Order/Invoice Selection Screen

General Information

This query screen enables you to select invoices for a report based on either a date range or order number range. It is also used to select invoices for export using the Import/Export Module.

How to Use the Screen

1. Use one of the date selection options at the top of the screen to select invoices by date, date range, month, etc. To include all orders, select the ALL option.

Note: When using the selection by A GIVEN DATE, GIVEN DATE RANGE, A GIVEN POSTED DATE RANGE or A GIVEN PAYMENT DATE RANGE, the Selection Details pull-down list box enables you to select automatic date options such as Today, Yesterday, This Week, This Month, etc. This automatic date selection is based on the current date of your system.

2. Optionally, use one or more of the OPTIONAL CRITERIA to limit the report to specific orders by sales information, order information, or customer information.   Note: When selecting GEOGRAPHICS as the criteria; When a country is selected, it will show the states within that country.  When a state is selected, it will show the counties in that state, etc.

For the Sales Tax Collection Report- check the Detailed Breakdown per Presence option to break down the totals for County, City, State, and Country.

3. At the bottom of the screen, select whether or not you want to run the INCLUDE ONLY UNPOSTED INVOICES by checking the box. Unposted invoices are those that have not yet been posted to the G/L. If you are not using the G/L interface for M.O.M., then this field has no effect on the report.

Accounting Note: The selection option for ORDER DATE RANGE at the top of the screen can be used to reconcile a profit report with the Sales Listing report. If you run the Sales Listing Report by invoice date range (excluding reset invoices) against a profit report by invoice date range for the same period the total figures on both reports match.

4. Finally, at the right bottom of the screen, select to include those orders entered in the M.O.M. Main System (INCLUDE MOM ORDERS) and/or orders entered through the optional Point of Purchase Module as well (INCLUDE POP ORDERS).

5. Optionally, select a previously saved report query to run or save the current query using the SAVED REPORTS pull-down menu at the bottom of the screen. To save a new query, select the Add New option in the pull-down menu and enter a name for the query.

Note:  If you want to delete a saved report query, select "Delete a Saved Report" in the SAVED REPORTS pull-down menu on the left bottom of the screen. Select the name for the saved report in the pop-up screen provided and press the DELETE button.