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Open Salesperson Documents

Report Summary

Printed Report Title:  Open Salesperson Documents

List of open orders and documents by salesperson and month with document number, due date and line item qty & price.

 

Default Location In Orchestrated

Base Module: Sales - A/R > Sales Reports > Orchestrated Reports

Reports Module: Reports > Sales and Purchasing > Orchestrated Reports (1)

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Sales Managers can run this to get an overview of the current activity for each salesperson. Salespeople could run it for themselves so they only see their activity.

 

Key Requirements

Assign a salesperson to each customer

 

Parameter Entry Options

Required:

Include Document types? (Choose from Sales Orders, Quotes and Returns) 
Select Salesperson

 

Optional:

Select Brands 
Select Business Partners / Customers

Parameter Entry Image

 

Report Sample Image

 

 

Version 4.5.1.0

 

 

 

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