Open Orders

Create a list of all Open Orders for all dates or a specific date range. Customize the report and select a specific Location, Operator, Item or Customer.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Orders

Grant permission to the individual report> Oil & Energy > Open Orders

Create Your Report

Select a Point of Saleof either

• All
• Pickup
• Delivery

In Date Selection select All Dates or create a Date Range.

• Start Date- Enter a Start Date.
• End Date- Enter an End Date.

Use the Category section to choose All, one or multiple Item Categories to limit the Items on the produced report.

Operator Selection features all Operators selected by default. Select One Operator and enter an Operator ID or select F12 to search.

Location Selection indicates all Locations selected by default. Select One Location and enter a Site ID or select F12 to search.

Item Selection indicates all Items selected by default. Select One Item and enter an Item ID or select F12 to search.

Customer Selection provides all Customers selected by default. Select One Customer and enter a Customer ID or select F12 to search.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

Choose Export and to choose the location the .xls file will be saved. An export file has the following additional columns.

• Status
• Category ID
• Category Description
• Field Rep ID
• Field Rep Description

 

When exporting this report, the following additional columns are included.

• Status
• Category ID
• Category Description
• Field Rep ID
• Field Rep Description