Generate an Open Order Report that I can sort by the target "ship date" or "order number"

lazylifeseat · ‎September 13, 2017

I would like to generate an open order report that I can sort by the target "ship date" or "order number". Only options I can find are "Open Sales Order by Customer" or "Open Sales Order by Item".

"Open Sales Order by Customer" is close to what I want, but I don't like the way it is grouped by each customer. What I really need is a continuous list in order, no matter the customer.

I could output this to Excel then delete the customer separators and reorder the data. However, I would like to do this report weekly and would like to avoid the extra steps.

(Title has been edited by moderator for clarity)

sreiss · ‎April 12, 2018

http://blog.betterbottomline.com/scott_gregory_quickbooks/2012/03/create-an-open-sales-order-by-due-...

There is a video on the above link that explains this.

Open Customer Center
It will open on "Customer & Jobs" tab in the upper left.
Click the "Transactions" tab.
Click Sales Orders
There is a drop down list a few inches to the right of the transactions tab. Select "Open Sales Orders" from that drop down list.
Right click on the grid (table of data).
Select "Customize Columns".
Make sure that "Ship Date" is one of the Chosen Columns.
Click OK.
Click the "Ship Date" heading of the Ship Date column to sort the data by ship date.
At the bottom of the screen, click "Run Reports".
Click "View as a Report".
You can then work with this as you would with other reports.

View solution in original post

qbteachmt · ‎September 13, 2017

"What I really need is a continuous list in order, no matter the customer."

Open your Chart of Accounts. Go to the Bottom and double-click your Sales Orders Nonposting Account, to get a Quick Reort on this account.

Now each row is one transaction. Customize this, select what you want from Display tab, such as Date fields and Sort By the one you need to be Showing before you can Sort By it. On the Filters tab, use Paid Status = Open, for only Active SO.

Click on Header/Footer and Retitle this as Open SO by Ship Date. Memorize it.

Change the Sort By To Order Number. Retitle it as Open SO by Order Number. Memorize it, choosing New, not Replace.

Memorize both of these in one Group you named for SO reports, and then in the Memorized Reports list, you double-click the Group to run Both reports at once. Or, youc an run either one whenever you want to.

sreiss · ‎April 12, 2018

http://blog.betterbottomline.com/scott_gregory_quickbooks/2012/03/create-an-open-sales-order-by-due-...

There is a video on the above link that explains this.

Open Customer Center
It will open on "Customer & Jobs" tab in the upper left.
Click the "Transactions" tab.
Click Sales Orders
There is a drop down list a few inches to the right of the transactions tab. Select "Open Sales Orders" from that drop down list.
Right click on the grid (table of data).
Select "Customize Columns".
Make sure that "Ship Date" is one of the Chosen Columns.
Click OK.
Click the "Ship Date" heading of the Ship Date column to sort the data by ship date.
At the bottom of the screen, click "Run Reports".
Click "View as a Report".
You can then work with this as you would with other reports.

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Generate an Open Order Report that I can sort by the target "ship date" or "order number"