Understanding Sales Order Management Reports Reviewing Sales Order Reports and Inquiries by Ayman Refat - March 14, 20180 Understanding Sales Order Management Reports Concept Sales order reports enable you to view information from multiple sales order tables. Reports enable you to review: • Open and held orders • Sales history and summary information Procedure In this topic, you will learn about the reports available in the JD Edwards EnterpriseOne Sales Order Management system. Step Action Many reports are the available for sales orders: • Print Open Sales Orders by Customer (R42620) • Print Open Sales Orders by Item (R42632) • Print Held Sales Orders (R42640) • Sales Ledger (R42600) • Sales Analysis Summary (R42611) The R42620 program enables you to create reports for orders that: • Have been picked but not shipped. • Have been picked but not invoiced. • Exceed the customer’s requested ship date. You create different versions of this program to review: • Open orders and their total amount. • Open orders beyond a specific date. • Open orders for a specific document type or line type. The R42620 program includes backordered items if you have set a processing option in the sales order entry to create a backorder when inventory is not available. You must release backorders into the order process before generating the report to reflect accurate backorder and open order information. The R42632 program enables you to: • Review the number of open orders for an item. • Determine how to fill orders using availability information. The R42632 program: • Processes the detail line items within each of your sales orders and sorts the information by item number. • Displays the on-hand quantities for each item within a warehouse location. Verify that you have released all necessary backorders that are ready for processing before running the report. The R42640 program enables you to review a list of all sales orders that are on hold for these reasons: • You need to review and update a customer’s credit limit. • You need to determine whether the profit margin is adequate. • You are waiting for the entire order to ship because the customer does not accept partial orders. • You are waiting for price review and approval. The R42600 program enables you to analyze sales history. The R42611 program enables you to review period-to-date and year-to-date sales amounts and sales margin. The R42611 program retrieves information from the Sales Summary History table (F4229). Before running the program, verify that you set the processing options for the Sales Update program (R42800) to update records in the F4229 table. Step Action Depending on the version of the R42600 program that you select, you can analyze sales history in any of these ways: • By order or document type, such as phone orders, blanket orders, COD orders, and credit orders. • By line type, such as stock sales, non-stock sales, freight, and miscellaneous charges. • By order status, such as shipped, backordered, or cancelled. • By customer, salesperson, or order entry person. • By customer payment terms. • By price amounts. In the order activity rules, you specify the steps in the process where the system records entries to the S.O. Detail Ledger table (F42199). Because the F42199 table contains multiple records for a single order detail line, you must specify either a next or last status code in the data selection for the R42600 program. If you do not specify a status code, the report can overstate historical sales information. In summary, the reports available in the JD Edwards EnterpriseOne Sales Order Management system enable you to review sales orders by customers, items, status, and summary. End of Procedure.