracking detail for selected current documents. With selections for range of Customers, Products, Packing Slip No, Invoice No and Bin Codes.
Shipping	Shows the shipper assigned to each order.
Status	Produces a report that lists orders. Select types of documents, and specific post and print statuses. The Current/History selection is to allow optimised scanning of the Order files. An order is current if it is not deleted and is not processed. An Order is historic if it is deleted or processed. Select orders that belong to a period or period range.