1. Open Sales Order List
1.1. Prerequisites for Open SO List

Prerequisites for Viewing:

Security

After activation, "Sales Order Management" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

Customer

The Customer must have been set up in the Customer Information module.

Sales Orders
The Sales Order must have been entered via Sales Order Management module. 

1.2. Introduction for Open SO List

In this module, the user may view the Open Sales Order List

1.3. Fields & Definitions for Open SO List

Age Number of Days from Order Date 
SO Number System Sales Order Number 
Customer Customer Name
PO Number Customer PO Number
Ord Date Date Order Placed
Itms Item Number on Sales Order
Ack Date Date Acknowledged

1.4. How To ..... for Open SO List
1.4.1. View the Open Sales Order List

Enter Sales Mgt / Sales Order Management / Open Sales Order List, as illustrated: 

 

The following screen will appear:

The screen will display all of the open sales orders for all Customers.  This screen may be sorted by:  Age, SO Number, Customer, PO Number, or Order Date by pressing on the desired button. 

1.5. Reports - Open Sales Order List
To obtain the reports, select the Print button from the ManEx action buttons at the top of the screen.  



The following screen will appear:

Select Printer, Page Range, and number of copies.  Depress Print and report will be sent to printer.