Select the options you want on the Open Order/Pick Tickets Report (ROO) to determine what prints on the report.
A = Print Active Bids Only. A bid is active when:
any or all items on it have been shipped and invoiced
any outstanding orders created are not yet invoiced
B = Include backordered quantities in extensions and totals (requires option 76 "Advanced Order Entry on System" be set to Yes). Note the following:
The BACKORDERED and TOTAL columns only print if backorder option “B” “Include Backorder Qtys in extensions and totals” is checked..
On a line item, the “EXT” column includes the backorder extended amount only if the option is Y.
C = Suppress Cost Fields. If you select this option, the following fields will not print:
from the Header screen: Orig Cost, Cost-Shpd, GP% (shipped)
from the Detail screen: Cost-Shpd, GP% (shipped)
from the Report Totals section: Cost Shipped, Gross Profit
D = Print Direct Ship Transactions. This option selects Orders/Special Orders that have been marked at the transaction Header level as Direct Ship.
E = Estimates/Bids Past Expiration Date. This option prints expired estimates and bids so you can decide whether to re-activate them or allow them to be purged the next time Option X is selected.
H = Print Header Information Only. Prints a summary of each transaction. This option does not print line items. If you do not use this option, then both header and line item information prints.
I = Print Item Location (Large Format Only). This option is only available when printing ROO with Large Format = Yes. It is not available when printing Pick Tickets with Option P (since it is printing an enhanced form, not a report). With option I, the item’s location prints at the end of the detail line after the GP%. If an item’s location was overridden during posting the order, that location will print; otherwise, the current location from Inventory Maintenance prints.
L = Print Orders with Deposits Outstanding. Prints all orders, special orders, and CODs with deposit amounts not used. This option helps you monitor how long it takes your store to fill and deliver orders. It also helps you reconcile deposit information reported on the Daily Sales Report ( RDS).
M = (Millwork users only) Print Millwork Shop Order.
O = Print Overvolume Bids Only. Prints bids in which the R-Shipped field (dollars invoiced) is greater than the Total-Sales field (original bid total). This situation occurs when you change line items (either quantity or price) on orders created from the bid by clicking Change. If you are posting new line items to orders created from bids, the system does not consider this an overvolume situation.
P = (Pick/Pack/Ship users only) Release Order for Picking. Use this option to release orders by batch (multiple orders). If you select this option and run this report with no From/To range, all eligible orders will be released for picking. Or, you can use the From/To page of this report to limit the orders that are released for picking, if desired.
Q = Print Open Quotes. Prints a list of open quotes so you can monitor who is receiving special prices.
S = Purge Suspended Transactions. If you suspend transactions at point-of-sale, you should use this option daily (usually run in an end-of-day queue). This option purges suspended transactions that were never retrieved and invoiced.
W = Audit/Update Customer Open Order Balances. This option prints the original order balance, and the new order balance for each customer whose balance has changed. It also updates the system with the new order balance.
X = Purge Deleted or Expired Est/Bids/Orders. This option prints and purges expired and deleted estimates and bids. It also purges deleted orders. Because estimates and bids are purged by expiration date, you should change the expiration date on documents you want to keep, or make sure the Retain field is Y.
Y = Print ONLY Ords/ Sp Ords with Backorders. This option prints orders that have items backordered from POS.
Z = Print Ord/ Est without Price/Cost Info. This option prints orders and estimates without the cost and retail information.