Menu Path: Customer Service Reports Orders Open Backorder Report
Create a report of open backorders by customers, by products, or both.
Use Open Backorder Report to display open backorders by customers only, by product only, or by both. You can filter orders in the report by criteria, such as sales and shipping locations, customer divisions, customer groups, and product categories. You can output the report in a summary format with product quantities or in a detail format with order data.
Button |
Description |
Exit |
Click this button to close the Open Backorder Report window. |
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Click this button to output the report. |
Field or Button |
Description |
If you want to report on a range of customers, select whether to enter a range of customer codes, customer names, billing customer codes, or billing customer names. |
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Select this check box to include all customers on the report. This check box is selected by default, and only available if you select the Customer Code or Customer Name radio button. |
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All Billing Customers |
Select this check box to include all billing customers on the report. This check box is selected by default, and only available if you select the Billing Customer Code or Billing Customer Name radio button. |
Enter the first customer or billing customer code/name for a range of customers to include on the report, or click the Lookup button to select a customer or billing customer code/name. You select a code or name based on your selection in the Select Customer Range By radio set. This field is only enabled if you clear the All Customers or All Billing Customers check box. |
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Enter the last customer or billing customer code/name for a range of customers to include on the report, or click the Lookup button to select a customer or billing customer code/name. You select a code or name based on your selection in the Select Customer Range By radio set. This field is only enabled if you clear the All Customers or All Billing Customers check box. |
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Select this check box to include orders for all customer forecast groups on the report. This check box is selected by default. |
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Enter a customer forecast group for which to include orders on the report, or click the Lookup button to select a customer forecast group. If you want to include orders for a range of customer forecast groups, enter the first customer forecast group in the range. This field is only enabled if you clear the All Forecast Groups check box. |
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Enter the last customer forecast group in a range of customer forecast groups for which to include orders on the report, or click the Lookup button to select a customer forecast group. If you want to only include orders on the report for a single customer forecast group, leave this field blank. This field is only enabled if you clear the All Forecast Groups check box. |
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Select this check box to include orders for all shipping locations on the report. This check box is selected by default. |
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Enter a shipping location prefix for which to include orders on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Ship Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name for which to include orders on the report, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Ship Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Select this check box to include orders for all sales locations on the report. This check box is selected by default. |
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Enter a sales location prefix for which to include orders on the report, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name for which to include orders on the report, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Select this check box to include orders for all customer divisions on the report. This check box is selected by default. |
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Enter the first customer division for a range of customer divisions to include on the report, or click the Lookup button to select a customer division. This field is only enabled if you clear the All Customer Divisions check box. |
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Enter the last customer division for a range of customer divisions to include on the report, or click the Lookup button to select a customer division. This field is only enabled if you clear the All Customer Divisions check box. |
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Select this check box to include orders for all customer groups on the report. This check box is selected by default. |
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Enter the first customer group for a range of customer groups to include on the report, or click the Lookup button to select a customer group. This field is only enabled if you clear the All Customer Groups check box. |
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Enter the last customer group for a range of customer groups to include on the report, or click the Lookup button to select a customer group. This field is only enabled if you clear the All Customer Groups check box. |
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Select this check box to include orders for all product categories on the report. This check box is selected by default. |
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Enter the first product category for a range of product categories to include on the report, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Enter the last product category for a range of product categories to include on the report, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Select this check box to include orders for all product codes on the report. This check box is selected by default. |
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Enter the first product code for a range of product codes to include on the report, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box. |
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Enter the last product code for a range of product codes to include on the report, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box. |
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Select this check box to include orders for all product names on the report. This check box is selected by default. |
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Enter the first product name for a range of product names to include on the report, or click the Lookup button to select a product name. This field is only enabled if you clear the All Product Names check box. |
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Enter the last product name for a range of product names to include on the report, or click the Lookup button to select a product name. This field is only enabled if you clear the All Product Names check box. |
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Select this check box to include orders for all required dates on the report. This check box is selected by default. |
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Enter the first required date for a range of orders to include on the report, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last required date for a range of orders to include on the report, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include orders created by all users on the report. This check box is selected by default. |
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Enter a user ID to only include orders created by the user on the report, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Order Created By check box. |
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Enter a user name to only include orders created by the user on the report, or click the Lookup button to select a user name. This field is only enabled if you clear the All Order Created By check box. |
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Select this check box to include backorders for all sales representatives on the report. This check box is selected by default. |
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Enter the first sales representative ID in a range of sales representative ID's for which to include backorders on the report, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representatives check box. |
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Enter the last sales representative ID in a range of sales representative ID's for which to include backorders on the report, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representatives check box. |
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Select whether to print a report by customers only, by products only, or to include both customers and the products that are backordered. |
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Click the Lookup button to select the unit of measure for quantities on the report. For more information, see Unit of Measure Fields FAQ. |
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Select whether to sort the product report by product code or name. These radio buttons are only enabled if you select the Product or Both radio buttons. |
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Select whether to insert page breaks in the product report between each product or category. You can also select to not insert page breaks. These radio buttons are only enabled if you select the Product or Both radio buttons. |
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Select this check box to display a summary report, which only includes product ordered and backordered quantities in the selected unit of measure. If you select this check box, order details are not included on the report. This check box is only enabled if you select the Product or Both radio buttons. |
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Select whether to sort the customer report by customer code or name. These radio buttons are only enabled if you select the Customer or Both radio buttons. |
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Select whether to insert page breaks in the customer report between each customer, customer division, or customer group. You can also select to not insert page breaks. These radio buttons are only enabled if you select the Customer or Both radio buttons. |
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Select this check box to group order lines on the customer report by billing customer. Leave this check box cleared to group order lines on the customer report by the customer for each order. This check box is only enabled if you select the Customer or Both radio buttons. |
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Select this check box to display a summary report, which includes product quantities in the selected unit of measure. If you select this check box, order details are not included on the report. This check box is only enabled if you select the Customer or Both radio buttons. |
Field or Button |
Description |
Select one of the following output options:
Note This setting is not saved when you exit and return to this window (even if the Save Report Output Option check box is selected in Default Options Update). |
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button, and is only enabled if you select the Customer or Product radio button for the Report(s) to be Printed option on the Select tab. |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button, and is only enabled if you select the Customer or Product radio button for the Report(s) to be Printed option on the Select tab. |
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Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button, and is only enabled if you select the Customer or Product radio button for the Report(s) to be Printed option on the Select tab. |
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Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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