AUGForums.com

An Acumatica User Group

  • Forums
  • Podcast
  • Blog
  • Rolodex
  • Login
  • Start Here
  • Consulting
  • Courses
  • Register

Sales Order Details By Terms

March 17, 2015 by Tim Rodman

Acumatica Report Store: Sales Order Details By Terms

Sometimes it might be interesting to view your sales orders by the terms chosen on those orders. Getting an order from a customer is great, but did you agree to terms that will allow a few months to pass before you collect the cash?

This report, the Sales Order Details By Terms report, groups your sales order lines by terms, allowing you to see totals by term.

In order to build the report, I took the Sales Order Details By Customer (SO611000) report and made the following changes to it:

  1. Group by the Order Terms instead of by Customer
  2. The Line Total and Open Amount columns are shown in the Base Currency, not the Document Currency

Screenshots:

Acumatica Report Store: Sales Order Details By Terms

Acumatica Report Store: Sales Order Details By Terms

Acumatica Report Store: Sales Order Details By Terms

Acumatica Report Store: Sales Order Details By Terms

How to Download

This report is free and can be downloaded through Gumroad.com

Download Now

Filed Under: Acumatica Report Store Tagged With: Acumatica, Acumatica Blog, Acumatica Business Intelligence, Acumatica Learning, Acumatica Report Designer, Acumatica Report Writer, Acumatica Training

By using this website, you agree to our Terms of Use (click here)

Online Members

Recent Blog Posts

  • EP 38: From Welder to Consultant, Nick Savage-Mady on his journey with Acumatica and MYOB Advanced (Podcast) January 21, 2021
  • Acumatica Reporting Tools Consulting January 19, 2021
  • EP 37: Jody Lorincz, IT Manager at MHR Brands, sharing his Acumatica Customer Story (Podcast) January 13, 2021
  • EP 36: What Motivates ERP Veteran Nicole Ronchetti To Participate in Acu-Connect (Podcast) January 8, 2021
  • Acumatica and Scanco WMS – A Cautionary Tale for ISVs January 6, 2021
Acumatica Learning Resources

Recent Forum Posts

  • RE: Bug in processing a Purchase Requisition

    Hi @jhoannaj, I think you’ll have better luck wit...

    By Tim Rodman, 1 hour ago

  • RE: AP Void Question

    Hi @mikerosz, I think you’ll have better luck wit...

    By Tim Rodman, 1 hour ago

  • RE: Split Default Warehouses

    Hi @matthewjames, I think you’ll have better luck...

    By Tim Rodman, 1 hour ago

  • RE: Tracking Purchase Order Changes in Acumatica

    @kurtybauer Great point about the AuditHistory table si...

    By Tim Rodman, 1 hour ago

  • RE: Odata Feed in 2020 R1

    I have experienced #2 and #3, but not #1.

    By Tim Rodman, 1 hour ago

  • RE: Bug: Unable to Preview Reports on Report Designer

    I haven't used the preview feature much other than when...

    By Tim Rodman, 1 hour ago

  • RE: Payment and Application Type - Customer Refund

    Hi @tlynn, I think you’ll have better luck with t...

    By Tim Rodman, 1 hour ago

  • RE: Amend a SO with a status of "Shipping"

    I would first try to use Automation steps and adding th...

    By Ryan Brown, 16 hours ago

  • RE: Timecard reports/queries

    @tricia-carlson Ah, good point. I think you'd need to m...

    By Tim Rodman, 23 hours ago

Recent Tweets

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2021 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.