“Open /Draft Sales Orders” Report

Reports List from the Menu:

• was added the next Report to the List:
  • “Open /Draft Sales Orders” Report;
• after clicking on the report -> the corresponding form of the Report is opened.

Report “Open /Draft Sales Orders”:

• Rules:
  • data is sorted by Customer then by order date and Customer;
  • In the Datagrid are displayed Open or Draft Sales Orders;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Order Number -> textbox;
  • Customer Name -> dropdown List;
  • Sales Rep -> dropdown List;
  • Store -> dropdown List;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Order Date;
    • Order Number;
    • Customer;
    • Store;
    • Order Amount;
    • Discount;
    • Order Total;
    • Order Payment;
    • Open Balance;
  • At the bottom are displayed next Total values:
    • Total Amount -> sum of line items in the “Order Amount” column;
    • Total Discount -> sum of line items in the “Discount” column;
    • Total Order Amount -> sum of line items in the “Order Total” column;
    • Total Payments -> sum of line items in the Order Payment” column;
    • Total Open Balance -> sum of line items in the “Open Balance” column;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• was added new permission to Reports tab -> Reports List:
  • Can View Open / Draft Sales Orders Report:
    • if for user the checkbox is unchecked:
      • “Open / Draft Sales Orders” Report is hidden from the Report Menu List form.