About Order Entry Reports

You can print a variety of reports to help you manage your sales orders. If you use multicurrency accounting, some of these reports can include source and functional-currency information.

Order Entry prints reports to your usual print destination. When you print to any destination, Order Entry updates the report status to "Printed."

You can print Order Entry reports on 8½" x 11" paper or A4-sized paper. (The Posting Journal can also be printed on 8½"x14" paper.)

Tip: Printed reports can serve as a source of backup information in the event that data is lost or damaged.

For instructions on printing reports, see Printing Order Entry Analytical and Setup Reports.

Using Optional Fields when Printing Reports

Optional fields let you analyze your Order Entry data in ways that are relevant to your business. The following reports let you select records by optional fields:

When you use optional fields as selection criteria, Order Entry prints records that have optional fields and values in the ranges you specify.

For more information about using optional fields in Order Entry, see About Optional Fields.

Setup Reports

Setup reports show the information entered to define records you create when setting up or updating your Order Entry system.

When you add, delete, or change any of these records, you should print and file the corresponding reports to keep your printed records up to date.

Sales Analysis and Transaction Reports

Order Entry provides reports you can use to analyze sales orders. There are also reports about the Order Entry transactions you post (invoices and credit notes), and the journal entries created for the general ledger from these transactions.

Customer Forms

Order Entry also provides you with the standard customer forms you need to process sales orders and invoice customers.

For more information, see About Order Entry Customer Forms.