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Reports»Hold Order Reporting - Mfg
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Last modified on 11/6/2009 9:46 AM by User.

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Hold Order Reporting - Mfg

(For a single or multiple manufacturers)

 

Overview 

Users may sometimes need to see Hold Orders and view them by a single manufacturer, multiple brands or all the brands of a parent company. This report will give you an idea of total orders and dollars on hold for a given timeframe.

 

How to create: 

  •  Go to Orders

Then Reports (toolbar) and select “Order Transaction Report”

  • In the Purchase Order Listing Report window, push the radio button for “Hold Orders – Orders not released”.
  • Make sure “Show Details” and “Show Totals Page” is checked.
  • Enter the timeframe as needed.

 

  • Next, go to the Select tab
  • Then click the second More tab on the right of the screen.
  • In the Manufacturers area, click the “Add” button.
  • The Select Manufacturer window will appear.
  • Select a single brand or to select multiple brands, hold the Control key (Ctrl) down and select others.
  • Once you selections are made, click OK.

 All the manufacturers you selected should be listed.

  •  Click Print.

    • Example of the report is shown below