Customer - Order Detail Report

This report shows a list of orders divided by customer. The order amounts are totaled for each customer and for the entire list. The report can be used, for example, to obtain an overview of sales over the short term or to analyze possible shipment problems.

You can define what is included in the report by setting filters. You can set additional fields on the Customer and Sales Order Line tabs by clicking the Field field, and then clicking the AssistButton that appears to the right. You can also determine what is shown in the report by filling in the fields on the Options tab. Fill in the fields as follows:

Customer

No.: Enter the numbers of the customers to be included in the report. To see the existing customers, click the Filter field, and then click the AssistButton that appears to the right.

Search Name: Enter the search names of the customers to be included in the report.

Priority: Enter a priority level for the customers to be included in the report.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.

Sales Order Line

Shipment Date: Enter the first shipment date in the period for which orders will be displayed.

Click the up-arrow button at the lower left-hand corner of the window to see the results of the filters you have defined for the table.

To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort.

Options

Show Amounts in LCY: Place a check mark in the check box if you want amounts in the report to be displayed in LCY. Leave this field blank if you want to see amounts in foreign currencies.

New Page per Customer: Place a check mark in the check box if you want the information on each customer to be printed on a separate page.

Print to Excel: Place a check mark in the check box if you want to export the data to an Excel spreadsheet for further analysis or formatting before printing.

Click the Print button to print the report. If you want to see the report on the screen before printing, click the Preview button. If you do not want to print the report now, click Cancel to close the window.