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March 11, 2021
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Open Sales Orders by Item Report

  • March 11, 2021
  • 1 reply
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Hi 

 

Can I see my close Sales Orders Items in Open Sales Orders by Item Report?

 

 

 

Kind Regards,

Best answer by katherinejoyceO

Hello there, @talk2khurram

 

Thanks for taking the time to post here in the Community. The Open Sales Order Report will only display those open and partially invoiced. 

 

As a workaround, you can run the Transaction Detail report instead. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

For future reference, read through this article and learn about customizing your report to show the details that only matter to you and your business. 

 

Feel free to post more if you have additional concerns. I'd be happy to get back and help. 

 

 

1 reply

katherinejoyceO
March 11, 2021

Hello there, @talk2khurram

 

Thanks for taking the time to post here in the Community. The Open Sales Order Report will only display those open and partially invoiced. 

 

As a workaround, you can run the Transaction Detail report instead. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

For future reference, read through this article and learn about customizing your report to show the details that only matter to you and your business. 

 

Feel free to post more if you have additional concerns. I'd be happy to get back and help. 

 

 

March 12, 2021

Hi @katherinejoyceO 

 

Thanks for providing problem-solving solution.

July 21, 2021

An Open Sales Order by Item report has been run and there are MANY items with very old dates on them.  I cross checked in the Customer info and invoices were created for these items but did not turn SO into an invoice; therefore, lots of open SO.  Is there a way to close multiple SO by Item # or do we have to individually close each SO?  All of these SO are non-inventory items.

Thank you!