Sales Order

Sales Order is a Logicim Ready-to-Use Report for Sage 50 US. It helps you review sales orders for a selected period and status, showing ordered, shipped, and remaining quantities and amounts for each sales order line.

Prerequisites

1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows terminal server (2012 and above)
2. Microsoft Office 365
3. Sage 50 US edition (2021 and above) 
4. Internet connection
5. Sales order data for the selected Start and End dates in the connected Sage 50 US company.

What the Report Does

Sales Order is listed in the Accounts Receivable Ready-to-Use Report group. The Instructions worksheet lets you enter a Start date, an End date, and a Sales Order Status filter with All, Open, and Close options. The Report worksheet shows sales order line details, including Sales Order Number, Date, Status, Customer ID, Item ID, Line Description, U/M ID, U/M Description, Quantity, Qty Shipped, Qty Remaining, Unit Price, Original Price, Shipped Price, and Remaining Amt. The Chart worksheet summarizes sales order activity with visible sections for Sales Order Volume by Month, Shipment Progress by Month, and Top 10 Sales Order Value Breakdown.

How to Use the Report

Step 1) On Instructions, enter the Start date in C8, enter the End date in C9, and select All, Open, or Close in C10 under Sales Order Status.

Step 2) Click Refresh on the XLGL ribbon to update Sales Order for the selected dates and sales order status.

Step 3) Click Go to Report... to review the Report worksheet output by sales order number, customer, item, quantity, shipped quantity, remaining quantity, price, and remaining amount.

Step 4) Click Go to Chart... to review the Chart worksheet summaries for sales order volume and shipment progress by month.

Customization Options

Use C8, C9, and C10 on Instructions to adjust the date range and sales order status before refreshing. You can also use normal Excel filtering and formatting on the Report worksheet for review. Keep the hidden Data and ChartData worksheets and formulas intact unless Logicim customizes the Report for you. The Instructions worksheet includes a customization link for requesting changes.

Common Use Cases

1. Review open and closed sales orders for a selected period.
2. Compare ordered quantities with shipped and remaining quantities by item line.
3. Review remaining amounts on sales orders that are not fully shipped.
4. Use the monthly chart views to see sales order volume and shipment progress trends.

Troubleshooting

1. If the Report does not show the expected orders, confirm the Start and End dates on Instructions, select the correct Sales Order Status, and click Refresh on the XLGL ribbon.
2. If open or closed orders appear to be missing, change C10 to All and refresh to compare the full selected period.
3. If totals or charts look stale after a parameter change, click Refresh again before reviewing the Report or Chart worksheet.
4. If you need fields, grouping, or formatting that are not available in the workbook, use the customization link on Instructions or contact Logicim support.

FAQs

1. Q: Can I view only open sales orders? A: Yes. Select Open in C10 under Sales Order Status, then click Refresh.
2. Q: Can I include both open and closed sales orders? A: Yes. Select All in C10, then click Refresh.
3. Q: Which dates control the period shown in the Report title? A: The Start date in C8 and End date in C9 on Instructions control the period title on Report and Chart.
4. Q: Does the Report show remaining quantities and amounts? A: Yes. The Report worksheet includes Qty Remaining and Remaining Amt columns.

Best Practices

1. Confirm the connected Sage 50 US company before refreshing the Report.
2. Review C8, C9, and C10 before comparing results across periods or statuses.
3. Refresh the Report after every date range or status change.
4. Use the Report worksheet for line-level review and the Chart worksheet for monthly trend review.