Sales Order Register

The Sales Order Register Report helps you review Sage 50 US sales orders for a selected period. It lists each sales order with its order date, ship by date, status, customer description, amount, and a grand total so you can review open and closed order activity in Excel.

Prerequisites

1. Latest Logicim XLGL version.
2. Microsoft Excel 2016 or higher.
3. A Sage 50 US company connected to Logicim XLGL.
4. Access to the Sales Order Register Ready-to-Use Report in the Accounts Receivable group.

What the Report Does

The workbook contains visible Instructions, Report, and Chart worksheets. The Instructions worksheet provides Start and End date inputs and tells you to click Refresh on the XLGL ribbon. The Report worksheet shows the company name, the selected period, and sales order rows with Sales Order Number, Date, Ship By Date, Status, Description, and Amount columns, followed by Grand Total. The Chart worksheet summarizes the same period with Sales Orders by Month and Order Status Overview visuals.

How to Use the Report

1) Enter the reporting period in the Start and End date cells on the Instructions worksheet.

2) Click Refresh on the XLGL ribbon to update the Report for the selected period.

3) Click Go to Report... to open the Report worksheet and review the sales order list, order statuses, amounts, and Grand Total.

4) Click Go to Chart... to open the Chart worksheet and review Sales Orders by Month and Order Status Overview.

5) Use the Excel filter buttons on the Report worksheet headers when you need to focus on a specific sales order number, date, ship by date, status, description, or amount.

Customization Options

You can change the Start and End dates on the Instructions worksheet, use the Excel filters on the Report worksheet, and apply ordinary Excel formatting to a saved copy. The workbook also includes a Click here to have this report customized for you link for changes beyond date selection, filtering, or formatting.

Common Use Cases

1. Review all sales orders created within a selected period.
2. Compare open and closed sales orders by using the Status column or the Order Status Overview chart.
3. Check sales order amounts and the Grand Total for the selected period.
4. Use the Ship By Date column to review upcoming or past shipment timing.

Troubleshooting

1. Issue: The Report does not show the expected period. Solution: Check the Start and End date cells on the Instructions worksheet, then click Refresh on the XLGL ribbon.
2. Issue: The Report appears to show stale data. Solution: Confirm that Excel is connected to the correct Sage 50 US company, then click Refresh on the XLGL ribbon.
3. Issue: The Chart worksheet does not match the expected order activity. Solution: Refresh the Report after changing the dates, then review the Date timeline and the Sales Orders by Month and Order Status Overview visuals.
4. Issue: You need fields, grouping, or calculations that are not in the workbook. Solution: Use the workbook customization link or request a Custom Report.

FAQs

1. Q: Can I select a different period? A: Yes. Enter new dates in the Start and End date cells on the Instructions worksheet, then click Refresh.
2. Q: What sales order details are visible in the Report? A: The Report worksheet shows Sales Order Number, Date, Ship By Date, Status, Description, Amount, and Grand Total.
3. Q: Does the workbook include charts? A: Yes. The Chart worksheet includes Sales Orders by Month and Order Status Overview.
4. Q: Can I customize the layout? A: You can use normal Excel filtering and formatting on a saved copy. Use the customization link when you need different fields, grouping, layout, or calculations.

Best Practices

1. Confirm the company name at the top of the Report or Chart worksheet before reviewing results.
2. Use clear date entries in the Start and End cells, then click Refresh before relying on the values.
3. Review the Report worksheet first for transaction-level detail, then use the Chart worksheet for monthly and status summaries.
4. Save a separate copy before making formatting changes that you want to keep.

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