ACCTivate!, Custom Reporting

Daily Open Orders Report

Our Acctivate Daily Open Orders Report displays open orders grouped by the due date and displays the daily total due in the header section of each days grouping.  It also includes a grand total for all open orders at the end of the report. This report can be used to make sure you don’t miss any orders or even help you plan your day.

The fields on this report are Order Number, Customer Name, Order Date, Due Date, Order Total and Workflow Status.  It is not currently setup to show order detail but that is something can be added for those needing something more.

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ACCTivate!, Custom Reporting

Backorder/Fulfillment Report

This Acctivate Backorder/Fulfillment Report is used to determine the quantity needed to fulfill all Open Orders. This report is grouped by Product and shows both a summary line and order details for each product. The summary line shows Product ID, Product Description, minimum SO age date for all open Orders, Open Order Average Price, Quantity needed for Orders, Quantity on Open Purchase Orders, Quantity on Hand, Quantity in Test Warehouse and Quantity needed to Fulfill Open Orders. The details displayed are the Order Number, Order Date, Promise Date, Price, Quantity Ordered and Quantity Needed. Since it may not always be necessary to see the detail of each order this report has the ability to show and hide the details.

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