Placed Orders

Table of Contents

Summary

This report shows all Orders that were placed for the selected time-period, even if they are no longer in WIP. There are two sections to this report. (1) New Orders and adjustments to those same orders are shown in the first section. (2) Adjustments (edits) to orders that were not created in the selected time-period (regardless of their status) are listed in the second section. This report is usually not printed unless compensation based on Orders Placed is used.

Report Breakdown

Date: The date the order was WRITTEN or CONVERTED to an order or, for adjustments, the date of the adjustment. If any order is adjusted (regardless of status), the amount of the adjustment is considered an order placed (positive or negative) at the time of adjustment.
Company: The name of the customer for this order.
Order: The Order Number.
Description: The overall order description for this order.
Status: The CURRENT status of the order. (Note: This may not have been the status of the order at the end of the report period.)
Production Location 1: The amount written for this order during the report period that are in the first production location. This will be labeled with the name of the production location (e.g., In-Store). This include base plus modifiers plus installation less the line item discount.
Production Location 2: The amount written for this order during the report period that are in the second production location. This will be labeled with the name of the production location (e.g., Brokered). This include base plus modifiers plus installation less the line item discount.
Production Location 3: The amount written for this order during the report period that are in the third production location. This will be labeled with the name of the production location (e.g., Subbed). This include base plus modifiers plus installation less the line item discount.
Discount: The order discount amount written for this order during the report period. (Note: This does not include line item discounts, which are subtracted from their associated production location amounts above.)
Current Subtotal: The CURRENT sales total for this order. (Note: This may not be the same as sales during the report period due to edits and adjustments.)
Subtotal for Period: The amount written for this order during the report period.
Balance: The current balance owed on this order.


See Also