Open orders overview

General description #

The open orders overview report is a customised document that provides a summary of all open orders as of a chosen custom date. The available version offers a list of all orders with creation dates on or after “2019-05-01.”

Columns #

  • Order Number: The column displays the associated order number. On hover, the column displays the short info text “Order number.”
  • Customer: The column displays the relation selected from the destination side of the order. On hover, the column displays the short info text “Buyer of the product.”
  • Product code: The column displays the code of the products used in all the orderlines of an order. On hover, the column displays the short info text “Short code of the product.”
  • Total Quantity: This column displays the sum of the quantities of all orderlines. On hover, the column displays the short info text “Quantity.”
  • Gross Weight: This column displays the sum of the gross weight of all order lines. On hover, the column displays the short info text “Gross Quantity.”
  • Loading place: This column displays the loading place as per the order. On hover, the column displays the short info text “Loading city.”
  • Destination port: This column displays the destination port value of the order. On hover, the column displays the short info text “Destination port.”
  • Arrival date: The column displays the arrival date of the products. The value is fetched from the field “Arrival date” of the order. On hover, the column displays the short info text “Arrival date of products at own factory.”
  • Departure date: The departure date of the order is displayed in this column. On hover, the column displays the short info text “Departure date.”
  • License plate: The details of the license plates of the order are displayed in this column. On hover, the column displays the short info text “License plate.”
  • Loading date: The loading date of the order is displayed in this column. On hover, the column displays the short info text “Loading date of the lot.”
  • Unloading date: The unloading date of the order is displayed in this column. On hover, the column displays the short info text “Unloading date for the lot.”
  • Delivery Conditions: The delivery conditions associated with the order are displayed in this column. On hover, the column displays the short info text “Delivery Condition.”
  • Export Manager: This column displays the name of the export manager set in the relation associated with the order. On hover, the column shows the short info text “Export manager.”
  • Logistic employee: This column displays the value of the person responsible for the order field in order. On hover, the column displays the short info text “Logistic employee.”
  • Finished: The column gives the status of whether the order is finished or not. The value is fetched from a customised column “Finished” on the order screen. The checkbox if checked for order gives the status “yes” and if unchecked displays “No”. On hover, the column displays the short info text “Finished.”
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Updated on September 19, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.