Available Reports

The following table shows the reports that are supplied with All Orders. You may use these reports as supplied or make copies of any of them. Consider the original reports as templates; they may not be changed. Most of the default reports can be accessed directly from the Reports menu.

However, you are free to customize the copied reports in many ways.

Sales Order Reports

Report Name	What it's used for
Sales Order	The Sales Order document.
Sales Order - Kits	An alternate version of the Sales Order document showing Kit hierarchies.
Sales Orders - Item Ship Dates	An alternate version of the Sales Order document showing Ship Dates and Ship To Info for each Item.
Pick List	Internal document listing all Sales Order Items on back order.
Pro forma sales order pick list	A specialized report that shows the which sales order can be shipped based on available inventory.
Sales Order History	Shows ship docs related to the sales orders.
Sales Order Dependency	Shows what each Sales Order needs for completion. (Purchase Orders or Work Orders).
Sales Orders By Doc No	Lists all Sales Orders by Doc No with Items and Ship To Info. Default: Open Sales Orders
Sales Orders By Due Date	Lists all Sales Orders by Due Date with Items and Ship To Info. Default: Open Sales Orders
Sales Orders By Item	Lists All Sales Orders with Items and Ship To Info, grouped by Item. Default: Open Sales Orders
Sales Orders By Customer	Lists All Sales Orders with Items and Ship To info, grouped by Customer. Default: Open Sales Orders
Sales Orders By Customer PO	Lists All Sales Orders with Items and Ship To info, grouped by Customer PO. Default: Open Sales Orders
Sales Orders By Order Date	Lists All Sales Orders with Items and Ship To info grouped by Order Date. Default: Open Sales Orders
Sales Orders By Rep	Lists All Sales Orders with Items and Ship To info grouped by Sales Rep. Default: Open Sales Orders
Quote	The current Sales Quote document.

Customer Shipping and Return Reports

Report Name	What it's used for
Ship Doc	The Ship Doc - Used as Packing List.
Pick Ticket	A listing of only those Ship Doc Items that are in-stock and available for shipping.
Bill of Lading	Details of Customer Returns. Default: Current month
Ship Doc Log	Details of Ship Docs. Default: Current month
Batch Shipment	A listing of all Batch Shipments.
Lots Sold	A listing of all Items shipped that carry a lot or serial number.
Shipping Label Ship Doc	Creates a shipping label from the Ship Doc that includes the address info, PO #, and the number of packages.
Items Shipped Without Serial No	A bar code listing of all Items in the Ship Doc that do not have a lot or serial number.
Items Shipped With Serial No	A bar code listing of all Items in the Ship Doc that have a lot or serial number.
RMA	A Return Merchandise Authorization form for a Customer Order.
Customer Return Log	Shows all recently processed RMAs. Defaults to the last three days.
Ship Doc P & L	A specialized report that shows the item by item profit based on the All Orders costing method.

Work Order / Disassembly Reports

Report Name	What it's used for
Finished Goods - Can Make	Lists how many of each Finished Good can be produced with available quantities on hand.
Work Order	A line summary of each Work Order Step and the Items involved. Default - Open Work Order Items
Work Order Pick List	A listing of Work Order component Items that have been allocated.
Work Order With Lot/Serial No	Lists Items in the Work Order (both finished Items and component Items) that have a lot or serial number.
Work Order Dependency	Shows what each Work Order needs for completion. (Purchase Orders, Work Orders).
Work Order List	Shows all Work Orders and their current status.
Work Orders by Due Date	Show all Work Orders, ordered by their due date.
Work Orders By Item	Work Orders by Item, Work Order. Default - Open Work Order Items
Work In Progress	Shows the status of all unfinished Work Orders, including start date and budget information.
Items Produced Without Serial No	A bar code listing of all Items on the Work Order that do not have a lot or serial number.
Items Produced With Serial No	A bar code listing of all Items on the Work Order that have a lot or serial number
Production Report	This report, which is grouped by date, shows summary of finished goods produced and components used on all work orders that are 'Finished'. Default - Current month
Disassembly	Prints details of the current Disassembly.
Disassembly List	Complete listing of Disassemblies.
Disassembly with Lot-Serial Numbers	Shows components of a Disassembly if they have lot or serial numbers.
Capacity Report	The capacity reports adds all the budgeted hours for all steps in all work orders within the specified due date grouped by Production Center. The sum of those hours will be deducted from the Production Center's capacity to arrive at 'Available Hours'.

Purchase Order Reports

Report Name	What it's used for
Purchase Order	Purchase Order document.
Purchase Order - Item Ship Date	Alternate format for purchase order that shows multiple ship or release dates.
Purchase Order By Doc #	Shows details of each PO line item grouped by Doc #. Default - Open Purchase Orders sorted by Seq #.
Purchase Orders By Due Date	Shows details of each PO line item grouped by Due Date. Default - Open Purchase Orders sorted by Doc #, Seq #
Purchase Orders By Item	Shows details of each PO line item grouped by Item. Default - Open Purchase Orders sorted by Doc #, Seq #
Purchase Orders By Order Date	Shows details of each PO line item grouped by Order Date. Default - Open Purchase Orders sorted by Doc #, Seq #
Purchase Orders By Vendor	Shows details of each PO line item grouped by Vendor. Default - Open Purchase Orders sorted by Doc #, Seq #
PO History	Shows transaction history for each Purchase Order line item (received, returned, etc) with backorder subtotals.
Purchase Order Dependency	Shows what transactions are dependent on each Purchase Order.

Vendor Receiving & Returns Reports

Report Name	What it's used for
Items Received with Serial No	A bar code listing of all Items on the Receiving Doc that do not have a lot or serial number.
Items Received without Serial No	A bar code listing of all Items on the Receiving Doc that have a lot or serial number.
Receiving Log	Lists details of Items received. Default - Current month
Return Log	Lists details of Items returned. Default - Current month

Inventory Reports

Report Name	What it's used for
Inventory Status	Shows the summarized (i.e. all locations) quantity status of each item (e.g. On Hand, In Production, etc).
Inventory Movement Detail	A report that shows the transactions that affect the quantity of an item.
Inventory Reconciliation Summary
Inventory Reconciliation Summary	Show inventory discrepancies between QuickBooks and All Orders inventories. If there are items on this report you should reconcile your inventory with QuickBooks.
Inventory Status Details	Details of a inventory quantity by BIN.
On Order by Item Detail	Shows all items currently on order, both from Purchase Orders and Work Orders.
Required by Item Detail	For each open quantity of an item by transaction.
Required - by Item	For each Item, it lists the required, deficient, available, and on-order quantities.
Required - by Vendor	For every preferred Vendor of an Item on backorder, it shows the required, deficient, available, and on-order quantities of their wares.
Deficiency - by Item	Lists all currently deficient Items.
Location By Item Summary	Shows how much of each Item are in each Location grouped by Item.
Inventory Value Adjustments	Shows details of all Inventory Value Adjustments. Default - Current month
Inventory Quantity Adjustments	Shows details of all Inventory Quantity Adjustments. Default - Current month
Transactions	A listing of all transactions for a specified date range.
Inventory Valuation	A report that shows the quantity and value of inventory based on the All Orders costing method.
Inventory Ledger	A ledger of current inventory which uses the All Orders costing method.
Location Transfer	Transfer document.
Transfer Log	Shows details of transfers. Default - Current month.
Items by Location - Summary	Shows how much of each Item are in each Location grouped by Location.
Count	Count register, shows items counted on a specific count transaction.
Count worksheet	Show the quantity per book on a specific count transaction.

Item Reports

Report Name	What it's used for
Components Used In Items	Shows the which bill of materials that use a component.
Finished Goods - Can Make	Lists how many of each Finished Good can be produced with available quantities on hand.
Bill of Materials	A comprehensive list of all Bills of Materials, including all Steps and needed components, costs, etc.
Kits	Lists all kits, including kit type and all components.
Item Customer No	If any of your Customers use special part numbers for identifying your Items, this report will list them by Customer.
Item Relations	Shows how Items relate to one another.
Item Vendors	A listing of all Vendors who are preferred Vendors for at least one of your Items. Lists all Items they sell.
Items	A listing of all Items, including group, type, UOM, price, and cost information.
Item Label	A label listing of select Items, including each Item's name, bar code, price, cost, and bin.
Allocation Report	Shows which dependant transactions a receiver or work order allocated to.

List Reports

Report Name	What it's used for
Bins	A listing of the available bins at each Location.
Customers	A list of all Customers, including phone and fax contact information.
Currencies	Shows all records from the Currencies profile list.
Customer Addresses	A listing of all Customer addresses.
Customer Type	Shows all records from the Customer Types profile list.
Discounts	Shows all records from the Discounts profile list.
FOB	Shows all records from the FOB profile list.
Item Groups	Shows all Item Groups, including their accounts, UOM, etc.
Item Group Price Levels	Lists any Price Levels specific to individual Item Groups.
Price Levels	Shows all records from the Price Levels profile list.
Volume Price Levels	Lists all Price Levels where a volume discount has been applied..
Item Price Levels	Lists any Price Levels specific to individual Items.
Location List	A list of all Locations.
Manufacturers	Shows all records from the Manufacturers profile list.
Payment Methods	Shows all records from the Payment Methods profile list.
Shipping Methods	Shows all records from the Shipping Methods profile list.
Steps	Shows all records from the Steps profile list.
Terms	Shows all records from the Payment Terms profile list.
Unit of Measure	Shows all records from the Units of Measure profile list.
Vendors	Provides a comprehensive list of all Vendors.
Vendor Types	Shows all records from the Vendor Types profile list.

Available Reports

Sales Order Reports

Report Name

What it's used for

Customer Shipping and Return Reports

Report Name

What it's used for

Work Order / Disassembly Reports

Report Name

What it's used for

Purchase Order Reports

Report Name

What it's used for

Vendor Receiving & Returns Reports

Report Name

What it's used for

Inventory Reports

Report Name

What it's used for

Item Reports

Report Name

What it's used for

List Reports

Report Name

What it's used for