The sales area model combines open sales orders with posted shipments, returns, invoicing and credit memos. Create reports, picking from fields across these documents. Visualize in Chart view. Reports in this area support drill down, flow fields and can be filtered. It includes 9 reports to get you started.
To learn more about creating reports using the designer click here
Note: If you want to report on sales quotes, use the Table option.
Explanation of Fields
Sales reporting brings together open sales orders with posted documents. In order to make reporting easier the quantity field has been expanded into fields for open sales orders, shipped, invoices and returns. Similarly separate fields are available for Item, Resource and G/L entry types. Below you will find further detail on each field
The Sales area reports allow you to select any field from the following tables. Customer, Item, Location, Resource, G/L Account, Item Category, Salesperson/Purchaser
Dimensions and Measures are available from Sales Order, Sales Invoice, Sales Cr. Memo, Sales Shipment, Return Receipt,
When creating reports it is important to set filters in order to get the expected results. The following filters are available
Sell-to Customer No, Salesperson, Location, Type, No, Item Category, Date Filter, Dimension 1,2
Date Filter - The date filter is applied to the posting date. See below for open sales orders
Filter Shipment Date - Use this yes/no check box to filter open orders on the shipment date
Filter Planned Shipment Date - Use this check box to filter open orders on planned shipment date
Exclude Open Orders - This option is useful if you only want posted documents in your results
Date Filter on Order Date - This option groups and filters results by order date. It is intended to be used with the Order Amount Booked measure.
The following Text and Date fields are available for sales reporting
Item No., Variant Code,
Resource No., G/L Account No.
Order No., Document No.
Order Date, Shipment Date, Planned Shipment Date
Sell-to Customer No.
Location Code, Unit of Measure Code
Item Category Code
The following fields are available.
Order Amount Booked - This measure when used with the Date Filter on Order Date combine amounts across open orders and posted invoice and credit memos to calculate the booked amount.
Order Quantity Outstanding = Quantity not shipped on sales orders
Item Quantity Outstanding = Quantity not shipped on sales orders for Item type lines
Resource Quantity Outstanding = Quantity not shipped on sales orders for Resource type lines
G/L Account Quantity Outstanding = Quantity not shipped on sales orders for G/L type lines
Order Outstanding Amount = Value of not shipped quantity on sales order
Invoiced Line Amount Excl. Tax = Quantity * Unit Price - Line Discount Amount
Invoiced Amount = Invoiced Line Amount Excl. Tax - Invoice Discount
Invoice Amount Including VAT = Invoiced Amount + TAX (Sales or VAT)
Posted Credit Memos
Credited Line Amount Excl. Tax = Quantity * Unit Price - Line Discount Amount
Credited Amount = Credited Line Amount Excl. Tax - Invoice Discount
Credited Amount including VAT - Credited Amount + TAX (Sales or VAT)
Posted Invoice and Posted Credit Memos combined
Invoiced w Credit Amount = Line Amount - Invoice Discount
Invoiced w Credit Amt Incl VAT = Amount + Tax
Item Quantity Invoiced (Note this field includes credit memos)
Posted Shipment and Posted Sales Return
Item Quantity Shipped, Item Quantity Returned, Item Qty Shipped w Returns
Resource Quantity Shipped, Resource Quantity Returned, Resource Qty Shipped w Returns
G/L Account Quantity Shipped, G/L Account Quantity Returned, G/L Account Qty Shipped w Returns
Tip For sales reports, filter on Exclude Open Orders if you only want posted documents