You use the Backlog Report by Customer program to generate a list of all outstanding orders for a range of selected customers.
A single line is printed for each stock item against which an order has been placed.
![[Note]](images/note.png)
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| Field | Value | Description |
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| Selection | ||
| Orders | Select this to generate the report for sales orders, excluding supply chain transfer orders. | |
| Supply chain transfers | Select this to generate the report for supply chain transfer orders only. | |
| Date selection | ||
| All | Select this to include orders for all dates in the report. | |
| Entry |
Select this to select sales orders based on the date they were processed in the Sales Order Entry program. You can include orders for a range of order entry dates. You indicate this range in the From and To fields below. |
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| Ship |
Select Ship to select sales orders based on the line ship date specified in the Sales Order Entry program. You can include orders for a range of line ship dates. You indicate this range in the From and To fields below. |
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| Status |
Select this to select sales orders based on the date an invoice was last produced for the order. You enter the range of dates in the From and To fields below. |
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| From |
This indicates the first date in a range of dates for which you want to include orders in the report. This date refers to either the entry, ship or invoice date depending on whether you selected to include orders based on Entry, Ship or Status dates. |
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| To |
This indicates the last date in a range of dates for which you want to include orders in the report. This date refers to either the entry, ship or invoice date depending on whether you selected to include orders based on Entry, Ship or Status dates. |
In addition to the report options that can be selected, the following selection criteria can be defined:
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Customer selection
Indicate the customer(s) for which you want to include sales orders in the report
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Stock code selection
Indicate the stock code(s) that you want to include in the report.
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Rev/Rel
This option is only available if you selected to print the report for a single stock code.
It enables you to define the single revision and release for the selected stock code to include in the report.
The wording for this field (as well as the column headings on the report) defaults to the text defined against the User-defined fields: Revision and Release (Bill of Materials Setup - Engineering Change Control tab).
This option is available only if Engineering Change Control is installed (Company Maintenance - Registration tab).
In addition, the stock control level must be set to Revision or Release (Bill of Materials Setup - Engineering Change Control tab).
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Sales order selection
Indicate the sales order(s) you want to include in the report.
The options on this tab page enable you to indicate additional selection criteria according to which orders are selected for printing.
| Field | Value | Description |
|---|---|---|
| Print options | ||
| Print only if stock on hand |
This applies only if a single warehouse was entered at the Warehouse selection field. This enables the program to determine whether there is sufficient stock on hand for the order to be shipped. |
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| Print only if order line contains b/order qty | Select this to include order lines containing a non-zero backorder quantity. | |
| Print customer purchase order number | Select this to print the customers' order numbers for the order selected on the report. | |
| Include non-allocated scheduled orders | Select this to include scheduled orders that have not yet been allocated on the report. | |
| Include lines with negative back order qty | Select this to include order lines containing a negative backorder quantity. |
In addition to the other options that can be selected, the following selection criteria can be defined:
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Warehouse selection
Indicate the warehouse(s) for which you want to include orders in the report.
If you print the report for a single warehouse, then the On hand, Free and Available quantity for each stock item is displayed for the selected warehouse.
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Branch selection
Indicate the branch(es) for which you want to include orders in the report.
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Order type selection
Indicate the order type(s) for which you want to include orders in the report.
This option is only relevant if you indicated that the order type is required (Sales Order Setup - General 2 tab).
Order types are maintained using the Browse on Order Types program.
The options on this tab page enable you to indicate how you want to print order values on the report. This is only relevant if the Accounts Receivable setup option: Foreign currency sales required is selected (Accounts Receivable Setup - General tab).
| Field | Value | Description |
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| Show values in | ||
| Local currency | Select this to print foreign amounts in the local currency equivalent. | |
| Foreign currency | Select this to print foreign amounts in the original currency. |
The following selection criteria can be defined:
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Currency selection
Indicate the currency(ies) for which you want to include the selected sales orders in the report.
Select All to print the value of sales orders regardless of the currency in which they were posted.
Alternatively, select Single to only print the value of sales orders posted in a specific currency.
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
If you selected the setup option: Reduce S/O value by tax amount when tax is inclusive (Sales Order Setup - Tax/Um Tab) and the tax code used on the sales order was inclusive, then the values are printed exclusive of tax.
The status of each order is listed in the Stat column as follows:
- Hd/Bo - Status 2 - Open backorder
- Rel/Bo - Status 3 - Released backorder
- Rlsed - Status 8 - Released for invoicing
- Shipd - Status 4 - In warehouse - delivery note printed
- Book - Status 1 - Open order
- Cr/Sp - Status S - Suspense
- Fwd - Status F - Forward order
If the status 'Sched' is listed against an order line, then this indicates that the line is scheduled, but not yet allocated. This overrides the order status for the order.
This report does not include SCT (supply chain transfer) orders. The report can, however, be generated for supply chain transfer orders only.
This report is generated at line level and will therefore only include line discounts (and not order discounts) in the values.